Investing with Tom
@TomInvesting
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I talk about stocks on the internet | 💼 Value Style Investor | 🎥 40,000+ Subscribers on YouTube |🇳🇿 Kiwi
Whangārei, New Zealand
Joined July 2020
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$BRK has now outperformed the S&P500 (w/ dividends reinvested) over 1yr, 3yrs, 5yrs & 10yrs
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Charlie Munger almost doubles his $BABA position in Q4!
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We lost a legend today. RIP Charlie
There are too many lessons to count, and they'll last well beyond his 99 years.
"Assume life will be really tough, and then ask if you can handle it. If the answer is yes, you've won"
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Next week I'm interviewing Monsoon Pabrai (
@Typhoon_Girl
) on life, investing, and recently starting her fund - Drew Investments.
If you have any questions you would like me to ask Monsoon, let me know!
Fun fact: my left leg is in this photo 😅
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Warren Buffett is arguably the world's best bank investor. Yet, in 2008 he made close to a 100% loss in two Irish Bank stocks that he thought were cheap
A thread 🧵⬇️
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It was great fun recording a podcast with
@GSpier
late last week. Episode should be live in the next couple of days - excited to get this one out into the wild :)
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1/ Buybacks are an acquisition, not a dividend.
A thread🧵⬇️
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Pabrai interview confirms that he sold $BABA for tax lost harvesting purposes, and he bought Prosus with the proceeds
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After 27hrs of travel from Sydney, we finally made it to Omaha for the Berkshire meeting this weekend!
@WealthyAussie
@hamish_hodder
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1/ Warren Buffett’s best career returns were in the 1950’s and 60’s, when working with “small” sums.
Here are a few (of many) of the investments he and Charlie Munger made early on, to generate the best returns of their careers
⬇️
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Is there a price at which Berkshire fixes their previous error of not buying $GOOGL?
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What a book. 10/10 doesn’t do it justice. This is going to become an investment classic
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"What I needed to get ahead was to compete against idiots. And luckily there's a large supply." - Charlie Munger
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Only 1% of global equities are owned by concentrated value investors. 40% of that 1% is Warren Buffett 🤯
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Charlie Munger to step down as $DJCO chairman.
Munger acquired the company with Rick Guerin in 1977 for $2m. Today the market cap is $428m... What a run!
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Bags are packed for the first leg on the Berkshire trip!
Auckland ✈️ Sydney tomorrow 🥳
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The podcast with
@GSpier
is live!
Huge thank you to Guy for taking the time to speak with me, even though he was a bit under the weather - it was a lot of fun :)
Video version below:
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Starting 2023 with a bang! Tobias Carlisle (
@Greenbackd
) returns to the podcast this week. Let me know if you have any questions for Tobias :)
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@GSpier
has generously agreed to join me to record a podcast later this week. Reply below with any questions you would like me to ask Guy :)
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If I offered to sell you a bank account with a balance of $100k, what would you pay me for it?
Most rational people would of course say no more than $100k (what's the point otherwise).
But, what if this account had a couple of unique properties?
A thread 🧵
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The podcast with
@GSpier
is now live! I hope you enjoy this one as much as I did 🙂
Links below ⬇️
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Coffee and Poor Charlie’s Almanack in the morning. Can’t beat it
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Is Buffett's big oil bet any more complicated than these two points?
1) Long term oil prices will be higher than most people expect
2) Most/all owner earnings will be directed towards buybacks and dividends (ie. little/no investment for growth)
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Podcast w/ Monsoon Pabrai (
@Typhoon_Girl
) will be live on YT and all audio platforms within the next hour!
We talked: Meeting Buffett, Chinese Tech, Moutai and much more
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I like this.
From Sam Zell’s book - ‘Am I Being Too Subtle?’
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Had a great conversation with
@GSpier
last week. The full podcast episode will be live first thing this weekend!
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I’ll soon be flying to Omaha for the Berkshire Hathaway Annual meeting!
What kind of video content would you like to see?
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"Invert, always invert" - Charlie Munger
Well, in the spirit on Charlie's famous speech on how to guarantee a miserable life, here are my top five tips for horrible investment results in 2023.
A thread 🧵
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It’s been a couple of years since I picked this up. Even better the second time through!
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“Turns out Buffett is the best tech investor ever, but people don’t like that”
@Greenbackd
@EquityMates
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Not sure why it’s taken me so long to get to this one. VERY good so far
@frankinvesting
@brettkellySYD
thanks for the recommendation a while back 😉
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Munger's crypto comments haven't changed a bit in the past few years, but the YouTube comments on his interviews certainly have..
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Excited to record a podcast with
@williamgreen72
next week! Fire away with questions for either of us :)
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$BABA Cloud business EBITA profitable (just) for the first time (now 9% of total revenue)
Fiscal '22:
74.6b RMB rev. (+23% YOY)
1.2b RMB EBITA (vs. -2.3b last year)
2025 cloud market size estimate ¥1t RMB. Current $BABA cloud market share ~37%
Will they maintain that share?
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@MohnishPabrai
throwing it back to the early 2000's 50 cent dollar days? Tech and real estate out, and two coal stocks in!
