york

Black Diamond Group - BDI.TO They became very good looking around $2/share in October, still good looking @ $2.60 today. 2018 should be a good year for them.

Mosaic Capital Corp. -21.15% Just Energy Group. -38.10% Luckily, they combined to equal only 4% of my total portfolio.

Very Charlie Munger from the '60s like returns... nothing wrong with that! http://awealthofcommonsense.com/2014/09/charlies-munger-becoming-better-investor/

Do you have any other investments in Russia, besides the index?

Happy Thanksgiving! Thank you America, for a full day of NFL football on a random Thursday in November. Love, Canada.

It will be a race to the end between Bellamy's Australia (BAL:ASX) and Restoration Hardware (RH:NYSE). Both have preformed alright this year.

Tim McElvaine mentioned Polaris quickly in his mid-year update. Well done to everyone who was in PLS early. http://www.valuefund.ca/uploads/5/9/3/6/59365351/2017-06_semi-annual_report.pdf

Dataroma could probably focus on displaying valuation metrics and fundamentals of the Grand Portfolio. Additionally, it would be interesting to see the fundamentals during times of heavy purchasing. Knowing that Wells Fargo is the greatest % of the Grand Protfolio isn't very interesting (most of us could of guess that would be the fact). The Hold Price gives you a little insight but it would be interesting to see other common valuation metrics - especially during quarters where the Super Investors are really buying into positions. You should also look at simplywall.st. It is a site that uses CapitalIQ data to create infographs and appealing data visualization experiences. You can sign up for a free trial period. You can input your own portfolio, use their stock stock screener, and also use their own 'snowflake' visual summary to get ideas and quickly screen a stock. For me, it is mostly fluff that is unnecessary; but I can recognize the potential as a product for sure. Here is an intro to simplywall.st snowflake https://simplywall.st/learning-center/snowflake-introduction

Jared Kushner... He goes under the bus and Ivanka marries Kanye West. #artofthedeal

Bellamy's Australia Ltd ASX:BAL

I'm curious if anyone has any information/wisdom they could pass along about living and working in a nontraditional finance city (i.e. Halifax NS). Do you have to settle for a firm or company who's investment philosophy is "close enough"? Do you start your own firm and hope that you can raise the required capital (btw I'm 30, so not a long track record behind me)? Or are there other options I am missing? Feel free to impart any other bits of information/wisdom on to me and any other 30 year-olds who might see this.

Mohnish Pabrai had a pretty good example in his book The Dhandho Investor.