bennycx

Yoga brings a lot of fun and challenge

What are the taxes applied to foreigners investing in German Equities? Just the withholding on dividends?

Quant strategies on crypto is actually working very well

He would still like to own 100% of a bank though so the economics are quite good except for the tail risk of mismanagement

Very smart move on hindsight!

Any opinion on the decline of the mortgage business due to rising rates?

Maybe not a Bank but a big non bank financial?

Because people are not vaccinated with mRNA vaccines. There might be widespread deaths which may cause insurgence

BABA

Had this on my watchlist for a long time too. Getting to more reasonable levels and they’re focusing on downsizing and buybacks

sad you just spelt out my life :]

what do you think of the strategic investment from GIC where they are using high cost "debt" although longer duration to repay back low cost debt?

Timing seems to coincide with Biden’s new Exec Order

Are these small measures? I reckon DOJ would block some mergers just to show some action is being done

Alibaba, Meituan, Tencent, JD -> when were these stocks added to fxi? How did they perform since added to the etf vs US tech? is there a constituent cap to fxi?

answer: What is S&P 500 without Fang stocks? Do you see tencent and alibaba listed in China a shares?

Where can you find this information? I’m curious

Imagine if he took a large position on Tesla ;D

Wonder why Buffett hasn’t disclosed the “secret” stock? Is he accumulating for such a long time?

Some talks that it could be Enbridge

From my experience with the French, they do not believe in the equality of outcomes. Quite the opposite in fact.

That’s what makes a market! You could disagree with them

Could buybacks be a way of “leveraging” up his portfolio - both investment and operating - without facing many restrictions (bank holdings as an example, wholly owned companies which he wants more but can’t own more than “100%”)?

Looking at their pnl profile, they should be doing market making (agency trading), similar to investment banks but hidden in a hedge fund without all the compliance and operational costs.