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Strategies & Market Trends : Value Investing

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To: bruwin who wrote (70772)7/27/2022 1:07:41 PM
From: Paul Senior  Read Replies (1) of 71220
"So it's also a case of when one bought into SIMO."

I know that there are a lot of companies like SIMO - Depending on when you bought and how long you held through the slack times, you would've done well. I find, for me anyway, there's a tremendous difference between those companies, esp. tech companies like SIMO, and BRK.

I hold SIMO. The metrics look good to me, and it's easy to follow with Elroy leading the charge. What the company actually has and is developing and what its competitors are doing, I do not know.
Lexar, which is extending its flash memory products globally, has released the NM760 M.2 2280 PCIe Gen4x4 NVMe SSD (NM760), an SSD that supports PCI Express Gen 4.The NM760 is a Lexar M.2 2280 form factor SSD with PCI Express Gen 4x4 interface having a read speed of 5,300MB/s and a write speed of 4,500MB/s. It provides up to 9.6x transfer speeds compared to SATA-based SSDs, resulting in a smoother gaming experience, and it is compatible with PCI Express Gen3, allowing it to be used with older systems. (5/31/22)
This is important and significant for me? It is only gibberish to me.

I can manage this lack of knowledge with having only a relatively small position (risk control of a sort). I could never have the patience to hold this stock with a flat stock price over five years. With Berkshire, I can at least see what is in its portfolio, I get understandable yearly reports, and there are innumerable pundits continually reporting on the stock's prospects and value. So BRK is much easier for me to hold during the slack times. And so it would much more likely be a possible long-term winner for me than a company like SIMO.
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