Fund Letters

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

Friday, February 7, 2020

Selected Tweets

It's time for some tweets.

If you want to share any tweets with me please send me email or dm on twitter.

Thanks for reading.

"Successful investing is anticipating the anticipations of others." John Maynard Keynes

"Money may not buy happiness, but I'd rather cry in a Jaguar than on a bus." Fran├žoise Sagan

On $IBKC sale to $FHN

$FIS, $FISV, $GPN Thread

$UA Thread

Thread about small growing companies $POLA, $EMGC, $ASPS, $BTU, $SD, $STNG, $LPG, $SHIP

$V or $MA - read the whole discussion

$PIOE Thread

$W Thread


$PUMP Thread

Effortless Stoicism Thread

Fund Management Letters

Just reposting with new letters. Have fun reading.

4th Quarter 2019

3rd Quarter 2019

2nd Quarter 2019

1st Quarter 2019

4th Quarter 2018

3rd Quarter 2018

2nd Quarter 2018

1st Quarter 2018