• You get what you pay for

  • Correction and some of the company affected and what they are doing now for portfolios after the fact

  • Where are we in this but market?

    • Will lead to serious tremendous opportunities

  • News of the day: Warren buffet interview

    • We need to eliminate “short term-ism”

      • The idea of looking at your investments with short term thinking

      • Stop providing quarterly earnings guides

  •  Investing starts with the idea of knowing what you own and why

    • Brings greater clarity to the investor

    • We all work hard for our money

    • But money has a different value from person to person 

  • With any war, you want to be in a position to win. In investing its the same thing

  • Do you think xyz is going to go away?

    • If it’s $100 today but it was $150 a few months ago; ask yourself if the long term fundamentals have changed. if they have not then why wouldn’t yip purchase at a lower price

June 7, 2018