Tyler Pellom
@tpellom
“If I just avoid all the folly, maybe I can get an advantage without having to be really good at anything.” - Charlie Munger www.clearstreamvaluepartners.com
Is this what growth investors feel like all the time? I’m getting queasy in this rarefied air.
It is amazing how many companies — billion, trillion dollar companies — refuse to send physical annual reports to shareholders. I sent one email to Capital One as a non-shareholder and they overnighted a report to me, no questions asked. Pretty cool.
There are better investments, maybe, but there aren’t any that are more fun to track. $MSGS #goknicks
From “The Great Bridge” by David McCullough. The more things change the more they stay the same.
Visiting NYC with my family for the first time at the end of the month. Central Park on Memorial Day should be a lot of fun. www.goodreads.com/book/show/11...
Markel is down 7.5% this morning on an EPS miss due almost entirely to unrealized losses in the equity portfolio. The market is efficient, but not always.
$1 for every million views of the Only One (Tavon Austin Senior Highlights) YouTube video. @edsbs.bsky.social @hollyanderson.bsky.social @newap-georgia.bsky.social