OracleofCarolina

i was thinking the same thing yesterday when my book arrived...sheesh, we need bigger fonts!

Last one I see is less than a year ago. https://www.berkshirehathaway.com/news/jun2824.pdf so maybe next month he will make a donation to Gates Foundation

We need to go back to only letting Becky Quick ask questions…sheesh

Welp, looks like the party is over with Sham and PGNT. News Releases "While this is more than enough, there is much more. Among other issues, the Audit Committee, based on information available to it, also concluded that Mr. Gad’s self dealing extended to misappropriation of corporate assets for personal benefit. Between 2022 and 2024, without Board authorization, Mr. Gad expensed to the Company over $82,000 worth of MLS season tickets to Miami FC and Atlanta FC. The Company has no operations in Atlanta or Miami, although Mr. Gad lives near Atlanta. In November and December 2024, after his termination, Mr. Gad apparently became aware that the Company learned of the misappropriation of corporate funds related to the tickets and he reimbursed the Company; however, Mr. Gad only returned just over $15,000."

https://www.otcmarkets.com/stock/PGNT/news/Paragon-News-Release?id=449722 well, Sham had a good run!

I have never seen any stories on that, is he still making those books?

Anyone watching the PGNT and OPTT proxy battle, looks like Sham wins the 1st round with the delay in the annual meeting

https://pgntgroup.com/annual-shareholder-letter this year’s letter is out

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...

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.

slides are up for the 2021 annual meeting https://s1.q4cdn.com/579586326/files/doc_presentations/2021/Fairfax_Financial_AGM_April_2021.pdf

Any one have the slides from the AGM?

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.

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.

https://www.alumni.caltech.edu/events/daa-charles-munger-dec14-2020 An early Christmas gift for all you fanboys!

http://choufunds.com/pdf/SEMI-AR%202020%20%28English%29.pdf latest Chou letter, still having a rough time being a value investor

podcast with Ryan O'Connor, his granddad was one of the original investors in the Buffett partnership and has some funny stories.

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

A couple of Coronas!

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

the letter will be posted there later today, if you look at that site, there is a note that it will be there. Cheers!

Yes, look at valueinvestingworld.com

http://www.centralsecurities.com/financialReports.cfm latest annual report is out Cheers,

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.

http://www.wintergreenfund.com/ The fund is shutting down as of now. Wonder what will happen with the Consolidated Tomoka shares??