Austin Value Capital

Long Term Value Investing

[Austin Value Capital @AustinValue]

Per a follower's request:
All compilations: https://t.co/DMXMpHIF3U
All writing/essays: https://t.co/6WLvAQ7GmH
Performance Evaluation Essay for Famous Value Investors (most popular): https://t.co/9VuHj4UPrV

[Austin Value Capital @AustinValue]

@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!

[Austin Value Capital @AustinValue]

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

[Austin Value Capital @AustinValue]

@robertqking I think it is “lisan” btw.

[Austin Value Capital @AustinValue]

@ClarkSquareCap There are dozens of us!

[Austin Value Capital @AustinValue]

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

[Austin Value Capital @AustinValue]

Buffett compilation updated to include 2023 letter ($BRK): https://t.co/D8WfCGPkJ0

[Austin Value Capital @AustinValue]

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

[Austin Value Capital @AustinValue]

I won’t be updating this one anymore sadly, RIP Charlie Munger:

https://t.co/LEMCSyhgLc

[Austin Value Capital @AustinValue]

@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.

[Austin Value Capital @AustinValue]

Oaktree/Marks compilation updated to include latest essay: https://t.co/L8eG59O7yz

[Austin Value Capital @AustinValue]

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

[Austin Value Capital @AustinValue]

Marks compilation updated with latest memo: https://t.co/tEAWYOnKuo

[Austin Value Capital @AustinValue]

https://t.co/eAGgfXA5yC

[Austin Value Capital @AustinValue]

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

[Austin Value Capital @AustinValue]

@Scuttlebutt_Inv try my compilation: https://t.co/Ft76N1zFJl

[Austin Value Capital @AustinValue]

Brookfield ($BN/$BAM) compilation updated for Q1: https://t.co/BeXZBZWZ5D

[Austin Value Capital @AustinValue]

Fairfax ($FFH/$FRFHF) compilation updated with Annual Meeting: https://t.co/y07ne7qFox

[Austin Value Capital @AustinValue]

Burford ($BUR) compilation updated with latest presentations and statements. https://t.co/4P2LjuoO1u

[Austin Value Capital @AustinValue]

Oaktree compilation updated to include latest memo: https://t.co/tEAWYOnKuo

[Austin Value Capital @AustinValue]

Brookfield compilation updated to include BN/BAM/PV reports ($BAM, $BN): https://t.co/BeXZBZWrg5