Thinking of taking some profit. Want to buy more TSLA (great product roadmap) and BTC (adoption and regulatory certainty). Also, need to sell to retire a margin loan I took a while back. Margin debt, even a small amount makes me nervous. Maybe buy a few toys as well - "It's later than you think!" a friend of mine likes to say.

Any opinions on the relative valuations of BAM and BN? I own both. I like the low debt of BAM - just a great business with reliable cash flows and good growth. Wondering if the dividend yield falling below 3% is an indication it's reached full value. On the other hand, BN borrows a bunch of money that will be repaid with debased currency. Assuming govt deficits aren't reduced, I expect assets to continue to appreciate in dollar terms resulting in large carried interest receipts going forward. Price matters but it's more important to identify the better business. Could easily hold for the "duration."

I really hate to sell, I love these businesses, but the kids need new shoes and other horses look a little faster.

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