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  • snowballbuilder commented on The Science of Hitting's article 04-23 00:52
    Thoughts on Portfolio Concentration And Position Weightings
    Recently, fellow GuruFocus contributor Canadian Value posted the transcript from Stanley Druckenmiller’s speech to the Lost Tree Club from earlier...
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    snowballbuilder 04-23 01:52
    • Hi science. Great article as usual  , 

      My current aum is

      ~25% cash 

      ~ 75% equity 

      The equity portfolio is 7 stocks. 

      The biggest position is ~30% of equity 

      The biggest 3 positions ~ 60% of equity.

      I m invested in one since 2009 , 2 since 2011 ecc . 

      i have no master plan. I try to be openmindend, patient and opportunistic. .

      When i will see another clear bargain i will put more cash at work. Until that i will sleep on the cash and let the current investments compound. 

      I m just a young private investor , but i see 3 big difference from my style and the style of many of my friends: 

      - they have many more investments and Made a lot of more trades

      - they tend to sell the winners and hold the loser

      - they watch really close the market and they cant stand any strong volatility. 

      Thanks for a good article , for make me thoughs and for sharing your investments wisdom. Best Snow 

  • snowballbuilder commented on Amber Harris's article 04-22 01:00
    Using the All-In-One Screener to Search for Undervalued Brazilian Stocks
    At the beginning of the year, there was some buzz about why investing in the Brazilian stock market may be a smart move for investors. For one,...
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    snowballbuilder 04-22 02:00
    • Oracle comcast and IBM brasilian stock? Lat America companies? 

      Pease tell me this article was a joke
  • snowballbuilder commented on Thomas Macpherson's article 04-21 10:11
    Nintai to Sell Manhattan Associates
    Today (April 20, 2015), we sold off our remaining position of Manhattan Associates (MANH). We first purchased the stock in May 2008 for $4.40/share....
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    snowballbuilder 04-21 11:11
    • Hi Tom 

      First Congrats for a great 10 baggers with 35% annualised return . 

      Second i apprecciate you are not afraid to hold cash . 

      I ve expressed my opinion on this important topic some time ago and i want to share with you again . 


      Don't Be Afraid To Hold Cash. Be Patient.

      always apprecciate your article and your investing thoughs and process. Best Snow 
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