I’m a deep value wine drinker apparently. 😆🤔
Buy and hold can work wonders for less expensive wines, if they're well chosen!
I live in rural Virginia in the Monticello AVA, there are about 40 vineyards/wineries within about 45 minutes, all in picturesque areas, so it's fun to explore. Small wineries popping up in deeply rural Virginia has been a remarkable transformation.

To come back to finance:
In Northern Virginia, there are also AI data centers popping up in beautiful rural areas. Big, ugly, noisy - hugely expensive.
I strongly suspect that the hundreds of billions dollars being poured into AI data centers is a mistake. I'm also appalled at the level of mistakes that even the newest CoT AI's make. I'm beginning to think about how I can short the AI boom (well, not short, but well chosen puts). There is a board for discussing AI impact on finance https://www.shrewdm.com/MB?bid=125

very different from most folks, I like 'em smooth and drinkable and untannic
Chacun a son gout, I like a bit of 'grip'.

Berkshire Hathaway FAQ

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