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Pod with
@MattPetersonCFA
goes live tomorrow! Major updates on Seritage, DJCO, Alibaba & Tencent, plus answers to several audience questions from here on twitter :)
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Sharing my recent valuation work on $SRG :)
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What multiple of book or earnings seems appropriate for this business:
-Consistent 20%+ ROIC & 40%+ ROE
-Dividends out ~30% of earnings
-Deploys the balance into: aggressive debt repayment, >20% ROIC acquisitions, or opportunistic buybacks
No spoilers if you know the ticker!
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Valuation isn't even a question with $BABA at this point
The real questions are:
Will foreign investors be allowed to own the asset(s) long term (VIE)?
and, will the company be forced to "pledge" their cash flows ad infinitum?
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1/ Can you beat the market by shamelessly cloning the best investors?
I setup a $100,000 model portfolio to find out!
Cloning guidelines and returns so far
⬇️
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The journey home has begun. Thanks for the memories USA!
🇺🇸 ✈️ 🇳🇿
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Full podcast episode with
@GSpier
goes live in just under 7hrs from now!
Here’s a short clip from the interview on how Guy thinks through sizing investments in his portfolio
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Exciting news!
I'll soon be dusting off the microphone to make a guest appearance on 'The Young Investors Podcast' with
@NewMoneyYouTube
@hamish_hodder
. It's been a while, but I'm pumped to get back to talking all things investing!
Keep your eyes peeled for an episode soon :)
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"Knowledge is knowing that a tomato is a fruit. Wisdom is knowing not to put it in a fruit salad" - Brian O'Driscoll 😂
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If anyone is wondering why $BABA and $TCEHY are up a lot today
China will keep capital markets stable and adopt effective policies to handle property developers’ risks, a meeting of top financial leaders said, according a report by state media Xinhua via
@markets
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YouTube is a beast
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Later this week I'll be recording a podcast with $KPG CEO and founder
@brettkellySYD
. Reply to this with any questions you have for Brett!
Throwback to Berkshire '22 below :)
#whereisMohnish
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First thing tomorrow a 2022 podcast highlights episode goes live!
It's been an amazing year of interviewing several special guests, and I'm excited to get this one into the wild to finish off 2022 🙂
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When the general market is volatile and everyone’s suddenly getting macro, it’s probably a good time to narrow back in on the micro.
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Met a chef at the Berkshire meeting. Didn’t catch his name, but he wanted a photo…
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Charlie out here writing WSJ articles!
Why America Should Ban Crypto - WSJ
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@GSpier
on investing in companies with a good destination. Excited to release the full episode this weekend!
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Just finished recording a pod with
@brettkellySYD
He's one hell of a guy, with an emotional come up story.
Brett was generous with his time, is full of wisdom, and I get the feeling he's only just getting started over at $KPG.AX
Can't wait for people to see this episode!
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This chateau had a sizeable competitive advantage too
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@MohnishPabrai
doesn’t get enough credit for what he’s doing at Dakshana. It’s incredible.
Latest annual report:
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$OXY over the past three years:
Enterprise value +29%
Market cap +290%
Share price +317%
Quite a remarkable example of the power of simply paying down debt and buying back shares, rather than growing for the sake of growing
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Preview from the pod with
@brettkellySYD
which will be live first thing tomorrow!
**language warning**
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Over four years after uploading, this video still accounts for almost 30% of my YT subscribers.
Tonight, I'm uploading an updated version!
Keep an eye out for it and let me know what you think once it's live :)
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YouTube comments have taken a weird turn recently 😅
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"All the math you need in the stock market you get in the fourth grade" - Peter Lynch
This is — and I can’t stress this enough — the greatest segment to come from a sports broadcast that I have ever seen in my entire life
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And we’re live! Talking $BRK, $BABA, $SRG, Turkey, options and much more with
@MattPetersonCFA
and
@hamish_hodder
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"Praise by name, criticize by category” - Warren E. Buffett
I’m guilty of not following this advice from time to time, but trying my best to limit how often I violate this rule!
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RIP Sandy Gottesman - longtime friend of Buffett and Munger, as well as an investor and board member of $BRK.
He was a legend.
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Been struggling to hit your daily requirement of vegetables? 🥦
Well you're in luck, because this week I'm interviewing Jake Taylor (
@farnamjake1
) on all things investing, plus the recent launch of
@JournalyticApp
!
If you have questions you'd like me to ask Jake, let me know!
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Li Lu selling BYD for the first time over the last year or so. Thanks for pointing me towards the data
@wirbelwind07
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“Value is determined by the cash inflows and outflows - discounted at an appropriate interest rate - that can be expected to occur during the remaining life of the business” - John Burr Williams, 1938
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2022 podcast highlights episode is live! The episode includes clips with:
@GSpier
@Typhoon_Girl
@brettkellySYD
@mitch_dol
@kassia_dol
@Invest_the_Rest
@afterinvestor
@farnamjake1
@MattPetersonCFA
Enjoy 🙂
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Dakshana is incredible
@MohnishPabrai
Having attended a high school in New Zealand with a similar scholarship model to Dakshana, which pulled young men from straightened circumstances, I completely get how life changing these places can be.
My friend Mohnish Pabrai just shared this letter he received from Warren Buffett.
I'm sharing it here with his permission.
Or you can download a copy here
@MohnishPabrai
@DakshanaIndia
1/
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Just coincidence, or a sign that some of the $AAPL holding at Berkshire will stay a bit longer?!
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$BABA buybacks this will would be >3% of shares/ADRs outstanding at current prices. Wild
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"Good investing comes from buying things well, not from buying good things" -
@HowardMarksBook
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