TorontoChaosTheatre

Also, who else is HYPED for Francis Chou Ivey talk this year!? I will be wearing a very formal suit, but understand that I will have a Francis Chou Chou fan club t-shirt under it. Very excited!!!

These are fantastic, thank you so much!

SHOTS FIRED IN COBF, REPEAT SHOTS FIRED.

Just emailed you, thank you so much and very thoughtful of you.

WHERE CAN I BUY A COPY? OR BORROW IT? PLEASE I BEG YOU. I WILL CLEAN YOUR HOUSE. I WILL SHOVEL SNOW. I WILL WALK YOUR DOG. I WILL DO ANYTHING FOR A COPY PLEEEEEEEEEAAAAASSSSSSEEEEEEEE!!! (I would use more exclamation marks but Prem took them all). I am in Scarborough but will go anywhere in the GTA or beyond for a copy.

WHERE CAN I BUY A COPY? OR BORROW IT? PLEASE I BEG YOU. I WILL CLEAN YOUR HOUSE. I WILL SHOVEL SNOW. I WILL WALK YOUR DOG. I WILL DO ANYTHING FOR A COPY PLEEEEEEEEEAAAAASSSSSSEEEEEEEE!!! (I would use more exclamation marks but Prem took them all). I am in Scarborough but will go anywhere in the GTA or beyond for a copy.

Francis Chou's ultimate boss move. Simply epic. Also, is Brian Bradstreet's real first name Frederick? lol.

mananainvesting https://www.choufunds.com/pdf/Letters of the Manager Since 1998.pdf I read these at least once a year. I always find something new. Another source that might interest you is an interview he did in Robin Speziale's book, (this link isn't the really good stuff). https://robinrspeziale.com/2017/03/02/my-interview-with-francis-chou/

Is it weird that I really want a Francis Chou iron bust... I must have relistened to his speech at Ivey on loggerhead 5 times already in the past couple of months. It's brilliant what he did. These are the Confessions of a Chou-aholic... part 1... Something like the below, but you can add Prem for an extra fee. Chou is smarter than Prem, and his head is larger, and hence, this should be reflected in the size of the bust. Very happy to have exposure again through McElvaine fund personally (family was forced seller for non-economic reasons). I want my mom to hold 4eva this time instead of getting another divorce where she needs to pay some random dude half our stuff— please, no more CRAPDU (Cannot Realize A Profit Dudes) Mom. I am going to the Prem Watsa Empire Club event, it should be fun. If anyone here is going I would love to buy you some food and hear your thoughts. Happy bargain hunting!

https://opmwire.com/andrew-wilkinson-tiny-chris-sparling/ Big oofster article, they are even more sarcastic than me. https://betakit.com/tiny-appoints-wecommerce-head-jordan-taub-as-its-new-ceo/ Go Jordan!!!!!!!!

Well said Parsad, well said.

https://therealdeal.com/sanfrancisco/2024/02/12/heir-of-torontos-reichmann-family-looks-to-buy-sf-offices/ What a badass.

That's right and I agree with this. Thank you (also, we are lucky to have you as admin).

Update: I am in the process of creating/designing a custom Andrew Wilkinson t-shirt for my own personal use at university. I am finally going to be cool. I am with Parsad on this. That's the right way to think of this. Andrew Wilkinson is the next Andrew Wilkinson. I really look forward to reading his book and learning more about his approach. Also, for the skeptics, there are many ex-employees you can sleuth on LinkedIn, and they all speak very, VERY highly of him. Otherwise, this is a really interesting podcast by an ex-employee. https://podcasts.apple.com/ca/podcast/invest-like-the-best-with-patrick-oshaughnessy/id1154105909?i=1000620745533 Tim being taken is a shame and a loss for an entire gender. Also, Parsad, I was finally able to show her a photo of you (the only one I could find is the one of you next to Wayne Gretzky), and she says she would date you over "some dumb hockey player any day." You are a contender! All you need next is to take your Premier Diversified Holding public (PDH), so she can buy shares. Don't tell Wayne, though; he might short it and make baseless accusations regarding the company's accounting in a hundred-page PowerPoint, and Trevor Scott would need to go on BNN again. Luckily, I think she would be a loyal shareholder and would ignore the shorts or buy more. Again, everyone, I am not saying you should invest in Tiny. The extent of my analysis is that I vote Andrew the best-looking value investor of 2024. If more females learn about value investing as a philosophy and career because of Andrew's physique, I view that as a positive. Whenever I mention value investing on a date, it is like I am speaking an alien language. The second place for best looking is Mohnish, but only ex-moustache and in pyjamas. Third is Dr. Michael Burry because he is ripped, played football and is a musician. To conclude, I think about the image below often and, going forward, will strategically add naps to my research process. I genuinely think napping played a role in Mohnish's success as an investor... ...however, counterfactual thinking leads me to be somewhat sad that Mohnish left a nascent pyjama modelling career to be a legendary hedge fund manager and philanthropist. Happy Bargain Hunting, and remember, sleep comes before beauty and great investment results!

This is amazing THANK YOU