Thelilyinvestor
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Posts posted by Thelilyinvestor
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Recently I have been reading Rob Vinall´s letters and I find him a very interesting investor to keep an eye on.
Anyone else who is following him?
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2 hours ago, gfp said:
Bloomberg canada published an update on Berkshire's investment in Japanese trading houses - no pay wall for me at least:
Just sharing a personal experience here, maybe someone can find it interesting:
I had a look at these when the news broke that Buffett had invested in the sogo sosha, and bought Itochu (8001), for the last 24 months net profits have gone up 100%, sits right now at PE 6 and it is a very high quality management.
I think they still have plenty of room to grow so they are likely to provide some nice returns for Berkshire in the future.
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Like him or not... but Charlie is dead honest about what he thinks...
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Will we see a big number of share buybacks in Q2 2021 or a clear slowdown because the share price went up?
Anyone any thoughts?
I personaly think Berkshire Valuation as pretty much fair so I expect a clear slowdown of buybacks by Buffett.
On the other side, I prefer to see them keep doing buybacks even at fair value rather than the cash balance keep going up up and up.
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I like to have 10-15%, it gets me still upside from a bull market and if the market goes down I can take some advantage of it.
Also, I think having cash and not being 100% invested can make you a bit less "emotional" about the daily swings of the market and take better decisions over the long term.
This is one of those questions where there is so many correct answers...
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Hi Mike,
I asked them and they cannot answer when trading from DEGIRO in Turkish stocks will resume... so it might be a painful wait for a while...
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7 hours ago, Lollapalooza said:
I read lots of envy in this thread. I guess success does attract that a lot...
if you dont give him credit or you're genuinely not interested in what he says and "his latest gimmicks" why do you waste 1h of your time watching?
Unlike you and me, he steps out of anonymity and does not shy away from sharing his ideas and latest learnings with others.
I find it disrespectful specially when you know he used to come to this forum. Personally I appreciate his openness and I feel I've shortened much of my learning curve by listening to him and others that arent afraid to come out in public with some of their 'contrarian' philosophies.
Completely agree Lollapalooza,
Everyone is free to like him or not, but we can all admire his intention of trying to be a better investor every day.
Personally, I am learning so much on his last few talks and I am very "bullish" on his results over the next couple of years... but time will tell!
Long Shinoken!
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I was going to buy it last week through DEGIRO and they didnt let me, they say that trading in Turkish Stocks is suspended due to the lira volatility.
I hope they let clients buy soon, will post if they do.
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https://app.tikr.com/stock/ownership?st=shareholders&cid=27620446&tid=384083295&ref=h58yfl
Li Lu owns a little bit over 6% of Postal Savings Bank of China. If you go to Ownership in the TIKR Terminal page above you will find his position.
Also, in a recent interview he spoke about the great positioning of Chinese banking for the future
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BRK, 8909, BABA
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I just started reading "Berkshire Beyond Buffett" by Lawrence Cunningham, last night.
Tom Murphy says in the introduction that BRKs' moat is due to culture.
I agree here, I made a big position recently in BRK because of culture. In my opinion BRK culture is: "smart capitall allocation". Buffett has taught us all what is good capital allocation means and I think he has made sure his successors will keep allocating capital intelligently.
The excess capital their businesses produce will be put in places where it makes sense and I am expecting 8-12% long term returns perpetually due to culture.
Another example that comes to mind, is Alibaba. Their first mission of the company is to survive 3 different centuries 1900s, 2000s and 2100s. Well that is a statement of "long term thinking" corporate culture and that is their MOAT in my opinion.
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Anyone looking at this market?
Does anyone know the name of the warehouse business in Turkey that Pabrai Funds owns?
Ticker Symbol is RYSAS. Down 10% today.
If the situation in Turkey continues and Pabrai doesn´t sell, I will start a position.
My strategy is to clone Pabrai here because there are no annual reports or financial statements in English, is all in Turkish Language
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Hi everyone,
Does any one have a rough idea of total share buybacks of WEB in the entire 1st quarter?
Thank you very much in advance.
RV Capital - Rob Vinall
in General Discussion
Posted
If you read his letters all the way from 2008, you can see various phases:
1) 2008-2014 Deep Value coming out of the financial crisis, focused on financials and small caps
2) 2015-2019 High Quality Companies
3) 2019-2022 Future High Quality Companies
I find that he is a great investor to study as he is open in his letters, speaking about what he is learning about + his investing thesis on each new investment, which I believe is a great insight for those investors who like to "clone" other investors.
Almost all of his investments have crashed in the last 3 months, so could be an interesting hunting ground.
Just my opinion