Turtle42

Find the paradox. anon.

[Turtle42 @turtlefortytwo]

@private_punter Great place!

[Turtle42 @turtlefortytwo]

@LennyIce @WTCM3 😂

[Turtle42 @turtlefortytwo]

@TSOH_Investing Maybe do a Marlboro Friday tactic? Steep one off price cut, get rid of inventory and force the hand of weaker competitors. Then rebuild.

[Turtle42 @turtlefortytwo]

@ohcapideas Good question. We need to rediscover it!

[Turtle42 @turtlefortytwo]

@KirkSimon9 @BRK_Student Agree. Great book. I think it is easy to miss how many problems Buffett and Munger ednured/overcame in building Berkshire to what it is today.

[Turtle42 @turtlefortytwo]

@mario_cibelli No direct experience of Remitly but agree it can be cheaper and even quicker to wire funds to alternative partners rather than rely on the bank's platform.

[Turtle42 @turtlefortytwo]

@antonia_mdprjct Wishing you a speedy recovery🙏

[Turtle42 @turtlefortytwo]

@sequentanalyst Would non-fundamental factors such as the size of the newco impact the resultant valuation? Because the remaining biz will be a small cap it may actually derate more. That said hats off to mgt. for shrinking the biz if they think that is most value accretve to owners. Very rare.

[Turtle42 @turtlefortytwo]

@MaxfieldOnBanks Amen. Well said.🙏

[Turtle42 @turtlefortytwo]

@colwight @jk_rowling What a fantastic soul❤️

[Turtle42 @turtlefortytwo]

@ArbLens Hello. Enjoying your posts. Newbie to this space. Why would the SEC review the go-private filing? Because it had concerns or just as matter of course?

[Turtle42 @turtlefortytwo]

@evantindell Well done on the investment and thanks for sharing your thinking. Do you factor in short interest in your investment process to try to identify potentially excessive negative sentiment?

[Turtle42 @turtlefortytwo]

@PicoIyer In certain circles the word Power is taboo. It doesn't have to be.

[Turtle42 @turtlefortytwo]

@TihoBrkan Interesting divergence with high yield spreads at the moment. Why the lag with low quality spread movement which you see historically?

[Turtle42 @turtlefortytwo]

@collabfund @dshen Wow. A real time travel moment back to my younger days.

[Turtle42 @turtlefortytwo]

@BillAckman WIshing your daughter the best for her recovery. 🙏

[Turtle42 @turtlefortytwo]

@APNavaratnam And I am guessing the average cost per user would have dramatically reduced over this timeframe?

[Turtle42 @turtlefortytwo]

@Kpaxs Like it. Good quote. Manage the shop floor!

[Turtle42 @turtlefortytwo]

@akolyadich Congratulations. Bets wishes to you and your family.

[Turtle42 @turtlefortytwo]

@TSOH_Investing Good suggestion on follow up call transcript. Supported by another Airbnb shareholder.