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Re-reading old Berkshire letters while drinking coffee on a Sunday morning in Seoul.
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five aces capital
1.1K posts
five aces capital
@fiveacescapital
figuring things out
Toronto/Seoul Katılım Temmuz 2017
896 Takip Edilen4.7K Takipçiler
Korean men have a red hot rage that sits below the surface and manifests itself in huge risk-taking
The source of that rage is "Han" which is a deep, internalized sense of anger, discontent and inferiority that cannot be alleviated
See: Masa Son, Bill Hwang, Do Kwon, Tom Lee
Ted@TedPillows
Korean funeral company "Parents' Love" lost ₩49,800,000,000 of their clients' money on a 2x $BMNR long trade. Insane.
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So the US is blockading the strait while removing sanctions on Iranian oil? I’m so confused
Investing.com@Investingcom
*THE US HAS ACCEPTED THE LIFTING OF IRAN'S OIL SANCTIONS IN ITS NEW TEXT: A SOURCE CLOSE TO THE NEGOTIATION TEAM TOLD TASNIM *UNLIKE ITS PREVIOUS TEXTS, THE US HAS ACCEPTED IN THE NEW TEXT TO WAVE IRAN'S OIL SANCTIONS DURING THE NEGOTIATION PERIOD: TASNIM 🇮🇷🇺🇸
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$CSU.TO AGM link
apps.computershare.com/MeetingsShareh…
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Hungry Llama in West Village
jam@sugarjammi
where to cowork in nyc (too broke for memberships rn) im talking big cafes + spaces
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Innocent until proven guilty.
Fixed Income Guy (top 0.1% on bloomberg)@FICMBondTrader
I’m getting word from the inside that JPM executive case is 100% made up The employee tried doing a wrongful termination based on being a minority which didn’t work cuz they let go others with him He’s trying for SA instead Girl getting ran thru the mud by X no reason 😞 @BillAckman very similar case to your family office lawsuit
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@FoundersPodcast David, your Founders podcast is incredible. Been listening to all of them. Relistening to the Larry Ellison one, too good.
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This is incredible praise:
"I'm getting insights about a book from the podcast that I never got when I read the book myself."
Kevin Carpenter@kejca
Mohnish Pabrai on @FoundersPodcast. "[David Senra] is a far better reader than I am." "I'm getting insights about a book from the podcast that I never got when I read the book [myself]."
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Prem's thoughts on Waterous at the 2026 AGM
"I recommend Strathcona and Greenfire for the long-term investors."
$SCR.TO $GFR.TO
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Marcus Aurelius wrote this over 1800 years ago:
“Think of yourself as dead. You have lived your life. Now take what's left and live it properly.”
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There’s an enormous disconnect on Iran between analysts' grim assessments and the market’s sanguine response. I put more weight on the views of those with money at stake, but the level of this divide does give me pause.
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the greatest regret i have is underestimating the value of long term compounding.
friendships, people, places, all get better with decades. beautiful things dont even start to reveal themselves for years. it is entirely what life is about. a few good things for a long time.
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