Whensthepaintdry?

I’m eyeing quite a few companies, but Fairfax keeps winning my money. I’m not sure if it’s the constant influx of Fairfax news that’s making me more convinced than I should be. The setup just seems too good to pass up.

BRK, MKL, and FFH probably make up half of my portfolio, so I am under performing as well. I trimmed some google and boosted mkl and ffh on the big earnings drops which came around the same time Google hit its high. I am definitely lacking positions that add torque to a portfolio.

I’m having trouble posting the link, but the never sell podcast with MBI and Scuttleblurb recently talked about Ryan.

From my childhood: “Close only counts in horseshoes and hand grenades” ”wish in one hand and shit in the other, see which one fills up faster”

I added to Fairfax. I feel like a broken record this year.

Has he disclosed how much McDonald’s franchises account for their revenue? I’ve seen around 10% playing around with AI.

I’m not judging. Just sharing something that I thought seemed odd and not authentic. We stayed with a few families in Airbnbs throughout Cuba. That’s cool you have made some close connections there.

Even the tours in Cuba seemed controlled by the Government. They took us by like 4 things and I kid you not this is what they said “this is the local hospital, it is very good” “this is the university, it is very good” I think one of the other buildings was a government building they took us by.

Thank you for the information. I’ll be looking forward to my next visit.

I went to Cuba in 2017 I think. There was a huge push by locals to make cash from tourists. Government had a little too much financial influence on hotels, restaurants, and taxis from what I gathered. Our host provided us with drivers outside the local taxi system. She seemed like she had a community of services to provide outside of the government’s control. One of them was a college educated engineer and he said he made more driving in a week than a month being an engineer. There was a huge push by locals to start airbnbs as well at the time.

Some of those Tin house beers sound great. I have had a few of the ones on the thirsty beer blog. Seasquench and Westbrook are very easy drinking summer beers. Sour monkey packs a punch and is decent for an off the shelf beer. One of the only breweries by me with mostly sours is the Funkatorium by Wicked Weed. Their sours are great. They have a decent bottle selection as well.

He had great energy in his presentation. Sounds like a great pitch for a very important product.

@SharperDingaan Sours for some strange reason are my favorite. I’ve never see a pear one. Do you have a recommendation?

I’m not sure if it was already posted, but I really enjoyed this presentation on AGT.

I also added to BRK today.