jouni1

Been looking at it for a while and got some extra cash recently. Great returns on capital, reasonable valuation and probably a lot of growth still to be had.

Bought some EW yesterday

I guess it's a given you think GDPR is unnecessary if your view is that corporations shouldn't be regulated (more).

GDPR has made sure that companies that don't respect human rights when handling data are fined properly. I saw it personally in the case of Dropbox, which told users it was going to start using their stored data to train AI models, except for EU customers. Of course it doesn't show up in business valuations in the short term. If that's the only measure of a successful law then I guess GDPR is a failure.

Ripley on Netflix was just all around amazing. Was a sad moment when it ended.

There are a lot of investment books on archive.org. Not sure they need to even be out of copyright, if they're available only for borrowing. Just search for the book. Here's an example: https://archive.org/details/capitalaccount00edwa

Bought some DE

Bed bath and beyond

Fyi people might not appreciate hearing about the last scene in a series they are watching

Yeah the new true detective was a train wreck. Worst season yet. Sad as it had some promise. The new fargo is great though

I think 4700sqft is a large house, but I'm European so what do I know.

Can you name some of your favorites in the space doing buy backs?

Interested as I missed out on XPO despite buying it once Do start a thread to keep track of this. Sounds like the best time to purchase isn't probably right now though

There isn't much to dislike about AJG except the valuation. Same goes for BRO.

Finally bought some FFH