
Buffett's senior apprenticeCurrent Portfolio Loss Review & Reflection:
1. Aggressive investments that were expected to plummet and indeed did:
$Circle(CRCL.US)Circle, $Coinbase(COIN.US)Coin
Reflection: Everyone pays for their own desires. This part indeed had expectations of speculation and huge profits. Impulsively kept adding, added too much. No huge profits, just a huge hit (dog head).
2. Originally thought were stable but plummeted:
Robinhood$Robinhood(HOOD.US)
Really didn't expect it to perform so poorly recently.
Meituan$MEITUAN(03690.HK)
Meituan's fundamentals are still solid, but maybe it's not "AI" enough, nothing much to hype about lately. Keeps falling.
3. Originally thought were stable but fell: $Netflix(NFLX.US)$PDD(PDD.US)
Not panicking, shouldn't collapse that much.
4. Recently added positions but also fell:
$Alphabet - C(GOOG.US)$Amazon(AMZN.US)
5. Tesla + Rocket Lab, not really paying attention to price movements anymore. I like tech that can go to space, it's a long-term belief.
Lately, it's just steadily losing money, steadily going to bed early 🫠
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