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Non-Tech : Kirk's Market Thoughts -- Ignore unavailable to you. Want to Upgrade?

To: Elroy who wrote (25226)	7/17/2025 2:39:29 PM
From: Kirk ©	1 Recommendation Recommended By Arran Yuan Read Replies (1) \| Respond to of 26530

Given you have such a deep knowledge of several stocks, I figured you were better diversified and might consider a value play. No, why do you ask? I'm not sure who else here to ask other than Bob because the majority seem to favor trading on charts rather than fundamentals. BRKA doesn't pay a dividend nor is it tech, so it is probably not in Bob's universe. I do both... For me, it owns too much Apple to be a value stock so probably outside my universe too unless someone convinces me. And I'm trying to SIMPLIFY rather than add stocks to my portfolio, but I like to keep my eyes open for real deals. Berkshire was a hell of a deal when the internet bubble popped, but so were several value stocks and funds like WMI and my REITs so I may not bother. It is amazing how owning some REITS helped overall returns in 2000 to 2009 while stocks like MSFT did not regain their peak values until years later.