Wide Moat Businesses @13vicky

Manchester, England Joined November 2009

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Wide Moat Businesses @13vicky

a week ago

@Gubloinvestor Bear markets end not when sellers are done . They end when buyers are done. Still a lot of buyers.

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Wide Moat Businesses @13vicky

2 weeks ago

@cmsinvests $AAPL Always the last one to be sold off. When apple gets sold off vigorously then you know the bottom of $SPY is near

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Wide Moat Businesses @13vicky

2 weeks ago

@KGInvests_ Long healthcare $XLV

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what I have been buying last few weeks. Will add depending on earnings 1. Mastercard and Visa $MA $V expecting solid earnings print plus strong momentum. 2. Dollarama $DOL.TO Expecting solid earnings with more people shopping here as budgets squeeze. Strong momentum.

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Wide Moat Businesses @13vicky

2 weeks ago

@Gubloinvestor Dog shit companies

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Wide Moat Businesses @13vicky

2 weeks ago

@Gubloinvestor Why do people feel they can time the market after so many years of data showing no one could.

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Wide Moat Businesses @13vicky

2 weeks ago

@SteveUrkelDude Always the last one to be sold off. When apple gets sold off vigorously then you know a bottom of S&P is near

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Wide Moat Businesses @13vicky

2 weeks ago

@slava_invests AI advancement could open opportunities in healthcare where R&D and drug launches are so much faster. That’s my thesis.

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Wide Moat Businesses @13vicky

2 weeks ago

@QC_Capital_ Only some. Mastercard, S&P global, Visa, Berkshire.

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Wide Moat Businesses @13vicky

2 weeks ago

@MsVeilMoney Best strategy. Made more money this way than buying at lows.

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Wide Moat Businesses @13vicky

2 weeks ago

@Gubloinvestor Of course you are sitting in cash.

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Wide Moat Businesses @13vicky

3 weeks ago

@dividendology Earnings growth rate sustainable ?

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Wide Moat Businesses @13vicky

3 weeks ago

@patientinvestor Earnings growth rate sustainable?

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Wide Moat Businesses @13vicky

3 weeks ago

@TheWiseIC Same for Mastercard and visa . Too inflated ? $ma $v

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Wide Moat Businesses @13vicky

a month ago

@TheWiseIC What you think about the recent sell off for $BN and $BAM . The higher for longer narrative is going to draw these names down is my view .

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Wide Moat Businesses @13vicky

a month ago

@TheWiseIC Travellers already knows the price differences even today. Especially the class which are going to be adopting muse early on. The traveller still chooses booking platform for support and ease of changes. Also the price on hotel websites is cheap may be 2 out of 5 times.

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Wide Moat Businesses @13vicky

a month ago

$ABNB $BKNG

Drew Cohen @DrewCohenMoney

a month ago

Real example of Muse and the OTA risk. $BKNG $META I wanted to try what happened when I used Muse to book a stay in Florence, Italy. First it returned 5 options. The links to ALL FIVE were Booking .com listings. It did not prompt me to price check or go direct. I did prompt

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Wide Moat Businesses @13vicky

a month ago

@joecarlsonshow I don’t think people primarily use OTA for friction of comparison. Muse may help tell me which option is cheaper which I would have done manually. And I assume many people do that already. But The comparison does not change which channel I choose.

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Wide Moat Businesses @13vicky

a month ago

@joecarlsonshow Yes every business carries a risk of margin compression due to agents taking a fee but it’s not an existential threat. Uber and booking valuations are conservative right now compared to airbnb and DoorDash especially after the last few days overreaction .