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OracleofCarolina

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  1. https://www.wsj.com/articles/gambler-claims-online-casino-betmgm-glitches-robbed-his-winnings-fueled-addiction-11664397469 which Sam Antar is this? Crazy story...gambled over 29 million in nine months??/sheesh...
  2. https://www.amazon.com/Adventures-Renaissance-Academic-Investing-Scientific/dp/9813148292 I thoroughly enjoyed the stories in this book. He is very similar to Ed Thorp and there are actually some Ed Thorp stories in the book. There are many gambling(especially sports gambling and racetrack gambling) & investing stories, research studies , and arbitrage topics.
  3. slides are up for the 2021 annual meeting https://s1.q4cdn.com/579586326/files/doc_presentations/2021/Fairfax_Financial_AGM_April_2021.pdf
  4. https://www.amazon.com/Speculators-Mosaic-Robert-Leppo/dp/1080007431/ref=sr_1_1?crid=V5KN9JY0IXZ7&dchild=1&keywords=speculators+mosaic&qid=1615654158&sprefix=speculator%2Caps%2C268&sr=8-1 brief easy read, I hadnt heard of Robert Leppo before reading the book. He has some fun tales of trading stocks, commodities, and venture capital and even playing poker over the past 50 years.
  5. http://ballantynestrong.com/wp-content/uploads/2021/02/BTN-INVESTOR-PRESENTATION-v.7b.pdf Hey, Took a look at Ballantyne Strong and there is a Fairfax connection. BTN owns 30% of a company called GreenFirst Forest Products, https://gffp.ca/wp-content/uploads/2020/11/Itasca-GreenFirst_11_9_2020.pdf Paul Rivett, former president of Fairfax, is on the board there along with Rick Doman. Canadian lumber mill bought out of bankruptcy, could be interesting.
  6. https://www.alumni.caltech.edu/events/daa-charles-munger-dec14-2020 An early Christmas gift for all you fanboys!
  7. http://choufunds.com/pdf/SEMI-AR%202020%20%28English%29.pdf latest Chou letter, still having a rough time being a value investor
  8. podcast with Ryan O'Connor, his granddad was one of the original investors in the Buffett partnership and has some funny stories.
  9. Pabrai has said many times that if he did revise " The Dhando Investor" book, he would leave out the chapter on the Kelly Criterion as it does not work in investing....he admits it was a mistake
  10. Brad Safalow, of PAA Research is in today’s Barrons and one of his picks is OSTK. He originally recommended at $15 and his current price target is $110. He values the online business at $75 and thinks in and upside scenario that tZero could be worth another $25 a share
  11. https://www.sec.gov/Archives/edgar/data/1549575/000154957520000008/seritage13G.txt going big into Seritage...could work out very very very well or VERY bad
  12. the letter will be posted there later today, if you look at that site, there is a note that it will be there. Cheers!
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