# ![@ohcapideas Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::1281982214394253314.png) @ohcapideas Ohio Capital Ideas

Ohio Capital Ideas posts on X about $mkl, in the, $bolpa, $ko the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::1281982214394253314/interactions)
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- [--] Week [------] -69%
- [--] Month [------] +95%
- [--] Months [-------] +31%
- [--] Year [-------] +98%

### Mentions: [--] [#](/creator/twitter::1281982214394253314/posts_active)
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- [--] Week [--] -14%
- [--] Month [--] +24%
- [--] Months [---] +21%
- [--] Year [---] +46%

### Followers: [-----] [#](/creator/twitter::1281982214394253314/followers)
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- [--] Week [-----] +0.16%
- [--] Month [-----] +0.82%
- [--] Months [-----] +4.90%
- [--] Year [-----] +13%

### CreatorRank: [---------] [#](/creator/twitter::1281982214394253314/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::1281982214394253314/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[stocks](/list/stocks)  [finance](/list/finance)  [cryptocurrencies](/list/cryptocurrencies)  [technology brands](/list/technology-brands)  [countries](/list/countries)  [automotive brands](/list/automotive-brands)  [currencies](/list/currencies)  [luxury brands](/list/luxury-brands)  [travel destinations](/list/travel-destinations)  [celebrities](/list/celebrities) 

**Social topic influence**
[$mkl](/topic/$mkl), [in the](/topic/in-the), [$bolpa](/topic/$bolpa), [$ko](/topic/$ko), [$ffhto](/topic/$ffhto), [business](/topic/business), [$odetpa](/topic/$odetpa), [if you](/topic/if-you), [$brk](/topic/$brk), [at least](/topic/at-least)

**Top accounts mentioned or mentioned by**
[@rationalwalk](/creator/undefined) [@brownmarubozu](/creator/undefined) [@irbezek](/creator/undefined) [@gwinvestors](/creator/undefined) [@kejca](/creator/undefined) [@tidefallcapital](/creator/undefined) [@michaelgielkens](/creator/undefined) [@foxcastlehold](/creator/undefined) [@chrisbloomstran](/creator/undefined) [@lhamtil](/creator/undefined) [@moseskagan](/creator/undefined) [@waterworldcapi1](/creator/undefined) [@dividendgrowth](/creator/undefined) [@jenbegakis](/creator/undefined) [@rudyhavenstein](/creator/undefined) [@abroninvestor](/creator/undefined) [@bigideascapital](/creator/undefined) [@fcompounders](/creator/undefined) [@rsosa8](/creator/undefined) [@vikingvan100](/creator/undefined)

**Top assets mentioned**
[Markel, Corp. (MKL)](/topic/$mkl) [Coca-Cola Co (KO)](/topic/$ko) [GRAHAM HOLDINGS COMPANY (GHC)](/topic/$ghc) [Costco Wholesale Corporation (COST)](/topic/costco) [PepsiCo, Inc. (PEP)](/topic/$pep) [Oxygen (OXY)](/topic/$oxy) [Berkshire Hathaway Inc Class B (BRK.B)](/topic/$brkb) [Apple, Inc. (AAPL)](/topic/$aapl) [Basis Cash (BAC)](/topic/$bac) [Berkshire Hathaway Inc. (BRK.A)](/topic/berkshire-hathaway) [Costco Hot Dog (COST)](/topic/$cost) [Limitus (LMT)](/topic/$lmt) [Carriage Services, Inc. (CSV)](/topic/$csv) [Decentral Games (DG)](/topic/$dg) [FOMENTO ECONOMICO MEXICANO, S.A.B. DE C.V. (FMX)](/topic/$fmx) [Ferrari N.V. (RACE)](/topic/$race) [Alphabet Inc Class A (GOOGL)](/topic/$goog) [Kraft Heinz Co (KHC)](/topic/$khc) [Comcast Corporation (CMCSA)](/topic/$cmcsa) [Starbucks Corporation (SBUX)](/topic/$sbux) [GRUPO AVAL ACCIONES Y VALORES S.A. (AVAL)](/topic/$aval) [Diageo plc (DEO)](/topic/$deo) [American Express Company (AXP)](/topic/$axp) [Altria Group Inc (MO)](/topic/$mo) [PoSciDonDAO (SCI)](/topic/$sci)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Despite some ugly trends we could be 3-4 weeks from COVID cases peaking in some LatAm countries and valuations generally look good. @GRUPOSURA is an interesting contrarian pick at the moment. $GIVSY $GRUPOSUR.CB https://seekingalpha.com/article/4357491-grupo-sura-represents-attractive-contrarian-bet-on-latin-america https://seekingalpha.com/article/4357491-grupo-sura-represents-attractive-contrarian-bet-on-latin-america"  
[X Link](https://x.com/ohcapideas/status/1282037469526073344)  2020-07-11T19:42Z [----] followers, [--] engagements


"It's one of the cheapest things I own and I've written about it twice this year. But it is most definitely not a smaller Berkshire Hathaway. $BRK.A is a very different company than Graham Holdings with very different value drivers"  
[X Link](https://x.com/ohcapideas/status/1284995878223306757)  2020-07-19T23:37Z [----] followers, [--] engagements


""Fiat Chrysler shares are trading at a roughly 9% discount to their value under the merger terms. Exor the investment vehicle that owns 29% of Fiat Chrysler trades at a discount to the value of its holdings." $FCAU $EXO.MI https://www.wsj.com/articles/peugeot-owner-shows-how-to-drive-through-a-crisis-11595941623 https://www.wsj.com/articles/peugeot-owner-shows-how-to-drive-through-a-crisis-11595941623"  
[X Link](https://x.com/ohcapideas/status/1288120388799479810)  2020-07-28T14:33Z [----] followers, [--] engagements


"Carlos Tavares continues to impress and a good sign that Peugeot-Fiat merger is on-track. Elkann seems to have gotten two things in this deal: more scale and Tavares. $UG.PA $FCAU $EXXRF $EXO.MI"  
[X Link](https://x.com/ohcapideas/status/1288121111729692672)  2020-07-28T14:36Z [----] followers, [--] engagements


"$MKL new 13F is out.am I missing something or have they completely dumped their $KMX stake https://markel.gcs-web.com/static-files/d39532ad-6e92-4c42-8aad-14c80437a6b7 https://markel.gcs-web.com/static-files/d39532ad-6e92-4c42-8aad-14c80437a6b7"  
[X Link](https://x.com/ohcapideas/status/1290283601947369475)  2020-08-03T13:49Z [----] followers, [--] engagements


"$Y earnings out. BVPS $591 vs. $549 Q1. Q2 CR of 102.8%; first [--] mos. of 102.3%. $135m Q2 underwriting losses from pandemic. Pricing story in ins. seems to continue as well with insurance net premiums up 17.4%. Reinsurance down 2.2% due to drag from auto. Current P/B = 0.89"  
[X Link](https://x.com/ohcapideas/status/1290755486866968581)  2020-08-04T21:04Z [----] followers, [--] engagements


"@foso_defensivo Yea I haven't spent much time on the L'Odet discount but it looks like its roughly 20%-25% to Bollore right now"  
[X Link](https://x.com/ohcapideas/status/1292581032387055622)  2020-08-09T21:58Z [----] followers, [--] engagements


"$MKL consolidating Cat business under Nephila https://www.markel.com/about-markel/press-releases/markel-consolidates-all-property-cat-reinsurance-business-under-nephila-16241 https://www.markel.com/about-markel/press-releases/markel-consolidates-all-property-cat-reinsurance-business-under-nephila-16241"  
[X Link](https://x.com/ohcapideas/status/1313862479752167424)  2020-10-07T15:23Z [----] followers, [--] engagements


""Markets can remain irrational longer than you can remain solvent." - Fund Manager at Melvin Capital probably"  
[X Link](https://x.com/ohcapideas/status/1354486046659063809)  2021-01-27T17:46Z [----] followers, [--] engagements


"$EXO.MI $EXXRF https://www.bloomberg.com/opinion/articles/2021-02-03/john-elkann-europe-s-warren-buffett-is-missing-a-few-billion-dollars https://www.bloomberg.com/opinion/articles/2021-02-03/john-elkann-europe-s-warren-buffett-is-missing-a-few-billion-dollars"  
[X Link](https://x.com/ohcapideas/status/1357437338520064004)  2021-02-04T21:14Z [----] followers, [--] engagements


"@rsosa8 $DFIN - $LICT merger"  
[X Link](https://x.com/ohcapideas/status/1360384677857656832)  2021-02-13T00:25Z [----] followers, [--] engagements


"$KO is trading for a small premium to $PEP. Given the potential tax situation at $KO I really don't understand this"  
[X Link](https://x.com/ohcapideas/status/1374508275144683523)  2021-03-23T23:48Z [----] followers, [--] engagements


"Graham Holdings $GHC Annual Report including @oshy letter to shareholders has been posted http://www.ghco.com/static-files/f1cb93cb-5b83-46fb-bc16-e682c28b089f http://www.ghco.com/static-files/f1cb93cb-5b83-46fb-bc16-e682c28b089f"  
[X Link](https://x.com/ohcapideas/status/1375821777105002497)  2021-03-27T14:47Z [----] followers, [--] engagements


