weighingmachine

"The Thief Collector" on Amazon. True story of uncovering the theft of a famous de Kooning painting, takes many unexpected twists and turns, from New Mexico across the world.

great to see that Todd Wenning has started a podcast https://www.flyoverstocks.com/p/building-the-next-generation-in-finance

2 Shane MacGowan documentaries "Crock of Gold: a few rounds with Shane MacGowan" on Hulu and "The Great Hunger: the Life and Songs of Shane MacGowan" from BBC4 on youtube

Helen Mirren deserves an award for Golda and her cigarette for best supporting actor. Set in 73 Yom Kippur war, unfortunately the events are still quite relevant.

USB A trading at $768 and paying 8.8% MTB-H trading at $22 and paying 6.2% TFC-R and TFC-O trading at $18 and $21 and yielding 6.4% and 6.2% A whole bunch north of 6% yields with double digit percent discounts to liquidation preference. Some smaller ones like KeyCorp, Associated Bancorp, Synovus paying north fo 7% still.

many of these listed here have preferreds priced under par and paying 7-8% yields

Katie Martin in the FT today - “Two years ago, to get a 5 per cent return, you literally had to look to lending to the government of Iraq. Now you get that on cash.” and "For the first time in roughly 25 years, we’re paid not to have a view,” Funniest bit “A year ago, I tried to make the acronym of choice Bonds — Buying Ordinary Notes and Debt Securities. Sadly, this failed. Too boring. But step forward Kevin Gordon, an analyst at Charles Schwab in New York who emailed to suggest Barbara — Bonds Are Really Back And Really Attractive. At a slight stretch to tap in to the zeitgeist, you can even bend this to Bonds Are Really Back In Earnest, or Barbie. This acronym has a chance of sticking. We can dream. In an ideal world, we would see Peter Oppenheimer, chief equity strategist at Goldman Sachs, opine on the matter, hitting the pop culture/markets nerd meme mother lode. https://archive.ph/ndU4v

https://www.pymnts.com/economy/2023/7-companies-declare-bankruptcy-over-weekend-in-15-year-record/ Bruce Richards https://youtu.be/fGfjEgS020E

Happy International Women's day, this book charts early in career women through to industry leaders, fund managers, and CEOs. Profiles include Monsoon Pabrai, Heather Brilliant (Diamond Hill, ex-M*), Jenn Cole, Jen Likander (Markel), Callie Haines (Brookfield), Lauren Templeton, Shilpa Andalkar (Ensemble), Perth Tolle (started her own ex-Russia, ex-China Emerging Markets fund based on liberty) and more. Review here https://rationalwalk.com/lighthouse-women-leading-the-way-in-finance/ Book here https://is.gd/35fOmp

anyone looking at these for the Sea Change? Keith Smith mentions Oaktree Specialty Lending, Ares, and some others https://twitter.com/Bonhoeffer_KDS/status/1578755183491747840?s=20&t=95Q7pTlqvcbUXBeisATctA

"Maxims for Thinking Analytically: The wisdom of legendary Harvard Professor Richard Zeckhauser" by Dan Levy "Investing in the Unknown and Unknowable" by Richard Zeckhauser https://scholar.harvard.edu/files/rzeckhauser/files/investing_in_unknown_and_unknowable.pdf

"The Bear" and "Welcome to Wrexham" both on Hulu. Though they are ostensibly set in a Chicago beef restaurant and a Welsh soccer team, they are both actually about value investing.

Two others on similar lines Barons of the Sea: And Their Race to Build the World's Fastest Clipper Ship https://www.amazon.com/Barons-Sea-Worlds-Fastest-Clipper/dp/1476745986/ref=sr_1_3?crid=2PIOMKP27CPL9 Architect of Prosperity: Sir John Cowperthwaite and the Making of Hong Kong https://www.amazon.com/Architect-Prosperity-John-Cowperthwaite-Making/dp/1907994696/ref=sr_1_10?crid=22M342D9H3N28

The Bureau on AMC Plus, great series on DGSE, the French CIA

Liberty Formula One - where Luxury meets streaming https://streamingjungle.substack.com/p/liberty-formula-1-where-luxury-meets