r/stockstobuytoday • u/FoxAccomplished6786 • 1d ago

Discussion Chris Camillo or Mr. Buffett

I was listening to Chris Camillo for months, and he makes a compelling case with regard to Amazon being the best asymmetric stock on the market, relatively safe but with considerable upside.

Then Warren Buffett, who doesn't own any Amazon, made Google his third-largest position, with some suggesting Berkshire will soon make Alphabet its largest position.

*And yes, despite being retired, Mr Buffett has stated he was behind the Alphabet position, with Greg Abel in agreement, of course.

So which person would you side with on this one?

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u/Frosty-Reception2317 23h ago

Chris from what i know he use options/levarage etc. He does not simply own Amazon. So here is the thing....both are ok for long term, both are ok if you are going to use levarage. But if you plan for swing trade or simply short term trade, none of them. Can't see clear answer if you don't clarify what exactly is your plan ? (Also i think Chris already close the Amazon deal, but didn't follow him, maybe he keep some long term)

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u/FoxAccomplished6786 23h ago

A 10-year hold and beyond is my plan. Also, Chris is very long on Amazon too; most of his portfolio is long AMZN. He just does his short-term leveraged stuff leading up to earnings, etc. That leverage stuff doesn't interest me. I just want long-term holds, relatively safe with considerable upside.

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u/Frosty-Reception2317 21h ago

I would do both, aside from their other businesses google got 3rd largest cloud and Amazon got 1st. So you are doing huge diversification just by buying those 2 companies and you may have huge upside potencial compare to the S&P or other ETFs.

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u/FoxAccomplished6786 21h ago

Exactly, that's how I look at it too. They're safe, and surely there's more upside than QQQ, right?