$QQQ $SPY $NVDA $AMZN $GOOGL $INTC
Josh Brown: High Interest Rates & Oil Prices
“The Mag 7, these are basically nation states with ticker symbols.
When you have higher compliance costs, higher energy costs, all of these things are a huge headache for an average business…
But those become moats for the biggest businesses.”
-Josh Brown
$AMZN $UBER $NFLX $SPGI $HHH $MA
Bill Ackman: Beating The Market Long Term
“We don’t try to beat the market every month or even every quarter or every year…
I think managing a concentrated portfolio and having the ability to have a longer-term perspectiveI I think gives you a big advantage in terms of beating the market over the long-term…
But the market has been an amazing competitor and so has the index.”
-Bill Ackman
$SPY
Howard Marks: Risks of Momentum Investing
"You should never buy into momentum… you should never buy something because it's been going up...
You should only buy it if you think it's good value.”
-Howard Marks
$QQQ
Bill Ackman on Super Intelligence & Value
"Intelligence is the most valuable asset in the world."
-Bill Ackman
$SG
Bullish News for Sweetgreen Shareholders
“Sweetgreen is going to pay its top store managers more than $200K/Year.
This sets Sweetgreen up to be in the top tier of restaurants for total compensation for general managers," chief operating officer Jason Cochran told Business Insider. "Our ability to be able to attract, retain, and also inspire many of our internal team members to want to be head coaches — I think it's going to be meaningful for many years to come."
-Business Insider
$LVMH.NE
Bernard Arnault on LVMH & Creativity
"What I like most is the idea of transforming creativity into profitability. I see new ideas and the way we are going to make them real products that will work on a worldwide scale. If I have a talent - and that must still be demonstrated - it is that one."
-Bernard Arnault
$VOO
John Templeton: Only Buy At Cheap Prices
"If you're selecting stocks, you must do the opposite of most people… try to buy at the lowest possible price in relation to what the company is worth."
-John Templeton
$SPY
Peter Lynch: Patience & Long Term Investing
“In my investing career, the best gains usually come in the third or fourth year."
-Peter Lynch
$SPY
Howard Marks on Contrarian Investing
"A technique that works most dependably is putting money into things that are out of favor."
-Howard Marks


















