mcliu

Broeb22, Thanks for the names! It’s kind of nice that Costco hasn’t succumbed to opening up their website as a marketplace like Amazon or Walmart. The 3rd party sellers has made those websites a mess, so many low quality products and fake reviews.

Thanks for sharing these. Do you have any examples of current stocks that you're invested in that you think can achieve high returns for the next 10 years?

Thanks, really interesting responses! I thought it was a good exercise because when I did it, the types of investments that I looked for was much different from my usual set of ideas. There's less focus on valuation and one-time business improvements and much more emphasis on growth, business quality, competition/disruption/longevity and capital allocation. The 15Y total returns for AXP/KO are decent when you include dividends. But LearningMachine is right, it is a very difficult question to answer, even for a master like WB.

If you could only hold 3 stocks in your entire portfolio and you have to buy and hold for 15 years, no trading. What would you own? And what kind of returns would you expect?

What is the incentive for someone to us Verizon Cloud vs Apple iCloud or Google Drive?

Yup, auto & home rates all up double digits.

Government focus too much on taxing the rich instead of making the poor richer.

Seems like Biden will win, so: Higher corp taxes -> lower earnings -> lower stock prices. Higher income taxes -> less spending -> less earnings -> lower stock prices. More stimulus -> higher earnings -> higher stock prices. More stimulus -> more $ printed -> more inflation? -> higher interest rate? -> lower stock prices? More stimulus -> more $ printed -> less inflation? -> lower interest rates? -> higher stock prices? More regulation -> lower earnings -> lower stock prices. Might be very beneficial for O&G, higher regulation will limit investment and future output, prices can finally rise.

Why are public schools pushing LGBTQ sex ed so early?

Don’t know much about this, so would love to hear an informed opinion on how difficult would it be for the big players (MSFT, AWS etc) to replicate Snowflake features on their own databases?

I don’t think you’re allowed to use the R word anymore. https://www.washingtonpost.com/lifestyle/kidspost/why-you-shouldnt-use-the-r-word/2011/06/06/AGISc3nH_story.html

Jim Pattison has a yacht: https://www.superyachtfan.com/yacht-nova-spirit.html

Watched this from the coronavirus thread. Fascinating stuff, thanks for posting!

???

Would the mainstream media purposely report negative studies of hydroxychloroquine and ignore positive studies just to show that Trump was wrong? ???