Breakfast Club Meets
Monday, April 29, 2024
8:30 a.m.
Browncroft Family Restaurant
2501 Browncroft Blvd Penfield, NY
A happy Tax Day and April Showers to Breakfast Clubbers everywhere.
The Jeff Fraser Breakfast Club meets again this coming Monday morning, April 29 at the Browncroft Family Restaurant. The restaurant is located in a small mall, at the corner intersection where Browncroft Blvd crosses Blossom Road and Creek Street. An Advantage Credit Union office is nearby and a Fast Track Gas station across the street.
If you have a hand-out to share, please make 16-20 copies so we all can see what you are discussing. If Paul Gorman and Stephen Curry are present, they will review our portfolio performance. We will also share results of our experimental portfolio, which continues to far out-perform its appropriate index.
April Trivia. Who said it? Toss a coin, maybe.
(1) “Just because a stock is doing poorly doesn’t mean it can’t do worse.” Peter Lynch or Warren Buffett?
(2) “The way to build superior long-term returns is through preservation of capital and home runs.” Stanley Druckenmiller or Warren Buffett?
(3) “There is time to go long, time to go short, and time to go fishing.” Jesse Livermore or Warren Buffett?
(4) “The intelligent investor is a realist who sells to optimists and buys from pessimists.” Ben Graham or Warren Buffett?
(5) “The only intelligent investing is value investing.” Charlie Munger or Warren Buffett?
(6) Bonus. According to research conducted by the Harvard Business Review, at what age do successful entrepreneurs achieve their success?
Heads Up. April headlines. “Higher for longer,” and what it means for investors. Come see what conservative pension funds are doing.
Choose your breakfast from the menu. It’s been a cool spring, stay warm, see you soon.