"NAV of $EXO.MI at year's end and current estimates which include the distributions that Exor received from Stellantis and updated prices for the traded investments"  
[X Link](https://x.com/ohcapideas/status/1376249900397133838)  2021-03-28T19:08Z [----] followers, [--] engagements


"$GHC Leaf Group - Leaf Group to be Acquired by Graham Holdings Company for $8.50 Per Share in All-Cash Transaction Valued at $323 Million https://ir.leafgroup.com/investor-overview/investor-press-releases/press-release-details/2021/Leaf-Group-to-be-Acquired-by-Graham-Holdings-Company-for-8.50-Per-Share-in-All-Cash-Transaction-Valued-at-323-Million/default.aspx https://ir.leafgroup.com/investor-overview/investor-press-releases/press-release-details/2021/Leaf-Group-to-be-Acquired-by-Graham-Holdings-Company-for-8.50-Per-Share-in-All-Cash-Transaction-Valued-at-323-Million/default.aspx"  
[X Link](https://x.com/ohcapideas/status/1379050103374241792)  2021-04-05T12:35Z [----] followers, [--] engagements


"$MKL Q1 earnings are out. Looks like a pretty decent quarter - premiums in the insurance business rose nicely and the CR was at 94%. BVPS of $913. https://markel.com/about-markel/press-releases/markel-reports-2021-first-quarter-results-16566 https://markel.com/about-markel/press-releases/markel-reports-2021-first-quarter-results-16566"  
[X Link](https://x.com/ohcapideas/status/1387510601472217088)  2021-04-28T20:54Z [----] followers, [--] engagements


"If you were able to join the Board of any company in the world which would you pick"  
[X Link](https://x.com/ohcapideas/status/1400511946739302401)  2021-06-03T17:57Z [----] followers, [--] engagements


"Is this surprising Seems obvious to me. $PM $MO"  
[X Link](https://x.com/ohcapideas/status/1422195714348785664)  2021-08-02T14:00Z [----] followers, [--] engagements


"$KHC was making up it's own numbers and the financials they published were the best they could come up with https://seekingalpha.com/news/3737149-sec-charge-kraft-heinz-former-executives-in-alleged-years-long-accounting-scheme https://seekingalpha.com/news/3737149-sec-charge-kraft-heinz-former-executives-in-alleged-years-long-accounting-scheme"  
[X Link](https://x.com/ohcapideas/status/1433779288164143108)  2021-09-03T13:09Z [----] followers, [--] engagements


"$EXO.MI https://www.marketwatch.com/story/exor-appoints-diego-piacentini-as-advisor-and-chairman-of-exor-seeds-271631265727 https://www.marketwatch.com/story/exor-appoints-diego-piacentini-as-advisor-and-chairman-of-exor-seeds-271631265727"  
[X Link](https://x.com/ohcapideas/status/1436283887064387585)  2021-09-10T11:02Z [----] followers, [--] engagements


"$LMT maybe ok long term but this report"  
[X Link](https://x.com/ohcapideas/status/1452966872358522886)  2021-10-26T11:54Z [----] followers, [--] engagements


"@capital_frozen Markel Fairfax Allegheny Constellation Exor JP Morgan Amazon Graham Holdings. Lawrence Cunningham had a good book "Dear Shareholder" with a great sampling of different great letters"  
[X Link](https://x.com/ohcapideas/status/1466464545359212555)  2021-12-02T17:49Z [----] followers, [--] engagements


"Interesting post-pandemic divergence. $BRK.B $MKL"  
[X Link](https://x.com/ohcapideas/status/1479487091067269121)  2022-01-07T16:16Z [----] followers, [--] engagements


"Now completely out of $GIVSY about [--] months after first buying. One of those that I really thought I would hold for a decade. It's going to be quite interesting to see how the GEA evolves in the future. A great LatAm case study"  
[X Link](https://x.com/ohcapideas/status/1490707859700518912)  2022-02-07T15:23Z [----] followers, [--] engagements


"Me searching for a ticker and getting nothing but crypto nonsense in the results"  
[X Link](https://x.com/ohcapideas/status/1493769101612830721)  2022-02-16T02:08Z [----] followers, [--] engagements


"@InaTailHedged He bought it from The Washington Post Company which was still controlled by the Graham family. Its Graham Holdings today"  
[X Link](https://x.com/ohcapideas/status/1494145183247740939)  2022-02-17T03:02Z [----] followers, [--] engagements


"Looks like Trian is out of $CMCSA now. https://www.sec.gov/Archives/edgar/data/1345471/000134547122000057/xslForm13F_X01/tfmlp13Finfochart033122.xml https://www.sec.gov/Archives/edgar/data/1345471/000134547122000057/xslForm13F_X01/tfmlp13Finfochart033122.xml"  
[X Link](https://x.com/ohcapideas/status/1525670623925653505)  2022-05-15T02:53Z [----] followers, [--] engagements


"Domtar which I think was once part of $IP buying $RFP. Pretty huge premium of 66%. Good news for $FFH.TO as well. @IgnoreNarrative https://www.streetinsider.com/dr/news.phpid=20294289&gfv=1 https://www.streetinsider.com/dr/news.phpid=20294289&gfv=1"  
[X Link](https://x.com/ohcapideas/status/1544643259565211648)  2022-07-06T11:23Z [----] followers, [--] engagements


"Dont understand why $CMG doesnt launch a line of churros. Bet theyd sell well"  
[X Link](https://x.com/ohcapideas/status/1556819835673317378)  2022-08-09T01:49Z [----] followers, [--] engagements


"@Comp_Cap_TO @sidecarcap @TheGarpInvestor They wrote terrific annual letters where they talk about their deals. I think they are archived on Jeffries site now"  
[X Link](https://x.com/ohcapideas/status/1561423244833746944)  2022-08-21T18:41Z [----] followers, [--] engagements


"Was looking back over older articles I had written (back when I wrote more) and thought this article on $ARCB was fairly good back in [----]. https://seekingalpha.com/article/3976867-arcbest-corporation-good-management-battles-poor-economics https://seekingalpha.com/article/3976867-arcbest-corporation-good-management-battles-poor-economics"  
[X Link](https://x.com/ohcapideas/status/1561532758224142336)  2022-08-22T01:56Z [----] followers, [--] engagements


"@InaTailHedged Sorry $DNKN $SBUX $UL $NSRGY"  
[X Link](https://x.com/ohcapideas/status/1563295959240818693)  2022-08-26T22:42Z [----] followers, [--] engagements


"@DividendGrowth PPG has a top [--] HQ building to me because of how its designed. SC Johnson the other one"  
[X Link](https://x.com/ohcapideas/status/1600576747644272641)  2022-12-07T19:43Z [----] followers, [--] engagements


"Some names that came up more than once or seemed worth looking more into: $HIFS $FRC $OZK $HBAN $SYBT $CFR plus on the super regional side: $PNC $USB. A few names I was surprised not mentioned at all: $FITB $KEY $MTB. The Fintwit favorite (or at least among those here) was $HIFS. Whats the best managed regional bank in the country Whats the best managed regional bank in the country"  
[X Link](https://x.com/ohcapideas/status/1618265253837701121)  2023-01-25T15:11Z [----] followers, [----] engagements


"The lower than normal ROE seems to be cyclical than secular and due to a tough NIM environment. They still indicated long term ROE of 15%. If you believe it the stick is about a turn lower at 5.7x normal earnings. Dividend this year should be normal - 40% to 50% of earnings"  
[X Link](https://x.com/ohcapideas/status/1632855080540962821)  2023-03-06T21:26Z [----] followers, [---] engagements


"The risk long term aside from direct political risk is currency and although I think they softened the message to not be confrontational mgmt was clearly long term concerned about the Colombian peso due to energy policy among other things"  
[X Link](https://x.com/ohcapideas/status/1632855582402129920)  2023-03-06T21:28Z [----] followers, [---] engagements


"$MKL had a decent quarter good investment and Ventures results. Underwriting trends are a little worrisome. Bought back another $80m in stock and BV at $984. P/B = 1.33x. It's not as cheap as $FFH.TO but it's certainly not expensive at all. https://d18rn0p25nwr6d.cloudfront.net/CIK-0001096343/d70ec046-996b-43be-b5cd-87e685753b05.pdf https://d18rn0p25nwr6d.cloudfront.net/CIK-0001096343/d70ec046-996b-43be-b5cd-87e685753b05.pdf"  
[X Link](https://x.com/ohcapideas/status/1651340953137864705)  2023-04-26T21:42Z [----] followers, 12K engagements


"@Atticus59914029 I insist on being referred to as gentleman esquire"  
[X Link](https://x.com/ohcapideas/status/1661884469727440899)  2023-05-25T23:58Z [----] followers, [--] engagements


