Now 80% cash
15% long
5% hedged/short
Ytd +19%
Need to find the chart somewhere with his gains vs index gains over the last 40 years
Legit the oracle and legend is an understatement
It’s crazy to hear his and Charlie’s banter , Charlie munger is like you are over trading- you only need 8 trades in your lifetime lol
No dip buying before spy 580, and blow off top in July over 650
Imo crypto proxies offer more upside
My main watchlist and targets
Roku: 52
Sofi 11.5
Tesla 256
Coin 211
Celh 30.9
Mstr 346
Qs 3.87
Btc 86k
Xrp 1.7
Nclh 16.70
Recently added
Smci 39.5
Nvda looking for 120s
For the most part same but looking for 230s for tsla and 91k-94k btc. Btc 200ma climbed up fast
AI 21
Smci 39
UNH 282
Hood 58
This post was edited by Bazi on Jun 11 2025 01:16pm