Comments by "Lorenz Müller" (@lorenzmuller3542) on "We Study Billionaires" channel.

  1. A well made gin tonic or a nice scotch can be a thing of beauty.
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  2. Post your microcaps in the comments to do research on! :)
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  3. I once wrote a memo about that.
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  4.  @abhijeet.singh19  Any US picks? I have some as well, most in energy: GIFI, GEOS, HLX, NGS, DRQ, DALN, CULP, MSGE.
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  5.  @abhijeet.singh19  Yeah I'm always curious for picks, especially in US, Canadian, Australian markets.
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  6.  @abhijeet.singh19  I also like miners but that's a very very hard game to play. If I had to take quality into account I'd say MSGE is the best stock out there, it's a unique asset play where the sum of the parts analysis just doesn't make any sense and you get to own irreplacable legendary Manhattan assets at a discount to book. If I exclude that quality and compounding notion though and merely focus on cheapness, I think commodities are the place to be, particularily oil services and metals. GEOS looks the best out of the named companies given where prices are.
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  7. Valuation ignored, name the companies you think are of the highest quality, no investment advice. Mine are: LEGO, Rolex, Motorola, elevator companies such as Otis or Kone, Madison Square Garden Entertainment.
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  8. The problem with the See's Candy example is they started with a buy price of 30mn USD. Try to buy such an asset in an early stage in the public markets nowadays!
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  9.  @abhijeet.singh19  I'm all ears, haha. :)
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  10. GIFI, GEOS, DALN, CULP
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  11. con man?
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  12.  @templogical3095  You have to think for yourself to make investment decisions but it's an oligopoly with a great and durable servicing segment.
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