@CamperdownCo

Investing in great businesses at great prices. NFA.

 United States of America
Joined March 2023
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339Media
I put 48% of my stock portfolio into LVMH - This is why:

I bet 48% of my portfolio on LVMH - this is why:

Article · @CamperdownCo
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Still slightly in the red on the day 🔴 How yours portfolio doing so far? 😎
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Literally couldn’t be more BULLISH $GOOG if I tried 🚀😎
Kalshi
@Kalshi46m
JUST IN: Oracle to offer Google TPUs in its cloud for the first time
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Bro… wtf is going on with $META ?? At what point does this become a buy people? 🤷‍♂️👀
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INVESTING HACK: Invest in companies that can raise their prices and not lose customers.
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LETS GO $KO 🚀🔥
Kalshi Finance
@Kalshi_Finance2h
JUST IN: Coca-Cola crushes estimates with $13.4 billion in revenue vs $12.93 billion expected
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Mixed bag for me today… 🔴 $KO -0.46% (-$0.42/share) 🔴 $AXP -0.29% (-$0.93/share) 🔴 $BRK.B -0.58% (-$3.20/share) 🔴 $V -0.72% (-$2.92/share) 🟢 $LVMUY +0.1% (+$0.09/share) 🟢 $GOOG +0.73% (+$2.28/share) $GOOG carrying for me today so far!
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Good day for $GOOG so far 😎🚀
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Is anybody bullish $PYPL?? 👀👀
Kalshi Finance
@Kalshi_Finance2h
JUST IN: PayPal raises its full-year EPS outlook to about $5.60 despite a revenue miss
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Red on open for me 🔴 How is everyone else’s portfolio looking today??? 😎
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$AMZN INVESTORS! Is this actually something that concerns you?
Kalshi Finance
@Kalshi_Finance3h
JUST IN: Amazon now sees a $612 million devices loss in 2026 as memory chip costs surge
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Good morning everyone! Let’s have an AWESOME day in the market. Anybody buying any stocks today?
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Charlie Munger said: ‘buy a few great businesses at a fair price.’ So I put my entire portfolio into just 6 companies. Here’s the 6 companies I’m looking to hold forever🧵
🤖 Made with AI
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Thanks for reading! Find this helpful? Click on the post below and bookmark it for later. I post daily investment insights and portfolio updates, follow for more.
Camperdown Investing
@CamperdownCo11h
Charlie Munger said: ‘buy a few great businesses at a fair price.’ So I put my entire portfolio into just 6 companies. Here’s the 6 companies I’m looking to hold forever🧵
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5/ American Express ($AXP) The credit card of the wealthy. High customer retention. High annual fees. High desirability. The credit card everyone aspires to have (and tells their friends about).
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6/ Coca-Cola ($KO) Arguably the world’s most recognizable brand. Present in every country other than North Korea and Cuba. Business moats don’t get wider than this.
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The antidote to “red days” as an investor: Hold a great company long enough and the red days don’t matter.
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