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I only buy strong businesses. I only buy them when they’re cheap. Backgrounds in economics, philosophy, government, data. I started my investing journey with a fairly concentrated portfolio of Canadian dividend payers in the telecom, pipeline and banking industries. I have moved forward through different industries including payments, US regional banking, Chinese and Brazilian equities, REITs, technology companies and a few other emerging market opportunities, as well as microcap through to megacap range. I currently am focused on holding the highest quality businesses and continuing to expand my knowledge of their advantages. I think there is a lot one can learn listening to Warren Buffett, Charlie Munger, Monish Pabrai, Terry Smith, Li Lu, Bill Ackman, Guy Spier and perhaps most importantly, the CEOs: Jensen Huang, Mark Zuckerberg, Jeff Bezos and others.I am mostly focused on big tech companies with billions of users, cross-selling opportunities and expanding libraries of content. I think the possibilities of cross-selling when you have such large bases are underappreciated. I prefer to value companies at the EBIT+R&D level because of the potential in certain R&D investments I believe in. I have no professional affiliations. My 4-year annual return from January 1, 2022, the date I took investing in my own hands, to December 18, 2025 (MY BIRTHDAY) was 15.07% CAGR (a 74.3% total return), marginally outperforming the market’s 10.82% CAGR (a 50.15% total return). I believe my expanded knowledge since 2022 has provided me with the tools required to more greatly outperform the market into the future. I believe the principles I have learned will keep portfolio turnover to a minimum going forward and that most of the money to be made will be made not selling the companies I already own.Finally, I don’t believe in “Buy” and “Sell” recommendations. We have a selection of 50,000 stocks worldwide, all with varying prices. If your focus is total return, and you are looking for truly exceptional businesses at more than fair prices, then the threshold for allocating capital should only be titled “Strong Buy”, with everything else a “Strong Sell” to generate cash for the next “Strong Buy”. I will initiate a “Hold” on some of these great businesses if the pricing isn’t favorable.<\/p>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n<\/div>\n
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Analyst\u2019s Disclosure: <\/b>I\/we have a beneficial long position in the shares of NVDA, META, AMZN, MSFT either through stock ownership, options, or other derivatives.<\/span> I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. <\/span><\/p>\nSeeking Alpha’s Disclosure:<\/strong> Past performance is no guarantee of future results. No recommendation or advice is being given as to whether any investment is suitable for a particular investor. Any views or opinions expressed above may not reflect those of Seeking Alpha as a whole. Seeking Alpha is not a licensed securities dealer, broker or US investment adviser or investment bank. Our analysts are third party authors that include both professional investors and individual investors who may not be licensed or certified by any institute or regulatory body.<\/p>\n<\/div>\n#Reasons #Apple #Booted #Magnificent #NASDAQAAPL<\/p>\n","protected":false},"excerpt":{"rendered":"
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