Post #481 by palmersq on the Falling Knives board

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Investment Strategies / Falling Knives

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Yes, one day DG will hopefully double as long as it doesn't go under first.

Dollarama was called expansive. It was up 45% YTD vs -44% for DG. Apple was called expansive for a few years and yet it's up another 33% YTD. What % of your portfolio are you prepared to commit to "deep values" and how does the return compare to S&P long term?

I think people are following Buffett's too closely (e.g., buying OXY ; selling APPL, BYD). He's playing a difficult game given his circle of knowledge (everyone has limitations) and the size of his portfolio. People try to imitate him blindly but they often got the wrong perspectives.

https://www.shrewdm.com/MB?pid=733198256

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