"@rationalwalk Cant read the article but kind of a head scratcher given Apple. Not just Apples China exposure but their direct exposure to Taiwan Semi. The only thing logical I can figure is that theres some kind of second order risk here - cos and govts will cause diversification away"  
[X Link](https://x.com/ohcapideas/status/1662222486753378304)  2023-05-26T22:21Z [----] followers, [---] engagements


"@rationalwalk Hate to oversimplify but $MKL is more of a set it and forget it concept than $BRK. The latter relies more on firm principles and smart people while the former more on systemic processes. Seriously anchors MKLs returns but prevents any serious stupidity"  
[X Link](https://x.com/ohcapideas/status/1662932213787242498)  2023-05-28T21:21Z [----] followers, [---] engagements


"@MetacriticCap He did not add to $AAPL in Q1"  
[X Link](https://x.com/ohcapideas/status/1669003943425261568)  2023-06-14T15:28Z [----] followers, [--] engagements


"@TheLoneWolf58 I like $GHC a lot - the TV stations are such a big part of their value and provide a majority of the cash flows - so I think youd just have to be comfortable in believing local network stations are going to continue throwing off cash"  
[X Link](https://x.com/ohcapideas/status/1672961679699714049)  2023-06-25T13:35Z [----] followers, [---] engagements


"One of the best SA comments Ive read $ibm"  
[X Link](https://x.com/ohcapideas/status/1673091298960502784)  2023-06-25T22:10Z [----] followers, [----] engagements


"Im not sure whether the Parklawn and $CSV deal will go through but I sold my $CSV shares on the pop yesterday and bought $SCI with the proceeds. Its a pretty enviable industry structure with a clear #1 and potentially a clear #2 and then a fragmented market"  
[X Link](https://x.com/ohcapideas/status/1674911075391746053)  2023-06-30T22:41Z [----] followers, [----] engagements


"@TidefallCapital I can remember looking at $CVS about [--] years ago and thinking it was borderline attractive. I think it was the same price as today and had an 11x-12x multiple. Just not sure I can get comfortable feeling smart about PBMs"  
[X Link](https://x.com/ohcapideas/status/1677356447989133313)  2023-07-07T16:38Z [----] followers, [--] engagements


"Really good article on $YELL situation and some on what $UPS may be facing. Not exactly new info and the stock is up a lot already but $FDX not exactly super expensive and it seems like some genuine long term shifts in Teamsters and labor"  
[X Link](https://x.com/ohcapideas/status/1677656653934604288)  2023-07-12T16:34Z [----] followers, [----] engagements


"The paths gone down by $ARCB and $YELL make for a great case study. $ARCB always made financial conservatism and operating discipline their core. $YELL thought deal making and financial engineering would save them from poor economics"  
[X Link](https://x.com/ohcapideas/status/1682945456047898624)  2023-07-23T02:47Z [----] followers, [----] engagements


"If youre in a cyclical industry with high operating leverage and you layer on high financial leverage youre leaving virtually no margin for error"  
[X Link](https://x.com/ohcapideas/status/1682945810038751232)  2023-07-23T02:48Z [----] followers, [----] engagements


"For those who are younger there was a time long ago when Rudy Giuliani was respected"  
[X Link](https://x.com/ohcapideas/status/1687273754525622272)  2023-08-04T01:26Z [----] followers, [----] engagements


"Another interesting comment from $FFH.TO call by Peter Clarke on cat pricing: "To date we've grown marginally on property cat. We're taking advantages. We're seeing rate in excess of 30%. And our net exposure has been going up as we reduced the amount of reinsurance we bought.""  
[X Link](https://x.com/ohcapideas/status/1687557833322004480)  2023-08-04T23:45Z [----] followers, [----] engagements


"$BRK.B 10Q in morning may be interesting to see what they've done here in light of Prem's comments at AGM"  
[X Link](https://x.com/ohcapideas/status/1687558236579258368)  2023-08-04T23:45Z [----] followers, [---] engagements


"$MKL new 13F tonight. Would appear that they bought more $DG and $GOOG than anything else. https://www.dataroma.com/m/holdings.phpm=MKLp https://www.dataroma.com/m/holdings.phpm=MKLp"  
[X Link](https://x.com/ohcapideas/status/1687637779923038208)  2023-08-05T01:32Z [----] followers, [----] engagements


"@viggy_krishnan @spudheadcapital @SouthernValue95 What was the peak 50x earnings Either well miss it or [--] years from now it will have a 20x multiple and well say $EL looks cheap finally and everyone will say moron that things done nothing for [--] years"  
[X Link](https://x.com/ohcapideas/status/1688699870431883265)  2023-08-07T23:53Z [----] followers, [--] engagements


"@PhillipsRelic Would be interested to hear his Disney thoughts - but Markel also was buying $DG last quarter more than just about anything else"  
[X Link](https://x.com/ohcapideas/status/1691227025724309504)  2023-08-14T23:15Z [----] followers, [---] engagements


"Every time I see Berkshires 13F the obvious Ted and Todd positions seem often bizarre to me. The home builders wlll probably be sold in a quarter or two. Im an admittedly stupid person but I sure theyre doing something interesting with some foreign cos"  
[X Link](https://x.com/ohcapideas/status/1691626897069715468)  2023-08-16T01:44Z [----] followers, [----] engagements


"@VikingVan100 Thanks - great post. One thing I struggle in modeling all insurers is the influence of interest rates on underwriting. Would think Id reach a place where the long end of the curve comes up to 5%+ rates that pricing would soften. Kind of feel long term we might see 12-15% ROEs"  
[X Link](https://x.com/ohcapideas/status/1693245029555282291)  2023-08-20T12:54Z [----] followers, [----] engagements


"@WSJ Is there a salad market outside large coastal metro areas"  
[X Link](https://x.com/ohcapideas/status/1693588779762688506)  2023-08-21T11:40Z [----] followers, [---] engagements


"@valuedontlie $ghc probably underrated"  
[X Link](https://x.com/ohcapideas/status/1702467380125814914)  2023-09-14T23:40Z [----] followers, [---] engagements


"@BillBrewsterTBB I believe $GHC owned some shares at one point but not sure if they still do"  
[X Link](https://x.com/ohcapideas/status/1704989893993127936)  2023-09-21T22:44Z [----] followers, [---] engagements


"@irbezek Forward returns are up to 150% per year now"  
[X Link](https://x.com/ohcapideas/status/1705318183148642402)  2023-09-22T20:28Z [----] followers, [---] engagements


"Browns actually look good today. I think Stefanski must have told the team Lou Holtz thought they were soft"  
[X Link](https://x.com/ohcapideas/status/1706020617860890744)  2023-09-24T18:59Z [----] followers, [----] engagements


"@BrownMarubozu @MichaelGielkens @TidefallCapital @VikingVan100 Absolutely and I do agree both $BRK and $MKL worth more than BV (a lot more) - its just that $FFH.TO is too"  
[X Link](https://x.com/ohcapideas/status/1710074229020938332)  2023-10-05T23:27Z [----] followers, [---] engagements


"@MichaelGielkens @VikingVan100 @TidefallCapital Think that in some ways saying that a less than 1% 10-yr in [----] isn't giving me enough for the duration risk has a lot of similarities to looking at other forms of asset allocation or security selection. It's a core portfolio function if its within your circle of competence"  
[X Link](https://x.com/ohcapideas/status/1710274705423556665)  2023-10-06T12:43Z [----] followers, [--] engagements


"@MichaelGielkens @VikingVan100 @TidefallCapital $MKL and $FFH.TO are both great companies - and $MKL may well be worth a higher P/B multiple than $FFH.TO. It's just that today $FFH.TO is trading at a much further distance from fair value than $MKL is"  
[X Link](https://x.com/ohcapideas/status/1710275119686537259)  2023-10-06T12:45Z [----] followers, [---] engagements


"@CDInewsletter $KO at a 4% yield may be buyable but it certainly wouldnt seem life changing cheap to me"  
[X Link](https://x.com/ohcapideas/status/1710735527731753021)  2023-10-07T19:15Z [----] followers, [---] engagements


"@kcerminara Im a simpleton Kyle. But it seems very different to me to flatten the yield curve out with longer rates coming up versus short term rates coming down. I think often the Fed will already have starting lowering rates after recession starts but before off. declared"  
[X Link](https://x.com/ohcapideas/status/1710991344179544214)  2023-10-08T12:11Z [----] followers, [---] engagements


"@SleepwellCap Obviously a lot of assumptions but I think this is a pretty good approximation - I think size Buffetts age and interest rates all played a role. Another company you might not think of - GE - traded at a huge premium to the sum of its parts in the late 90s"  
[X Link](https://x.com/ohcapideas/status/1713345389628215389)  2023-10-15T00:05Z [----] followers, [---] engagements


"@DividendGrowth All true although hidden within the earnings piece is the change in the real exchange rate"  
[X Link](https://x.com/ohcapideas/status/1714366151764164932)  2023-10-17T19:41Z [----] followers, [----] engagements


"Lot of chatter again about $BAC unrealized losses. Obviously no solvency risk and biggest impact is opp cost of not earning more int income today which is probably already priced into the stock. But it really makes you question mgmt. Even though Ive always liked Moynihan"  
[X Link](https://x.com/ohcapideas/status/1714437459881202103)  2023-10-18T00:25Z [----] followers, [----] engagements


