Multiple-wise, $SMLR now trading (much) lower than in March 2020. Not investment advice.

The Chinese Mother, Munger on the Chinese, The Story of Li Lu, The Definition of Intelligence, The Camel Metaphore, Pabrai on Facebook.

Please note: this is not a bullish memo, I'm just sharing an update on a name I've been following.

I wrote about Aimia in the past (here and here). It seems like they will be getting US$405M or CA$5.58/share from PLM, as projected. The current share price is $4.95.

I think the market disagrees with the management's past investment decisions here, and so do I...but this seems like an interesting situation.

Not my best month, not my worst either.

Now patiently waiting for a quality compounder at a reasonable price to show up...

No. If I liked it at 100$, I'll like it even more at $1000. Fuck you Mr Market! :p

I decided not to spam the forum too much, but I keep writing everyday :)

My most recent post is just my notes on the last episode of the show in the title, in case anyone else is a fan. I thought it was interesting and educational.

With the way the market has been behaving lately, studying seems like the best use of my time...

Anyone has a big idea or a big theme for 2022/2023?

Examples I already know of are: oil for 2022 (I'm on that train), short ARKK lol, fertilizer shortages, etc.

What you got in mind or what's on your radar?

Good morning everybody!

Curious to know, do you have a favorite super investor? If so who is it and why do you like them?

Mine is Mohnish Pabrai, and the reason is simply because he has a ton of talks on Youtube :p

I'm giving Revue a try :)

Let me know what you think!

Disclaimer: no guarantee of quality - I'm just winging it :p

Take care everybody and enjoy the weekend!