MungerWunger

hes back with another one: https://brklyninvestor.com/2025/02/15/the-magnificent-seven-mkl/

thanks for sharing!

Started nibbling around a year ago in the 1200s CAD when the short report from muddy waters was published.

Nope. And I just checked, Brk class b shares were in the 160s range in May 2017. I wish I purchased in 2007 I suspect you are confusing this with the fairfax thread haha

May 2017 at ~ $ 163 per share iirc

wealthsimple - 0 fees for CAD stocks interactive brokers - foreign stocks A bunch of brokerages like TD, RBC and wealthsimple are offering 1% cashback on all investments transferred to their platform from another financial institution so definitely look into that ...

article from Stratechery today: https://stratechery.com/2025/deepseek-faq/

interview with the DeepSeek founder from mid 2024: https://drive.google.com/file/d/1DW5ohZWxoCEOdrUQjokKreuArHqJdtKb/view "Because we believe the most important thing right now is to participate in the global wave of innovation. For many years, Chinese companies have been accustomed to leveraging others’ technological innovations for application and monetization. But this isn’t something that should be taken for granted. In this wave, our starting point isn’t to capitalize on an opportunity but to push to the forefront of technology and contribute to the development of the broader ecosystem."

Not buying but some other that are near 52w lows: ROP, ADBE

the bulk of the adjustments to go from GAAP to Non-GAAP EPS is from Stock-based and deferred compensation expense ($ 4.69) From their earnings release: https://www.adobe.com/content/dam/cc/en/investor-relations/pdfs/11214202/a56sthg53egr.pdf

Just turned 31 and starting to feel old. It looks like I fall in the most common age bracket of the poll !

Appreciate your fairfax posts as usual @Viking I think you made a lot of people a lot of money

He did another interview recently: https://mp.weixin.qq.com/s/nwdP3GR-H8-m94NUnlsM-g

Merry Christmas to all !

nibbled on some TOI.V

really enjoyed this one! John Bragg: The Blueberry Billionaire [The Knowledge Project Ep. #204] https://fs.blog/knowledge-project-podcast/john-bragg/#:~:text=John Bragg is the Chairman,company he founded in 1968.

^ and Mitsubishi owns ~ 50% of Lawson. Would be interesting / cool if Berkshire owned a piece of each of the big 3 convenience stores in Japan (7-Eleven, Lawson, and FamilyMart)

Added to GOOGL

Shooting fish in a barrel with the water drained out

I am fairly concentrated in Constellation Software like some of the other forum members on here.

Ted made a bunch of money in his personal account with his Dillard purchase: https://markets.businessinsider.com/news/stocks/warren-buffett-berkshire-hathaway-ted-weschler-dillards-stock-sales-return-2022-2

30.

@Viking Big fan of your fairfax posts! Just curious what % of your portfolio is allocated to the company if you don't mind sharing

Constellation Software shares which I first purchased on January 2, 2019 at $ 862 per share and have continually added to since (currently 33% of my portfolio) . Special shoutout to @Liberty whom I have been following from afar for years now

MW questions to management for tomorrow's earnings call: https://d.muddywatersresearch.com/content/uploads/2024/02/Fairfax_MWQuestionsForQ423Call.pdf