What you wrote makes total sense. But 99% of people here will still disagree with you.
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Yeah. And SR is right about a lot of stuff - in particular the long term buy-and-hold philosophy for companies you understand that has served Buffett well for longer than many of us posters have even been alive.
But Cupsy, I wouldn't spend any time on here trying to thread the needle between defending your friend's honour and having robust conversation about OCA.
All the really good and meaningful contributions SR has made towards understanding the OCA business model (and investment philosophy in general) have been undone by the way he chooses to treat people. If a lot of people on ST now have a strong dislike for him - well that is on him.
Difficult I know because you are friends irl, but be careful not to get sucked into all of that is my unsolicited advice.
Yeah I completely get what sr says and agree from his perspective its 100% but for others who are fully invested and maybe shorter term its the complete opposite. Simple.
I have heard a rumor he wanders the cbd asking apartment dwellers to drop him down a good sharp knife... 😁