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



Chartstravaganza



$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