GBA Presents: THE BARE ESSENTIALS

But Thor isn't alone in using RVs as part of its investment portfolio. Forest River, a company formed from the ashes of Cobra Industries way back in 1996, has been actively buying everything and anything that looked palatable. It purchased Coachmen, Viking, Dynamax, Prime Time, Palomino, Shasta, Sportscoach, and Georgie Boy. To continue the Thor investment model, Forest River, Inc. and its divisions were acquired by Berkshire Hathaway, a major investment firm owned by Warren Buffett.

Now we know why Warren isn't scooping up Thor down here, he already owns one.

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stonedinvestor said:
These are much smarter you tow them much less gas used. Better looking too. THOR is ugly old fashioned clunkers and big electric monsters.... I like the tug along behind ideas....
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Do you do any research at all?
Like Thor doesn't make a towable trailer.
These are an ultra-hot item for Millenials Stoney:

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Thor's Airstream division purchased the assets of Nest Caravans in Oregon to get this unique monocoque design.

 
Stoney do you want me to sign this like Banksy does before you make it an NFT?
GBA Hall of Fame. Probably saved the newbies 1000's and 1000's of $'s.

While all the talking heads were going on about the "re-born" rally in tech because of FB... VZ knew better.
Amazing eh? :p


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stonedinvestor said:
200 shares is almost 10K--

Do you love this-! have you tasted their coffee?
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Stoney cars are lined
vanzandt said:
Why do you think these grain stocks will go up?
They don't grow the grain, and I don't think the powers that be are gonna let them profiteer from supply constraints. Do you have a thesis Stoney, or are we just using herd mentality here?
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I listen to my first Ag podcasts, in 2020 you saw the price of all commodities(They were crushed, record lows!) going parabolic. As your disciple, what pods and site you recommend?
 
Cathie Wood: Teladoc can be a ‘category killer during the next 5 to 10 years’
Apr. 29, 2022 2:30 PM ET ARK Genomic Revolution



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Cathie Wood stood tall with her commitment to Teladoc Health (TDOC), despite the company's post-earnings shellacking earlier this week. She stated in a CNBC interview: “Our point of view is that Teladoc is becoming the healthcare information backbone of the United States.”

In the interview, Wood claimed that TDOC is “one of the biggest stories in healthcare... a category killer during the next five to ten years.”

Wood did not appear to be worried following the telemed virtual healthcare company's 40% sell-off on Thursday. In fact, Wood doubled down on her bet and scooped up more than 600K shares of the company across her actively managed ETFs.
 
Up in Ct and it's very pretty. Not quite Green yet in the woods. That day is always a special day there's one day when poof it all goes green and it happens in one day-- usually we are not here-- we just miss it- but we have Monday of from school for my son so I bet Monday will be the forests burst of green.

Another crazy drive up- there's a lot of weird drivers on the road-- zombie thing.
 
stonedinvestor said:
Cathie Wood: Teladoc can be a ‘category killer during the next 5 to 10 years’
Apr. 29, 2022 2:30 PM ET ARK Genomic Revolution



image_1239809343.jpg





Cathie Wood stood tall with her commitment to Teladoc Health (TDOC), despite the company's post-earnings shellacking earlier this week. She stated in a CNBC interview: “Our point of view is that Teladoc is becoming the healthcare information backbone of the United States.”

In the interview, Wood claimed that TDOC is “one of the biggest stories in healthcare... a category killer during the next five to ten years.”

Wood did not appear to be worried following the telemed virtual healthcare company's 40% sell-off on Thursday. In fact, Wood doubled down on her bet and scooped up more than 600K shares of the company across her actively managed ETFs.
More...
As someone who goes to a bunch of doctors, I can say Telemed blows!

Edited: Lack of care and shitty experiences, most people with dignity avoid shit telemedicine.
 
Try and come up with some new ideas Van.

The consumer staple is the most steady sector which is basically BARE ESSENTIALS...
so we nailed the whole concept here.

I think we have BROS earn next week so that should be exciting and a Fed meeting. They will do the 50 they have telegraphed. Market may sigh in relief.

Excited about SNAP's new toy.. although I guarantee they sell out quick and can't make more because of.. Logistics<-- Boy the word of the year. That and Ukraine.

I have a heap more cash to invest. Folks are giving up! They see how well we are doing Van and they want a piece of it-- so lets go to work! ~si
 
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