Dan Roller
328 posts

Dan Roller
@Dan_Roller
Founder and CIO of Maran Capital Management
Denver Katılım Haziran 2012
630 Takip Edilen6K Takipçiler

@DiogoPrnt @GWInvestors Yield portfolio ~130-140mm transaction value; Development portfolio 50-60mm market value. With value hopefully continuing to grow. Book value is lower than transaction/market value.

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I have seen different numbers on $CTT Correios de Portugal, regarding real estate assets, but in Q1 the value of the assets is presented as 134M. Ive seen in your letters mentioning 200M and even 250M. Where did you guys get that numbers? @GWInvestors @Dan_Roller
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@JerryCap I know the answer to Monty Hall is to switch but tbh I have no idea why and I’ve been shown the math lots of times.
There’s a reason I stick to garbage truck investing.
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36/50 Maxims for Thinking Analytically by Dan Levy (re the frameworks of Richard Zeckhauser - yes that Richard Zeckhauser that Charlie Munger adores) - easy to flip to any chapter and pick up a few ideas
amazon.com/dp/173534088X
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Pulitzer prize-winning The Swerve by Stephen Greenblatt 35/50 - pair with Anaximander and the other books I mentioned by Rovelli and David Deutsch.
amazon.com/dp/0393343405
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