value trading

A year back or so, like 2 , maybe 2005, I bought KO @ $40
and BUD @ $45 warren announced

KO , I sold @ $45
BUD I sold @ $46

Like $1 - $3 gain.

At the time I sold it I was thinking to myself, these picks of his suck, they never move anywhere...

<b>Well they sure didn't go down thats for sure. </b>

If you had 2 billion dollars, and you put it in KO, that would be an extra $400-600 million.

Guess thats where scale comes in.


KO , $52 30% gain
BUD, $52 now 15% gain
 
Quote from coolweb:

A year back or so, like 2 , maybe 2005, I bought KO @ $40
and BUD @ $45 warren announced

KO , I sold @ $45
BUD I sold @ $46

Like $1 - $3 gain.

At the time I sold it I was thinking to myself, these picks of his suck, they never move anywhere...

<b>Well they sure didn't go down thats for sure. </b>

If you had 2 billion dollars, and you put it in KO, that would be an extra $400-600 million.

Guess thats where scale comes in.

You dont get scale through buying two slow moving stocks like the above though you get it through actively trading and increasing your equity curve at a good pace to say the least.

Cheers


KO , $52 30% gain
BUD, $52 now 15% gain
 
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