Seoshin

Dang. You're experienced in the offshore industry. That's amazing. Tbh quite rare to see a seafarer investing personally in the stock market and that's admirable already. Not familiar with Chouest but I've been to Brasil last year serving Petrobas and loved the place! I spent too many years in the North sea that a bad weather and a roll of constant 6-10 degrees is normal hahaha thank you!

Oh my. May I know which fleet you sailed in good sir? I can see this action personally myself. Currently we are laying cables for the Doggerbank wind farm and NNG wind farm off the coast of UK. These green subsidies are too good to pass for these peeps.

I praise your interest in the shipping industry. I work on this industry myself and have sailed to a plethora of ships including tankers and shuttle tankers. I'm currently on offshore wind and NETI is a good one I must say. However, I don't invest in this industry to avoid concentration risk.

Don't want to sound soliciting for a confirmation bias but what do you think of BRO today @longterminvestor? Tbh I was enamored by its great history and also that its a holding of Chris Mayer, author of the 100 baggers. I'm wary if they can replicate the playbook in the UK as much as they did in the US.

Added some DEO. Slowly making it into a full position.

Can I just say that this thread is really amazing and its like a crash course for me on insurance brokers. Thank you so much @longterminvestor- your insights are chef's kiss and to the others also @dealraker for posting links for further reading. Again, amazing!

Bought a starter position in Adyen two days ago and added to TXN too. Other week, new positions in DHR, DEO and NTDOY. Sold DFH when it shot up to 30 USD

Lovely! Thanks for this! All noted already. I come from the Philippines so heat and humidity is nothing to me. For the grab, are cars popular in Hanoi? I always see motorcycles more than car so perhaps grab would be the same. Noted also on the food! One of the main reasons I wanted to visit Vietnam so bad. haha

Oh wow I never thought there will be a travel thread here! I'm going to Vietnam next month in Hanoi. Any travel tips for peeps that has already been there??

Sold SPGI and BAM Bought BN (from BAM sell), CPRT, and TXN

What's your investment thesis on $MKL

Bought more MKL

This is such a great summary of your thesis. Glad you did not go the valuation route as it is really hard to do so. Well for me. Also bought more last week!

Anyone buying MKL? It is currently trading at historical book value per share

May I ask whats your thesis with BAM?

Thanks man! and damn. 25 years ago? woah thats around my age now HAHAHAH

Thank you guys for such an awesome discussion on Berkshire's valuation! I've learned a lot. Even though I'm the author of this topic, I am embarrassed that I can't contribute much as I am still reading and learning a lot as I'm still relatively new (only more than a year of studying, dipping my waters and such). But I bought a lot of BRK.B lately as I use it as a better alternative than the available index fund. (30% of my port now damn hahah) But again, hats down and hoping to learn more from you guys here. Cheers!

as the title suggests, is the current valuation of BRK.B enticing for you to add more?