"@ChrisBloomstran @GWBooks @CoachsCornerDC Not only easy to cherry pick but important to understand that Berkshire is designed to offer strong downside protection yet has mostly kept up with the S&P during a [--] year or so secular bull. Best comparisons typically are from secular peak to peak or trough to trough"  
[X Link](https://x.com/ohcapideas/status/1715601529829196270)  2023-10-21T05:30Z [----] followers, [----] engagements


"@BrownMarubozu Ive always found M* commentary on Berkshire to be good (Gregg Warren very good.) But theyve always been very poor tbh on both FFH and MKL. Just off base"  
[X Link](https://x.com/ohcapideas/status/1716079532036304968)  2023-10-22T13:10Z [----] followers, [---] engagements


"@rsosa8 What happened"  
[X Link](https://x.com/ohcapideas/status/1716267321411486052)  2023-10-23T01:36Z [----] followers, [---] engagements


"Not a bad quarter for $MKL. Looks like a slight decline in BV from losses on fixed income.no surprise and not super relevant. CR after backing out cats looks to be 93% same as YTD. https://ir.mklgroup.com/investor-relations/news/news-details/2023/Markel-Group-reports-2023-third-quarter-and-nine-months-results/default.aspx https://ir.mklgroup.com/investor-relations/news/news-details/2023/Markel-Group-reports-2023-third-quarter-and-nine-months-results/default.aspx"  
[X Link](https://x.com/ohcapideas/status/1719839016994869703)  2023-11-01T22:09Z [----] followers, [----] engagements


"@oclmtl @ACIPartnerhship No clue - but $FFH.TO still clearly undervalued"  
[X Link](https://x.com/ohcapideas/status/1719916275520962708)  2023-11-02T03:16Z [----] followers, [---] engagements


"@willis_cap I think underwriting concerns"  
[X Link](https://x.com/ohcapideas/status/1720126308619858251)  2023-11-02T17:10Z [----] followers, [---] engagements


"@BrownMarubozu @Jjs24Jjs @oclmtl @ACIPartnerhship Theyve never been particularly lean and the expense ratio has been on high side compared to other insurers but Ive always thought they priced risk well. Dont think this years challenges enough to change my view there"  
[X Link](https://x.com/ohcapideas/status/1720819290452938977)  2023-11-04T15:04Z [----] followers, [---] engagements


"@yetman_mark @ADHD_Capital I dont believe they are writing any more property reinsurance - I do think they still write other forms of reinsurance"  
[X Link](https://x.com/ohcapideas/status/1720823537114451977)  2023-11-04T15:21Z [----] followers, [--] engagements


"@futureformerJD I think its in banking / finance"  
[X Link](https://x.com/ohcapideas/status/1724963410478068184)  2023-11-16T01:31Z [----] followers, [----] engagements


"@BrownMarubozu Fixed income will also show mtm gains (at least so far) and up should be healthy. Should be another strong quarter for book value"  
[X Link](https://x.com/ohcapideas/status/1725128774633591276)  2023-11-16T12:28Z [----] followers, [---] engagements


"@UofmUpdates247 @BuckeyeFett In college football Alabama-Auburn. In all sports Probably Yankees-Red Sox"  
[X Link](https://x.com/ohcapideas/status/1726212089591845124)  2023-11-19T12:13Z [----] followers, [--] engagements


"Still kind of floors me that when Berkshire bought $IBM Buffett said they didnt buy $MSFT because he didnt want an appearance of a conflict of interest with Gates on the Board. A lot of money left on the table for what Im not sure is even a genuine ethics concern"  
[X Link](https://x.com/ohcapideas/status/1726590342139654542)  2023-11-20T13:16Z [----] followers, [----] engagements


"@lhamtil @yesandnotyes @DevinLaSarre Would think some family liquidity issues would be the only reason they would consider"  
[X Link](https://x.com/ohcapideas/status/1726714882102599762)  2023-11-20T21:31Z [----] followers, [---] engagements


"@Alphaholic1 Were it not for the nfl they would have lost both the afc championship and Super Bowl last year"  
[X Link](https://x.com/ohcapideas/status/1726919473788252498)  2023-11-21T11:04Z [----] followers, [---] engagements


"Assuming there's not another shoe to drop at P&W $RTX looks pretty reasonable here"  
[X Link](https://x.com/ohcapideas/status/1726965546275783036)  2023-11-21T14:07Z [----] followers, [---] engagements


"@irbezek @ADHD_Capital I added some in the last couple weeks. Big concern is theyve admitted to recently losing some share in North America and its a new CEO. But its not often you can get those brands at recent valuations"  
[X Link](https://x.com/ohcapideas/status/1728250912928579969)  2023-11-25T03:15Z [----] followers, [---] engagements


"@kcerminara Even today Id say someone like Dolly Parton or the late Betty White - hard to think of anyone not liking them. Be positive have some gift to share with others dont be controversial / attention seeking for no purpose and consistently ethical"  
[X Link](https://x.com/ohcapideas/status/1728868517162946662)  2023-11-26T20:09Z [----] followers, [---] engagements


"@kejca @rationalwalk You would hope that theirs some financing potential for Berkshire here but $OXY probably has the balance sheet to just raise debt in public markets. Unfortunately since Buffett probably knows non-public info now can't buy more $OXY at least until after something is announced"  
[X Link](https://x.com/ohcapideas/status/1730332330961637493)  2023-11-30T21:05Z [----] followers, [---] engagements


"@FactExaminer @kejca @rationalwalk I think theyve paid down $18 billion in debt post Anadarko closing. Im sure the credit rating will take a hit and you may be right about still wanting Buffetts help but definitely seems that theyll be in much better financial shape than last time they sought out Buffett"  
[X Link](https://x.com/ohcapideas/status/1730368864318304376)  2023-11-30T23:31Z [----] followers, [--] engagements


"@BrownMarubozu Higher credit rating should make the reinsurance more attractive (especially if Odyssey and Allied see the same upward movement in ratings over time)"  
[X Link](https://x.com/ohcapideas/status/1731113813183783375)  2023-12-03T00:51Z [----] followers, [---] engagements


"By the time of Purdues [----] bankruptcy filing the Sackler family had moved much of their wealth offshore trusts. Pretty sad the Sackler family will be left with any meaningful wealth at all"  
[X Link](https://x.com/ohcapideas/status/1731286472756510990)  2023-12-03T12:17Z [----] followers, [---] engagements


"You could say he was a circle of competence investor. Almost certainly everything he bought was already owned by either Berkshire or Li Lu and he had been familiar with the company and the process already thst took place for owning"  
[X Link](https://x.com/ohcapideas/status/1731342578610516115)  2023-12-03T16:00Z [----] followers, [---] engagements


"To my knowledge all of the names he bought were $WFC $USB $BAC $PKX BYD Hyundai Preferreds $BABA and Tencent. Not necessarily compounders. Of course hed rather sit back and pay 15x for Costco but he had a lot of agility and patience"  
[X Link](https://x.com/ohcapideas/status/1731343948751257607)  2023-12-03T16:05Z [----] followers, [---] engagements


"People talking about a restaurant bubble but wife and I just spent $3 for lunch at Costco"  
[X Link](https://x.com/ohcapideas/status/1731364419957858475)  2023-12-03T17:26Z [----] followers, [----] engagements


"A little curious if the old school BCS formula was used whod been in the College Football Playoff this year"  
[X Link](https://x.com/ohcapideas/status/1731502845059338661)  2023-12-04T02:37Z [----] followers, [----] engagements


"@kt_valueguy It took zero interest rates and panic prices to move him out of treasuries and into an equity portfolio. But after the bank purchases Id say he wasnt really waiting for panic levels"  
[X Link](https://x.com/ohcapideas/status/1731597535234466093)  2023-12-04T08:53Z [----] followers, [--] engagements


"@mind_the_bear @irbezek Its a really good bank as well and I think has a larger share of perus banking market than Bancolombia does in Colombia. Theyre in Colombia too - just not commercial banking"  
[X Link](https://x.com/ohcapideas/status/1734280981308231768)  2023-12-11T18:36Z [----] followers, [--] engagements


"@kejca Even though he was unequivocal that theyre not buying $oxy a part of me would love to see them but it and sit on the reserves as Munger would have wanted. Even though it would make Berkshires valuation more opaque and it would likely trade lower"  
[X Link](https://x.com/ohcapideas/status/1735108701407547849)  2023-12-14T01:25Z [----] followers, [----] engagements


"Jamaica has changed since I was last there"  
[X Link](https://x.com/ohcapideas/status/1736258512261697553)  2023-12-17T05:34Z [----] followers, [----] engagements


"Pretty cool find for $2 @jenbegakis"  
[X Link](https://x.com/ohcapideas/status/1737289335680925780)  2023-12-20T01:50Z [----] followers, [----] engagements


"@TeaBagCapital Sorry sir but I think I could not arrange for financing equal to about a quarter of JPMs balance sheet"  
[X Link](https://x.com/ohcapideas/status/1740046138990899592)  2023-12-27T16:25Z [----] followers, [--] engagements


