every bag was bought with conviction. the conviction is the most honest part of the trade.
— filed 2023the cost basis is not the most important number. the most important number is how you feel about the cost basis.
— filed 2024he is not waiting for recovery. he is waiting for the next one. that is the same thing.
— filed today
nobody knows where he found the first bag. he wore a better coat then. the coat is older now and so is he, and the sack is heavier, and the paper tags pinned to it are yellow at the edges where the glue has gone dry.
he carries them because he bought them. that is the whole story. if you ask him about recovery he will tilt his head and look at you with the kind of patience that has stopped being sad and started being furniture.
— from a letter found in the ledger room, signed only "a friend of the holder"
nothing here is financial advice. the only advice here is: don't tell him about your losses, he already knows.