redhots Posted November 23, 2016 Share Posted November 23, 2016 Warren Buffett recently had a meeting with MBA students in which he stated the following. Today, with $1 million, he and Charlie would probably invest in four stocks https://blogs.rhsmith.umd.edu/davidkass/ What would be your 4 stock portfolio and why? Link to comment Share on other sites More sharing options...
Guest notorious546 Posted November 23, 2016 Share Posted November 23, 2016 what would be your four stock portfolio? Link to comment Share on other sites More sharing options...
redhots Posted November 23, 2016 Author Share Posted November 23, 2016 I don't know. I am thinking great economics that the business can maintain for a long time and then just sit on my ass. Munger was quoted as saying. If you live in a small town and if you own a good car dealership , McDonald franchise , best apartment building in town , highest quality office building in town. You are done! Link to comment Share on other sites More sharing options...
Partner24 Posted November 23, 2016 Share Posted November 23, 2016 MKL, FFH, PDH and BRK. Good choice to me if you don't have the time available to study stocks. Link to comment Share on other sites More sharing options...
AzCactus Posted November 23, 2016 Share Posted November 23, 2016 BAM, CMPR, MKL and UA Link to comment Share on other sites More sharing options...
Yours Truly Posted November 23, 2016 Share Posted November 23, 2016 AMZN, GOOG, FB, PCLN Link to comment Share on other sites More sharing options...
rukawa Posted November 23, 2016 Share Posted November 23, 2016 I feel like this thread should be moved to strategies. It doesn't belong here. Link to comment Share on other sites More sharing options...
undervalued Posted November 23, 2016 Share Posted November 23, 2016 this is gonna be like a bunch or other threads that already exists out there. Link to comment Share on other sites More sharing options...
wachtwoord Posted November 23, 2016 Share Posted November 23, 2016 It shouldn't but it looks like it does. The only way to reach 50% annual is by limiting your holding time (otherwise you'll regress to the mean return) so people talking about stocks they would hold forever don't get what Buffet is saying. Also people proposing stocks without multi-bagger potential don't. I expect Buffet would focus on special situations. Link to comment Share on other sites More sharing options...
antao Posted November 23, 2016 Share Posted November 23, 2016 I vote on special situations as well given Buffet's background. Link to comment Share on other sites More sharing options...
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