Monetary Matters with Jack Farley · Top Performing Value Investor Explains Why the Market Isn’t Overvalued and Hasn’t Hit the Blowoff Top Phase | Charles Lemonides | ValueWorks LLC
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Hold a core position in Micron since 2000 despite price appreciation, scaling back but keeping it as a core holding
“If you look at the holdings, it's literally just like a, a who's who of NeoClouds. ... core weave, perhaps Nebius ... high yield tech benchmarks ... core weave, like 25% of the benchmark”
“They will hold this construction price for two months… as long as you can get your sales in two months, then we're good at that price”
“‘These all-in-one ETFs do have a fairly heavy allocation to Australia… often like 35 to 40%… you can keep it as core but just don’t add Australian satellites.’”
“When we talk about having our core company North Star, as nights outside, that’s our core KPI.”
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