Berkshire Insurance operations philosophy: "We can take expense ratio that's out of line, but we cannot afford to write bad businesses". "We coined money when we wrote huge amounts of business, we make little money when we wrote small amounts". #BRK2004 #NationalIndemnity

An underappreciated attribute of Canadian Market: strength of Quebec-based companies. #CapitalCompounders #RobinSpeziale #Compounders

"You get things done quickly, privately with few bidders when market is out of whack. They want certainty and speed of execution which potentially presents you with excess return for modest risk. You might not be the lowest cost of capital, but the only capital"-Barry Sternlicht

Core value of Costco. #COST #thejoyofcostco

"Try to be useful and be someone making great products and services to make life better" - Elon Musk No need to overshoot or if you need encouragement, then don't start a business. #LifeAdvice

A reminder that prediction game is tough and game selection is the key #GameSelection #LongTermValue

A good example of a management team runs like an operator instead of fueling the "voting machine". #Compounders

Berkshire Credentials Order Form: sec.gov/Archives/edgar… $BRK

Teens gender difference on wallet spend, shopping channel preference and video consumption platform. #PiperSurvey

"Probably the greatest stock in the history of capitalism" - Peter Lynch

Food for thoughts: Buffett is Buffett bc of the goodwill he accumulated as a child in Omaha (Fact: only $100 of $105,100 came from him for 1st partnership). Secondly, Buffett is Buffett bc he maintained the same lifestyle given the choice (100k lifestyle despite billions). #BRK

CSU marketing meeting notes - remains optimistic that it can close larger deals to get revenue growth back to 20-30% range. Sees an active pipeline of large deals - at least six verticals that are large enough to spun out with the right large acquisition - could drop hurdle

Evidence of advantage in a buy and hold strategy of quality companies. #QualityValue #ValueInvesting #PulakPrasad

Ingredients for success in 1960s were no different than today - hard work, start early, subconscious mind, etc. #RoyThomson

Anthony Deden's Selected Portfolio. Courtesy of TQI Capital TQI capital (Typical quality investor)

Ajit Jain in action! #BRK

When one adapts to environment, and combines a value mindset with quality that compounds over time. Jellison’s legacy lives on. #ROP #CSU

Dahaner's business model nicely summarized by Palisade. #Palisade $DHR

Peter Lynch paying tribute to Allan Gray (~10:35) #AllanGray youtube.com/watch?v=YIlurD…