“Acquire worldly wisdom and adjust your behavior accordingly. If your new behavior gives you a little temporary unpopularity with your peer group…then to hell with them.”
~ Charles T. Munger
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$META – Wisla Capital 2023 big contributor sold at 145% return.
I bought Meta Platforms shares on 3rd of September 2022 to @wislacapital portfolio. Yesterday I sold the stake with a 145,24% return. I already laid out my investment thesis back then and nothing really changed fundamentally. But yesterday I decided to sell. Why? Exactly 2 years ago at $240 a share It became interesting to…
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Why I am not buying NVIDIA ($NVDA)
I got multiple questions on NVIDIA and was asked to cover it. This is my view: First of all, I am not a contrarian on AI trends. I am sure it will impact a lot of businesses in a positive way and the industry will make a ton of money. I will even say that…
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