Thank you for having Chris in this episode. He's a silent master of his art - known by few - just like the many great holdings he has. First time hearing of Lumine - and of course, keen to add, although looking at the recent spike, will wait a few months to try to see a reversion back to mid 20s. I don't see the current price (30 or so) holding across the inevitable downturn or two we'll see this year (every year has a few). :)
People never learn… here you are listening to Chris give stock advice while doing the exact opposite of what he does and the advice he gives. Have fun trying to time the market on a compounder, I heard there’s many waiting since 2005 for the constellation dip 🤣
Valid points - and well taken. ;) A more modest buy has been set for 28 a pop. ;) Considering we're down to 30 as a I write this, I'll take my chances. @@Dr.Dumpnpump
@@Dr.Dumpnpump You're spot on. I failed to pull the trigger - when I first discovered it at 27 or so - and lost out on about 33% upside already. Your comment aged well, as does Chris' advice.
@@PJski Trust me, I battled with the same thing. Still do. If you are buying a great business for the long term, finding a few dips here and there is irrelevant. Just click the green button and wait.
lmn is awesome. I'm up 150% My number one stock. Go Canada.
what is the 2 company he mentioned in that video? i couldn't get it all.. can someone please post the name here
TEQNION AB (TEQ) and Lumine (LMN) are the ones they discuss in the longer version of this interview.
Thank you for having Chris in this episode. He's a silent master of his art - known by few - just like the many great holdings he has. First time hearing of Lumine - and of course, keen to add, although looking at the recent spike, will wait a few months to try to see a reversion back to mid 20s. I don't see the current price (30 or so) holding across the inevitable downturn or two we'll see this year (every year has a few). :)
Our pleasure, glad you enjoyed the interview Chris really is a master of his art...we'll aim to have him back on over the course of 2024 again.
People never learn… here you are listening to Chris give stock advice while doing the exact opposite of what he does and the advice he gives. Have fun trying to time the market on a compounder, I heard there’s many waiting since 2005 for the constellation dip 🤣
Valid points - and well taken. ;) A more modest buy has been set for 28 a pop. ;) Considering we're down to 30 as a I write this, I'll take my chances. @@Dr.Dumpnpump
@@Dr.Dumpnpump You're spot on. I failed to pull the trigger - when I first discovered it at 27 or so - and lost out on about 33% upside already. Your comment aged well, as does Chris' advice.
@@PJski Trust me, I battled with the same thing. Still do. If you are buying a great business for the long term, finding a few dips here and there is irrelevant. Just click the green button and wait.
he closed his entire TEQNION AB position..
He became a board member in april and bought extra shares last year and in february this year...
You give him too much credit. Taleb’s book “Fooled by randomness “ comes to mind.
Can you explain that comment. I'm trying to come to a conclusion on Mayer. Thanks