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100 most recent posts by ajm101Shrewdness 6
  Author Board Recs Date
Re: Poorly performing value traps I am buying
ajm101Falling Knives206/29/26
Re: Poorly performing value traps I am buying
ajm101Falling Knives-06/29/26
Re: Make Berkshire Compound Again!
ajm101Berkshire Hathaway506/07/26
Re: Berkshire indirectly gave SpaceX $30B
ajm101Berkshire Hathaway-06/06/26
Berkshire indirectly gave SpaceX $30B
ajm101Berkshire Hathaway1206/06/26
Re: Small Business ess & AI
ajm101Macroeconomic Trends & Risks806/06/26
Re: Small Business ess & AI
ajm101Macroeconomic Trends & Risks-06/05/26
Hans Christian Andersen
ajm101US Policy1206/05/26
Poorly performing value traps I am buying
ajm101Falling Knives1306/01/26
Re: Jamie Dimon, may 29th
ajm101Berkshire Hathaway206/01/26
Re: Valuation loop
ajm101Berkshire Hathaway905/31/26
Re: Valuation loop
ajm101Berkshire Hathaway1005/31/26
Re: My Way
ajm101Macroeconomic Trends & Risks205/29/26
Re: My Way
ajm101Macroeconomic Trends & Risks605/29/26
Re: Waiting game
ajm101Macroeconomic Trends & Risks2005/29/26
More - ZS and VRRM
ajm101Falling Knives205/27/26
Re: Valuation
ajm101Alphabet205/27/26
UI, ZTS, PRIM, SHAK, and FSLY
ajm101Falling Knives705/26/26
Re: OT: SpaceX and QQQE
ajm101Berkshire Hathaway4505/25/26
SpaceX S-1
ajm101Macroeconomic Trends & Risks1105/20/26
Re: OT: Cartoon from 2105
ajm101Macroeconomic Trends & Risks-05/15/26
Re: Pricing the impossible
ajm101Macroeconomic Trends & Risks1805/09/26
Re: +226% in trailing 6 months
ajm101Intel-05/08/26
+226% in trailing 6 months
ajm101Intel305/08/26
Re: In progress observations
ajm101Berkshire Hathaway505/06/26
Cash level thought exercise.
ajm101Berkshire Hathaway105/02/26
Re: Valuation
ajm101Alphabet-04/15/26
Re: MSFT
ajm101Falling Knives903/26/26
Re: Yale Finance Prof. advises 100% stock
ajm101Retirement Investing-03/16/26
Re: Cars, year one, no commuting
ajm101Retirement Investing903/16/26
Re: Terminator coming?
ajm101Macroeconomic Trends & Risks503/13/26
Re: Terminator coming?
ajm101Macroeconomic Trends & Risks403/13/26
Re: That 70s Show - Oil disruption
ajm101Macroeconomic Trends & Risks-03/12/26
Re: Trump announces oils sanctions relief
ajm101Macroeconomic Trends & Risks2003/10/26
Re: Trump announces oils sanctions relief
ajm101Macroeconomic Trends & Risks1103/10/26
Re: History lesson, anyone?
ajm101Macroeconomic Trends & Risks-03/01/26
Re: History lesson, anyone?
ajm101Macroeconomic Trends & Risks203/01/26
Re: Freight fright with new AI productivity fear
ajm101Macroeconomic Trends & Risks302/13/26
Not so micro: Seaboard Corporation (SEB)
ajm101Interesting Microcaps302/13/26
Important: Anthropic Head of AI Safety quits
ajm101Science, Technology, Engineering and Mathematics802/12/26
The risk of a hothouse Earth trajectory
ajm101Science, Technology, Engineering and Mathematics802/11/26
Re: o/t, terrific interview with Dalio,
ajm101Berkshire Hathaway102/10/26
Re: o/t, terrific interview with Dalio,
ajm101Berkshire Hathaway702/10/26
Re: How Capitalists Destroyed Capitalism
ajm101Macroeconomic Trends & Risks1302/10/26
Re: How Capitalists Destroyed Capitalism
ajm101Macroeconomic Trends & Risks102/09/26
Re: Too interesting to make the cut
ajm101Interesting Microcaps302/08/26
Re: Bitcoin
ajm101Falling Knives502/07/26
Bitcoin
ajm101Falling Knives402/06/26
Re: Control Panel: Trend changes in 2026
ajm101Macroeconomic Trends & Risks1401/25/26
Re: Most Depressing Board Ever
ajm101US Policy401/21/26
Re: Most Depressing Board Ever
ajm101US Policy101/21/26
Re: From broke to $23 MM net worth w/ index funds
ajm101Retirement Investing601/20/26
Re: end of SaaS debate
ajm101Science, Technology, Engineering and Mathematics701/20/26
Re: From broke to $23 MM net worth w/ index funds
ajm101Retirement Investing1201/20/26
Re: end of SaaS debate
ajm101Science, Technology, Engineering and Mathematics301/20/26
Re: Land swap?
