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Big ship, needs big decisions to steer it. He owns a bit. Dragging a lot of cash; he thinks it's set aside for a potential leadership transition, not because it's expecting some horrible haircut to the market.

FFH is the biggest holding at his firm; you're buying its investment capacity, and we're in a very good cycle. Dynamite investment team. Beyond the claims, investors get returns on the investments. More nimble than BRK, and younger leadership. 

Both great companies, but FFH gets the nod.

BRK.B is a big ship, needs big decisions to steer it. He owns a bit. Dragging a lot of cash; he thinks it's set aside for a potential leadership transition, not because it's expecting some horrible haircut to the market.

FFH is the biggest holding at his firm; you're buying its investment capacity, and we're in a very good cycle. Dynamite investment team. Beyond the claims, investors get returns on the investments. More nimble than BRK, and younger leadership. 

Both great companies, but this one gets the nod.

Owned for a long time, but shaken out with takeover of CWB. Premium for CWB very high. Great job with organic growth. He's a fan, and wouldn't be surprised if he bought it back at some point.

Rock-solid balance sheet. Great long-life assets. Operational excellence. Cashflow-generating machine. Bought back 1/3 of company's shares in last 7-8 years; that will continue. 5-year dividend growth rate is 23% a year. Pricing power. A company that will offset inflation. Yield is 2.5%.

He's not a gold bug, but there's a time and place to own different assets. Tremendous amount of government debt. Central banks around the world are buying gold right now at the greatest pace in a decade. Private investors are not engaged, because they had such a bad experience over time.

Part of a balanced portfolio. Own less fixed income, and more gold as an alternative safety hedge. For the first time in 45 years, less volatile than a treasury bond.

In the 2009 crisis, JPM almost wasn't involved. Made a new high in 2013, sector not until 2021. Best management and balance sheet. Spent the most on technology. Most efficient. Raised dividend twice in last year. Gold standard in the sector globally. Centrepiece of any portfolio. Yield is 2.1%.

Best miner in the bunch. Will generate a lot of cash. Middle-tier companies are in the sweet spot.

Owns it for growth. Will generate a lot of cash. Middle-tier companies are in the sweet spot.

He predicts it will be the next trillion-dollar company. He just took some profits to balance his portfolio, but will buy them back when shares dip.

It shed $251 billion in market cap on Feb. 3, 2022, but has since rallied 116%, beating the S%P's 23%.

On April 29, 2022, Amazon lost $206 billion in market cap and has since rallied 39%, beating the S&P's 33%.

On September 3, 2020, Apple lost $180 billion in market cap and has since rallied 80%, beating the S&P's 60%.

On March 16, 2020, MSFT lost $178 billion in market cap and has since rallied 202%, beating the S&P's 131%.

Is up 103% this year. They reported late July a strong beat and raised guidance--tremendous same-store sales drove a big earnings beat.

It's insane that shares dropped 10% this morning after they reported. They reported 4.5% same-store sales growth, beating, net sales also beat as well as EPS. Margins also expanded and raised their guidance. Shares fell because they raised guidance to where the street already was looking for, and their full-year forecast implies a slowdown in the back half of the year (2.5-3.5% same-store sales growth vs. the just-posted 4.5% growth). Also, the company has been investing in long-term growth and will double-down on that investment, but that will eat into earnings. He thinks that's great, but no some investors. This pullback is a buying opportunity. Among tailwinds is their app which boasts over 6 million users.