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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: Paul Senior who wrote (70749)	7/26/2022 6:33:17 PM
From: Spekulatius	Read Replies (2) \| Respond to of 78661

I have been buying more GOOGL today and yesterday. I have it now sized the way I like it at about 5% of my portfolio. I also added just a tiny bit of META as well, but it’s sized much smaller than GOOGL.

To: Paul Senior who wrote (70749)	7/26/2022 8:00:24 PM
From: Corolla09	3 Recommendations Recommended By KC16 Lance Bredvold Spekulatius Read Replies (1) \| Respond to of 78661

Just a quick thought. I feel like sometimes its tricker to value land on a balance sheet. For example, sometimes major companies having a presence gives a boost to the land and rental values in the location. If the companies go bust, land values are likely to go down as well, because a lot of rental contracts will trigger a lower payment as adjusting to the disappearance of foot traffic is usually part of a good tenancy agreement. In major cities, its not a problem, but if a big store is located in a town, the value recoverable from the sale or lease of the land might not be as high as estimated.