VersaillesinNY

RIP Charlie. You will be missed.

https://brklyninvestor.com/2023/10/20/interest-rates-some-books-etc/

Byron Trott, chairman and CEO, BDT Capital Partners - May 28, 2020

Todd Combs - Investing, the Last Liberal Art, Oct 9th, 2023 https://www.joincolossus.com/episodes/14034172/combs-todd-combs-investing-the-last-liberal-art?tab=transcript

You can listen to the podcast or download it under the mp3 file.

Seth Klarman interview – Timeless Value Investing - July 17, 2023 https://www.capitalallocators.com/podcast/timeless-value-investing/

He is back: http://brklyninvestor.com/

https://www.bloomberg.com/news/videos/2023-06-07/druckenmiller-on-how-ai-is-dominating-his-long-portfolio?sref=iO3LZPgY

Stanley's interview starts at 2 hours and 6 min: Transcript: https://tidalwave.substack.com/p/transcript-druckenmiller-april-2023

You are confusing Sequoia Fund (Ruane Cunniff) with Sequoia Capital (Venture Capital), the second did mark down its FTX investment to $0.

Joshua : Greetings, Professor Falken. Stephen Falken : Hello Joshua Joshua : A strange game. The only winning move is not to play. How about a nice game of chess? WarGames, 1983

Semper-Vic-Partners-L.P.-Letter-to-Investors-April-2020.pdfLetter-to-Investor-LP-2021Q4.pdfthomas-russo-value-investing-conference-march-15-2018.pdfSemper-Vic-Partners-LP-Letter-to-Investor-August-2021.pdf