"@stoked_on_waves At least from [----] to [----] surprisingly not terrible at 10%"  
[X Link](https://x.com/anyuser/status/1740168906428543168)  2023-12-28T00:32Z [--] followers, [---] engagements


"@BenAxelrod I think this will be huge for the Browns in future years - having stability at Head Coach. Nicest thing I can say about the Steelers is their stability in coaching going back to Chuck Noll has been a huge advantage and testament to ownership"  
[X Link](https://x.com/ohcapideas/status/1740863815204397115)  2023-12-29T22:34Z [----] followers, [---] engagements


"@lynssss3125 Lions Browns Super Bowl. Lets make it happen"  
[X Link](https://x.com/ohcapideas/status/1741116265287356715)  2023-12-30T15:17Z [----] followers, [--] engagements


"@moseskagan I am stupid person whose advice should not always be listened to but I would rather grow slowly how you are than risk the misery. But understand I dont know the details of your goals/biz"  
[X Link](https://x.com/ohcapideas/status/1741212079183253684)  2023-12-30T21:38Z [----] followers, [---] engagements


"I really dont care about either Boise State or Oklahoma football but this remains among the greatest games Ive ever seen [--] years ago today Boise State gave us one of the greatest endings in college football history https://t.co/d8mZ5rkx9a [--] years ago today Boise State gave us one of the greatest endings in college football history https://t.co/d8mZ5rkx9a"  
[X Link](https://x.com/ohcapideas/status/1741947148927746336)  2024-01-01T22:18Z [----] followers, [----] engagements


"@InnocenceCapit1 @HatfieldCapital The General needs a Substack"  
[X Link](https://x.com/ohcapideas/status/1742602603597271115)  2024-01-03T17:43Z [----] followers, [--] engagements


"@ChrisDeMuthJr @CliffordAsness It looks to me like he was in a meeting and someone just said that private equity and credit are uncorrelated to the public markets"  
[X Link](https://x.com/ohcapideas/status/1743241324688552053)  2024-01-05T12:01Z [----] followers, [---] engagements


"Seeing Once Upon A Time in Hollywood again today and reminded that watching Brad Pitt and his dog wreck some violent hippies is one of the most bad ass scenes Ive ever watched"  
[X Link](https://x.com/ohcapideas/status/1743660737120149611)  2024-01-06T15:48Z [----] followers, [----] engagements


"@rationalwalk Devils advocate - I do believe long term returns from American equities have exceeded nominal GDP growth (10% to 6%) because average ROEs are greater than economic growth. I hugely disagree with people like Piketty though that this has to mean increasing wealth concentration"  
[X Link](https://x.com/ohcapideas/status/1743745592239542733)  2024-01-06T21:25Z [----] followers, [---] engagements


"@rationalwalk Sure - and happy to admit Im wrong but Id argue LT earnings and sales growth should mirror GDP growth but equity returns should be roughly the underlying growth plus cash distributed to investors. Not trying to be pedantic and agree - returns have to be tethered to economy"  
[X Link](https://x.com/ohcapideas/status/1743753385243783610)  2024-01-06T21:56Z [----] followers, [---] engagements


"Browns overcame half their team being injured and still won [--] games including the two best in the NFL. Steelers making it into the playoffs after beating the Ravens third string and the Jaguars choking must be like a Harvard student seeing non elites at the Extension school"  
[X Link](https://x.com/ohcapideas/status/1744103757170766012)  2024-01-07T21:08Z [----] followers, [---] engagements


"@jenbegakis Shamefully Munger was never able to convince Costco to go with Coke over Pepsi"  
[X Link](https://x.com/ohcapideas/status/1744378491229950197)  2024-01-08T15:20Z [----] followers, [--] engagements


"5 former jobs and [--] tags: [--]. Barista (not at Sbux) [--]. Pre-Loader at UPS [--]. Field Engineer for LTL carrier [--]. Sr. Risk Analyst [--]. Associate Attorney @rsosa8 @MonocleMan1 @moseskagan @juliaccarreon @ToddWenning [--] former jobs and [--] tags: [--]. Bookkeeper at junkyard [--]. Restaurant manager and waitress (6 or [--] places) [--]. Dairy Mart (convenience store) clerk [--]. work study job inputting data [--]. Adjunct accounting teacher @brianportnoy @dbergstresser @ohcapideas @jazziyoungcat @AccountingAsArt [--] former jobs and [--] tags: [--]. Bookkeeper at junkyard [--]. Restaurant manager and waitress (6 or [--] places) [--]. Dairy"  
[X Link](https://x.com/ohcapideas/status/1744492315085865435)  2024-01-08T22:52Z [----] followers, [----] engagements


"Berkshire did not increase their ownership in $OXY. Seems like its misreported every time they file a 13G"  
[X Link](https://x.com/ohcapideas/status/1745218220187873602)  2024-01-10T22:57Z [----] followers, [----] engagements


"WTF JUST IN : EBAY FINED $3 MILLION AFTER ITS EXECUTIVES SENT LIVE SPIDERS & COCKROACHES & DEAD BLODDY PIGS TO BLOGGERS WHO WERE CRITICIZING EBAY ONLINE THE EXECUTIVES ALSO PUBLISHED THE BLOGGERS HOME ADDRESS ON CRAIGSLIST AND MADE AN AD INVITING PEOPLE TO THEIR HOME FOR SEX $EBAY JUST IN : EBAY FINED $3 MILLION AFTER ITS EXECUTIVES SENT LIVE SPIDERS & COCKROACHES & DEAD BLODDY PIGS TO BLOGGERS WHO WERE CRITICIZING EBAY ONLINE THE EXECUTIVES ALSO PUBLISHED THE BLOGGERS HOME ADDRESS ON CRAIGSLIST AND MADE AN AD INVITING PEOPLE TO THEIR HOME FOR SEX $EBAY"  
[X Link](https://x.com/ohcapideas/status/1745607780529045866)  2024-01-12T00:45Z [----] followers, [--] engagements


"@DannyDrinksWine Both are phenomenal movies (I shockingly only saw The Shining recently) although I preferred Winter Light to The Silence"  
[X Link](https://x.com/ohcapideas/status/1746594431308796316)  2024-01-14T18:05Z [----] followers, [----] engagements


"@ParmenidesvonE Not sure I agree. I believe it's up more than $LMT and $GD"  
[X Link](https://x.com/ohcapideas/status/1746612412843770040)  2024-01-14T19:17Z [----] followers, [---] engagements


"Obviously marvel rather than Marcel"  
[X Link](https://x.com/ohcapideas/status/1748479095732568173)  2024-01-19T22:54Z [----] followers, [---] engagements


"@GlobalTickers @ideahive @InvestInAssets @W_Scott_Griffin @MoS_Investing @Invesquotes @Borlaug_ @TSOH_Investing @ftr_investors @MikeFritzell @dede_eyesan Appreciate it"  
[X Link](https://x.com/ohcapideas/status/1748713425880957252)  2024-01-20T14:25Z [----] followers, [--] engagements


"People buying $LMT today at 16x earnings aren't that crazy"  
[X Link](https://x.com/ohcapideas/status/1749897348765909392)  2024-01-23T20:50Z [----] followers, [----] engagements


"@willis_cap I apologize for implying that $LMT might be a home run (if I did) it will be probably work out OK. But if someone wanted to invest in the space $RTX still does look like the better bet"  
[X Link](https://x.com/ohcapideas/status/1750222252065399019)  2024-01-24T18:21Z [----] followers, [---] engagements


"@rationalwalk Yea there arent many missed opportunities i agonize over but I kick myself for not owning Microsoft [----] and McDonalds [----] in scale. Owned a little of both at the time but absolutely should have owned 10x what I did"  
[X Link](https://x.com/ohcapideas/status/1751010774179328403)  2024-01-26T22:34Z [----] followers, [----] engagements


"@CompoundValue87 @rationalwalk Amazing"  
[X Link](https://x.com/anyuser/status/1751296649605915110)  2024-01-27T17:30Z [--] followers, [--] engagements


"@CompoundValue87 @rationalwalk"  
[X Link](https://x.com/ohcapideas/status/1751312214940672245)  2024-01-27T18:32Z [----] followers, [--] engagements


"@CompoundValue87 @rationalwalk I worked for a trucker many years ago and looked at $ODFL and thought this was a great company but it traded at a high multiple and thought Id buy it cheaper. Oops. We probably underweight biz quality in our analysis but weve also saved ourselves from many mistakes"  
[X Link](https://x.com/ohcapideas/status/1751316763755639294)  2024-01-27T18:50Z [----] followers, [---] engagements


"If commuters are allowed to be taxed by municipalities both commuters and residents should be able to vote in municipal elections"  
[X Link](https://x.com/ohcapideas/status/1752034029329883638)  2024-01-29T18:20Z [----] followers, [---] engagements


