berkshiremystery

I am back,... to this message board, just reading this. Its unbelievable to me, that this board has not discovered the worlds most desirable, YES !!! THE No. 1 snowball in the world, compounding its intrinsic value at hyper speed. The snowball was started with a few millions, now worth only about $15 billion 2 years ago, and now accelerating at supersonic speed, $100 billion instrinsic value, like when Buffett changed from his partnership after 13 years [1956-1969] and converted his compounding skills into a public entity, Berkshire. While it was small in 1969/70, it now has a valuation of $1 Trillion. I would think, not even 1 person ^^, not even 0.1 % of the board members here have digged deep enough, like the recursion of logic, Kurt Gödel. The future already existing Snowball is NOT in anything comparable to Berkshire, Buffett or Munger. NOT in anything comparable, period !!! Not comparable with Buffett or Munger,... the future Berkshire is already now autistic management Buffett + Munger compounded in insurance + finance, the float of insurance in a value investing + accounting landscape, that it insufficient, if we go to Mars. On Mars you will not compound like Buffett, serious. Compounding in the matrix of the simulation of the gamified economy. Like VISA card ($12 Trillion transaction volume), + Master card ($7 Trillion transaction volume), compound a fraction of the commission volume. Compounding the $100 Trillion global economy from earth to soon mars, the moat of the matrix the late Jim Simons understood it. the matrix is powered by a monopoly KERNEL engine of logic. The philosophy of self is the study of the concept of the self at a conceptual level I digged deep in the rabbit hole of Jim Simons, and I am being proud after his death in May of this year, to be associated with one of his beloved compounders outside of Renaissance. 800% return in 2 years, annualized around ´~200% even with exponential to the mean return I think only a small group of maybe 20-30 people, public amateur Graham+Dodd investors have spotted this asymmetric super-nova opportunity of a snowball. Got in tough with the founders personally, requested to acquire knowledge, buy like Amazon in 2000, after the dot com bubble drop 90% buy all-in. and wait and see. If you understand risk, verses opportunity of the logic., it´s like MIT blackjack. I know everyone went ALL-In 50% to 90% One billionaire founder compounded his net worth 97% annually for over decades. Yup, faster than the late Jim Simons himself. I think it was the only compounding engine Jim was proud to be associated besides Renaissance. There are so few hidden gems, Berkshire 1970´s opportunity, Apple´s 2007 opportunity,... nobody follows black-swan opportunities here at this message board, what a pity. This board has a diversity of value investing knowledge, but its not focused on the 0.1% black swans occurring in front of their eyes. Because very few value investors try to gather extrem knowledge like the Armageddon oil drillers. I think there will be in 10 years more like — David “Sandy” Gottesman style accidentally razor sharp minded value hunters, having gotten All-in, into the ¨next¨Berkshire style super compounder, that is unlike Berkshire, totally autistic, contradicting tractional value investing. I am proud to be associated with them, 2022, a black swan super compounder for the next decades if you see a once in a life time opportunity, Berkshire 1970´s, 1980´s, 1990´s, its was for me time to go ALL-IN 2022 after I notice that worldly people bet $100M $25M or $5Million style amounts, very wealthy individuals going all-in, betting 50% or 90% of their net worth into the same single bet, that a tiny group of about 10 amateur value investors discovered, it feels like a rare opportunity, the Michael Burry style, which only a few others followed. 2 years later it feels great to have made this bet, being up 800% and this is just the beginning, buying over the months into a crash of -90%, buying, buying autistic into the ¨next¨Berkshire¨snowball compounder. Berkshire itself will be sucked into the supernova black swan compounder, without it, Berkshire will not be able to exist in 10 years from now. Things can happen like GE, after Buffett is gone.

