omagh Posted May 17, 2021 Share Posted May 17, 2021 https://www.sec.gov/Archives/edgar/data/1709323/000170932321000003/xslForm13F_X01/13fq12021.xml https://dataroma.com/m/holdings.php?m=HC FB - Reduce 40.37% Link to comment Share on other sites More sharing options...
omagh Posted November 15, 2021 Author Share Posted November 15, 2021 https://www.sec.gov/Archives/edgar/data/1709323/000170932321000005/xslForm13F_X01/13fq32021.xml https://dataroma.com/m/holdings.php?m=HC BRK.B - Berkshire Hathaway CL B 11.41 897,749 Buy $272.94 $245,032,000 Link to comment Share on other sites More sharing options...
nwoodman Posted November 15, 2021 Share Posted November 15, 2021 1 hour ago, omagh said: BRK.B - Berkshire Hathaway CL B 11.41 897,749 Buy $272.94 $245,032,000 Thanks, an interesting but altogether unsurprising addition at these levels. Link to comment Share on other sites More sharing options...
omagh Posted November 16, 2021 Author Share Posted November 16, 2021 15 hours ago, nwoodman said: Thanks, an interesting but altogether unsurprising addition at these levels. The value transfer from outgoing shareholders to remaining shareholders is being widely underestimated. Here's hoping prices stay low for a while longer to allow that reverse compounding to really kick in. It's at $51B cash (outbound) + discounted intrinsic value (inbound) since the buybacks started in earnest as well as the earnings per share boost (5%) so far. Link to comment Share on other sites More sharing options...
michitche95 Posted February 13, 2022 Share Posted February 13, 2022 does anyone have any letter to shareholders of Himalaya Capital? better if recent Link to comment Share on other sites More sharing options...
rossef2 Posted February 14, 2022 Share Posted February 14, 2022 On 2/13/2022 at 2:06 PM, michitche95 said: does anyone have any letter to shareholders of Himalaya Capital? better if recent Someone said to me he doesn't give letters, could just be hearsay though. Link to comment Share on other sites More sharing options...
rogermunibond Posted March 1, 2023 Share Posted March 1, 2023 Has anyone looked through the HK Exchange filings. Is the Li Lu listed here the same person. Link to comment Share on other sites More sharing options...
gfp Posted March 1, 2023 Share Posted March 1, 2023 13 minutes ago, rogermunibond said: Has anyone looked through the HK Exchange filings. Is the Li Lu listed here the same person. Yes, the first three entries are Li Lu from Himalaya Capital. Link to comment Share on other sites More sharing options...
rogermunibond Posted March 1, 2023 Share Posted March 1, 2023 Here's the HK Exchange shareholding disclosure page. https://di.hkex.com.hk/di/NSSrchPerson.aspx?src=MAIN&lang=EN&g_lang=en Link to comment Share on other sites More sharing options...
whatstheofficerproblem Posted March 8, 2023 Share Posted March 8, 2023 Increased stake in GOOGL by 168%. Link to comment Share on other sites More sharing options...
gfp Posted March 8, 2023 Share Posted March 8, 2023 (edited) 6 hours ago, whatstheofficerproblem said: Increased stake in GOOGL by 168%. That is true for that one ticker, but the increase in their holdings of this company was more like 40%. (and we really have no idea what percentage of Li Lu's portfolio is invested in Alphabet since we don't know his AUM) Edited March 8, 2023 by gfp Link to comment Share on other sites More sharing options...
Saluki Posted March 8, 2023 Share Posted March 8, 2023 If you hadn't heard of ChatGPT (or seriously considered that Google, Meta, Baba etc have all been developing AI for years and just haven't shown their hand yet), it looks like a no brainers. About 10% cash and selling at a multiple that is slightly above the historical SP500 multiple, with incredible growth and margins. If you step back and squint your eyes, it looks great. If you read the DOJ's antitrust complaint (yes, I'm a nerd) it doesn't look like a legal document. It looks like a pitch deck from a sell side analyst about why you should own GOOG. It's my second biggest position (I've owned it since 2016) and I wouldn't buy more because LiLu owns it, but it's comforting to know that smart people think it's a good buy at these prices. Link to comment Share on other sites More sharing options...
CorpRaider Posted March 8, 2023 Share Posted March 8, 2023 (edited) LOL the comment about the complaint is pretty good. Edited March 8, 2023 by CorpRaider Link to comment Share on other sites More sharing options...
rogermunibond Posted March 8, 2023 Share Posted March 8, 2023 Stephen Hsu had a pretty interesting pod recently about LLMs https://www.manifold1.com/episodes/chatgpt-llms-and-ai Link to comment Share on other sites More sharing options...
Recommended Posts
Create an account or sign in to comment
You need to be a member in order to leave a comment
Create an account
Sign up for a new account in our community. It's easy!
Register a new accountSign in
Already have an account? Sign in here.
Sign In Now