"Tariffs are undoubtedly a tax on consumers and should be used sparingly. Still some industries shouldnt exist in the US based on raw economics but its in our national interest to preserve them. In those cases tariffs may be appropriate"  
[X Link](https://x.com/ohcapideas/status/1752517770812481864)  2024-01-31T02:22Z [----] followers, [---] engagements


"Ive not exactly spent a lot of time on it yet - but first glance looks like another weak underwriting quarter at $MKL. Am I missing anything"  
[X Link](https://x.com/ohcapideas/status/1752820406099030415)  2024-01-31T22:25Z [----] followers, 17.6K engagements


"Choose your fighter. I don't actually believe that $MKL book value is updated yet for recent quarter. At year end I have it now at 1.24x. And I have $FFH.TO at 1.19x today. Still rapid convergence in valuation for first time since probably 2015ish"  
[X Link](https://x.com/ohcapideas/status/1753082852302876850)  2024-02-01T15:48Z [----] followers, [----] engagements


"Nobody will ever convince me this wasn't one of the great movies of all time. Happy Groundhog Day"  
[X Link](https://x.com/ohcapideas/status/1753468707060252777)  2024-02-02T17:21Z [----] followers, [----] engagements


"Hes not as active here on the artist formerly known as Twitter but really admire @GWInvestors and his investing approach. This is a great annual letter"  
[X Link](https://x.com/ohcapideas/status/1753924151893512283)  2024-02-03T23:31Z [----] followers, [----] engagements


"@ANXIETYATLAW Sadly cigarettes still among the worlds greatest weight loss tools"  
[X Link](https://x.com/ohcapideas/status/1753982108064678052)  2024-02-04T03:21Z [----] followers, [---] engagements


"Considering how small it would be financially relative to $BA and how much they could seemingly improve their overall assembly operation why is an acquisition of $SPR by $BA not discussed more"  
[X Link](https://x.com/ohcapideas/status/1754159205664137723)  2024-02-04T15:05Z [----] followers, [----] engagements


"@BrownMarubozu Yea I don't think the case for $FFH.TO was ever about MTM gains. Always been about better underwriting and increases in inv income after playing interest rate cycle perfectly. Perhaps correction was warranted after runup but they're still $150/sh next few years at least"  
[X Link](https://x.com/ohcapideas/status/1755608461281509450)  2024-02-08T15:04Z [----] followers, [----] engagements


"@TidefallCapital Completely agree. The underwriting performance has been improving for a decade and it's cheap on the basis of operating earnings (now 5x-6x). Completely ignore MTM gains it's still cheap. @BrownMarubozu Yea I don't think the case for $FFH.TO was ever about MTM gains. Always been about better underwriting and increases in inv income after playing interest rate cycle perfectly. Perhaps correction was warranted after runup but they're still $150/sh next few years at least. @BrownMarubozu Yea I don't think the case for $FFH.TO was ever about MTM gains. Always been about better"  
[X Link](https://x.com/ohcapideas/status/1755609039118156021)  2024-02-08T15:06Z [----] followers, [----] engagements


"@moseskagan Completely relate to this. My grandparents left nothing in terms of money but both sets created stable family lives despite themselves being a refugee [--] orphans and a victim of domestic violence in their first marriage. Giving children love and stability was their legacy"  
[X Link](https://x.com/ohcapideas/status/1755986223804420348)  2024-02-09T16:05Z [----] followers, [---] engagements


"@drgurner This is just beautiful - I know people like the warmth but I need four seasons precisely for scenes like this"  
[X Link](https://x.com/ohcapideas/status/1757539063051977123)  2024-02-13T22:55Z [----] followers, [---] engagements


"@JasonGreenwal12 The way he's traded $CVX kind of baffles me.who knows"  
[X Link](https://x.com/ohcapideas/status/1757883680490467592)  2024-02-14T21:45Z [----] followers, [---] engagements


"@lhamtil Biggest winner would be $WMT"  
[X Link](https://x.com/ohcapideas/status/1760129081281052976)  2024-02-21T02:27Z [----] followers, [---] engagements


"I thought the letter was actually terrifically written and honest. The details on what went wrong with insurance this year were incredibly helpful. One of the best letters Ive read from Gayner"  
[X Link](https://x.com/ohcapideas/status/1761170469451870701)  2024-02-23T23:25Z [----] followers, [---] engagements


"No secret the insurance business didnt perform well this year. I didnt like some of what they did with ILS. But BV has still grown at 11% the last [--] years. I think theyll figure out the underwriting problems throughout 2025"  
[X Link](https://x.com/ohcapideas/status/1761170842979803294)  2024-02-23T23:27Z [----] followers, [---] engagements


"@DakotasTwits Happy Birthday"  
[X Link](https://x.com/ohcapideas/status/1761196551592968453)  2024-02-24T01:09Z [----] followers, [--] engagements


"@marc_slans If the stock market enters a secular bear it will if the secular bull continues and stocks continue doing more than 10% per year - then no"  
[X Link](https://x.com/ohcapideas/status/1762166929115205785)  2024-02-26T17:25Z [----] followers, [---] engagements


"@MichaelGielkens I believe both were Buffetts and Globe Life was owned since the 90s when it was Torchmark. But totally agree doesnt affect markels value and interest rates could have been big factor in sale"  
[X Link](https://x.com/ohcapideas/status/1763205873948930371)  2024-02-29T14:13Z [----] followers, [---] engagements


"@ewarren What if we created some strong competition For instance a company better positioned to take on card processing giants like Mastercard and Visa or someone that could compete with Wal-Mart on groceries"  
[X Link](https://x.com/ohcapideas/status/1764021245702521073)  2024-03-02T20:13Z [----] followers, [---] engagements


"$FMX saying they have no recommendations for the following directors is their polite way of telling you it doesnt matter who you vote for"  
[X Link](https://x.com/ohcapideas/status/1764809409903910937)  2024-03-05T00:25Z [----] followers, [----] engagements


"@jenbegakis Years later only the power points would remain of a once proud civilization"  
[X Link](https://x.com/ohcapideas/status/1769093687059918948)  2024-03-16T20:09Z [----] followers, [---] engagements


"@PeterMallouk Dylan Leonard Cohen Tom Waits Paul Simon Kurt Cobain Brian Wilson Carole King Stevie Wonder Id probably take all of these over Jackson or Swift"  
[X Link](https://x.com/ohcapideas/status/1769115895610167550)  2024-03-16T21:37Z [----] followers, [---] engagements


"@veverkap @karnsies817 @PrezWisdom Probably contract reasons but I dont know"  
[X Link](https://x.com/ohcapideas/status/1769152901694341520)  2024-03-17T00:04Z [----] followers, [---] engagements


"I just realized today that when Elaine dreamed of dating a doctor and helped him study that the other actor was Saul Goodman. Mind blown"  
[X Link](https://x.com/ohcapideas/status/1769391838991974414)  2024-03-17T15:54Z [----] followers, [----] engagements


"@BrownMarubozu I had read that they needed to agree not to do that to complete the deal - but maybe thats outdated now"  
[X Link](https://x.com/ohcapideas/status/1769883835993325789)  2024-03-19T00:29Z [----] followers, [---] engagements


"@Abhi_wonderswhy @BrownMarubozu I would imagine they can do either - merge or divest. If theyre allowed to merge its probably more likely"  
[X Link](https://x.com/ohcapideas/status/1769909049439498431)  2024-03-19T02:09Z [----] followers, [--] engagements


"@SebKrog You can use things like EBITDA within certain industries as a heuristic - but if you dont know what youre doing you can get yourself in trouble"  
[X Link](https://x.com/ohcapideas/status/1770260962685194260)  2024-03-20T01:27Z [----] followers, [---] engagements


"@McD_Investments @collision @joincolossus Im of two minds. If the rich in the UK then knew enough to index they would have done a lot better. But many things we take for granted are more fragile than they seem. Aside from any structural argument theres a whole lot of policy makers that think asset returns are evil"  
[X Link](https://x.com/ohcapideas/status/1772450075509244131)  2024-03-26T02:26Z [----] followers, [---] engagements


"I love baseball and realize what a luxury it was when I was younger to actually follow a season. Hard to do once working and have family. And MLB makes it as hard as possible to follow a team. Real shame b/c I prefer baseball to football but its so much easier being an NFL fan"  
[X Link](https://x.com/ohcapideas/status/1774559740653089028)  2024-03-31T22:09Z [----] followers, [----] engagements


"Sometimes I get down on myself. Twitter is great for reminding you that there plenty of people who are dumber"  
[X Link](https://x.com/ohcapideas/status/1776709382505406968)  2024-04-06T20:31Z [----] followers, [----] engagements


"@wabuffo Hard to think of anything besides theyve decideced to liquidate and hold t-bills"  
[X Link](https://x.com/ohcapideas/status/1777040690498715801)  2024-04-07T18:28Z [----] followers, [---] engagements


"@JasonGreenwal12 @tk_financial I dont know. Nothing against those two names at all but if you think HSY can really durably still grow earnings msd its not that expensive"  
[X Link](https://x.com/ohcapideas/status/1777050646849462581)  2024-04-07T19:07Z [----] followers, [---] engagements


