Whensthepaintdry?

I am hiking and biking. Sadly it was a last minute trip and I wasn’t able to string up enough huts. Alta Via and the others in that area were booked or weren’t open yet. I plan on hopefully doing one of the Alta Vias next year. We have gotten to a few different ones doing longer day hikes and they are all amazing. This whole area is huge beautiful playground.

Been traveling through the Dolomites. Have about week left now.

NAVI- I haven’t gotten my head around that one yet. Chou has a big investment in it, so that makes me interested.

Should Carmart be looked at completely different because of the low income financing they do?

Arw

His recent podcast had a segment on the recent Ackman listing news.

Recently switched to auto insurers. Saved probably 30 percent with more coverage.

I have bought Lulu and Ulta over the week.

As someone whose doesn’t like flying much that wasn’t the best search result to see pop up at first. What a crazy series of events! Absolutely tragic. Did you think the cruise ships made it feel overcrowded while you were there?

Would anyone recommend Tenerife? I’m looking for week long cycling destination. Looks like a nice place, but this is the first time I have ever heard of it.

I’m reading give and take right now. I hate to say it, but I have definitely became more of a matcher over the years. I can do better.

I think what is more depressing than missing the big winners listed above were the investments in vz and hpq.

I agree with the above. No one can say for sure but I think it would be silly not to give some credit to one of the 2 for the Apple investment.

Apple can probably be contributed to one of them. So…. There’s that.

A big add with Charter. I’m sorry, but what am I missing with Charter?

Rochon made a nice add to sbux. Also and add to mkl which I thought was odd because I thought I had read that he was cutting.

He also sold Costco in the 300s I think. I would love to hear Munger’s reaction to that.

I think value act was in FI pretty heavy around that time.

I also had thought DFS

I think Arrow electronics should be on the list.

Has anyone ever read Santa Monica Partner letters?

Used Disney proceeds to buy SBUX.

Sold DIS and DG

I think I read that they are starting to outsource their loan servicing which I know that got a bad reputation for.

Navient is an interesting holding.