It’s not breaking news that the energy sector has been a disaster zone this year, as the coronavirus pandemic has decimated global oil demand. There’s an assumption that anyone looking to invest in energy stocks, and oil stocks in particular, is an idiot, and that assumption appears pretty reasonable—if...
I’m currently on the road to L.A. and going to San Diego. I want to thanks the new followers to the blog. I recently got a “surge” in traffic and new followers despite not posting anything new in a couple weeks. Thank you for following. Q4 2019 hedge fund letters,...
Being a parent just cost $8.99CDN more per month. Disney is joining the streaming wars. Netflix used to be the only game in town. Now everybody is going over the top. AppleTV, HBO Max, NBC’s Peacock etc…How many streaming services do you need? I’m not sure if cutting the...
I wrote a previous post on Renaissance Technology here. You can get the book The Man Who Solved the Market here. Q3 2019 hedge fund letters, conferences and more pasja1000 / Pixabay “Today, Mr. Simons is considered the most successful money maker in the history of modern finance. Since 1988, his flagship...
A new book about the most successful money maker in the history of modern finance is out and it’s not about Warren Buffett. It’s about a guy named Jim Simons and his firm Renaissance Technologies. He started investing in his 40s and didn’t anything about the topic. Q3 2019 hedge...
I had the pleasure to be back on the The Intelligent Investing Podcast with Eric Schleien. Full show notes below. If you are listening in a car or simply taking a walk, try these links: Apple Podcast Android: Podbean, Stitcher, Spotify Q3 2019 hedge fund letters, conferences and more rawpixel / Pixabay After...
This is the Obamas’ first film produced by Netflix. This is a story about a Chinese billionaire who bought a closed GM factory in Dayton, Ohio. His plan was to turn the closed plant into the US outlet of Fuyao, his global manufacturer of automobile glass. This would involve...
I’ve been following the retailer GameStop (GME) on and off for a couple years now. It’s trading at $4.80 a share with a market cap of $490m. The stock has been in free fall for a couple years now. It did stabilize for a bit last year when they...
Before I get to the book I want to share a little story. Something positive actually happened on Twitter. It turns out that Twitter doesn’t have to be carnage pit filled with trolls. There’s a nice guy on it and his name is Todd Wenning (@ToddWenning). Q1 hedge fund letters,...
I enjoyed reading The Extra 2%: How Wall Street Strategies Took a Major League Baseball Team from Worst to First by financial journalist and sportswriter Jonah Keri (@jonahkeri). Keri has a podcast and is also the author of a book on the Expos. He’s active on Twitter and a great guy to follow. Q1 hedge...
In this 9 minutes video, Jeff Bezos is brilliant in his response to the question “Why Amazon Makes No Profit ?” In the video JBezos explains his business(es), shares great insights, and throws in a couple in Buffett and Graham quotes. Q1 hedge fund letters, conference, scoops etc Image source: YouTube...
Here’s 78 pages of notes from the 2019 Berkshire Hathaway Shareholder Meeting last weekend. Q1 hedge fund letters, conference, scoops etc 2019 Berkshire Hathaway Shareholder Meeting Notes When you hear all the talk about — the political talk — about the banks, they had not cost the federal government a penny. There...
Below are some of my favorite slides from the Fairfax India presentation. Q1 hedge fund letters, conference, scoops etc Below is the Bangalore airport. Fairfax India owns 54% of the private airport. The following picture is not from the Fairfax presentation but capture the same idea: Article by Brian Langis
Here are the videos from the CNBC Monday morning post-BRK AGM. Q1 hedge fund letters, conference, scoops etc Article by Brian Langis
This post is a little overdue. Better later than never I guess. With the Berkshire Hathaway AGM this weekend, I told myself to get this post done. Q1 hedge fund letters, conference, scoops etc Three weeks ago I was in Toronto for the Fairfax Financial AGM (FFH), the Fairfax Africa AGM...
I just recently found out that Charlie Munger was interviewed by Ruth Porat, CFO Alphabet Inc. I found a set of notes from this blog: http://d0j.blogspot.com/2016/09/notes-from-charlie-munger-talk.html. The notes are from 2016. Despite the weird formatting, it looks legit and it’s Charlie in the picture. However I can’t find any...
I had the pleasure to be back on The Intelligent Investing Podcast with Eric Schleien to discuss the Brookfield-Oaktree transaction. Below are some notes on the transaction. Q4 hedge fund letters, conference, scoops etc Bruce Flatt from Brookfield Asset Management and Howard Marks from Oaktree Capital Management are getting tie up. Two...
We have a fascination with stockpickers. Big name stockpickers like Peter Lynch or Carl Icahn, comes to mind. Star stockpickers are glamourized because investors think they have the magic wand to make fast and easy money. They know the secret to the next big name that will make them...
Me and my wife watched the Fyre Festival documentary on Netflix. We only watched it under recommendation of my brother because the trailer wasn’t appealing to us (kids partying on the beach with Ja Rule…pass). My brother’s track-record of recommendation is rock solid, so we gave it a shot....
“Capitalism is the unequal distribution of wealth – but socialism is the equal distribution of poverty.” – Unknown Q3 hedge fund letters, conference, scoops etc Dear friends, This is my last post of the year. I recently got back from a special place, Cuba, a country of particular interest to me and...
Charlie Munger used Monish Pabrai as an example because he’s one of the rare to used the original Buffett Partnerships free structure. Monish went 10 years without taking fees, just living off his capital. That’s tough. But this is the right way to do it. It’s extremely rare to...
Thank you to value investor François Denault for the find. Get The Timeless Reading eBook in PDF Get the entire 10-part series on Timeless Reading in PDF. Save it to your desktop, read it on your tablet, or email to your colleagues. ...
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