Here are a few of my best ideas -- and reasons to run from them

BUD- remaining domestic beer drinkers are snowflakes now, brand is trash, value trap
BN - you can't trust Bruce Flatt with an unattended sandwich
BNTX - Covid is over, do they do anything else?
DG - crankypants hates it because Jim can write, therefore value trap
DIS - scraping the bottom of the Marvel barrel
DFS - universal pessimism around consumer credit, probably justified
COF - see above
PYPL - sometimes I'm just too dumb to know better
LKQ - smart cars will stop crashing, electric cars won't need repairs
FCNCA - small regional bank, will probably implode
HIFS - see above
HHH - interest rate effects, we don't need office space any more, impending property apocalypse

Berkshire Hathaway FAQ

---

Contact Shrewd'm
Contact the developer of these message boards.