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Monsieur_dee

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Everything posted by Monsieur_dee

  1. Todd is leaving. Is he liquidating his positions before his departure?
  2. I double checked my account. Not opted in. Where are you seeing this ? Thanks
  3. Would be nice if was available online
  4. Do as I say , not as I do Just curious how much cash you were willing to build up
  5. What are your thoughts as you sell it down ?
  6. Sold 10% of BRK in the last week
  7. He talks about this at the 2020 AGM
  8. Great read. Hopefully more questions are answered at the annual meeting.
  9. Just got an email from Questrade. Commissioning free trading as of tomorrow.
  10. 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 ?
  11. Thank you ! There's a few interviews that I haven't read before
  12. Completely out of zoomer media.
  13. Sold Citi and bought Lulu. Both 2% positions
  14. @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.
  15. Small adds to Oxy , ebay , ffh , lumine , topicus throughout the week.
  16. 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 )
  17. https://assets-global.website-files.com/5ef3c7300432b40ed865991a/656a8ceee9e7fe82b04f1156_Remember my teacher Charlie Munger Nov 30 2023.pdf Some words from Mr. Lu
  18. Thank you for all your knowledge that you've passed on. May his wisdom live forever
  19. So this is the podcast he was talking about being on at the AGM
  20. Haven't seen these two companies mentioned in this thread . Both in the Berkshire 13F
  21. Did you set up the HELOC specifically for that opportunity?
  22. 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
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