Daily Stock Picks Buffett Buys and Sells - what the 13F tells us he did - 5-16 Market Update
There's alot in this episode and at the end, I show you a company that's up 44% today and how I would evaluate it.
1. HIT 5 stars please - keep the momentum going
2. I recorded with Dustin - to be released next week.
3. New Alpha Pick
4. Top Quant stocks and why I love Seeking Alpha Premium
5. My trims - $GOOG $CRM $KO
6. Berkshire and other hedge funds 13F filings
7. $XOM - strong buy - it goes to $120
8. $CRSP - big news
9. $UNH - crazy - I don't want to buy it yet
10. S&P earnings of $300 in 2026 - means we may be range bound
11. $BOOT - gap filled - reminds me of $TTD
12. $MSFT - it's had a great recovery
13. Education - FIRE tips from Humphrey Yang
14. 2021 - these were NOT investments
15. How to evaluate a huge moving stock - is it worth buying?
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