Members, Chris Mittleman sheds light on the strategy and outlook for Aimia (TSX: AIM). He also discusses Clear Media (HK: 0100) and AMA Group (AX: AMA).
I like the alignment of interests at Aimia, as it is now the parent of Mittleman Investment Management.
Newly Featured: Chris Mittleman on Aimia as a Long-Term Vehicle for Value Investing https://zpr.io/Rbngr
Thank you, @ScarrottKalani, for the mention in your amazing weekly newsletter -- much appreciated!
Folks, be sure to sign up for this one:
About to re read one of my favorite books on Investing
The Manual of Ideas by @JMihaljevic. If you haven't read it yet then I highly recommend that you grab a copy
It builds the right mindset for long term investing !
Get it on Amazon : https://amzn.to/33sf9l0 👇 📚
William Green on His Book, Richer, Wiser, Happier https://youtu.be/Zji1G6j_0qY I loved this conversation with @manualofideas about giants like Charlie Munger, @MohnishPabrai, @B3_MillerValue, @TruthGundlach,
@HowardMarksBook, @plountzis, Nick Sleep & Ed Thorp.
An excellent interview by @JMihaljevic for @manualofideas with my friend Bryan Lawrence, a renowned hedge fund manager who rarely gives interviews: https://moiglobal.com/bryan-lawrence-oakcliff-capital/
Newly Featured: Bryan Lawrence on the Investment Philosophy of Oakcliff Capital https://zpr.io/RKBdv
"We are seeing very substantial inflation. We are raising prices, people are raising prices to us. [And it's being accepted.]" --Warren Buffett
Members, if you are interested in understanding the quantum computing revolution, don't miss this conversation with Peter Mantas of @Logos_LP. It is an incredibly insightful take on the trajectory of quantum computing, the risks, and an investment idea.
A fantastic piece on Teledyne founder Henry Singleton, who Buffett described as having "the best operating and capital deployment record in American business."
My key takeaways in the thread below...
https://moiglobal.com/henry-singleton-lessons/ via @manualofideas