Author Topic: The Rebel Allocator - Jacob Taylor  (Read 1022 times)

DooDiligence

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Healthcare 37.4% - CVS DVA EW NVO // BRK.B - 20.4% // Media & Communication 12.4% - CHTR DIS

Drinkers & Smokers 13.1% - ABEV MO // Auto's & Oil 14.5% - CLB GPC VDE // Tech 2.1% - AAPL

%'s held @ MV 04/5/2019 minus $$$

i trumpet my ignorance

https://twitter.com/tunawish


gfp

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DooDiligence

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Re: The Rebel Allocator - Jacob Taylor
« Reply #2 on: January 26, 2019, 05:56:19 AM »
Charlie liked it -
https://www.wsj.com/articles/when-charlie-munger-calls-listen-and-learn-11548421209?mod=hp_lead_pos8

and I like Charlie sooo  ;)

My knee jerk reaction is to send a copy to Altria management & BOD along with that quote about fishing.
Healthcare 37.4% - CVS DVA EW NVO // BRK.B - 20.4% // Media & Communication 12.4% - CHTR DIS

Drinkers & Smokers 13.1% - ABEV MO // Auto's & Oil 14.5% - CLB GPC VDE // Tech 2.1% - AAPL

%'s held @ MV 04/5/2019 minus $$$

i trumpet my ignorance

https://twitter.com/tunawish