Sebastian

Closely watching and figuring out what Super Investors are buying/selling.
Knowledge of stock ownership disclosures.
No investment advice.

[Sebastian @semikasc]

I read the news today, oh boy
About a unique man who sadly passed away
https://t.co/gAmq1grHt2
Thank you very much Charlie for all your wit and wisdom!

[Sebastian @semikasc]

@bkaellner More moves ...
https://t.co/3TnFQy2XqQ

[Sebastian @semikasc]

@cloneinvestor @bkaellner <$100m in US assets

[Sebastian @semikasc]

@morganhousel "Many shall be restored that now are fallen and many shall fall that now are in honor."
Horace, Ars Poetica

[Sebastian @semikasc]

@morganhousel In the old legend the wise men finally boiled down the history of mortal affairs into the single phrase, "This too will pass."

[Sebastian @semikasc]

@stockgeekTV @modestproposal1 Asked Google

https://t.co/1hgAopXnny

[Sebastian @semikasc]

@patientinvestor I can't find it in the Investor Presentation. It still shows the Top Holdings as of June 30, 2024
https://t.co/UD1KZDlgvN

Which document is it from? Thx.

[Sebastian @semikasc]

@GSpier Remember Warren Buffett's quote: "You can't make a good deal with a bad person."

What did he mean with a bad person?
Maybe someone who is lieing a lot, cheating and only taking care of himself?
Who comes to your mind? Any idea?

[Sebastian @semikasc]

@puppyeh1 What about your next president and vice president rhetoric?
Do they have said something that would require them to do the same?

[Sebastian @semikasc]

@naval @realDonaldTrump @JDVance @elonmusk Are you ignoring the character and behaviour of DT or do you like both?

[Sebastian @semikasc]

@CherylWroteIt You meant:
The biggest loser of this election is the Truth. The lies and propaganda and misinformation have won.

[Sebastian @semikasc]

@CherylWroteIt Sure. With a president who even doesn't know how to not tell the truth and would never spread wrong information.
Calling something the truth doesn't make it the truth ...

[Sebastian @semikasc]

@BillAckman @KamalaHarris @X Go back and focus on investing.

Would you invest in a company with a CEO who has a character like DT?

Lieing, cheating, only taking care of himself, pretending he can do everything in one day, ...

[Sebastian @semikasc]

@RockyP1199 @LunchInvesting @MohnishPabrai At the Semi Annual Investor Meeting/Call at Sep. 18. 2024 nothing negative or related to selling was mentioned about Anadoku Efes or Coca-Cola Icecek.
Everything mentioned was positiv.
Between that and 9/30/2024 was not much time left to completly change one's mind ...

[Sebastian @semikasc]

What happend to the Pabrai Wagons Fund Turkish holdings after June 30, 2024?
@RockyP1199
@LunchInvesting
@MohnishPabrai

https://t.co/RaF07T7Zgw

[Sebastian @semikasc]

@RockyP1199 @LunchInvesting @MohnishPabrai Possible explanations:

A. The top ten holdings as of 09/30/2024 are not correct

B. Huge Q3 inflows that didn't go to Anadolu Efes, Coca-Cola Icecek, AG Anadolu Grubu

C. Parts or all of Anadolu Efes, Coca-Cola Icecek, AG Anadolu was sold in Q3

D. ?

[Sebastian @semikasc]

@david_katunaric https://t.co/o57Wjmnfm5

[Sebastian @semikasc]

@YetAnotherValue @hamish_hodder @AndrewRangeley @NewMoneyYouTube BRK filing history

01/04/24 BRK Form 4
https://t.co/xyPjQYdZcv
11/03/21 BRK Form 4
https://t.co/igkda88Rpd
11/03/21 Weschler, R. Ted Form 4
https://t.co/zT9AQ8r1yG
04/24/17 Weschler, R. Ted Form 3
https://t.co/CtPzhQAsHY

[Sebastian @semikasc]

@YetAnotherValue @hamish_hodder @AndrewRangeley @NewMoneyYouTube Here are some Blog posts about the $LSXMK / $SIRI situation

Was not able to find clarkstreetvalue and Eagle Point Capital Matt Franz here to tag them.

https://t.co/butzUFMjVM

https://t.co/HT7cT6Q9me