dcollon

I have a filter for reading things about Mr. Buffett. When they can't spell his name correctly, I don't read it.

LearningMachine, You should go back and look at whether they have over-promised or under-promised in the past (I would look at the management that will be running the company going forward). There is plenty of historical data to provide you a picture of what might happen in the future.

Thanks for posting Spekulatius. Anyone have the full interview?

Changegonnacome, I would take some time to go back and read some of Ericopoly's old posts. I think you will find he has some very good insights on investing and making money. The only reason I say this is some newer members might not have read his older posts. Regardless, I like the rough estimates of fair value you are using. ? All the best

Sanjeev, I apologize if this has already been asked, but could we do a pay option to get rid of the ads? I would be happy to participate.

Thanks gfp.

Great link longterminvestor! Thanks for the laughs this afternoon.

Thanks Liberty. I really like him.

Thanks very much for posting this interview Liberty.

This recent blog post has some similar ideas shamelesscloner portrayed in a slightly different way. https://www.woodlockhousefamilycapital.com/post/the-lindy-effect

Thank you for posting the interview Liberty

I really enjoyed this book. Thanks for the recommendation LongHaul

Here's the link https://www.youtube.com/watch?v=btdqC1V8cgg

Thanks for posting Liberty. It's always great to hear Dr. Malone's comments.

Clutch, I think that the "tech fear" was that Biden would win and the democrats would get control of the Senate i.e. the blue wave. I'm likely wrong on this though.