9 Comments
Oct 24, 2023Liked by Herb Greenberg

Herb, you have the correct perspective and the investing insights you share are an improvement over Warren Buffet’s! However, my reference rock is www.buyselldonothing.com. Because its now 151 stock accumulated portfolio, from only buying and holding – never selling – equal-weight investments in 20 tickers every three months since June 2015, has outperformed the S&P 500’s total return (yet their portfolio doesn’t include any of the top 5 cap-weighted stocks of the S&P500). I only invest in stocks that are on its Complete Buy List; and I make sure I don’t sell stocks that are on its Hold, Don’t Sell List. The site’s About Us makes very clear the concepts it is intending to prove. And there are at least two unique insights the About Us contains. One is what can happen to a stock’s dividend over 30 years. And, the other is in the example using ticker LLY – and you are aware of what it has done more recently.

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Thanks, will check it out!

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Oct 24, 2023Liked by Herb Greenberg

The market is moving too fast. By the time I do any due diligence on a new trend I just heard about, it's too late.

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Probably a good thing... unless, of course, you're a trader. But traders don't do due diligence. ;-)

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On the other hand, he who hesitates is sometimes saved.

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People want a weight loss drug which allows them to eat anything they want.

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Though some of those things, with the drugs, don't look especially appetizing. (Or so I'm told!)

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Great two pieces on DHR, Herb. It wasn’t on my watch list before but it is now. I’m not up to speed yet, but it’s still unclear to me how the glp-1 craze is negative or perceived to be negative for this company? Sorry for the rookie question. Haven’t done the work yet.

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Thanks, MK! The best I can tell is that it just got swept down with everything else remotely related to healthcare. The good news, is that it pretty much held its own!

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