Hi!
I guess one reason would be a couple of these are more recent buys. If you go through the thread, you will see that I reduced my allocations to tech significantly last year (sold out alphabet, reduced position size in Disney). With the recent price drop, I have started adding back the positions as some of them are reasonably valued (bought Dropbox, Netflix, Inmode).
Ab InBev: Since my first buying in 2020, I haven’t made much money on this. However, over my holding period balance sheet has improved significantly with a large amount of debt paying paid back. I actually increased my position size here because now their debt looks more serviceable and their core business is very strong. Lets see if market sees it that way.
Berkshire: This was bought a few years back in 2019, at that time its stock price chart looked like a upside down “U”. Since then, stock price has done reasonably well and I plan to add more once its P/B reaches around 1.2x.
I hope this clarifies my thought process.
Cheers
Harsh!
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