After Dinner Investor
@afterinvestorTrying to invest like Warren Buffett, Charlie Munger, Mohnish Pabrai, and Guy Spier. Clone, focus, and wonderful business holding checklist.
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@bkaellner
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Warren Buffett’s Berkshire Hathaway is planning to sell yen bonds in the global markets, fueling speculation that the billionaire is weighing more investments in Japan trib.al/Z07avp7
#CoalTwitter Submit your questions ❓❓❓for @mfwarder! Anything in the #Coal 🪨 sector. Thank you for playing!
"Buffett is the best investor in the world because he is the best rejector in the world." -What I Learned About Investing from Darwin amazon.com/What-Learned-A…
Warner Bros. Discovery halts merger talks with Paramount Global, sources say cnb.cx/3V2lGhY
“When you find a truly wonderful business, stick with it. Patience pays, and one wonderful business can offset the many mediocre decisions that are inevitable.” - Warren Buffett, BRK 2023 Letter
South Korea's largest entertainment companies are looking to merge their streaming services and take on Netflix. bloomberg.com/news/newslette… via @technology
A few excerpts from Carvana: Ramping, published for Implied Expectations subs on 2/8/24 (link in bio).
Carvana: Ramping just posted on IE (link in bio) The sell-side is badly mismodeling growth and operating leverage.
Paramount CEO on Super Bowl Viewing, Streaming, Taylor Swift youtu.be/hdbSxDZxcf4?si…
Shari Redstone and David Ellison plot complex finale to Paramount family drama ft.com/content/2f4c34… via @ft
Federal Reserve Chair Jerome Powell will appear on CBS News’s 60 Minutes on Sunday bloomberg.com/news/articles/… via @economics
Indian steel demand is likely to grow 8% to 10% in the medium term, underpinned by robust economic growth in the world’s second-biggest consumer of the alloy, according to the country’s largest mill bloomberg.com/news/articles/… via @markets
His Decision to Go Remote Called for a $180,000 Library Remodel wsj.com/style/design/h…
@MohnishPabrai beautiful library feature in the WSJ! looks amazing and love the pitch black nap room idea
General Motors beats Wall Street expectations for the fourth quarter and expects profits this year to grow on improved sales in the US bloomberg.com/news/articles/… via @business
Immediately recognized that majestic room. The one and only @MohnishPabrai wsj.com/style/design/h…
$CDLX Fourth Quarter 2023 Preliminary Results
$CDLX Announces Successful Resolution of SRS Dispute and Preliminary Fourth Quarter 2023 Results ir.cardlytics.com/news-releases/…
$CDLX Announces Successful Resolution of SRS Dispute and Preliminary Fourth Quarter 2023 Results ir.cardlytics.com/news-releases/…
Tesla's next-generation vehicle (coming in 2025) will use a groundbreaking manufacturing process that the company calls the "Unboxed Process." Here's an explanation by @larsmoravy of what that means and why it's a big deal:
From the @Variety Entertainment Summit #CES2024 --> Netflix’s Ad Tier Now Has More Than 23 Million Monthly Members, Advertising Chief Says variety.com/2024/tv/news/n… via @variety
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Who to follow
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Brad Kaellner
@bkaellner -
Dalius - Special Sits
@InvestSpecial -
Firm Returns
@FirmReturns -
Generals & Workouts
@gw_investing -
Idea Hive
@ideahive -
In Practise
@_inpractise -
TheNotSoShamelessCloner
@CloneShameless -
Mikro Kap David
@david_katunaric -
William Green
@WilliamGreen72 -
Josh Tarasoff
@joshtarasoff -
Paul, not a CFA
@Investmentideen -
Karan Gurnani
@KaranMGurnani -
Tay Chi Keng
@taychikeng -
Alex Morris (TSOH Investment Research)
@TSOH_Investing -
SVN Capital
@SvnCapital
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