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Author: Bankman007   😊 😞
Number: of 55803 
Subject: Re: OT: Jim's take on the market
Date: 06/24/2023 11:02 AM
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Jim,
I have also used your 10/1/2022 Nostradamus prediction as my North Star(I found it 12 days after you posted). For those that haven't read it, enjoy. https://mungofitch.com/

In the almost 9 months since you wrote it the S&P500 is up about 21%. Has it over shot?

And does it really matter, if you're building a diversified portfolio of businesses at a good value?

Frankly, I look at MY portfolio now and believe I have the most diversified and undervalued businesses I've ever owned and I think I'm poised for some really big gains over the next year or two or three.

In that vein I figure something external is going to F this up.

Please elucidate!

With affection and admiration,
Chris



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