Monsieur_dee

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?

Killing me with these comments

What other companies would you be willing to hold for 30 years in hope of a adequate return. Would constellation software be on this list? Any others?

Starter basket of C, Ally & Bac

Tracker in Celanese

Weird it traded over its buyout price when the deal was announced.

Brk

Some great conversations here. I've been meaning to start a topic but I feared it may have already been talked about. What are some great 'go to sleep companies'. I think @Gregmalhas spoken about this before. Companies you dont have to worry about. Berkshire, constellation software are definitely my top two. Markel, pershing square, index funds... any others anyone would like to point out.