It’s usually our slowest time of the year, but even compared to past years January and February are completely DEAD as of now.

The nature of the market I operate in - March-November: zero pets December-February: the majority of guests bring a dog (or three)

Reverse jinx worked!

You are booking a house for a 3-day golf trip - rank the following amenities: A) Sauna B) Cold Plunge C) Hot Tub

It’s usually our slowest time of the year, but even compared to past years January and February are completely DEAD as of now.

It’s usually our slowest time of the year, but even compared to past years January and February are completely DEAD as of now.

Some news: I have been working on a book for the past three years, and it has finally reached the finish line. “Buffett And Munger Unscripted” will be released in a few weeks (on January 21st), and is available now for preorder from Amazon, Barnes & Noble, and other major booksellers. The idea for this book was planted about 15 years ago. I was a young investor at the time, and Larry Cunningham’s “The Essays of Warren Buffett” was my Bible. As Warren noted at the 1998 annual meeting, he believed Cunningham’s book did the best job of conveying the lessons he hoped to share with investors: “He has done a first-class job of organizing, by topic, all these things that I’ve written… If I were picking one thing to read, that would probably be the one.” “Buffett And Munger Unscripted” seeks to perform a similar act of synthesis for the countless insights from the Berkshire Hathaway annual meetings. For decades, those meetings were an in-person event with no video recordings. But that changed in 2018, when Berkshire Hathaway released the annual meeting videos back to 1994. While now widely available for all to access, that still presented a daunting task for an individual who hoped to derive insights on a particular topic: in total, they covered about 150 hours and more than 1,700 shareholder questions. “Buffett And Munger Unscripted” solves that problem. I reviewed each of the 31 Berkshire Hathaway annual meetings from 1994 to 2024. From the aforementioned 1,700+ questions, I selected the answers that offered the most valuable insights for investors and business people (the hardcover edition is 475 pages). It is organized around a number of important investment and business themes, including the skills and temperament required to be a successful long-term investor, the art of business valuation, defining your circle of competence, thinking about opportunity costs, and many others. While Buffett and Munger have frequently discussed life lessons, politics, etc., those topics are not the focus of this book. If you are interested in “Buffett And Munger Unscripted”, it would mean a great deal to me if you preordered it today. In addition to adding a valuable investment resource to your library, you will also be providing support to people who are in need of a helping hand: I will donate 50% of my net proceeds from “Unscripted” to GLIDE, a charity Warren has supported for decades. Thank you for your time.