Source Post

How I Pick Stocks

Sep 20, 2026

Rob Berger discusses his stock picking methodology, highlighting Apple and Berkshire Hathaway as his most important holdings. He details his purchase of Apple in 2013 when it dropped significantly, trading at a PE of 10, which he considered a steal.

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Tickers discussed in this post

ORCLNeutralLow ConvictionResearch Only

Rob Berger owns a few small shares of Oracle, acquired through credit card rewards, which he considers a small and somewhat ridiculous part of his investments.

NVDANeutralLow ConvictionResearch Only

Rob Berger owns a few small shares of Nvidia, acquired through credit card rewards, which he considers a small and somewhat ridiculous part of his investments.

TSLANeutralLow ConvictionResearch Only

Rob Berger owns a few small shares of Tesla, acquired through credit card rewards, which he considers a small and somewhat ridiculous part of his investments.

AAPLNeutralMedium ConvictionSignal-backedPrimary

Rob Berger considers Apple a primary holding, having bought it in 2013 when it was trading at a PE of 10 after a market spook, which he viewed as a steal.

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