12 Comments

Are you still a fan of Kweichow Moutai?

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Wow! That is a name I haven't written about in a long time! But yes, it still has strong earnings and revenue growth. And it's forward growth is better than Diageo, Constellation and Pernod Ricard. The Chinese demand for cognac and baijiu hasn't slowed.

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600519. Bought 600 shares at 600HK several years ago when you gave it out. Still holding 200 at 1745. Great call.

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Fantastic! Great to hear!

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One must eventually put their ego aside and not argue with reality. Bitcoin is a thing and will not follow the same path as tulips.

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Perfect point!

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Those that maintain it can't reach stratospheric heights probably don't understand the concept of scarcity, which is why a Honus Wagner baseball card will set you back 7 million.

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Matt gave me the confidence to buy in around 25K last year with his excellent monthly/seasonal analysis. I am a happy camper. When are you starting your own newsletter? I miss the original Prime and Viper. Still loving the profits from those MGNI calls early 2021, among others. I need my updates on the best picks for beer season vs. pizza season vs. chocolate season vs. flower season, etc!

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Thanks Brent! I appreciate it!

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So far, great advice. When Carr is right, he's generally really right. Of course, the inverse is true too, but in my experience with him, he's right a whole lot more than he's wrong....

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He's honestly almost never wrong. The only small issue was trying to time the pandemic reopening with WFH plays, but that proved to be an insanely unpredictable time. Also being pushed into a day trading service (in my opinion), when his specialty is seasonal/ longer term trades

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Thanks Raymond!

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