"@JasonGreenwal12 @tk_financial @abdullaefakhro Great company. I think they should have merged with $PEP a few years ago. Probably couldnt today. But even standalone they are terrific"  
[X Link](https://x.com/ohcapideas/status/1777067514230358470)  2024-04-07T20:14Z [----] followers, [--] engagements


"@Super70sSports Theres three album sequences that are mind blowing. Miles Davis Porgy and Bess Kind of Blue SOS; The Beatles Rubber Soul Revolver Sgt Pepper; and Dylans BIABH H61R and BoB"  
[X Link](https://x.com/ohcapideas/status/1779262744639750151)  2024-04-13T21:37Z [----] followers, [---] engagements


"I say this just in absolute terms and relative to its own history. Including the retained earnings of investees adding back purchasing acct expenses and ignoring investment gains and they earned just about $100/share or about 14.5x earnings"  
[X Link](https://x.com/ohcapideas/status/1779989267344675153)  2024-04-15T21:44Z [----] followers, [---] engagements


"That compares to multiples of near or above 20x for 2018-2020. On a P/B basis weve also come down to 1.3x from 1.5x-1.6x. But earnings are probably understated in a couple of different ways"  
[X Link](https://x.com/ohcapideas/status/1779989423154659487)  2024-04-15T21:45Z [----] followers, [---] engagements


"First interest income is still rising from higher interest rates. Last year it was $735m but at Q4s run-rate it would be over $850m as higher rates work their way through contract renewals. (They dont manage underwriting and investment of float independently.)"  
[X Link](https://x.com/ohcapideas/status/1779989554180604116)  2024-04-15T21:45Z [----] followers, [---] engagements


"Second [----] was a horrible u/w year. In a good market they had a 98% CR. They said [----] would be better without quantifying. If you think they can ultimately get back to 95% (which tbh isnt really even great) then underwriting income goes to over $400m from $140m"  
[X Link](https://x.com/ohcapideas/status/1779989919215046871)  2024-04-15T21:47Z [----] followers, [---] engagements


"I dont think making either of those assumptions is really that aggressive and if you do it implies the stock is under 11x earnings normalized. Berkshire by comparison is a little less than 17x earnings"  
[X Link](https://x.com/ohcapideas/status/1779990028027826435)  2024-04-15T21:47Z [----] followers, [----] engagements


"Fairfax of course is probably 7x-8x earnings and maybe you prefer Fairfax still here. But for as much as $MKL has disappointed it probably earns a very good (better than S&P) return from here over the next 5-10 years"  
[X Link](https://x.com/ohcapideas/status/1779990122592608300)  2024-04-15T21:48Z [----] followers, [----] engagements


"@NathanTee3 This is just an estimate of how much money the companies in their common stock portfolio earned and retained after paying out dividends. I exclude any realized gains. In the long run the retained earnings should go towards realized and unrealized common stock gains"  
[X Link](https://x.com/ohcapideas/status/1780013277906378874)  2024-04-15T23:20Z [----] followers, [--] engagements


"@hankdevjr Ventures equity is about $2.4 billion and tangible equity is $560m compared to pre-tax income before purchase accounting adjustments of $520m last year. So both on purchase price and reinvestment opps the collection of businesses is performing pretty well. (21% pre-tax ROE)"  
[X Link](https://x.com/ohcapideas/status/1780268492563927473)  2024-04-16T16:14Z [----] followers, [---] engagements


"@DividendGrowth Depends on your age. If you were in your 60s and also collecting SS/Medicare most definitely. At [--] no its not"  
[X Link](https://x.com/ohcapideas/status/1781345453482950709)  2024-04-19T15:33Z [----] followers, [----] engagements


"@hankdevjr @Lesane_Crooks54 I think when you include dividends the public portfolio is closer to 20x but yes I agree for Ventures thats just book value and not what its actually worth"  
[X Link](https://x.com/ohcapideas/status/1782056025736040820)  2024-04-21T14:37Z [----] followers, [--] engagements


"@MananaInvesting FFHs origin was tangled with MKL but I think they owned shares that were directly issued by FFH in 2004-2005 when they needed to raise capital. Not sure they ever commented on decision to sell"  
[X Link](https://x.com/ohcapideas/status/1782173936135876762)  2024-04-21T22:25Z [----] followers, [---] engagements


"@BrownMarubozu I was perfectly happy. Good underwriting and interest and dividend income keep rising. Buybacks seemed strong too"  
[X Link](https://x.com/ohcapideas/status/1786224473877684736)  2024-05-03T02:41Z [----] followers, [---] engagements


"@rationalwalk Nor am I. I thought awhile ago that given valuations it wouldnt be crazy for him to trim. Thats what made him great he keeps learning and I think hes had some regret all these years he didnt aggressively trim $KO at 40x-50x"  
[X Link](https://x.com/ohcapideas/status/1786820199292842494)  2024-05-04T18:08Z [----] followers, [---] engagements


"@rationalwalk I generally come up with 1.65x to 1.70x as FV and I suspect Buffett is in that ballpark too based on repurchase activity. To me its question of whether BRK should trade at a discount to NAV and the mkt has tended to say yes with the discount highly dependent on interest rates"  
[X Link](https://x.com/ohcapideas/status/1787174806736998445)  2024-05-05T17:37Z [----] followers, [---] engagements


"@BrownMarubozu Yes I like the global exposure of FFH altogether. And even though optimism over India seems to be in the price of a lot of India stocks it seems like a place where someone who really knows the market could more easily beat indices than in the US"  
[X Link](https://x.com/ohcapideas/status/1787196298493411772)  2024-05-05T19:02Z [----] followers, [---] engagements


"@Reflog_18 @KirkHerbstreit Following the football team isnt a requirement for a faculty position"  
[X Link](https://x.com/ohcapideas/status/1788306604133089676)  2024-05-08T20:34Z [----] followers, [---] engagements


"@FocusedCompound After primarily investing in US you would think a better chance at a major acquisition would come from UK Can Aus Germany Japan. Hes certainly willing to invest those places but seemed to suggest their unlikely to buy a large biz. Do you agree and why do you think that is"  
[X Link](https://x.com/ohcapideas/status/1788728219975229793)  2024-05-10T00:30Z [----] followers, [---] engagements


"@NxtGenPlanning Im no real estate pumper but theres more to the return here than house price appreciation"  
[X Link](https://x.com/ohcapideas/status/1789810744076230987)  2024-05-13T00:11Z [----] followers, [---] engagements


"@FishtownCap I think it's totally fair to point out that since BNSF they've done [--] non-insurance deals of size and Lubrizol and PCC have both been poor. I'll be generous and say jury still out on Pilot. On the other hand the insurance/utility deals - particularly Allegheny do look good"  
[X Link](https://x.com/ohcapideas/status/1790434706497876433)  2024-05-14T17:31Z [----] followers, [---] engagements


"@FishtownCap And with BNSF itself even though there's legitimate questions on mgmt the deal's been wonderful. They've collected close to $55B in divs on a $34B purchase price. I think the IRR is probably high teens over a [--] year period"  
[X Link](https://x.com/ohcapideas/status/1790435310284763580)  2024-05-14T17:33Z [----] followers, [---] engagements


"Interesting statement in new $DJCO 10Q. Sounds like they are going to pay off the margin loan and keep the portfolio and find a manager. I'm available guys if you're still looking"  
[X Link](https://x.com/ohcapideas/status/1790751551964729474)  2024-05-15T14:30Z [----] followers, [----] engagements


"@DividendGrowth Good question. I haven't heard anyone mention the meeting"  
[X Link](https://x.com/ohcapideas/status/1790761048233894365)  2024-05-15T15:07Z [----] followers, [---] engagements


"Im probably off my rocker. Theres definitely red flags. But $CBRL seems like its at least worth a deeper look here"  
[X Link](https://x.com/ohcapideas/status/1791494307536425100)  2024-05-17T15:41Z [----] followers, [----] engagements


"@phoenixvalue $amc"  
[X Link](https://x.com/ohcapideas/status/1791559918664790180)  2024-05-17T20:02Z [----] followers, [---] engagements


"@DividendBreeder Buy an index fund(s)"  
[X Link](https://x.com/ohcapideas/status/1792645586413310225)  2024-05-20T19:56Z [----] followers, [---] engagements


"@77cyko 2% think it was New Zealand"  
[X Link](https://x.com/ohcapideas/status/1799475398545162490)  2024-06-08T16:15Z [----] followers, [--] engagements


"@RudyHavenstein The Federal Reserve at a profit sells roadmaps to the soul for the old folks home and the collegeor something like that"  
[X Link](https://x.com/ohcapideas/status/1800699796400791714)  2024-06-12T01:21Z [----] followers, [--] engagements


"@lhamtil People seem to believe the fiscal stimulus will continue corporate tax rate wont go up and interest rates will moderate. They could be right. Who knows"  
[X Link](https://x.com/ohcapideas/status/1802813189169774938)  2024-06-17T21:18Z [----] followers, [---] engagements


