dcollon

Thanks for posting the interview

I guess Warren hasn't given them the 800 number to call when they are thinking about buying an airline company.

I would think some of these were Ted's and not Todd's Liquidates ALLE 780K AMZN 2.3M AON 3.6M BATRK 115K CHTR 1.1M DEO 228K DPZ 3.4M HEI.A 1.3M LAMR 1.2M LILA 2.4M LILAK 1.3M FWONK 3.0M MA 4.0M POOL 3.1M UNH 5.0M V 8.3M

Sanjeev and Cassius, I apologize. I think the world of Ajit and the rest of the Berkshire team. His comments and depth of knowledge were and are amazing. I simply thought it looked like he had football shoulder pads on under his suit every once in a while during the meeting. It was just a joke, but obviously didn't come across that way. My fault.

My hope is that Greg doesn't make Ajit wear shoulder pads next year. Thanks for all the notes and comments about the meeting. Much appreciated

PCPG is really f'ing funny. Thank you for the laugh gfp

The Kospi isn't an "index". It's a concentrated technology fund.

Thank you for posting the interview

Really interesting. Thanks for sharing the video

Thanks for sharing the link

The full interview is on 1/17 at 7pm eastern on CNBC

New memo from Howard https://www.oaktreecapital.com/insights/memo/is-it-a-bubble

Wells didn't downgrade AJG today. See below DJ Arthur J Gallagher & Co Is Maintained at Overweight by Wells Fargo DJ Arthur J Gallagher & Co Price Target Cut to $344.00/Share From $362.00 by Wells Fargo Wells thinks there is 40%+ upside

Ok, makes sense. Thanks gfp

He might be making more now that running his hedge fund. It looks like he has close to 30,000 subscribers already for $349 per year.