Thanks for covering Phil towns portfolio. I watch all your vids but never find time to comment. Instead I leave a thumbs up. I took his course and love his strategy. Please keep up your Phil town vids . I'll be anticipating them lol. 😂
The Rule One Fund is now open to new investors. He essentially limits the fund to those who have taken his advanced investing classes. The window closes in about 2 weeks. So next quarter's report may show even large amounts of cash. The fund share value is also now is at all time high this past week..
Hi. Good video (as always). Have you heard of HIMS? If at all possible, I'll appreciate your thoughts. It's a healthcare disruptor that seems to execute fantastically. Disclaimer: I own a full position of HIMS, not looking for "advice", just interested in your thoughts. Thanks.
Follow Munger’s advice and stay at least 95% invested 99% of the time. No living human is smart enough for market timing to be successful. The opportunity cost is far too high. Ego is unprofitable.
If you truly want to be a great investor. You have to learn how to obtain answers on your own. If you research why he sold out of paypal. That endeavor will make you a better investor. Rather than have a youtuber spoon feed you the answer.
Stop with the drama bucko and if you have a headline like that put the great mystery stock in the first line or forget it. Totally questionable if it is undervalued or not......most likely not.
Thanks for covering Phil towns portfolio. I watch all your vids but never find time to comment. Instead I leave a thumbs up. I took his course and love his strategy. Please keep up your Phil town vids . I'll be anticipating them lol. 😂
@@joeyngo3321 thank you 🙏
The Rule One Fund is now open to new investors. He essentially limits the fund to those who have taken his advanced investing classes. The window closes in about 2 weeks. So next quarter's report may show even large amounts of cash. The fund share value is also now is at all time high this past week..
@@joephysics5469 good to know. Thanks for sharing!
Always look forward to your videos!
@@Tristen501 thank you Tristen
Great value add thank you!
@@scottbell4596 thank you so much 😀
Hi. Good video (as always). Have you heard of HIMS? If at all possible, I'll appreciate your thoughts. It's a healthcare disruptor that seems to execute fantastically. Disclaimer: I own a full position of HIMS, not looking for "advice", just interested in your thoughts. Thanks.
PYPL was a trading position for him.
Follow Munger’s advice and stay at least 95% invested 99% of the time. No living human is smart enough for market timing to be successful. The opportunity cost is far too high. Ego is unprofitable.
Berkshire is 35% cash!
Why did he sell out of PayPal?
If you truly want to be a great investor. You have to learn how to obtain answers on your own. If you research why he sold out of paypal. That endeavor will make you a better investor. Rather than have a youtuber spoon feed you the answer.
He is already out of capri
@@matthewmck8530 awh good to know thanks 🙏
He was probably betting on the merger to work out.
Stop with the drama bucko and if you have a headline like that put the great mystery stock in the first line or forget it. Totally questionable if it is undervalued or not......most likely not.