Monsieur_dee

He talks about this at the 2020 AGM

Great read. Hopefully more questions are answered at the annual meeting.

Just got an email from Questrade. Commissioning free trading as of tomorrow.

I don't know think it would be SOC because it would have doubled after his passing. Curious what he bought, considering he doesn't swing often. PDD ?

Thank you ! There's a few interviews that I haven't read before

Completely out of zoomer media.

Sold Citi and bought Lulu. Both 2% positions

Sold ebay

@Garpy I love tikr . Its very user friendly. Any chance there is any change happening for the screener? Anybody have any tips for the screener. I'll try using it on my computer but on my phone it's a little tough.

Small adds to Oxy , ebay , ffh , lumine , topicus throughout the week.

Roughly 25% Short term GIC ( house Reno in next 6-12 months) 20% BRK 20% CSU 8% OXY 4% FFH Rest is mostly a basket of (ebay , lpx , ally , cof , bac, C )

https://assets-global.website-files.com/5ef3c7300432b40ed865991a/656a8ceee9e7fe82b04f1156_Remember my teacher Charlie Munger Nov 30 2023.pdf Some words from Mr. Lu

Thank you for all your knowledge that you've passed on. May his wisdom live forever

So this is the podcast he was talking about being on at the AGM

Haven't seen these two companies mentioned in this thread . Both in the Berkshire 13F

Did you set up the HELOC specifically for that opportunity?

Thank you!

Just off the top of my head I remember when he bought and sold Tenneco. Maybe 80 million and gave it to Li . He turned it into 400 million... That was from maybe the 2018/2019 djco meeting . I wish we could access what he's buying in China. Or even his letters I'd he happy with

Plugging my nose and adding to csu

Thanks for the update. Seems to be buying at prices he was passing or slowing down on last year.

Congrats!

-20%. Drank the SaaS kool aid. My biggest detractors were wix and meta. Netflix and mgi were my biggest gainers that I sold.

Thank you. Was just looking for this.

I' like the alignment interest with Micheal cooper and mitch goldhar. Same with morguard and Rai sahi. Which I am surprised doesn't get more attention on this forum from the Canadians.

VRE Canadian real estate etf? Or any other Canadian low cost etf?