THANK YOU 4 this video. I never thought i wuld see this))

I was missing this piece, thank you! great episode!! :)

How can you talk theatres without talking about china ?

excellent discourse on value investing ..too good

Man i love listening to you guys. I learn so much.

Thank you! 😊

I know nothing about trading /investment and l'm keen on getting started. What are some strategies to get started with?

Andrew, nice haircut

Love it! Though I prefer the prior screen format 🥲

great episode! thank you

What are your guys backgrounds? I spent a decade in petrochemicals so I understand most of what you guys are talking about. But I wonder what your backgrounds are. Good content even in 2024 since we chasing value. Thanks

where is the entertainment/advice disclaimer? you may be misleading folks that cannot afford to risk their capital to the number one reason why you should avoid any service that claims to be number one...etc.

Man, you guys talk fast. You never mentioned a single stock that you would suggest buy and hold forever?

Looks like we’ve discovered the next Warren and Charlie.

Fantastic episode. Good discussion.

Honourable Sir/Madam, I visited your KZfaq channel, and I find your content very good. Your video's Overview, Title, Description, Social, Checklist, and SEO options are not correct, so your videos are not ranking well. If these issues can be optimised, hopefully, the videos will rank better. If you want, I can help you. Thank You.

Congrats on 10k subs! 🎉

Interested in hearing some feelings on PRKA!

Love it as always

So you idiots are going to shut down the aggieland Safari that's only been open for less than 5 years because it's not profitable enough yet why did you even buy in on it why don't y'all just kick rocks sell your shares and go find something else thats not taken away from a community.

Communism is the reason Capital controls, financial repression, higher taxes. Eventually it will collapse OR you will have a shitty life in your highly restricted and anti freedom country.

I played Matchbox Cars with Todd in Sarasota almost every day. We were the dorks in the neighborhood who didn't care for most of the other kids.

Love Geoff. Which I could meet him or if he does conference?

thx for the class

Good proposal gents.

Great episode, thank you Andrew and Geoff!

Great episode! Loved the comments at the end about being able to have great succeed in life and investing without investing in something trading at 10x sales, why add that to your risk!

I listened to every episode and this is now in my top 3 favorite episode!

For an answer to the asset / earnings valuation question read Greenwald's Value Investing

thank you! great topic!

Sick

Do you have a list of great investing books you've read, perhaps from the shelf behind you?

My takeaway, the movie business is high cost and completely unpredictable. A bad business.

Love it ❤

So one of my questions wasnt answered which I thought would be a good way for them to be open. They have owned stock since 2020 or 2021 when Dale was the CEO. The company didnt have annual meetings/votes and made several poor decisions on capital allocation. Now with Lisa, the current CEO, better decisions seem to be being made on capital allocation and moves to having annual meetings (plans were being made before the proxy fight even started from what I could gather from releases) what was the boiling point that made you decide it was now time to try to basically take over the company? And what are the plans in the future to prevent the main issue/boiling point from coming up again? Owned 17% stock in the beginning, bought all of Dales stock (an additional 20 something %) and a month later began the proxy fight.

still waiting on an answer re: kuhn being single or not

I voted my 50,000 shares according to your recommendations this morning. I have followed you for years and have full confidence that you are the best choice going forward. Best of luck at the meeting!

I'm new to investing, and I've lost a good sum trying out strategies I found in online tutorials. I would sincerely appreciate any recommendations you have.

would you turn this into your version of brk?

Is andrew wearing invisalign?

Regarding tax rates @ 33:40 Higher taxes would directly affect consumption and returns for companies, really no matter where or how they show up in the economy. If inflation gets moving again (which both Buffett and Jamie Dimon seem to bet on), that will lead to lower real returns for companies and investors. Couple those factors with higher interest rates in the future, leading to increased costs to borrow, putting even more pressure on companies' profitability. Higher interest rates also make money markets a more attractive alternative for investors, putting pressure on the stock market. I'm guessing this is why Buffett says he is not worried about his large cash pile at the moment.

Geoff looks high. Does Geoff sleep enough

Andrew, you should give us a tour on your library, that we can see on your background!

Slowing down at 93 is understandable 😂 The man is a machine

Sounds reasonable, even I prefer growth companies and don't like to pay Swiss income taxes (dividends).

Thanks for answering my MKL question!

Canada investment could be Irving Oil assets.

Bravo

Pretty compelling.

Good luck guys!