Post #536 by palmersq on the Falling Knives board

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Investment Strategies / Falling Knives

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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.

BYD on a tear. Have continued to buy since Jan '24, now up 73% and becomes my 7th largest position.

Rough benchmark ... HSI up 32% over 1 year.

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