Some random thoughts on articles that caught my attention in the last month. Note that I try to write notes on articles immediately after reading them, so there can be a little overlap in themes if an article grabs my attention early in the month and is similar to an article that I like later in the month.
I know you’re following LSXMK/SIRI. Pro-forma for shareswap with BRK, LSXMK is now over 80%. Good for Liberty holders.
In Berkshire news, their 3q came out today. The buyback came in very nicely and cash continues to build in spite of it. I’m not sure, even now, the market understands what a value driver the buyback is for BRK.
Always great post. I wish I had seen ASAN's insider buy since it is on my watchlist. Since you linked Peloton's article and you've written about Peloton several times, what's your thoughts on their earnings this q?
Nice post. Couldn't agree more on the frustration with politicians trading. Also, as Nintendo is a small holding of mine, I don't disagree with the view. The challenge as an investor is while they could allow their IP to get too stagnant, the YTD returns suggest that a lot of this may already be priced in. The question is how much of it?
I know you’re following LSXMK/SIRI. Pro-forma for shareswap with BRK, LSXMK is now over 80%. Good for Liberty holders.
In Berkshire news, their 3q came out today. The buyback came in very nicely and cash continues to build in spite of it. I’m not sure, even now, the market understands what a value driver the buyback is for BRK.
Always great post. I wish I had seen ASAN's insider buy since it is on my watchlist. Since you linked Peloton's article and you've written about Peloton several times, what's your thoughts on their earnings this q?
Thanks. NOthing insightful on peloton from me currently!
Nice post. Couldn't agree more on the frustration with politicians trading. Also, as Nintendo is a small holding of mine, I don't disagree with the view. The challenge as an investor is while they could allow their IP to get too stagnant, the YTD returns suggest that a lot of this may already be priced in. The question is how much of it?
thanks for the kind words, and agree nintendo looks cheap!