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

To: E_K_S who wrote (77228)	2/24/2025 8:17:45 PM
From: petal	Respond to of 78957

Haha, fair point. The question wasn't altogether serious, although I think it is a good "thought experiment". It's a nice way of finding flaws in one's thinking – one may realize that "damn, I have no idea where this company will be in 5 years", and then one might realizes that maybe one should own that company. So given both of your – and my own, too – uncertainty about USA's longevity, best look somewhere else, eh? (; Especially if we take the US valuations into account! (And no, I'm not saying no US stocks in your real portfolio. Just for this exercise maybe!) I would go with Investor, no question about it. (And obviously, if this were a real portfolio, one would own at least 20 different stocks.) This excellent podcast episode highlights why. open.spotify.com Investor is controlled by the Wallenberg family through foundations. This structure has helped protect the company and the family dynasty. The long term thinking it induces, has been hugely beneficial for Sweden as a country. The Wallenbergs have been in charge of Sweden's economic development since the middle of the 19th century and is still going strong: they still have control over approximately half of Sweden's stock market capitalization. Currently, the fifth generation is in charge; the sixth generation is slowly taking on leadership roles. ____________________________________________________________________________________ PS. Unrelated; another podcast: This is one of the best podcast episodes I've ever heard. open.spotify.com It's the guy that founded the Motley Fool, who lays out his investment strategy. Basically, he buys what he thinks is great companies, and he never sells them. He uses a sort of venture capital approach, but is only active in the public market. He has a great track record (20 % over 20+ years, I read somewhere). And the way he thinks about stocks (and stuff in general, it seems) is crystal clear.