Austin Value Capital retweeted
1/ Some thoughts on recent results in the stock market. If you are an investor (as opposed to a speculator) remember that you are buying partial stakes in *businesses.* Would you be comfortable owning the business for years to come if there were no stock price?
Austin Value Capital retweeted
1/ Here is a note from my journal, wrote it down this week:
"I am observing the importance of staying emotionally unattached, seeing nuance in situations, not developing a strong aversion or attachment to a point of view in investing."
Austin Value Capital retweeted
Almost every other month, I read these two passages to remind myself how deeply vulnerable I am to delude myself.
Austin Value Capital retweeted
This is tragic. Thanks to @Forbes for picking up the story.
@BillBrewsterSCG is carrying the torch on this and showing strength and class while dealing with the loss. forbes.com/sites/sergeiklebn…
Austin Value Capital retweeted
I've written 125 essays making sure you know that you don't know. So I wrote the 126th just to make sure you really really know you don't know.
oaktreecapital.com/docs/defa…
Austin Value Capital retweeted
(I'm fortunate to be able to talk to him from time to time.)
jasonzweig.com/on-charlie-mu…
Austin Value Capital retweeted
I'm not advocating uncontrolled panicking. If you panic for more than a couple of hours, you will exhaust yourself and
you may well not have to energy to panic later, when you really feel you have to
So try about 20 minutes panicking at 11.00 am, and then another spell at 6.00pm
Austin Value Capital retweeted
In these days of anxiety, I wanted to find a way to continue to share some of the music that gives me comfort. The first of my #SongsOfComfort: Dvořák – "Going Home”
Stay safe.
Austin Value Capital retweeted
Howard Marks says he’s starting to find bargains to buy trib.al/dDIsf8i
Austin Value Capital retweeted
Who cares what Mr. Market thinks?
brooklyninvestor.blogspot.co…
Austin Value Capital retweeted
FULL TRANSCRIPT: BILLIONAIRE INVESTOR WARREN BUFFETT SPEAKS WITH CNBC'S BECKY QUICK ON "SQUAWK BOX" TODAY cnbc.com/2020/02/24/full-tra…
Austin Value Capital retweeted
In case anyone has been hunting around for “Common Stocks as Long Term Investments” after Buffett name dropped it in his letter this weekend. books.google.com/books/about…
Austin Value Capital retweeted
Here’s Chartstravaganza … learning about a complex world with charts
(pearlsofrawnerdism.com)
Austin Value Capital retweeted
An annual letter to update you on the condition and performance of your company: markelcorp.com/-/media/inves…
Austin Value Capital retweeted
Talk live on YouTube: youtube.com/watch?v=vmt1Li1R…
Austin Value Capital retweeted
Someone (who?) shared this thick 148-page compendium of wisdom from many famous investors
drive.google.com/file/d/0Bzm…


















