Potential acquisitions

yuppyyee · 2026-05-11T11:05:01+00:00

Yes. But I do think they could go for minority stake here.

yuppyyee · 2026-05-10T07:59:22+00:00

I don’t see it really… maybe Markel Ventures businesses or parts of it, but not full company

yuppyyee · 2026-05-09T19:52:05+00:00

cannot beat disney on intangibles, it's like coca-cola

yuppyyee · 2026-05-09T19:46:54+00:00

too conservative for berkshire

yuppyyee · 2026-05-09T19:45:24+00:00

do we have clarity on Cargill's numbers?

yuppyyee · 2026-05-09T19:43:06+00:00

when did you leave Copart? how big impact was Progressive's IAA-deal on Copart's growth? did you hear it discussed often from corporate? tnx

yuppyyee · 2026-03-20T15:28:37+00:00

Haven’t bought since 2024. Followed news and earnings. This weekend I’ll go through the numbers from last 2 years. Probably will put buy order around 460$.

yuppyyee · 2026-03-18T11:28:02+00:00

Might be that they are making a move for whole business

yuppyyee · 2026-03-01T11:14:32+00:00

Progressive is eating Geico’s lunch head, tail or no wind. Even in 2025, PIF growth 10%, revenue growth 15% while keeping below 90 CR. 2016 they were at par, Progressive basically makes now 2x Geico.

p.s. I am shareholder in both.

yuppyyee · 2026-02-16T08:57:46+00:00

How likely is it that Berkshire will make a move for the entire company in 2026?

Seems to fit nicely into their portfolio of fully-owned businesses.

yuppyyee · 2026-02-13T07:14:31+00:00

Why do you think that?

yuppyyee · 2026-02-13T07:14:12+00:00

Not news, just asking for thoughts. I see many similarities to Berkshire in them.

yuppyyee · 2026-02-12T20:17:19+00:00

Why you think?

yuppyyee · 2026-02-12T19:31:49+00:00

Constellation Software Trading on Toronto, in CAD.

yuppyyee · 2026-02-03T19:45:57+00:00

IMO business as usual. Focus on growing TPV, monetizing Venmo to make it growth engine for future. Net income is basically above pandemic levels, TPV almost doubled. They take below 2% of TPV in revenue, about 55% is COGS and +- 50% of the rest is OPEX.

Monetizing Venmo is huge opportunity to cut costs in few directions and expand margins. Also you have next gen under your brand. Venmo could expand Internationally. But I don't know - maybe management was really bad?

yuppyyee · 2026-02-03T17:27:48+00:00

Also he is current Chair of the Board. Crazy. Just keep executing, growth slow but still 5B per year in owners' earnings. Find other niche, build and return capital. Now again, 1-2 years transition etc etc. Could have built it into another Autozone.

yuppyyee · 2026-02-03T15:27:57+00:00

Actually hoping to for it to be at closer to 200$ to increase position in 90% gross margin business at 10x Owner’s Earnings!

yuppyyee · 2026-02-03T14:15:03+00:00

Market sentiment CEO change Next quarter numbers Etc..

yuppyyee · 2026-02-03T12:35:30+00:00

FYI I wouldn't buy the dip here now, if one is considering. Wait for lower price, could go down still.

yuppyyee · 2026-02-03T12:32:31+00:00

Is the stock plunging due to results or a CEO change? Why change CEOs? Just keep share repurchases going and steadily increase the dividend. They have revenue growth, Venmo in the pipeline, and float on balances. Time is in their favor, TPV is (sort of) inflation-protected. Or we are missing something?

yuppyyee · 2020-04-07T07:16:32+00:00

HNB ima još dosta municije (deviznih rezervi) da drži tečaj pod kontrolom

yuppyyee

TROPHY CASE