"@joshlacey33 @kejca It was smaller - few billion I think. I might be a minority but I think there are some good reasons why they may continue chipping away but not buy the whole company"  
[X Link](https://x.com/ohcapideas/status/1803188046583537694)  2024-06-18T22:08Z [----] followers, [--] engagements


"@evantindell Purchased some long dated puts on Costco not long ago either as well as for cmg. Terrible timing but still pretty confident in the call"  
[X Link](https://x.com/ohcapideas/status/1804545710341206290)  2024-06-22T16:03Z [----] followers, [----] engagements


"@DividendGrowth Half of all the trips in the world are going home"  
[X Link](https://x.com/ohcapideas/status/1807089139701190935)  2024-06-29T16:29Z [----] followers, [---] engagements


"@TheMattCochrane I think $dg is very interesting if only because its reasonable they seem to be addressing the issues theyve had and would be resilient in a recession. $fro has puzzled me but despite an inventory glut in LatAm its getting close to 15x. Pretty durable brands"  
[X Link](https://x.com/ohcapideas/status/1807090878978183253)  2024-06-29T16:36Z [----] followers, [---] engagements


"@TSOH_Investing Kind of shocked there wasnt a huge pandemic tailwind here"  
[X Link](https://x.com/ohcapideas/status/1807095287330017371)  2024-06-29T16:54Z [----] followers, [---] engagements


"Wikipedia on the attendance at the Copa America final"  
[X Link](https://x.com/ohcapideas/status/1812671752490627326)  2024-07-15T02:13Z [----] followers, [---] engagements


"@no__bs__ Doesnt he have to buy treasuries with the proceeds For the next couple decades not sure Id rather have to sit in treasuries rather than $JPM to avoid cap gains"  
[X Link](https://x.com/ohcapideas/status/1813710279655796983)  2024-07-17T23:00Z [----] followers, [----] engagements


"@olliecrane_ @PronkDaniel Given that they have to hold a lot of fixed maturities I dont think you can just take the gross asset value of the investments - doing so means youll end up earning much closer to a bond like return on $MKL stock at that value"  
[X Link](https://x.com/ohcapideas/status/1814095769387098549)  2024-07-19T00:31Z [----] followers, [---] engagements


"57% odds seem quite high if theres going to be an open convention BREAKING NEWS: Multiples sources outline the apparent state of play on Biden at this time: * plans to announce withdrawal from nomination as early as this weekend with Sunday most likely * Jon Meacham polishing up remarks * Biden with NOT resign the presidency * Biden will BREAKING NEWS: Multiples sources outline the apparent state of play on Biden at this time: * plans to announce withdrawal from nomination as early as this weekend with Sunday most likely * Jon Meacham polishing up remarks * Biden with NOT resign the"  
[X Link](https://x.com/ohcapideas/status/1814112006057689098)  2024-07-19T01:36Z [----] followers, [----] engagements


"@olliecrane_ @PronkDaniel As a rough estimate if I was willing to pay 15x earnings (12x pre tax) and I thought normalized theyd earn 4% pre tax then the fixed income securities would be value at about half book value. Of course those assets also enable the underwriting profits"  
[X Link](https://x.com/ohcapideas/status/1814114633776509341)  2024-07-19T01:46Z [----] followers, [--] engagements


"@WaterworldCapi1 Happy birthday amigo"  
[X Link](https://x.com/ohcapideas/status/1815513966749028367)  2024-07-22T22:27Z [----] followers, [--] engagements

### Topic Creators

https://lunarcrush.com/api4/public/topic/:topic/creators/v1

Get the top creators for a social topic

input parameters:

+ **topic**: _Provide the topic to get details for. A topic must be all lower case and can only include letters, numbers, spaces, # and $._ **required**

Example request:

```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/topic/bitcoin/creators/v1
```



Example response:

```json
{
  "data": [
    {
      "creator_id": "twitter::1605310254085980161",
      "creator_name": "Bitcoin_Teddy",
      "creator_avatar": "https://pbs.twimg.com/profile_images/1739753415134138368/FrWHMAnb_200x200.jpg",
      "creator_followers": 74293,
      "creator_rank": 1,
      "interactions_24h": [-------]
    }
  ]
}
```

Schema:

+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_name**: The unique screen name for the influencer
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours




---

### Creators List

https://lunarcrush.com/api4/public/creators/list/v1

Get a list of trending social creators over all of social based on interactions. To get lists of creators by category or topic see the topics and categories endpoints.

Example request:

```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creators/list/v1
```



Example response:

```json
{
  "data": [
    {
      "creator_name": "elonmusk",
      "creator_display_name": "Elon Musk",
      "creator_id": "44196397",
      "creator_network": "twitter",
      "creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
      "creator_followers": 234295750,
      "creator_posts": 3649,
      "creator_rank": 1,
      "interactions_24h": [---------]
    }
  ]
}
```

Schema:

+ **creator_name**: The unique screen name for the influencer
+ **creator_display_name**: The chosen display name for the influencer if available
+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_network**: The social network for the post or influencer. We still refer to x as twitter out of developer preference.
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_posts**: total number of posts with interactions in the last [--] hours
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours




---

### Creator

https://lunarcrush.com/api4/public/creator/:network/:id/v1

Get detail information on a specific creator

input parameters:

+ **network**: _Provide the network for the creator. One of twitter, youtube, instagram, reddit, or tiktok_ **required**
+ **id**: _Provide the unique ID or screen name of the creator_ **required**

Example request:

```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/elonmusk/v1
```



Example response:

```json
{
  "data": {
    "creator_id": "twitter::44196397",
    "creator_name": "elonmusk",
    "creator_display_name": "Elon Musk",
    "creator_avatar": "https://pbs.twimg.com/profile_images/2008546467615580160/57KcqsTA_200x200.jpg",
    "creator_followers": 234296337,
    "creator_rank": 2,
    "interactions_24h": 318539577,
    "topic_influence": [
      {
        "topic": "in the",
        "count": 294,
        "percent": 5.88,
        "rank": [--]
      }
    ],
    "top_community": [
      {
        "creator_name": "grok",
        "creator_display_name": "Grok",
        "creator_avatar": "https://pbs.twimg.com/profile_images/1893219113717342208/Vgg2hEPa_200x200.jpg",
        "count": [---]
      }
    ]
  }
}
```

Schema:

+ **creator_id**: The [network]::[unique_id] for the influencer
+ **creator_name**: The unique screen name for the influencer
+ **creator_display_name**: The chosen display name for the influencer if available
+ **creator_avatar**: The URL to the avatar for the creator
+ **creator_followers**: number of followers the account has
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions
+ **interactions_24h**: Number of interactions in the last [--] hours
+ **topic_influence**: an array of social topics and the creators ranking on each topic
+ **topic**: LunarCrush social topic. Can only includes letters, numbers, spaces, #, and $
+ **top_community**: an array of the top accounts that have recently mentioned this creator or that this creator has mentioned




---

### Creator Time Series

https://lunarcrush.com/api4/public/creator/:network/:id/time-series/v1

Get time series data on a creator.

input parameters:

+ **network**: _Influencer social network_ **required**
+ **id**: _The unique id or screen name of the creator_ **required**
+ **bucket**: _bucket time series data into hours or days. default is hours._ 
+ **interval**: _Use interval to specify the start and end time automatically for convenience. If "start" or "end" parameters are provided this parameter is ignored._ 
+ **start**: _The start time (unix timestamp) to go back to._ 
+ **end**: _The end time (unix timestamp) to stop at._ 

Example request:

```bash
curl -H "Authorization: Bearer <API_KEY>" https://lunarcrush.com/api4/public/creator/twitter/lunarcrush/time-series/v1
```



Example response:

```json
{
  "config": {
    "network": "twitter",
    "influencer_id": "twitter::988992203568562176",
    "interval": "1w",
    "start": 1769990400,
    "end": 1770681600,
    "bucket": "hour",
    "name": "lunarcrush",
    "remote_api": "danode1-13",
    "generated": [----------]
  },
  "data": [
    {
      "time": 1769990400,
      "followers": 305326,
      "interactions": 717,
      "posts_active": 14,
      "creator_rank": [------]
    }
  ]
}
```

Schema:

+ **config**: This includes the inputs for the request processed by the server and may include additional hints about the request and response information.
+ **network**: The social network for the post or influencer. We still refer to x as twitter out of developer preference.
+ **interval**: Typically used for specifying time intervals like 1w = [--] week, 1m = [--] month etc
+ **start**: Start/from unix timestamp (in seconds)
+ **end**: End/to unix timestamp (in seconds)
+ **bucket**: Data is generally bucketed into hours or days
+ **name**: The full name of the asset
+ **generated**: A unix timestamp (in seconds) when the data was generated to understand possibly stale data
+ **time**: A unix timestamp (in seconds)
+ **followers**: The number of publicly displayed followers the creator has
+ **interactions**: number of all publicly measurable interactions on a social post (views, likes, comments, thumbs up, upvote, share etc)
+ **posts_active**: number of unique social posts with interactions
+ **creator_rank**: ranking based on all posts in the last [--] hours that have interactions




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Limited data mode. Full metrics available with subscription: lunarcrush.com/pricing