Whensthepaintdry?

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.

Added to NNI.

I’m a fan of his aeropress investment. I wish I knew more about the it the others.

I saw this the other day. HBO’s last week tonight with John Oliver had an episode on rails and PSR. I couldn’t believe a topic like that made up a whole episode on John Oliver.

Maybe they are all good investments, but just not big or liquid enough.

Who cares. Everyone has their opinions. Thank you for sharing. I appreciate hearing about his previous endeavors. I’ve heard worse things spoken about a fund manager who funds a school for charity on here lol.