Beach Chair Investor 🏝️

“Many shall be restored that now are fallen and many shall fall that are now in favor. “ -Horace

[Beach Chair Investor 🏝️ @BeachChairCap]

@ValueStockGeek @HighyieldHarry Not to many shows can beat Boardwalks ending.

[Beach Chair Investor 🏝️ @BeachChairCap]

@InvestmentTalkk

[Beach Chair Investor 🏝️ @BeachChairCap]

@BillBrewsterTBB

[Beach Chair Investor 🏝️ @BeachChairCap]

@CCM_Brett

[Beach Chair Investor 🏝️ @BeachChairCap]

Still accurate. $AER

[Beach Chair Investor 🏝️ @BeachChairCap]

I don’t own enough $AER.

[Beach Chair Investor 🏝️ @BeachChairCap]

@MichaelHOsborne @MyGolfSpy @netflix

[Beach Chair Investor 🏝️ @BeachChairCap]

@JimPGillies

[Morgan Housel @morganhousel]

Good day for a walk.

[Beach Chair Investor 🏝️ @BeachChairCap]

@BluthCapital Need $AER to get back below BV.

[Beach Chair Investor 🏝️ @BeachChairCap]

@qcapital2020

[Beach Chair Investor 🏝️ @BeachChairCap]

@TimothyBuffett It’s in the 8K.

[Beach Chair Investor 🏝️ @BeachChairCap]

FYI $NNI letter to shareholders to buried in the 8K. Until they post it on the website.

[Beach Chair Investor 🏝️ @BeachChairCap]

$GME

[The Kobeissi Letter @KobeissiLetter]

BREAKING: GameStop stock, $GME, soars as much as +20% on news that the company is considering investing in Bitcoin and other cryptocurrencies.

[Beach Chair Investor 🏝️ @BeachChairCap]

@KiwiiRob I could be wrong but I believe so. I also went back and looked at every Q4 filing the last several years and couldn’t find anything. In the past few letters to shareholders Gayner talked about how they calculate intrinsic value but didn’t put a number on it.

[Beach Chair Investor 🏝️ @BeachChairCap]

Something weird is going on at $MKL. Not a fan of them giving intrinsic value calculations or the business review press release.

[Beach Chair Investor 🏝️ @BeachChairCap]

@Napkin_Estimate @JoeReger8 I don’t think Jana owns enough for it to matter. I still need to listen to the call. I’d be shocked if they end up spinning out Ventures.

[Beach Chair Investor 🏝️ @BeachChairCap]

@CCM_Brett The potential for fraud is what always concerns me more when it comes to China. If we do end up in a hot war US stocks are getting crushed along with the rest of the world.

[Beach Chair Investor 🏝️ @BeachChairCap]

@IndraStocks

[Beach Chair Investor 🏝️ @BeachChairCap]

@MoS_Investing

[Beach Chair Investor 🏝️ @BeachChairCap]

$SQ

[The Transcript @TheTranscript_]

Block to change ticker symbol from $SQ to $XYZ effective January 21st, 2025.

To announce Q4 2024 results on February 20th, 2025 (after market close).