CorpRaider

He's among the investors covered on dataroma. Also discussed/interviewed in Tobias Carlisle's book Concentrated Investing. He mentions Valiant (among Goog and some other stunners) when reeling off some great business, but he's not the only successful investor to get snowed by that one.

I don't think there will be a "reopening" despite what investors on the spectrum or psychopathic politicians say until there's a good, fast antibody test at scale and/or a vaccine. Like Gates said, it's totally unrealistic to say "go shop, ignore that pile of bodies in the corner."

According to his brother it is him. I am pretty sure it is him. He's on the spectrum, so maybe not perfectly equipped to evaluate the response of the public (he is also reportedly very long GME and Jos A Bank, so highly conflicted), I am looking to Gates for much better (while still exceptionally rational) analysis on the topic.

We are down ~6% over the last year. He sold airlines and issued debt in Yen and Euros.

LOL. Harsh, but fair.

SLG

I like BRK better.

Trailer parks are great (unless covid-19 rages through sun communities ELS sunbelt retirement parks and takes out like 15% of the demand) and seem priced accordingly.

I wonder if there will be a lot of shadow-supply/AirBNBs/VRBOs coming on the market to drive down rents. I keep seeing stories about people who are trying desperately to move their airbnbs to longer term rentals, some pretty troubling stories about people who are engaging in "rent arbitrage" sounds like of like wework, but worse; of course that's all just narrative/anecdote.

Yeah I was just looking at those UTEs for grandma. WTF is up with those yields. Seems like D is going to maybe issue some stock "for liquidity" but I didn't see anything on DUK. If memory serves, you crushed it if you bought utilities during the great depression.

WFC, USB, BRKB, SLG

I keep finding like weird errors in Rocket...like a lot of them. Making me really uncertain. I just wish Koyfin had ownership and insider transactions, transcripts and sec source docs would be gravy. But I think it is super overall.

I saw some SEC filings in the NEWS function on Koyfin (I just started playing around with it), but it seems like its just a link to the edgar DB. Do you know if it has like aggregated ownership share data? [like rocket, guru focus, or nasdaq] I like to see someone with capital at stake who has enough stroke to keep any eye on the hired helper managers. What's the deal/costs with TIKR? Says it has a waitlist.

One factor in favor of using the employer-sponsored hsa might be that contributions withheld from your paycheck are exempt from employment tax withholding. I think many people fund their employer HSA accounts and then roll over/transfer the balances at regular intervals if the fees are offensive.

I hope you are well. LAforeverHall (formerly known as ScottHall) mentioned it on twitter and it’s interesting. The Billboards business certainly will be affected in the near term, but mid/long term I can see this bouncing back quickly. I am feeling a great deal better thanks. Today was the first real day with nearly normal feeling chest movement. Opened all the windows etc the last couple of days for some fresh air as it has been warm here. Yeah, it seems like a pretty good business long term. Just nibbling. Seems pretty levered, but in better shape than OUT and CCO. I told myself a while ago I would buy at ~ 8x EBITDA. I wonder if they haven't all screwed the business up and made it more cyclical (running right into a period when no one will be outdoor to see their ads) by putting up all these electronic screens. Apparently, yes those digital ads are more responsive, but the contracts are also a lot shorter (as you might expect versus a crew gluing something up there). Bought some BOMN below book earlier this week too. Of course that is their main business and I think they much better b/s. Might be good time for them to do some buying.

LAMR

Lurker for years, my first post on this forum. I had the sae thing in late January. Extreme stomach discomfort that started quite suddenly leading to bouts of vomiting. I couldn't even drive myself back home without puking into a bag. The stomach discomfort got better in 24 hours (mild fever also went away). Then the coughing started which later days. I'd wake up at nights to cough for few minutes each time. Chest tightness also began. I'm a lot better now, but my chest tightness isn't fully gone. If I fully relax my body I can feel a tiny bit of resistance to talking in a whole breath of air. I also have asthma and using my inhaler helped! CorpRaider, keep hope and stay happy. Positivity helps the immune system. Thank God for Netflix. I watched a ton of comedy when I was going through the bug, whatever it was. Stay hydrated!! I never considered Corona seriously but it does look like the symptoms are correlated. Now if there was community transmission in late January, just imagine how off we are with the denominator. I've been thinking about this a lot lately. The hard thing with exponentials is that it's easy to be way off if we are even slightly off in any parameter. What if we are wrong on the start date by a couple of weeks or so? Orthopa's anecdotes and line of thought seems reasonable to me. Thanks! I have little doubt about the denominator. I had to really search for accounts of these symptoms.

Less than BAC and USB at least...finally.

Man, I think I might have this thing. Started with stomach pain and "discomfort" for like 24 hours then horrible, worst in my life, stomach flu symptoms, high fever nasty chills and aches for like 24 hours, now I've still got some stomach "issues" but with a little cough and mild tightness in the chest, no fever. Hopefully, it gets better from here. I read that a small percentage of people have experienced severed nausea etc then the cough and respiratory stuff...with corona. If I could do the drive thru google test, I would, but I'm not going to go contaminate the hospital unless it gets a lot worse.

I want some but decided to wait till close to TBV.

BOMN

Which Canadian banks you guys buying? Waiting for tangible book?

Just a little: BRK.B, LAMR, VNQ

SLG, I guess.

I propose that South Korea be moved to the developed economies/countries in all indexes based partially on the handling of this virus.