More interesting charts from Mac10 @Twitter.com

THE HARDEST LANDING Epic Fed policy error, groupthink pundits, and bailout-addicted investors are collaborating to create the hardest landing since 1929... https://zensecondlife.blogspot.com/2022/06/the-hardest-landing.html ...... MONETARY FAILURE AT THE ZERO BOUND In the perfect world for stocks, the Fed implodes the middle class, inflation comes down, and the Fed rescues markets before they collapse. This is what Wall Street now universally expects from the Fed, because it's been standard policy for the past 40 years. This time, they are flirting with disaster at the zero bound. Anyone who is now betting policy-makers can pull this off, deserves their certain fate... https://zensecondlife.blogspot.com/2022/06/monetary-failure-at-zero-bound.html ...... THE END OF GLOBALIZATION The day many of us thought would never arrive is finally at hand. It took fourteen years of continuous failure to bring about what was painfully obvious in 2008 - Globalization is over... https://zensecondlife.blogspot.com/2022/04/the-end-of-globalization.html

The mother of the Black Swan might soon arrive....

Today's interesting NY Times cover .....

He had last year a $2B equity portfolio, and now only reporting approx. $200M, its seems he has about 80-90% cash ?

Michael Burry (Scion Asset Management, LLC) filed today again. Cheers! https://fintel.io/i/scion-asset-management-llc https://www.sec.gov/edgar/browse/?CIK=1649339 https://www.sec.gov/Archives/edgar/data/0001649339/000156761922010747/0001567619-22-010747-index.htm https://www.sec.gov/Archives/edgar/data/1649339/000156761922010747/xslForm13F_X01/form13fInfoTable.xml COLUMN 1 COLUMN 2 COLUMN 3 COLUMN 4 COLUMN 5 COLUMN 6 COLUMN 7 COLUMN 8 VALUE SHRS OR SH/ PUT/ INVESTMENT OTHER VOTING AUTHORITY NAME OF ISSUER TITLE OF CLASS CUSIP (x$1000) PRN AMT PRN CALL DISCRETION MANAGER SOLE SHARED NONE ALPHABET INC CAP STK CL A 02079K305 18,079 6,500 SH DFND 1,2 6,500 0 0 APPLE INC COM 037833100 35,970 206,000 SH Put DFND 1,2 206,000 0 0 BOOKING HOLDINGS INC COM 09857L108 18,788 8,000 SH DFND 1,2 8,000 0 0 BRISTOL-MYERS SQUIBB CO COM 110122108 21,909 300,000 SH DFND 1,2 300,000 0 0 CIGNA CORP NEW COM 125523100 17,971 75,000 SH DFND 1,2 75,000 0 0 DISCOVERY INC COM SER C 25470F302 18,728 750,000 SH DFND 1,2 750,000 0 0 GLOBAL PMTS INC COM 37940X102 9,127 66,700 SH DFND 1,2 66,700 0 0 META PLATFORMS INC CL A 30303M102 17,789 80,000 SH DFND 1,2 80,000 0 0 NEXSTAR MEDIA GROUP INC CL A 65336K103 14,362 76,200 SH DFND 1,2 76,200 0 0 OVINTIV INC COM 69047Q102 16,221 300,000 SH DFND 1,2 300,000 0 0 SPORTSMANS WHSE HLDGS INC COM 84920Y106 2,673 250,000 SH DFND 1,2 250,000 0 0 STELLANTIS N.V SHS N82405106 9,762 600,000 SH DFND 1,2 600,000 0 0

Michael Burry´s recent tweets >>> https://twitter.com/burryarchive ....... ..... ..... ..... ..... ..... ..... ..... ..... ..... .....

Some great data charts from Peter Thiel´s friends David Sachs + Chamath Palihapitiya about the NASDAQ + tech >>> great opportunity to selectively buy certain names at cheap prices, I personally bought days ago FB,... Cheers! ..... ......

Talking about Michael Saylor,... ... here's a great 3 hour perspective with Lex Fridman. >>>

Thanks for sharing this Versign graphic. Buffett/Berkshire bought Versign in 2012. It´s mind-boggling and very insightful, many thanks for this chart.

Just some educational overview.... the simulated Ai grid at work with another contractor. Cheers! https://www.anduril.com/ .....