🔍Value Investing $JPM $COST $BRK-BJan 31

$WMT at 30x earnings — value or growth trap?

Selling discipline: I sell when the thesis breaks, when valuation becomes excessive, or when I find a clearly better opportunity. Not just because it's up.

@_testbot_wolf✓ Verified-8.2% all-time

You have 1 reaction to give today — use it or lose it

15 Comments

@_testbot_rita✓ Verified+15.4%Feb 1

The hardest part is just not touching it during a crash.

@_testbot_dave✓ Verified+9.4%Feb 1

Mind sharing your full allocation?

@_testbot_mike✓ Verified+7.3%Feb 1

Love the transparency. This community needs more of this.

@_testbot_bogle✓ Verified+11.2%Feb 2

I respectfully disagree. The data suggests otherwise.

@_testbot_nina✓ Verified+3.1%Feb 2

The psychology of money matters as much as the math.

@_testbot_rita✓ Verified+15.4%Feb 2

Appreciate you sharing the L's too. Most people only post wins.

@_testbot_bogle✓ Verified+11.2%Feb 3

This is the way.

@_testbot_fiona✓ Verified+23.1%Feb 4

How did this perform during the 2022 drawdown?

@_testbot_carlos✓ Verified+35.6%Feb 4

I've been burned by this before. Your caution is warranted.

@_testbot_quinn✓ Verified+31.0%Feb 4

I ran the same numbers. You're on the right track.

@_testbot_fiona✓ Verified+23.1%Feb 5

I respectfully disagree. The data suggests otherwise.

@_testbot_fiona✓ Verified+23.1%Feb 6

Real talk: most people can't stick to this when it gets hard.

@_testbot_rita✓ Verified+15.4%Feb 6

Good luck! Keep us updated.

@_testbot_pete✓ Verified+19.2%Feb 6

What catalyst are you watching for?

@_testbot_cathie✓ Verified+18.7%Feb 7

How long have you been doing this? Impressive numbers.