MungerWunger

wow, nice concentration there

Large acquisition for Brown & Brown: Under the terms of the agreement, Brown & Brown will acquire RSC on a cash and debt-free basis at the time of acquisition for a gross purchase price of $9.825 billion https://www.globenewswire.com/news-release/2025/06/10/3096453/0/en/Brown-Brown-Inc-enters-into-agreement-to-acquire-Accession-Risk-Management-Group.html

Bill & Melinda Gates Foundation trimmed Berkshire

Sir Chris Hohn:

up ~ 17% YTD mainly thanks to Constellation family, Tvk and Fairfax Bottomed at negative 3% YTD or so

Transaction date Feb 28 but filed Mar 7

Hopefully the fairfax team went shopping today on their shares ...

crypto summit live stream:

Eric is a genius

Josh Wolfe: Human Advantage in the World of AI [The Knowledge Project Ep. #217]

nibbled on tvk, ffh, toi

thanks! found the video online

what's the video? I am curious -- "The uploader has not made this video available in your country"

half an hour later ... And, obviously, BTC and ETH, as other valuable Cryptocurrencies, will be at the heart of the Reserve. I also love Bitcoin and Ethereum! His son must've texted Trump that he forgot two

https://truthsocial.com/@realDonaldTrump/posts/114093526901586124 A U.S. Crypto Reserve will elevate this critical industry after years of corrupt attacks by the Biden Administration, which is why my Executive Order on Digital Assets directed the Presidential Working Group to move forward on a Crypto Strategic Reserve that includes XRP, SOL, and ADA. I will make sure the U.S. is the Crypto Capital of the World. We are MAKING AMERICA GREAT AGAIN! pumping his son's bags?

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