#wizardsinstitute

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Age of Big Tech

The chart is self-explanatory. In 2005, only one tech firm in the top 8 of world’s giant firms. Today, 15 years later, all 8 are top tech. Tech is eating the world. Why is this? How does this impact investing including value investing and our strategies going forward? Where would Bershire be today without it’s Apple holding? Are fundamental investors missing out in Zoom or Tesla and many others? Stay tune, we’ll host a great speaker in coming weeks to address the impact of Big Tech eating the... Please find the full content here: https://members.wizards.institute/posts/8118222

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Test U.I.

Please find the full content here: https://members.wizards.institute/posts/8116437

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Interview with Paula Madison

My friend Paula Madison is one of the most fascinating people I’ve met: - Media mogul - One of the most 75 powerful African Americans AND - One of 50 outstanding Asian Americans - A highly successful businesswoman and investor Growing up in Harlem to Jamaican parents, Paula climbed the corp ranks in Hollywood to be one of the most senior minority execs in Hollywood. After retiring from NBC she is a partner of family investment group focused on real estate and CEO of Madison Media, a media... Please find the full content here: https://members.wizards.institute/posts/7758449

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La Tierra Verde Tampa 47U

Zachary Feldman this is note from Jim after his tour: “San/Brett, I did a drive by on Thursday and I have mixed feelings as the building is actually in good shape, roof,exterior, parking and grounds all look good. So I would say the building is a solid C, not sure what the insides look like but by the information they have been renovated and look nice. So not sure how much meat has been left on the bone!The area is a C- to D so if the current ownership group raised the rents then not sure how... Please find the full content here: https://members.wizards.institute/posts/8046703

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Ed Easterling on Secular Stock Market Cycles

Following its crash in March 2020, the market is now up. In today’s volatile market (and during less volatile times), it is crucial to respect the markets and understand its cycles in order to take advantage of its timing and maximize returns / minimize losses. Ed Easterling, author of the award-winning book Unexpected Returns: Understanding Secular Stock Market Cycles and president of investment management and research firm Crestmont Research, boils down his views on long-term markets into... Please find the full content here: https://members.wizards.institute/posts/8033751

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U.I. Testing

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Leverage Gold, the Double Edged Sword

The biggest lessons are where you've hurt the most. At one point, the portfolio was down 50%. I remember five years ago when I opened my first stock brokerage account and started trading a small sum of money. The stock market was an intriguing place, where a few clicks of buying and selling will lead you to profit (just get the timing right). And it was true the first month, when my superior stock picking skills led me to a 5% return (the market was also up that month). The next month, the... Please find the full content here: https://members.wizards.institute/posts/8001134

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Dojo is learning, fast (with my kids in the car)

Commandment 5 of our book Ten Commandments of Investing is “Seek Religion” - do massive homework on the target investment, gain what we like to call IOT - or independence of thought, including own valuation model, so can invest with conviction e.g. religion on the investment. Wizards members will know that we have been studying Tesla as a case study for the Ten Commandments. We are early adopters of all of Tesla‘s hardware (car) and per below software (self-driving software) and have even... Please find the full content here: https://members.wizards.institute/posts/7985731