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

To: E_K_S who wrote (77700)	6/27/2025 5:11:14 AM
From: Madharry	Respond to of 78774

Nice call on ibm and kd. Wish i had listened. I reduced some of my cash position and doubled up in roth account my small position in bdc ssss. They invest in private companies and sell them after they go public. They are currently sittimg on a large profit in coreweave, which i am guessing they sell in 2025. To get a flavor for the company i suggest listening to the last conference call. Because i expect a large distribution in 2025. I would suggest buying in a roth account. Coreweave at 3-31 was i believe 10% of their portfolio and valued at $32. It now trades around $160.

To: E_K_S who wrote (77700)	6/27/2025 9:33:24 AM
From: Paul Senior	Read Replies (1) \| Respond to of 78774

Nice call there also on MMM. Wasn't it just two years ago that pundits were saying they could/might go bankrupt because of their illegal practices or product issues or something, and the stock was down from that so much. I remembering saying a company with such a long history of surviving and growth, a shame if it were to happen. This has been yet another example to me where I should have buckled up some courage and at least taken a tracking position. An action which has been successful on balance I believe when I have done this so many times before. Solventum, in which I did take one of those tracking position bets, being one of those bets I'm still in and ok with having done so.