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Everything posted by alpha231616967560

  1. Jason, One path to consider is crowd-funded real estate. Equity Multiple has several Opportunity Zone offerings and just announced a new one yesterday. https://www.equitymultiple.com/opportunity/ Cheers, Paul
  2. Both these were great. Two others that he did away from finance and that introduced me to two fascinating people are his interviews with Jocko Willink (ex-Navy SEAL, has his own great podcast where he reads from military history books, amazing stuff, start chronologically) and Peter Attia (who I've already mentioned here often). Jocko Willink being interviewed by Patrick O'Shaughnessy sounds interesting, but I couldn't find that episode. Did it happen?
  3. Patrick O'Shaughnessy interviewing Bill Gurley is always a fascinating conversation. This one on IPO finance was particularly illuminating for me. https://pca.st/bn7ceysc Invest Like the Best has become my favorite financial podcast, partly because Patrick is not afraid to stray away from finance in search of interesting conversations. His interview with Boys Varty is my favorite in that vein: https://pca.st/iU9U Cheers
  4. Thanks for the reminder / recommendation on this one. Just bought it and am reading as of today. Enjoy! Let me know how you like it. Fascinating thus far. I'm reading Aerial Attack Study (Boyd's book) as part of reading this book. He's a very clear writer - such a talent. The section on evading missiles is easy to understand and I imagine is still somewhat useful today. Boyd reminds me of Richard Feynman in his clarity and quick identification of bs.
  5. Thanks for the reminder / recommendation on this one. Just bought it and am reading as of today.
  6. Perhaps when "madness of the crowd" goes right? Exactly. Ironic in these times, right? Perhaps a bit of a double-edged sword.
  7. A couple of books that caught my attention recently are: - Sapiens: A Brief History of Humankind by Yuval Noah Harari - this is one of those books that I found hard to put down - its a fascinating narrative of human history, well told. One of the author's more insightful conclusions is that one of humanity's unique strengths is in communicating and collaborating in larger groups (and in other ways). The author's discussion of the tie between agriculture and the "domestication of humans" was also thought-provoking. - The Gene: An Intimate History by Siddhartha Mukherjee - fantastically interesting. One random thing that I learned from this book is that every human has a common (female) ancestor, known as "Mitochondrial Eve". She lived in Sub Saharan Africa ~100,00-200,000 years ago.
  8. Google caches Seeking Alpha Pro articles in their original version (which SA apparently posts for free for some temporary period). Example: https://seekingalpha.com/article/4122501-charter-communications-deal is a Pro article, and https://webcache.googleusercontent.com/search?q=cache:-cmUqhmNTpwJ:https://seekingalpha.com/article/4122501-charter-communications-deal+&cd=1&hl=en&ct=clnk&gl=us is the cached version of the full article. To get to page 2, just add ?page=2 to the end of the URL ( ex. https://webcache.googleusercontent.com/search?q=cache:-cmUqhmNTpwJ:https://seekingalpha.com/article/4122501-charter-communications-deal?page=2 ). Cheers! Paul
  9. Interesting letter and commentary. Thank you for sharing it. I can only imagine what this letter's present-day equivalent might look like, and I imagine that there are many...
  10. Paul, Lunch sounds good but I don't land until the early evening tomorrow. I'm up for coffee/beer both Friday and Saturday evenings. Cheers, Eric Sorry to miss you at lunch Eric - will you be attending Yellow BRKers or Whitney Tilson's cocktail party?
  11. Would anyone like to have lunch tomorrow (Friday May 5th) at 12:30p in Omaha? This place looks pretty good: https://www.yelp.com/biz/kitchen-table-omaha?utm_campaign=www_business_share_popup&utm_medium=copy_link&utm_source=(direct) Cheers, Paul
  12. I use BeyondCompare from Scooter Software. It works for most formats (pdf, XML, text) commonly used for filings. It is $50 or so, but well worth it.
  13. I have an extra pass for this year's annual meeting if someone on the board needs one. Paul
  14. I would definitely be interested in a pre-AGM shuttle. I'm leaving almost immediately after the AGM, so post-AGM wouldn't work for me. Thanks for helping to organize this Sanjeev. Paul
  15. Is that how they do it? Thanks for the insight. It makes sense as a revenue generating strategy in the short term. Seems like they could do a better job of monetizing the content.
  16. Here you go: http://fm.cnbc.com/applications/cnbc.com/resources/editorialfiles/2014/03/03/2014-03-03%20Ask%20WarrenBuffett%20complete%20transcript.pdf Thanks Liberty - I appreciate the transcript, super helpful. I also like watching the video (so much of communication is in the subtlety of body language, etc). I was hoping to see the entire video, but it seems to be non-existent on the web. It seems like CNBC must have it somewhere, but their website is a bit of a maze wrapped in an enigma.
  17. Does anyone have the link to the full interview with the Three Ts? I have only seen the 3 minute excerpt available so far. Cheers, Paul
  18. Does anyone have the link to the full interview? I am always a bit flummoxed trying to find videos on CNBC.
  19. Really? I've tried without success to find this on the FT site. Would you mind posting a link? Thank you
  20. Thanks for the clarification, agaglio. Anything else noteworthy? I thought Paul Singer's presentation on risk parity was very interesting. I attached my notes from Klarman's discussion. Thank you for taking the time to share your interesting notes.
  21. Great question. Mostly I read to stay patient. Sometimes I read about investing heroes or other people who I admire. They are almost always people who have managed to be patient or otherwise perseverant in difficult circumstances.
  22. I have the same problem too. Any alternatives to Gurufocus with 10 year data? Free? Low cost? Reasonable cost? The library version of Morningstar has 10 year data and, IMO is a much cleaner interface than Gurufocus.
  23. I have been enjoying this 5-part (so far) video series put out by Value Walk: http://www.valuewalk.com/2014/01/best-value-investing-part-1/ http://www.valuewalk.com/2014/01/best-value-investing-part-2/ http://www.valuewalk.com/2014/01/best-value-investing-part-3/ http://www.valuewalk.com/2014/01/best-value-investing-part-4/ http://www.valuewalk.com/2014/01/the-best-of-value-investing-part-5/ Interviews with some great value investors. Cheers - Paul
  24. I have been able to find foreign listed stocks. Recent example is LRE on the LON. I usually type the company name in and wait for it to populate the choices and then choose the right one. I'd be surprised if the subscriptions differ from one library system to another, but maybe they do. I am happy to look it up for you on the Portland system - just let me know the company name. . Cheers - Paul Cheers- Paul
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