patrick.net

Several weeks ago, I partially pulled back from the market to avoid what I perceived as risk around the election. Of course, the market immediately told me I was foolish by rising to record highs, but I'm actually ok with that, as that is the nature of limiting exposure.

As a small investor, I try to take a blended risk. However, I am always on the lookout for "good deals". I felt AMD was a good deal at around $2, and got lucky. Warren Buffet implies that there are constantly good deals, and his problem is he actually has too much money to be able to spend time to go in on the small caps that are the good deals in meaningful enough ways.

That said, anyone else interested in putting forth a diversified list of "early Buffet picks" here? This wouldn't be an in-n-out type list, but small caps and undervalued stocks that seem to be well valued and poised for amazing long term growth. The discussion could be around whether the financials support the position of purchasing.