Disney+ Business Model

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...

Renaissance Medallion Fee Structure

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...

The Man Who Solved the Market – Jim Simons

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...

Brookfield Asset Management & Cultural Activism

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...

GameStop – Hard Reality Ahead

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...

Keeping Your Dividend Edge

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,...

Jeff Bezos Explains Why Amazon Makes No Profit

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...

78 Pages Of 2019 Berkshire Hathaway Shareholder Meeting Notes

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...

Fairfax India And Economic Transformation In Southeast Asia

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

Fairfax AGM And YYX Toronto Value Symposium

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...

Charlie Munger Google Talk?

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...

The Oaktree Capital And Brookfield Marriage

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...

Star Stockpickers

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...

Fyre Festival Scam

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....

What’s Wrong, Warren?

Below is the article published on Warren Buffett on December 27, 1999. The dot-com bubble of the late 90s was a wild time for the stock market. People quit their jobs and became millionaires day-trading tech stocks. Buffett didn’t want anything to do with the high-flying stocks. Chimps were having...

Is The Market Smoking Weed?

It only takes one counter example to disprove a mathematical theorem.  The same is true in finance.  This makes counter examples particularly useful for investors.  In previous posts, I discussed Bitcoin as a possible counter example to the efficient market hypothesis view that the market price always reflects fundamental...

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The Life and Career of Charlie Munger

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