Fund Letters

3rd Quarter 2019 Andaz Private Investments  - (CBS.B, $VIAB) Appleseed Fund  - ($SINA, $WB, $CRTO, $BMWYY) Artisan Mid Cap Fund  - ($A...

Tuesday, August 27, 2019

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"Any damn fool can put on a deal, but it takes genius, faith and perseverance to create a brand. David Ogilvy." David Ogilvy
"Don't count the people that you reach, reach the people who count." David Ogilvy

"What you learn is more important than what you earn." David Ogilvy


$ESTC Elastic Thread


Very interesting comments - Why should $IAC buy $CRCM



Goldman Sachs Thread $GS


100 Baggers: Stocks That Return 100-to-1 and How To Find Them by Chris Mayer Thread


BlackRock thread $BLK


Fundamental equity investing is a people driven business - Thread



Medalia Thread $MDLA



Interesting discussion on Tinder - $IAC, $MTCH



Article on iBuying movement - $Z, $ZG, $RDFN



Terry Smith on share buybacks



Chewy thread $CHWY



Could New Media Investment Group $NEWM be next BlueLinx $BXC?


Friday, August 23, 2019

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"Most people are too fretful, they worry too much. Success means being very patient, but aggressive when it’s time." Charlie Munger

"You need a different checklist and different mental models for different companies. I can never make it easy by saying, ‘Here are three things.’ You have to derive it yourself to ingrain it in your head for the rest of your life." Charlie Munger

"Do the best you can do. Never tell a lie. If you say you’re going to do it, get it done. Nobody cares about an excuse." Charlie Munger



Payments in India thread- $HDB, $BABA, $MA, $V



India e-commerce - $HDB $MA, $V



India e-commerce again - $SFTBY, $HDB, $BABA, $WMT, $AMZN



Puru Saxena current portfolio



Prologis Inc. thread $PLD


Healthcare discussion - cc.$ZTS $TRUP $FRPT, $UNH $HUM


Netflix thread $NFLX



Netflix thread No.2 $NFLX



Netflix thread No.3 $NFLX



Netflix thread No.4 $NFLX



$FELP Bonds


Tuesday, August 20, 2019

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"When you focus on problems, you get more problems. When you focus on possibilities, you have more opportunities." Zig Ziglar

"The foundation stones for a balanced success are honesty, character, integrity, faith, love and loyalty." Zig Ziglar

"Don't let the mistakes and disappointments of the past control and direct your future." Zig Ziglar


$MDB Thread



$MSCI Thred



Very interesting questions and answers


Chartstravaganza


Unit economics for Bird vs Uber & Lyft



Third Point $SNE slides - Thread

$DGX Thread



$SPOT Thread



Portfolio for 2H2019



$STLY HG Holdings Thread


Sunday, August 18, 2019

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"Many management [teams] are just deciding they're gonna buy X billions over X months. That's no way to buy things. You buy when selling for less than they are worth. ... It's not a complicated equation to figure out whether it is beneficial or not to repurchase shares." Warren Buffett

"Recognizing risk often starts with understanding when investors are paying it too little heed." Howard Marks


$ZOU Thread



Adam Robinson - Difference between successful people and really successful people





$COUP Thread



Thread about 2019 Sequoia Fund investor day



Thread about Hosking & Co Memo



Raoul Pal with some scary charts



Interesting question. Follow the replies



$DAL Delta Airlines Thread



In History - Gerald Tsai



$GRUB App Downloads


Wednesday, August 14, 2019

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"An accurate estimate of intrinsic value is the essential foundation for steady, unemotional and potentially profitable investing." Howard Marks

"First-level thinking says, ‘I think the company’s earnings will fall; sell.’ Second-level thinking says, ‘I think the company’s earnings will fall less than people expect, and the pleasant surprise will lift the stock; buy.’" Howard Marks

"First-level things says, ‘It’s a good company; lets buy the stock.’ Second-level thinking says ‘It’s a good company, but everyone thinks it’s a great company, and it’s not. So the stock’s overrated and overpriced, let’s sell." Howard Marks

"First-level thinking says, ‘The outlook calls for low growth and rising inflation. Let’s dump our stocks.’ Second-level thinking says, ‘The outlook stinks, but everyone else is selling in a panic. Buy!’" Howard Marks




$BAM\$GWR deal - thread


Six Ideas - $APT, $CYAN, $NWL, $PCTI, $RAIL, $TRIB



On improvement



$AER Aercap Holdings Thread



1907 Liquidity Crunch - $JPM


$CHTR Thread



Vacation reading



Chartstravaganza


Insights from @bradsling of NZS Cap



How to be a better writer



Tuesday, August 13, 2019

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"If you don't study any companies, you have the same success buying stocks as you do in a poker game if you bet without looking at your cards." Peter Lynch

"The basic story remains simple and never-ending. Stocks aren't lottery tickets. There's a company attached to every share." Peter Lynch




$COTY Thread


Read this thread and the comments below.Names mentioned $VEEV, $GPRO, $GILD, $MELI, SHOP, NVDA, NFLX, PI, TLND


$BDX Thread


Good Discussion on long duration investments


$SPOT Thread


Roots of Allen & Co


Thread about Michael Ruhlman book Grocery: The Buying and Selling of Food in America


Discussion about quality website for screening stocks


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Collection of articles