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OracleofCarolina

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Everything posted by OracleofCarolina

  1. slides are up for the 2021 annual meeting https://s1.q4cdn.com/579586326/files/doc_presentations/2021/Fairfax_Financial_AGM_April_2021.pdf
  2. 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.
  3. 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.
  4. https://www.alumni.caltech.edu/events/daa-charles-munger-dec14-2020 An early Christmas gift for all you fanboys!
  5. http://choufunds.com/pdf/SEMI-AR%202020%20%28English%29.pdf latest Chou letter, still having a rough time being a value investor
  6. podcast with Ryan O'Connor, his granddad was one of the original investors in the Buffett partnership and has some funny stories.
  7. 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
  8. 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
  9. 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
  10. the letter will be posted there later today, if you look at that site, there is a note that it will be there. Cheers!
  11. http://www.centralsecurities.com/financialReports.cfm latest annual report is out Cheers,
  12. It’s a weird story..he was on twitter today and he is in San Francisco . He said he was feeling better when asked about the kidney stones but looked fine.
  13. http://www.wintergreenfund.com/ The fund is shutting down as of now. Wonder what will happen with the Consolidated Tomoka shares??
  14. Wow..stock was down 25% on delisting news. CCA Industries, Inc. Announces Plan to Delist from NYSE American and Deregister Its Common Stock $CAW https://seekingalpha.com/pr/17402726
  15. https://www.otcmarkets.com/filing/conv_pdf?id=13187200&guid=h2TtUeO9abr5H3h Interesting that Sardar extends the agreement for one year for $200,000. Is he that bullish on CCA Industries or was there some other reason??
  16. Thanks Sanjeev for the posts. Looking forward to your updates!
  17. https://ritholtz.com/2018/11/transcript-robert-cialdini/ Cialdini was on the Ritholtz podcast this week. Here is the transcript.
  18. Yep, seems like he totally changed his style over the past 10 years..i remember way back when he did very well on WFC, then scored again with BAC. Surprised more shareholders haven’t left considering his performance over the past 10 years.
  19. https://moiglobal.com/phil-ordway-airlines/ This might help you out.
  20. interesting tidbit...sheesh, Chou and Berkowitz reaklly took it on the chin by sticking with SHLD Sears Holdings In hindsight, our initial assessment of Sears Holdings being worth more than $50 per share a few years ago was most likely too optimistic. This is taking into consideration that we received in excess of $23 per share in distributions from various spin-offs and right offerings, which we later sold in the market. In 2017, we initiated a stock lending program where the Fund received interest on the shares lent. For Sears Holdings, the total security lending interest we received for the year was about $7.25 million or about $6.41 per share, all in U.S. dollars. This shows how heavily shorted the common shares of Sears Holdings have been. For the six-month period ending on June 30, 2018, the total security lending interest received was $483,596 or about $0.43 per share, all in U.S. dollars. In spite of the interest income earned from security lending, plus the approximately $23 per share received in distributions from various spin-offs and rights offerings, it has not been a good investment.
  21. anyone know what SEC rule has the brokers acting bonkers? Mine changed earlier this year and only allows stocks trading on NYSE or NASDAQ and before that I could buy anything OTC.
  22. If I was a betting man, I would bet sumzero got it wrong.
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