@permastonks Profile picture

permastonks

@permastonks

retired portfolio manager/ advisor. $csu and chill

Joined January 2021
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Added to $googl here. Seems quite reasonably priced


Book value in December 2019 was $1.98. Most recent estimates are just shy of $9. $pnp.to


So based on my rough calculations since December 2019. (First year under Damien) BV has grown at a Cagr of 47% $pnp.to. $csu

Sorry my data was wrong. Over a 5 yr period starting December 2019 until not. Book value has grown from 1.96 per share to most recent estimates of $8.97. A 357% gain. Book value is up 85% roughly ytd. Since Damien took over as CEO NOOK VALUE HAS GROWN AT A CAGR OF 47%



Constellation software group of companies sitting at 43% of total portfolio. $csu $toi.v $lmn.v $pnp.to


$pnp.to 👀👀


Solid earnings from $se. $se will be a multibagger from here. I’m quite confident in that.

So if we’re going to start yoloing agin here then $se is a buy



I’ve been invested with ratards since DPO. It’s paid off I guess. $pltr

OPENAI = $150B valuation PALANTIR = $135B valuation I know most people can’t make sense of Palantir’s current growth estimates and the valuation, but this might be one thesis… If the market believes AI itself is a multi trillion dollar thematic over the next decade that will…



So if we’re going to start yoloing agin here then $se is a buy


1 rsp account up 35% ytd. Kind of disappointing but the result of top holding $celh having a 70% ytd drop. Way she goes. Up 42% yoy.


$upst rising from the ashes


I’m buying a lot more Amazon stock. Very bullish. $amzn


$brk.a Berkshire Hathaway should buy enbridge $enb @WarrenBuffett


Sold remaining $celh added to $csu


permastonks Reposted

America do your job tonight and Canada will finish it in 2025 MAKE NORTH AMERICA GREAT AGAIN!! 🇨🇦❤️🇺🇸

Tweet Image 1

Increasing my $tsla position


Ok Canada now get your act together and get rid of this clown @JustinTrudeau


Go trump go! I’m thinking trump Is going to win this


$pltr now a five bagger for me. Great earnings. Guidance was meh. Valuation is very concerning, but the runway for growth is quite long.


Strong results from $lmn.v

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Added to $toi.v solid quarter


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