longlake95

MATR earlier today

one of my big worries for sometime has been the "de-centralized" approach, while I understand leaving good managers alone to do their jobs, but I think it's easy for things to "slip" a bit over time. We, as humans, seem pre-programed for the ABC's of business decay (as Warren puts it). So, to be clear, de-central probably won't change in a big way, but I like Greg's "more active touch" with the subs. I think Greg's hardest job is keeping many of those long-time managers motivated to keep working without pissing on their grass.

A little FFH

All agreed. He helped me 20 years ago (via an email exchange) to clarify some ideas/concepts about value investing, that I clearly, was too dumb to understand at the time. He didn’t have to - but he did. The world would be a much better place if we had more people like Chou.

Only 15 students in the class. Value still out of favour, probably better times ahead for “value”.

52

I have a simple spreadsheet that tracks starting value, ending value of all accounts and any contributions or withdrawals I make, captured using XIRR function. So the returns won't be exact, as the timing of dividend inflow isn't captured. It's very close - I'm not looking for GIPS compliant returns for personal use. My brokerage statement shows the returns for each account - so I can drill down by account if I want.

+33.4% no complaints. Big contributors were FFH, ATRL, GIL, HPS.a, CHRW (recently sold). All the best to everyone for 2025.

JOE, MATR

MATR

Bought a 2.5% position in MATR over the last couple of weeks.

I've recently had a few "no nothing" investors asking me about AI stocks. Very reminiscent of 2000. I don't think it's at a fever pitch yet though.

been trimming ATRL for the past few weeks. Still an 11% or so.

unwavering - class act

I agree