Austin Value Capital

355 posts

Austin Value Capital

@AustinValue

Long Term Value Investing

Austin, TX Entrou em Mayıs 2018

293 Seguindo13.3K Seguidores

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Austin Value Capital@AustinValue·8 Tem

Per a follower's request: All compilations: austinvaluecapital.com/resources.html All writing/essays: austinvaluecapital.com/writing.html Performance Evaluation Essay for Famous Value Investors (most popular): drive.google.com/file/d/0BxTPR9…

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Austin Value Capital@AustinValue·29 Oca

@stockthoughts81 learning guitar is basically free with youtube. Just put in the time. It was free for me in college and I didn’t have youtube as a resource!

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Uncovering Value@stockthoughts81·29 Oca

Has anyone learned guitar for cheap using some kind of app or something? Recommendations?

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Austin Value Capital@AustinValue·24 Kas

@RampCapitalLLC @PEoperator Costco dry sauna is very good and not that expensive.

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Ramp Capital@RampCapitalLLC·23 Kas

@PEoperator I’m looking for indoor ones. Ready to pull trigger before EOY. Open to suggestions if you have any

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PEoperator⚡️@PEoperator·23 Kas

My best investment of the last twelve months…

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Austin Value Capital@AustinValue·15 Ağu

@robertqking I think it is “lisan” btw.

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Robert King@robertqking·14 Ağu

GIF

Douglas A. Boneparth@dougboneparth

Whoever published today’s inflation report is definitely getting fired.

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Austin Value Capital@AustinValue·8 May

@ClarkSquareCap There are dozens of us!

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Clark Square Capital@ClarkSquareCap·8 May

It's official! We are moving to Austin tomorrow. Wish us luck. Let me know if you are in Austin and would like to meet sometime!

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Austin Value Capital@AustinValue·4 Kas

@RampCapitalLLC Get the non-IR one. We don’t have good long term studies on IR saunas vs actual high heat.

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Ramp Capital@RampCapitalLLC·4 Kas

Give me one good reason why I shouldn’t buy this sauna from Costco $COST

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Austin Value Capital@AustinValue·24 Şub

Buffett compilation updated to include 2023 letter ($BRK): drive.google.com/open?id=0BxTPR…

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Austin Value Capital@AustinValue·29 Kas

@JSiegel88 @kevg1412 yes, all of it is bookmarked. Or at least I consider that a ToC?

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Jay Siegel@JSiegel88·29 Kas

@AustinValue @kevg1412 that's an incredible collection ! Is there a TOC ( I'll be adding it to my collection either way ..)

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Austin Value Capital@AustinValue·29 Kas

I won’t be updating this one anymore sadly, RIP Charlie Munger: drive.google.com/open?id=0BxTPR…

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Austin Value Capital@AustinValue·29 Kas

@kevg1412 @maxolson I think I added Max's to the beginning of mine and we ended up with the long version. Not sure how much different Kevin and mine are at this point.

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Kevin Gee@kevg1412·29 Kas

@maxolson I added several sections! One of the only compilations I've contributed to rather than done my own one of!

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Kevin Gee@kevg1412·29 Kas

1000+ pages of Charlie Thank you @maxolson for compiling 🙏 drive.google.com/file/d/1FRaJyT…

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Austin Value Capital@AustinValue·22 Eyl

Oaktree/Marks compilation updated to include latest essay: drive.google.com/file/d/0BxTPR9…

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Austin Value Capital@AustinValue·21 Tem

Some of the best analysis on $FFH from Viking—welcome to twitter!

Viking Vancouver@VikingVan100

They say a picture is worth 1,000 words. Here is my current earnings estimate for Fairfax Financial for 2023, 2024 and 2025. Bottom line, I see average earnings of about US$140/year. Stock is trading today at $722, so PE is 5x. Nuts. $FFH, $FFH.TO, $FRFHF

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Austin Value Capital@AustinValue·10 Tem

Marks compilation updated with latest memo: drive.google.com/file/d/0BxTPR9…

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Austin Value Capital@AustinValue·6 Tem

@austinvaluecapital" target="_blank" rel="nofollow noopener">threads.net/@austinvalueca…

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Austin Value Capital@AustinValue·3 Tem

@Scuttlebutt_Inv There’s also a ton of other compilations (all Buffett, not just transcripts), Munger, Dimon, Graham, etc. Main link in my profile.

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Scuttlebutt Investor@Scuttlebutt_Inv·3 Tem

3 thousand+ page compilation of past Berkshire Hathaway (BRK) annual meetings. Brilliant! Thanks @AustinValue

Austin Value Capital@AustinValue

@Scuttlebutt_Inv try my compilation: drive.google.com/open?id=1mbo0n…

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Austin Value Capital@AustinValue·3 Tem

@Scuttlebutt_Inv try my compilation: drive.google.com/open?id=1mbo0n…

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Scuttlebutt Investor@Scuttlebutt_Inv·3 Tem

Anyone know where I can get clean transcripts of Berkshire Hathaway annual meetings of the last ~20-25 years?

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Austin Value Capital@AustinValue·11 May

Brookfield ($BN/$BAM) compilation updated for Q1: drive.google.com/file/d/146f2yq…

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Austin Value Capital@AustinValue·9 May

Fairfax ($FFH/$FRFHF) compilation updated with Annual Meeting: drive.google.com/file/d/0BxTPR9…

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Austin Value Capital@AustinValue·9 May

Burford ($BUR) compilation updated with latest presentations and statements. drive.google.com/file/d/1oYQy8A…

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Austin Value Capital@AustinValue·18 Nis

Oaktree compilation updated to include latest memo: drive.google.com/file/d/0BxTPR9…

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Austin Value Capital@AustinValue·13 Nis

Brookfield compilation updated to include BN/BAM/PV reports ($BAM, $BN): drive.google.com/file/d/146f2yq…

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@stockthoughts81 @RampCapitalLLC @PEoperator @robertqking @ClarkSquareCap @JSiegel88 @kevg1412 @maxolson