Tim McAleenan Jr. (The Conservative Income Investor)

Tim esta ya en la mediana edad esa :smiley:

https://twitter.com/TCII_Blog/status/1494387551624388609

BABA, FB, T, VIAC :muscle: :hand_with_index_finger_and_thumb_crossed:

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https://twitter.com/TCII_Blog/status/1494365511156699137

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Te has dejado los del very top…

En mi caso QCOM, NKE, PG…IMB, WBA, T

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NKE, UNH, AAPL, QCOM :muscle: :thinking:

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Veamos

Pescanova, Duro Felguera …

Llego a la conclusion de que todos los twits de Tim pierden sentido cuando se aplican a España :joy: :joy:

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https://twitter.com/TCII_Blog/status/1494468352001064962

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https://twitter.com/TCII_Blog/status/1494554011785220106

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https://twitter.com/TCII_Blog/status/1494768113254121481

Las llevo todas :rofl: :rofl:

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Potente a más no poder. Para enmarcarlo y ponerlo en la pared. Gracias @ruindog !!

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https://twitter.com/TCII_Blog/status/1496277994075209728

https://twitter.com/TCII_Blog/status/1496192315639181321

“I could improve your ultimate financial welfare by giving you a ticket with only 20 slots in it so that you had 20 punches—representing all the investments that you got to make in a lifetime. And once you’d punched through the card, you couldn’t make any more investments at all.”

“Under those rules, you’d really think carefully about what you did and you’d be forced to load up on what you’d really thought about. So you’d do so much better.”

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Me suena esto🤔

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:rofl: :rofl:

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https://twitter.com/TCII_Blog/status/1496639521429114890?s=20&t=MWtC9IGtIXH0iyLw0Lsx4A

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“When it comes to oil stocks, you absolutely cannot overpay. With some firms, like Alphabet, or Visa, or Nike, an investor can pay fair value or even above fair value and do very well because earnings per share growth drives gains and can bail you out if you pay too much. That does not apply to oil. There are no long-term surprising upsides for overpaying.”

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“I have not held any Russian stocks ever because of my belief that Vladimir Putin would not care about fairness to the property rights of Timmy in Middle America, USA. I only invest in American and British assets and I make two exceptions for Nestle and Japan Tobacco. That’s it.”

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Quien lo iba a decir. XOM pasa a ser mi primera posición en cartera, están con un +58%. Shell con un +14%.

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https://twitter.com/TCII_Blog/status/1501741827824787457

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https://twitter.com/TCII_Blog/status/1502036165330972675

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