MichaelPerez
2021-11-15

Why a name with an ineradicable competitive advantage is out of favor you buy it. That’s how buffet did it. Even something as scary as BABA$Alibaba(BABA)$ under $150 recently. Do you really think that’s not coming back? Buy. FB$Meta Platforms, Inc.(FB)$ antitrust scare? Buy. Disney$Walt Disney(DIS)$ out of favor? Buy. Great names only come down because something scary is happening. I hardly think what’s going on with Disney is scary this was the most automatic buy the dip.

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