Yours Truly

Toronto, Canada!

I'd be curious to know how many publicly traded companies Munger has owned throughout his career.

It's probably a very miniscule amount considering the entire portfolio's size

Lululemon because I love how their pants fit on their customers

looks interesting but is this movie supposed to be a satire?

Reeder for iOS updated their app to allow for Feedly which is terrific!

I hated how Feedly combines all the feeds into one large one.. I like them seperated just like how they are in Reader Heads up: Digg has a reader built into their app that was just released today and it does a good job at

I've migrated to feedly but awaiting for the Reeder app to support it I do the majority of my reading on my iphone/ipad combo and the feedly app isn't cutting it unfortunately

compounding cannibals that have strong ROE, EPS growth and good 10, 5 years records of reducing shares: MCO AZO LO PM ADS IBM DTV COH TJX ROST WAT MCD AAP DLTR FDO FOSL PETM ABC WMT FISV ORLY ACGL YUM JBHT MTD INTU GWW

From largest to smallest DTV STRZA ATRI MNST AZO BPY.UN ROST CST IPL.UN CWT.UN

Try using the Staley Cates method http://dailyreckoning.com/cash-flow-analysis/

If I purchase shares via TPNTF, should I be comparing its price to the USD shares NAV? I'd love to partner with a great capital allocator such as Loeb and co.

I don't see Ted's name anywhere on the DVA 13G? whereas on the Starz, DTV 13G, its listed

It depends on the individual's temperment and personality... but for me, I prefer buying and holding small cap growth stocks that have the potential to be 100+ baggers

Can anone find Khrom Capitals 13F?

Increases: WFC - 4% IBM - 0.01% WMT - 4% DTV - 10% USB - 0.3% DVA - 10% NOV - 41% VRSN - 122% WBC - 0.11% Reducuctions: BK - 4% MDLZ - 45% KFT - 4% New positions: CBI - 0.48% of portfolio STRZA - 0.15% of portfolio

You can use a combination of filingsanalysis.com dataroma.com whalewisdom.com

Interesting.. both Baker Street and Raging Capital have NYSE:CAS as their top position.... it looks to be turn around company

Maybe he shouldn't have sold his BAC when everyone panicked. I think in his case it's okay since he picked near the absolute bottom for the financials.. he probably sold due to other opportunities imo

Lol uncovered shaft The final product does appear to look quite nice though http://www.dezeen.com/2013/05/09/peoples-daily-chinese-newspaper-headquarters-compared-to-huge-penis/?utm_source=feedburner&utm_medium=feed&utm_campaign=Feed%3A+dezeen+(Dezeenfeed)

Spoken like a Superinvestor of BRK & FFH.. Personally, I put more faith in your opinions as well as other 'superinvestors' on this board than scholars like James Montier, Roubini et al

As James Montier has pointed out, Europe is certainly cheap but only if you assume low probability of a bad Euro scenario. Basically his point is that there is more fundamental risk in Europe and stocks are pricing in a low probability of a major crisis (Euro breakup, etc). They are not cheap if you assume a Euro breakup or long period of Japanese style stagnation. Vinod Anyone know of James Montiers and Cullen Roche's investment track record? they seem to be quoted a lot which means their opinions seem to matter

Don't worry fellas, there's always something to worry about!

There's that nice pop on DVA

I'm going to speculate that Ted is going to build his position right near that 25% threshold if given more capital to put to use