VRSN - VeriSign, Inc. 0 WATCHERS

In 2000 Jim Cramer made a list of the only 10 stocks to hold for the future... (you can't buy most of these since they went out of business) but it's fun to go back and read his analysis of their fast-growing sector, heavily undervalued, on the edge of a …

* DPZ - We're entering are a restaurant recession...and Pizza is very competitive. * FTNT - Pricey at a forward PE of 27.49. Industry is moving away from appliance based security (what FTNT sells) and to the cloud. * OTIS - Mediocre investment IMO. Office real estate is in a …

There are some reasonably good companies in there, but I don't think the valuation is good on any of these. In my opinion: **NVDA** Pretty impressive growth in the current AI boom/hype, but I would be very worried about the CAPEX cycle ending. End customers aren't actually making profit from …

my value stock picks.. Here are my top value picks.. what's wrong with it (in order).. DPZ, FTNT, OTIS, YUM, MA, VRSN, AAPL, AZO, NVDA, ORLY

here is the complete list: [https://whalewisdom.com/filer/berkshire-hathaway-inc](https://whalewisdom.com/filer/berkshire-hathaway-inc) Bought GOOGL, Sold some AAPL, BAC and VRSN. No change in UNH or AMZN. I would open a small position in GOOG and Time to go all-in with UNH and AMZN :)