The Patient Investor

"the Google decision, for example, even if they bought in February, so far it has been a good purchase."

"in this account there was Amazon, and there was a lot of things."

"and maybe Google is also turning into an anchor or into a you could say a favorite stock of Greg Abel."

"Apple"

"American Express,"

"which is mainly Coca-Cola,"

"and Visa, which which was surprising to me."

"100% of Mastercard"

"100% of United Health"

"they pretty much trimmed or sold a lot of stocks at 100%, 100% of Domino's Pizza"

"Now, we don't know when they bought Google. We don't know the exact time. We don't know the exact day. We don't know anything. We just know they bought it in the first 3 months of the year."

"And they also bought Google when it had its strongest rally and when it was overvalued."

"He bought Macy's. Macy's to me also looks like a value trap. It's not trading below asset value and a lot of the assets are overhyped and overinflated by intangibles and book value and just goodwill in general"

"They bought back Delta Airlines, which they sold at a loss and Warren Buffett previously said that he's not a big fan of the airline business"

"They also dumped Amazon, which was not a good move."

"The first one is they sold United Health at a loss before the major recovery. So, that was really bad timing."

"Those are not people that buy the stock every single day, like AutoZone and and Coca-Cola and other companies."

"Those are not people that buy the stock every single day, like AutoZone and and Coca-Cola and other companies."

"They have a lot of stocks, but the core holdings for them that they highlighted are Apple, American Express, Coca-Cola, and Moody's."

"They have a lot of stocks, but the core holdings for them that they highlighted are Apple, American Express, Coca-Cola, and Moody's."

"They have a lot of stocks, but the core holdings for them that they highlighted are Apple, American Express, Coca-Cola, and Moody's."

"They have a lot of stocks, but the core holdings for them that they highlighted are Apple, American Express, Coca-Cola, and Moody's. I like all of them except Apple, but the market seems to like Apple very, very much."

"If you look at the company's operating margins versus, let's say, Union Pacific, Union Pacific is almost 40%, and you have BNSF at 34."

"Even though Berkshire owns companies like Coca-Cola, Bank of America, Google, and others, those companies are going up in value."

"Even though Berkshire owns companies like Coca-Cola, Bank of America, Google, and others, those companies are going up in value."

"Even though Berkshire owns companies like Coca-Cola, Bank of America, Google, and others, those companies are going up in value."

"If you look at Interactive Brokers, it's such a beautiful, beautiful business and Robinhood is not there yet but I think they will get there over time."

"maybe even SoFi, which I own the stock."

"especially the software stocks, which a lot of retail investors own like Adobe, ServiceNow"

"especially the software stocks, which a lot of retail investors own like Adobe"