ajm101Macroeconomic Trends & Risks101/05/26
Re: Dubai Chocolate
ajm101Cooking in Shrewd'm212/30/25
Re: 2026 and beyond
ajm101Berkshire Hathaway812/24/25
Re: OT: Much Satellite Traffic Is Unencrypted
ajm101Berkshire Hathaway311/15/25
Thank you!
ajm101Shrewdsmith311/15/25
Re: Michael Blurry of Big Short Fame Quits
ajm101Macroeconomic Trends & Risks611/14/25
Re: NPR still won't come clean
ajm101Macroeconomic Trends & Risks1011/13/25
Re: KMX
ajm101Falling Knives311/13/25
Re: Bubble Watch
ajm101Index Investing111/12/25
Re: Bubble Watch
ajm101Index Investing111/12/25
Re: Constellation Software - CNSWF
ajm101Falling Knives1411/11/25
Re: Constellation Software - CNSWF
ajm101Falling Knives1611/11/25
KVUE / KMB - update
ajm101Falling Knives311/04/25
KVUE / KMB
ajm101Falling Knives411/03/25
Re: Long time reader, infrequent poster
ajm101Mechanical Investing-10/15/25
Long time reader, infrequent poster
ajm101Mechanical Investing1110/11/25
Re: Bigger than the Fed Reserve
ajm101Berkshire Hathaway410/09/25
Huntsman Corporation (HUN)
ajm101Falling Knives610/08/25
Re: Sterling devaluation risk?
ajm101Non-US Stocks-09/15/25
Re: OT: Ukraine and Russia
ajm101Macroeconomic Trends & Risks3108/20/25
Re: Dollars
ajm101Macroeconomic Trends & Risks-06/26/25
Re: Dollars
ajm101Macroeconomic Trends & Risks506/26/25
Re: War, currencies and jurisdictions
ajm101Berkshire Hathaway-06/12/25
Re: War, currencies and jurisdictions
ajm101Berkshire Hathaway1506/12/25
Be a nice guest and read the banner
ajm101Berkshire Hathaway1606/11/25
Re: 23andMe
ajm101Interesting Microcaps306/06/25
Re: Krugman: Gaming Out a Sudden Stop
ajm101Macroeconomic Trends & Risks505/23/25
Re: Krugman: Gaming Out a Sudden Stop
ajm101Macroeconomic Trends & Risks205/22/25
Krugman: Gaming Out a Sudden Stop
ajm101Macroeconomic Trends & Risks305/22/25
Re: Favor - request for help
ajm101Index Investing105/21/25
Favor - request for help
ajm101Index Investing105/16/25
Re: Wow Warren stepping down as CEO
ajm101Berkshire Hathaway1905/05/25
Re: Clearing the Board for May
ajm101Berkshire Hathaway204/25/25
Re: China fires across the bow
ajm101Berkshire Hathaway-04/17/25
Re: article: How a dollar crisis would unfold
ajm101Macroeconomic Trends & Risks304/17/25
article: How a dollar crisis would unfold
ajm101Macroeconomic Trends & Risks304/16/25
Re: BV?
ajm101Berkshire Hathaway304/16/25
US turning off CVE program?
ajm101Macroeconomic Trends & Risks904/15/25
Significant DOGE related NLRB breach
ajm101Macroeconomic Trends & Risks1204/15/25
Re: I know
ajm101Berkshire Hathaway104/06/25
Re: How far will it fall?
ajm101Berkshire Hathaway-04/06/25
Re: How far will it fall?
ajm101Berkshire Hathaway3504/06/25
Re: ex-US Defense Contractors
ajm101Non-US Stocks604/06/25
Re: What Did You Buy Today?
ajm101Berkshire Hathaway804/04/25
Re: Berkshire and Tariffs
ajm101Berkshire Hathaway3204/04/25

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