--- type: "Topics" locale: "en" url: "https://longbridge.com/en/topics/39596073.md" description: "Some thoughts:1. Prioritize stability, only invest in what I think is most reliable. I've been building a position in $BRKB recently.2. The situation is still unstable. I haven't touched tech stocks for now, waiting until I see a real trend.3. Holding some short-term long calls, will consider rolling them over depending on the situation.4. Continue to exercise restraint, keep enough cash on hand, and wait for opportunities.🤔 Not investment advice!" datetime: "2026-03-28T05:02:07.000Z" locales: - [en](https://longbridge.com/en/topics/39596073.md) - [zh-CN](https://longbridge.com/zh-CN/topics/39596073.md) - [zh-HK](https://longbridge.com/zh-HK/topics/39596073.md) author: "[价值&投资](https://longbridge.com/en/profiles/3090.md)" --- # Some thoughts:1. Prioritize stability, only invest… ## Comments (71) - **R8 · 2026-03-29T02:23:43.000Z**: Received, godfather. - **买股票就是投资公司 · 2026-03-28T18:35:54.000Z**: Move back? Are you selling calls? - **Horns · 2026-03-28T12:49:57.000Z**: Stagflation is as fierce as a tiger. - **今夜很黑 · 2026-03-28T12:47:58.000Z**: Every time I buy options, a black swan event happens; every time I add to my position, I get trapped deeper. It's too hard to play. - **Lucky_FU · 2026-03-28T12:10:32.000Z**: Does rolling a long call mean closing the existing position and buying a longer-dated one? - **不断学习,不断进步。 · 2026-03-28T11:08:45.000Z**: Do the $Alphabet(GOOGL.US)and $Amazon(AMZN.US)long calls for January 2027 need to be rolled over? - **TV_TripleCat** (2026-03-28T17:43:53.000Z): I'm also curious. But the one in June this year is definitely needed. - **阿神叔叔 · 2026-03-28T10:44:25.000Z**: Bro, are you still holding NVO's calls? - **先买,套住了再想办法 · 2026-03-28T10:00:25.000Z**: First time experiencing this kind of black swan event 😢 - **五岳山人 · 2026-03-28T09:50:21.000Z**: Indeed, Berkshire Hathaway now trades at 15 times P/E, holding a large amount of cash. The golden opportunity seems tailor-made for them. - **慢慢变富的月色 · 2026-03-28T09:25:05.000Z**: Buy what you understand, what you have confidence and certainty in (index funds, then wait for major opportunities to buy. - **白云路交易员 · 2026-03-28T08:52:49.000Z**: Is godfather Amazon still around? - **探路君Lee** (2026-03-28T13:44:07.000Z): Your godfather's approval is still here 😁, mine has been cut in half, but I'm still holding on 💪 - **红红红红火火 · 2026-03-28T08:47:46.000Z**: I need to top up the margin for this mortgaged property again, Value Bro, save me! - **youtsuki.l · 2026-03-28T08:33:45.000Z**: Lost 2% - **DA1OO · 2026-03-28T08:13:03.000Z**: Why do I feel like Value Bro always has money to add to his position, never been fully invested?😂 - **DA1OO** (2026-03-28T08:13:22.000Z): What level do you usually keep your position at? - **永久持有有定价权资产** (2026-03-28T11:45:36.000Z): I knew there would be a deep correction before the Chinese New Year, but my 'long-term equity mindset' made me unwilling to sell my long positions. Currently, my position is around 50%. - **先赚十个小目标 · 2026-03-28T08:08:50.000Z · 👍 1**: Look for an opportunity to sell the AMZN of 0618 - **Andycan · 2026-03-28T07:14:02.000Z · 👍 1**: Are you guys still copying homework? - **长坂坡滚雪球 · 2026-03-28T07:10:53.000Z**: Value Brother, BRK's business is quite complex. How do you determine if it's undervalued or overvalued? - **耐心&果断 · 2026-03-28T06:24:57.000Z**: Except for Apple, all the other Magnificent 7 stocks have entered a technical bear market🤯 - **十袋红利 · 2026-03-28T06:17:19.000Z · 👍 1**: Berkshire doesn't feel stable either, lately every time I buy a call I get slapped right away 😂. Although I also think the price is low, the breakdown is quite severe. Recently, cash feels a bit more stable. - **FreeBird2025 · 2026-03-28T06:15:28.000Z**: Don't add leverage easily until the war is over, keep your ammunition.