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Miklagard

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Everything posted by Miklagard

  1. Is there a way to print threads? Trying/would like to read more offline for concentration etc.
  2. Skistar has tremendous assets. I would be surprised if Skistars assets doesn't have the same status in the high middle class/upper class in 50 years time. Jungfraubahn also has a tremendous assets, high moat, a long track record and low debt. Gladstone is a asset play as well, farmland will be around and it is a scarce resource. Need to read up on it a bit more, which I need to do for everything since I just started to spend time on investing again. I doubt the growth and scaleability in all of these, so important to get in to a low multiple, but when I get in I can sleep well for many years to come.
  3. I like this theme. At the moment I have these stocks on my wish list: Costco Jungfraubahn Gladstone Land Disney Skistar I also have a small position in BRK and Hinghams Institution of Savings. But really looking to add more when price is more decent. I am again starting to read up on value investing after a couple of years with no room for investing, both due to time and money, and I am thinking a lot about my strategy going forward. I am really leaning on having great business at a decent price, or rather worlds best companies at a decent price. We'll see what happens.
  4. What is this 1B everybody is talking about then? If something is wrong because of Twitter, he can legally get out and still have to pay 1B? Or is it Twitter that needs to pay 1B if court is deciding the <5% bot thing is a breach of agreement? Quite new to this, and willing to learn.
  5. As far as I understand it, it costs 1bn to break the deal. So he should be able to break it, just pay the "fine". Anyhow, I took a small position myself, because it seems like he is negotiating for a lower price, and of course because of adrenaline.
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