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Strategies & Market Trends : Value Investing

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To: Paul Senior who wrote (75395)	4/9/2024 2:05:07 PM
From: Madharry	Read Replies (2) of 78765

i have large losses in baba and bidu so i am not adding more but I will say that baidu made massive investments in ai years before nvidia started talking about it so its got a lot of irons in the fire. of course I also own google and i wish I owned more. I started a tracking position in chewy. not a customer but one of my single friends who has a dog is ,, he asked me the other day what I thought of them as an investment and today the ceo shows up on cnbc, I liked what he had to say and there seems to be some customer loyalty. another single friend recently got a puppy and many of the people in my HOA which is quite and elderly population are out walking their dogs every day and many have more than one dog. i suspect that the dog/child ratio in my hoa is over 25-1. any dog lovers here use them?

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