GrowthStateofMind
Active member
GOOGL announced as a new Berkshire holding in latest 13F Friday 11/14!
NEW -> Contingent Buyer Assistance Program
Me personally, I like see things base and curl back up above that 200dma (Not financial advice, of course, ha) since low can be lower. I see a gap between 179-189, maybe it decides to bounce above there or gap fill down to 179.
Makes me think of this quote from the great Charlie Munger: “If all you ever did was buy high-quality stocks on the 200-week moving average, you would beat the S&P 500 by a large margin over time. The problem is that few human beings have that kind of discipline.”
Currently looking into switching from QQQI/SPYI to GPIQ/GPIX for 2026.
Lower dividends but growth will likely keep up with inflation.
$543.76. It will be dark times if it gets there, but I'm old enough to have lost a fortune in the dot com bust. That was well deserved. Tech stocks that are getting the shit kicked out of them today actually make money and aren't likely to lose their dominance during the next bear market.
GrowthStateofMind
Active member
Wow, just noticed it’s in an ugly free fall, with a close below 200-day moving average today.
Me personally, I like see things base and curl back up above that 200dma (Not financial advice, of course, ha) since low can be lower. I see a gap between 179-189, maybe it decides to bounce above there or gap fill down to 179.
Makes me think of this quote from the great Charlie Munger: “If all you ever did was buy high-quality stocks on the 200-week moving average, you would beat the S&P 500 by a large margin over time. The problem is that few human beings have that kind of discipline.”
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GrowthStateofMind
Active member
Funny, a bigger fintwit account posted this just now as well.
Dan Ives on Bloomberg Surveillance yesterday called META a “table pounding buy”, calling Zuck a “wartime CEO” assembling infrastructure at a blistering pace. Many in the Valley have always said META has the most engineering talent stockpiled and could build anything they wanted.
GrowthStateofMind
Active member
momopi
Well-known member
Currently looking into switching from QQQI/SPYI to GPIQ/GPIX for 2026.
Lower dividends but growth will likely keep up with inflation.
Order in to sell a put @ 290 to buy back GOOGL that I sold @ 300 after selling a covered call last month. Wish I sold another put at 320!
Also trying to sell a put to buy MSFT, which seems a bit oversold and at a recent support point.
Lastly, need to clear out some losers in my portfolio to reduce taxes from a couple big long-term gains this year.
Also trying to sell a put to buy MSFT, which seems a bit oversold and at a recent support point.
Lastly, need to clear out some losers in my portfolio to reduce taxes from a couple big long-term gains this year.
morekaos
Well-known member
I try do do most of my tax loss harvesting by mid-November. This allows me the option to buy back the position over 31 days later into the usual tax related selling. This strategy allows you to maintain the position in the portfolio, use the tax loss, and lower your cost basis at (hopefully) an even lower price. 
GrowthStateofMind
Active member
curious if you still buy back in if price rallies during that 31-day window?I try do do most of my tax loss harvesting by mid-November. This allows me the option to buy back the position over 31 days later into the usual tax related selling. This strategy allows you to maintain the position in the portfolio, use the tax loss, and lower your cost basis at (hopefully) an even lower price.