Randolf Babcock

What do you think about the fact that $SHEL, despite its promise to withdraw from the Russian market, is still (it's been a year) trading Russian gas?

According to the BBC and Global Witness, Shell takes 12% of the total gas exported.

If you use DCA, which day of the month/week do you shop?

I avoid Friday, Monday and the first/last day of the month.

Also, do you have a strategy or do you just shop? 🧐

I was wondering - does anyone invest in non-traditional instruments?

Like watches, paintings, cars?

It's very interesting, the disadvantage of course is the need for large capital and low liquidity...

I've gotten to the point where I hold over 50% of my portfolio in cash.

Am I paranoid? How much porocemt do you hold in cash?

In short, I expect a bigger drop and I'm sure it's coming soon. Especially on US stocks, which are all holding just on retail as well as post covid...

Powell said more restrictions are coming - isn't that too much for you? I don't think he's quite counting on the lag time that the economy is responding to these restrictions...

What is the most represented sector in your portfolios? Outside of technology 😀.

For me, oil companies are the most represented and then REITs

Look, there are two strategies being fought over here lately - dividends vs. growth.

I'm a proponent that growth stocks are simply better because you can pick ones that offer a good risk/reward ratio.

Dividend stocks are great, but to get the kind of gains I get with growth stocks, I'd have to spend a lot of time on that portfolio, which I don't want to do. And I just don't…

So 3M is 10 billion poorer - will it affect the company in any way? I don't think so...

How do you see the market evolving in the next six months?
I'm really wondering if the growth will continue or if some bad news will come and we'll go down...

What could trigger a downturn? What are you betting on? 🧐😅

Tim Cook has said he sees great potential in India - I think it's already starting, will we see a hype of Indian ETFs?

What do you think of the (so far digital) "skirmish" between Musk and Zuckerberg?

What do you think, will there be a duel? I have a feeling that with the way $TSLA stock is prone to Musk, he should try hard to win it if he does 😅.

Elon Musk met with the Prime Minister of India.

This leads me to ask - are you investing in India? Or are you diversifying into an emerging markets index? 🤔

What do you think of Alibaba's new CEO?

How many of you hold CEZ? If the 14% dividend goes through, it will be quite a dream, won't it? 😀

In September, people in the US should start paying back the debts they incurred to graduate.

But there is talk of the state forgiving/facilitating them. What do you think about that?

If this is forgiven, the US is definitely going down the tubes in my opinion 😀 .

Berkshire Hathaway invests heavily in Japan.

Its investments in Japan are the second largest of any country, after the US.

At the same time, Buffett said he does not want to hold more than a 9.9% stake in either company.

Have you bought any interesting stocks lately?

I'm wondering if you're more likely to keep adding to a select few stocks, or if you're looking for new promising companies. 🤔

Unlike the Fed, the ECB raised rates by 25 basis points. They are now the highest they have been in 22 years.

Are we going to see more volatility and more hikes here in Europe? What do you think?

What do you think of $NKLA? I've only heard about some of the unfair treatment of customers' money, but somehow it's growing now... what's up with that? 🧐

What do you think about the growth of $CVNA today? Did I understand correctly that it was only because of internal estimates of better growth and savings? 🤔