Austin Value Capital @AustinValue
Long Term Value Investing austinvaluecapital.com Austin, TX Joined May 2018-
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@stockthoughts81 learning guitar is basically free with youtube. Just put in the time. It was free for me in college and I didn’t have youtube as a resource!
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@RampCapitalLLC @PEoperator Costco dry sauna is very good and not that expensive.
@robertqking I think it is “lisan” btw.
@ClarkSquareCap There are dozens of us!
@RampCapitalLLC Get the non-IR one. We don’t have good long term studies on IR saunas vs actual high heat.
Buffett compilation updated to include 2023 letter ($BRK): drive.google.com/open?id=0BxTPR…
@JSiegel88 @kevg1412 yes, all of it is bookmarked. Or at least I consider that a ToC?
I won’t be updating this one anymore sadly, RIP Charlie Munger: drive.google.com/open?id=0BxTPR…
Oaktree/Marks compilation updated to include latest essay: drive.google.com/file/d/0BxTPR9…
Some of the best analysis on $FFH from Viking—welcome to twitter!
They say a picture is worth 1,000 words. Here is my current earnings estimate for Fairfax Financial for 2023, 2024 and 2025. Bottom line, I see average earnings of about US$140/year. Stock is trading today at $722, so PE is 5x. Nuts. $FFH, $FFH.TO, $FRFHF
Marks compilation updated with latest memo: drive.google.com/file/d/0BxTPR9…
@Scuttlebutt_Inv There’s also a ton of other compilations (all Buffett, not just transcripts), Munger, Dimon, Graham, etc. Main link in my profile.
@Scuttlebutt_Inv try my compilation: drive.google.com/open?id=1mbo0n…
Brookfield ($BN/$BAM) compilation updated for Q1: drive.google.com/file/d/146f2yq…
Fairfax ($FFH/$FRFHF) compilation updated with Annual Meeting: drive.google.com/file/d/0BxTPR9…
Burford ($BUR) compilation updated with latest presentations and statements. drive.google.com/file/d/1oYQy8A…
Oaktree compilation updated to include latest memo: drive.google.com/file/d/0BxTPR9…
Brookfield compilation updated to include BN/BAM/PV reports ($BAM, $BN): drive.google.com/file/d/146f2yq…
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