The Silent Allocator @silentallocator
Whispering capital into quiet soils, where patience blooms into unseen returns. Sowing capital with intention, harvesting wisdom over time. thesilentallocator.substack.com Italy Joined November 2021-
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@sidecarcap This post implicitly suggests that only bad companies decline in price, while the stock price of good companies always goes up. I still think averaging down is a good choice to buy more of what you like.
@Jeffh4547 @sidecarcap So averaging down on a good company is not good? I don’t understand your point. It seems like only bad companies go down, while good companies keep going up indefinitely.
@Gubben89 I’d buy more but I feel it a bit overvalued. What’s your thought?
@BrettKPG @Ausproperty95 It seems that the blackout period lasts all year.
@Ausproperty95 @BrettKPG Or he could buy some shares himself, but he doesn’t even do that.
@aakash_vn @bowtiedstocks Do you think this is a reasonable valuation at the moment, or are you considering buying again at these levels?
@pedroleongarci2 you own or are you buying also?
@SwissKnifeInv @leevalueroach could you elaborate on that? I am a shareholder btw :)
@BerkelKip because the leitmotif of these times around these compounders is that many exceptional companies have always traded at high multiples. But hindsight makes everyone a genius. I believe the only defensible approach is to buy exceptional companies at low prices.
@BerkelKip Ok with this. But he didn't answer about his margin call situation. On the one hand, he says the company is severely undervalued and that everyone should buy it; on the other, he's selling shares and pledging them off like crazy. I'd like to see this more clearly, honestly.
@sidecarcap Not everyone agrees with you: Buffett used to say: "invest in a business that even an idiot can run."
@eclecticinvest5 concise, no fuss, no self promotional, lean and executive.
@Gubben89 very concise and direct. I like one page letter :))
@david_katunaric But it seems the valuation doesn't give a chance to buy now..
@sidecarcap I’d argue that the trajectory is already embedded in the very concept of a moat.
@TIP_Network The question is also why the CEO and founder is selling his shares.
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