I just watched a video by Daniel Pronk about the China surge and basically he's saying that the risk is priced in and the CCP is now basically funding these companies to buy back shares. This seems highly suspicious market manipulation. He goes on to share a clip of David Tepper talking about how China is an amazing investment. Again, am I being too skeptical? If I wanted to increase my position size or even hope for a pullback, would I go on national television yelling at people to buy China? Both of these angles seem like thinly veiled deception. I'm curious what everyone else thinks.

Here is the screen results :) https://youtu.be/nm-DjSOgoyU?si=zK8HWVGkJyhLM1Cu

This is just me, but I tend to ignore sectors when making individual stock investments. And I don't invest in sector ETFs, at all. Does anyone else do sector analysis? If so, how specifically do you think it adds value to the investment process? (i.e., is it mostly for diversification, use with individual stock valuation, etc.?)

What's the strategy if Harris becomes president and implements a tax on unrealized gains? It seems like that would destroy value investing and especially coffee can investing.

So obviously, owning an "elite" business for years is a great idea for any investor at basically any level. And of course, you would like to invest when that business was fairly valued, if not undervalued. But for our discussion here, let’s exclude the value at which a business is priced. 1. What do you look for in an "elite" business? 2. What do you look for that indicates a business is becoming “elite”? 3. What are the indicators that a business is no longer “elite”?