Banks, REITs, Energy and Betting Markets with Tim Travis, Portfolio Manager, TT Capital | S06 E42

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  • Опубликовано: 16 ноя 2024

Комментарии • 5

  • @stevenrodia5891
    @stevenrodia5891 3 дня назад +2

    I started buying AGO during the PR crisis. The shares outstanding were ~225m (currently ~52m)...one of the best, quiet capital allocation stories of the past decade.

  • @Gingerbreadaddict
    @Gingerbreadaddict 4 дня назад +1

    Awesome guest.

  • @ElLotdog
    @ElLotdog 4 дня назад +4

    Buffett said at the last meeting that Greg will be in charge of the overall portfolio. Todd and Ted will manage their pieces of the portfolio as they do now…

  • @macfin4862
    @macfin4862 4 дня назад +1

    Love the pod

  • @granitemannh
    @granitemannh 4 дня назад

    T&T Capital paid a $30,000 fine in May 2023 for not being registered in Pennsylvania. Yikes!