keegomaster

Thanks for the suggestion @cash_incinerator, MEDP looks like a very strong business. Price has come down since July... will read more about it. Cheers!

I wouldn't be surprised if GOOGL sells off as a result of the court decision. I will also plan to add in the next month or so as it goes down and until it finds a support level.

I don't think buffett ever sold berkshire shares

Venezuela litigation claims... Tell us more about it...!

Agreed. TVK is not expensive, that's why I'm buying on pullbacks. I also have some buy orders for FFH around 1430 to 1450 so hoping those get filled too if markets retreat a little.

Purchase order on Terravest (TVK) went through two days ago. Increased position by 10%.

Have been selling some Ebay and reallocating to Disney. Also set up some buy orders for FFH, and TVK should they drop ~5% from current levels.

How could one get access to Packer's letters?

Berkshire has dropped 50% in a few instances. One of those during 2008 https://www.cnbc.com/2008/11/21/berkshire-hathaway-down-almost-50-from-alltime-high-as-stock-sinks-again.html

The chart title is a bit of an understatement with positions up 120% to 260%

Interesting, what book is this?

I just read the letter, and still have to go through the report, but I noticed two interesting non-financial things: - the color of the report cover is black, which I interpret as mourning or grief for Charlie's passing - seeing Warren refer to Charlie as a father figure: "In a way his relationship with me was part older brother, part loving father" I just found it interesting. Great year. The weakness in Energy and Utilities was more than compensated by the good Insurance and Investment results, which is a statement to the strength and diversity of the businesses it holds.

Very strong annual results. This is what caught my eye: The excess of fair value over carrying value of investments in non-insurance associates and market traded consolidated non-insurance subsidiaries increased significantly to $1,006.0 million at December 31, 2023 from $310.0 million at December 31, 2022, with $315.2 million of that increase related to publicly traded Eurobank.

Have you looked at Quartr?

Would you be willing to share names of the Fixed Income Closed End Funds you own? Haven't looked at CEFs in a long time... wondering what discount to NAV is like these days... Thanks!