I see acquisitions as one of the best ways to build a large company, but I have also considered a less management-intensive way to multiply and compound company cash: allocating some of my balance sheet to great public companies and bitcoin. I described the approach as having “infinitely less management headaches,” but this was a thought, not a confirmed or implemented decision; I did not name companies or specify an allocation.
I noted a principle about deciding whether to keep owning a stock: its price action alone does not answer that question; what matters is what I expect the company to do in the future. The captured post does not identify its author, and it does not explain how to form those expectations.
On May 25, 2026, I shared the aphorism, “Time is the friend of the wonderful business, the enemy of the mediocre.” It contrasts how time favors excellent businesses and works against mediocre ones, but I did not identify its author or explain what kinds of businesses I meant.
On April 4, 2025, I praised Warren Buffett’s earlier stock sales and his cash position as markets fell. I recalled that people had called him “an out of touch boomer” when he was selling stocks the previous year, and noted the post’s claim that he was then holding record amounts of cash. I concluded, “Warren Buffet really is him.” The post gave no cash figure, named no stocks, and did not specify which markets it meant.
On May 4, 2025, replying to @ecommerceshares, I favored “Great company at a fair price” over “fair company at a great price.” My reply expressed a preference for company quality over a particularly low price, without giving a further rationale or additional investment criteria.
Related: familiar stocks over index funds, entrepreneurship and investing, vetting new investment opportunities