While you #QuarantineAndChill, check out Butcherbox 🥩. A high quality meat delivery service. I’ve compared a couple meat delivery options and Butcherbox has proven to provide the most bang for your buck. Here’s $30 off your first box.
My go-to is the Classic All Beef Box. Stay healthy!
Subtitle info* You’ve probably read enough about Covid-19 on your own and I’m not one to add much value in writing about it. Something I would like to do is keep a tab of the # of cases in the USA #flattenthecurve.
Beat the S&P500 by riding the winners. This is my plan to build wealth using simple trend following tactics like adding to winners, cutting losers, and buying companies that I know and understand.
No idea where/how to start investing, email me!
Sold $ZM - Considered selling and then it jumped another 20%, so happily took those gains. Here’s the idea.
Bought $DIS, $BRK.B, $MCD
Disclaimer: I am not an expert. Financial decisions based on my newsletter are your responsibility. I write this letter for educational purposes. Formulate a plan that works for you.
The position size won’t equal 100%. I have small positions that I like to watch/track and build to. Once a company’s position size is greater than $VTI/VOO, I will add it to the table.
FIVE - I’ve had an eye on dollar retailers for a while. They’re bulletproof businesses. I’ve never shopped @ FIVE, so I can’t claim extreme confidence, but I’ll drop some beautiful tables from their annual report.
MIDD - Middleby
What I’m up to
Listening to Charlie Munger 📚📈🐐🧠:
Charlie likes $COST and Chinese businesses. I'm not a $COST member, so until I am, I probably won’t have a large position in $COST.
$BABA, $BIDU, $JD, $BZUN are Chinese companies that could make the winners table.
Online board games 🎰⌨️😷:
Link up with me at Board Game Arena!
Youtube TV offering free EPIX for a month:
Rocketman - entertaining movie musical and perspective of a legend's sad life.
John Reid is an interesting character. He gets roasted in both this movie and Bohemian Rhapsody. Oddly, Reid managed Freddy Mercury and Elton John and somehow had similar beginnings and endings. Gay business relationships that end in an ugly split. Does a morally decent rockstar manager exist? Another odd connection Mercury and Elton share is getting married to a female despite being gay.
Note from pops: we’re about to lose a lot of legendary rockers this decade.
Time stops for no one.
My biggest takeaway from these movies: #LoveYourz
$ does not equal happiness.
Tiger King - won’t even try to describe this. It’s like 10 crazy stories wrapped into 1 zookeeper feud. You won’t regret watching or searching “Tiger King” on Twitter.
Thanks for reading!