Off topic: Tinker, your TMF profile only shows you holding shares of YNDX, MAKO, XONE; is that really the case or are you now invested in some of Saul’s favorites?
…
For those who like to create polls, it would be interesting to know where investors here would put new money to use in their portfolios (taking into account positions they already have). I hold a relatively small investment in Elastic but frequently consider re investing it in some of Saul’s top nine investments.
Robear1020,
I’m sure you know this, but not only is your question about Tinker’s holdings off-topic, but so is the question about what others are doing with new money. I’m really not trying to pick on you…a lot of people have the same questions, and many post them. Forgive me for running with this one example…it’s really not just you.
But it is a problem. This is important. Please, everyone, it is crucial that you reason from first principles. You can enjoy the fact that members of this board agree with your take on a company/stock. But you need to evaluate each company on its own merits. Consensus means nothing. In fact, if we look too much for consensus, the great community on this board will stop being able to evaluate things so well.
The reason we succeed is because we disagree and see whose argument is better. There was some consensus on Nutanix. And on Pivotal. Same for many of us who were dead wrong in selling Mongo! If we can find and learn from the flaws in arguments we’ve made, and places were we’ve inaccurately had consensus, the whole board can get even better!
So please, let’s keep focused on the investing discussions and evaluating arguments.
Bear