My top 10-ish positions in no particular order: GTE, HRP-D, GFRE, RBS-N, GPOR, HOG, WH, FR-J/K, OXY, GLW, COH.
Purchases: FR-J/K, CSKI, WH, CHBT, GRVY, JNJ, IGK
Sales: RBS-N, ASFI, VDSI, CSKI, HOG, HRP-D, KO
13 years of Value Investing thread. :) I spent much less time and effort investing in the first part of these 13 years than now. Possibly it made some sense since my portfolio was smaller, but I think I missed some extra returns because of it.
I'm still more comfortable in Buffettology investments compared to Graham value investing. Very few net-nets that work out, not counting Chinese stocks. I usually don't wait long enough even for Chinese net nets to work out. :/ It's just much easier for me to hold underwater Buffettology stocks that may have future than net-nets which have only cash. :)
Buffettology thread (now almost 12 years old :)) is pretty dead though, so I don't split hairs and post here.
Well, here's to wish that next 13 years would be as good or better than the last 13. :)
Edit: Actually, it looks like the birthday of Value Investing is 11/16/1996, so we'll have to wait two more months for wishes. ;) |
