Long Term Value Investing
Austin, TX
Joined May 2018
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Per a follower's request:
All compilations: austinvaluecapital.com/resou…
All writing/essays: austinvaluecapital.com/writi…
Performance Evaluation Essay for Famous Value Investors (most popular): drive.google.com/file/d/0BxT…
Buffett compilation updated to include 2023 letter ($BRK): drive.google.com/open?id=0Bx…
I won’t be updating this one anymore sadly, RIP Charlie Munger:
drive.google.com/open?id=0Bx…
Oaktree/Marks compilation updated to include latest essay: drive.google.com/file/d/0BxT…
Some of the best analysis on $FFH from Viking—welcome to twitter!
Marks compilation updated with latest memo: drive.google.com/file/d/0BxT…
Brookfield ($BN/$BAM) compilation updated for Q1: drive.google.com/file/d/146f…
Fairfax ($FFH/$FRFHF) compilation updated with Annual Meeting: drive.google.com/file/d/0BxT…
Burford ($BUR) compilation updated with latest presentations and statements. drive.google.com/file/d/1oYQ…
Oaktree compilation updated to include latest memo: drive.google.com/file/d/0BxT…
Brookfield compilation updated to include BN/BAM/PV reports ($BAM, $BN): drive.google.com/file/d/146f…
Buffett compilation updated to include latest CNBC interview transcript ($BRK): drive.google.com/open?id=0Bx…
Amazon compilation updated to include latest shareholder letter and annual report ($AMZN): drive.google.com/open?id=1DH…
Dimon compilation updated to include latest $JPM Annual report:
drive.google.com/open?id=1zl…
Fairfax ($FFH, $FRFHF) compilation updated to include 2022 AR and letter: drive.google.com/open?id=0Bx…
Buffett compilation updated with 2022 Annual Letter and Solomon Letters (h/t to @72types ): drive.google.com/open?id=0Bx…
$BRK
$MKL compilation updated to include 2022 Annual Letter. Also retweeting Munger compilation in case you missed it from President's day:
drive.google.com/open?id=0Bx…
Munger compilation updated to include Crypto Article and DJCO 2023 Transcript: drive.google.com/open?id=0Bx…
Munger compilation updated to include Crypto Article and DJCO 2023 Transcript: drive.google.com/open?id=0Bx…
Fairfax compilation ($FFH) updated to include 2022 Annual Meeting and Fairfax India/Africa Annuals: drive.google.com/open?id=0Bx…
