Nota mental para mí:
Hacer simulaciones con estrategias de retiradas de fondos asumiendo diferentes estrategias:
"If I had to provide an oversimplified but approximately accurate summary of my investment strategy in one sentence, it would be this: “I buy an ownership interest in the four to five dozen companies that have been responsible for the creation of a majority of American wealth over the past century, subject to a common-sense manual adjustment where I remove a few firms whose inclusion on the list is not predictive of future returns (e.g. Tesla, Nvidia) and replace them with firms that have outstanding similar track records but are smaller in size (e.g. Franklin Resources, Danaher) at a time when such companies offer the greatest future returns which is usually caused by market participants reacting to some firm-specific, industry-specific, or economy-specific event, and then I hold them and never voluntarily sell because I want to reap a proportionate share of the profits, dividends, and capital gains that I expect will grow substantially over time.”
META?? Adobe??
“I am firmly in the camp of “buying on the way down.” I do not find the adage of “catching a falling knife” to be applicable to companies earning billions in profits and trading at low P/E ratios”
Habra comprado Adobe entonces?
Creo que aún así no entra dentro de la cesta de “trading at low P/E” 
Por lo que he leído en su Twitter, sus opiniones están al nivel de cuñado. No se fija en los fundamentales, cree que el pasado es igual que el futuro, se contradice comprando growth cuando se considera ultraincome…
Lo iba a seguir, pero visto lo visto creo que hay gente mucho mejor en Seeking Alpha
Consejo: Vete vacunando contra la rabia…por si te muerde algún perrillo 
La noticia sería si el hombre muerde al perro, no al revés
“Last year, my concern was that generic index investors in the S&P 500 were likely set for 6% long-term returns. There was pretty much no choice except to buy tobacco and then, at a certain, the streaming companies. Now, with the S&P 500 having lost a fifth of its value while the earnings power of the S&P 500 has increased about 7% since the end of last summer, I would update my view and now I expect long-term returns for the S&P 500 to be around 8% from current levels.”
Has leído alguna de sus cartas o solo los 280 caracteres de Twitter?
Peras con manzanas