Thread: Money Investing megathread extravaganza
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Old 06-12-2023, 04:20 PM   #13357
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Join Date: Nov 2007
Location: Land of Drincoln
Casino cash: $-1401756
Quote:
Originally Posted by myselff77 View Post
Companies I'm holding long as solid businesses: Cost, brk.b, googl, msft

I also have positions in ptlo and modg that I've averaged down as I've lost money, but I like both for long term investments. Every Portillos I've been to in Chicago has always been packed, so I believe it can grow with their expansion plans. As soon as Callaway bought Top Golf, I wanted the stock for that part of the business alone. We'll see if either work out in 10years.

As for Bershire I assume the risk is low. If Apple survived Jobs, any negative on Buffet/Munger has to be somewhat baked into the price given their age ad certainly have contingency plans.
Had no idea Portillo's was publicly traded

I knew they were here in AZ but looked and see they're in 10 states now
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