hasilp89

Interestingly Ben Graham was a proponent of this (multi-commodity backed currency) https://www.amazon.com/Commodities-Currency-Benjamin-Graham-Classics/dp/0070248060 https://www.ivey.uwo.ca/media/2826068/bengraham2ndsymposium-potvin-power-point-2009.pdf

tracks to what is disclosed in the supplement

Somebody asked 22%+ annualized since 2017

That amazing and glad you added Jaipur! The rest of the trip sounds amazing and hope you have a great time!

I’m US based so no impact to me. I doubt they’d cause issues for folks entering with a Canadian passport but you never know.

i think tepper answered all your points pretty well in his interview. It doesn't matter. hard for us fundamental value investors to get our heads around it but he's just using the common sense he has - Xi created buyers and no one is going to sell into that.

you’ve got communist china lending money for corporate buybacks and capitalist USA taxing buybacks and campaigning on unrealized capital gains taxes. Does make me think.

Gotcha, thanks!

Not sure I’m following?

Think this is my biggest miss over the last year. I own a little bit now, but was one to swing at last year.

are the headaches a buy at a certain price for you? ($SEG)

Thanks for the tips @jaygo

Haha, I’ve been hesitant but I’m excited. He’s 72 and finally retiring in December from working his tail off as a doctor for many many years. Loves to travel but wouldn’t go to India solo.Having the Indian son in law helps! I told him he could head back after the touristy stuff but he insisted on coming to the village in gujrat where my 90 something grandma still lives to pay his respects. Bringing a 2 and 4 year old on the other hand….. (actually if anyone has some tips for this please share, have done North American domestic trips with them, but never something big like this!))

Last time i went was Dec 2016 and typically have only ever been in Dec. Nice time to visit IMO. Not boiling and no rain. Might actually be a bit cold in the north. Don't think you should have an issue with Visa. I've enjoyed Rajasthan and would recommend visiting there. Last time i went to Goa was when i was a kid, remember it just being beaches but prob missing something there. We went to Rishikesh in 2016 to spread my dad's ashes. Not sure i would go back but was an intersting place. Big yoga/spiritual scene if you're into that stuff. Mumbai is a whirlwind lots of great food. I'm actually going this dec/jan with my young kids and Father in Law (it's on his bucket list to get a pic with the Taj Mahal!). Delhi/Rajasthan/Gujrat/Mumbai.

I’ve always enjoyed your perspective. Your post above reminds me of Buffett’s quote: “Most of man’s problems arise from forgetting what he is trying to do” WEB Seems you focus on what you are trying to do and go from there. Managing risk and not losing money is paramount. You’ve achieved your goals by focusing on what they are first and then focusing on the process. How you manage liquidity on some of these smaller names given the sums I imagine you’re investing is another question.