Author Topic: The Rebel Allocator - Jacob Taylor  (Read 1876 times)

DooDiligence

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BRK.B - 24.9% // Healthcare 22.5% - EW NVO // Auto's & Oil 18.4% - CLB GPC PSX VDE

Banking 9.4% - WFC // Entertainment 4.7% - DIS // Drinkers & Smokers 6.4% - MO

Retail 9.0% - ULTA VLGEA

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%'s held @ MV 2/25/20 fully invested
18 months of $

i trumpet my ignorance

https://twitter.com/tunawis


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.
BRK.B - 24.9% // Healthcare 22.5% - EW NVO // Auto's & Oil 18.4% - CLB GPC PSX VDE

Banking 9.4% - WFC // Entertainment 4.7% - DIS // Drinkers & Smokers 6.4% - MO

Retail 9.0% - ULTA VLGEA

---

%'s held @ MV 2/25/20 fully invested
18 months of $

i trumpet my ignorance

https://twitter.com/tunawis