Tim Isgro

@TimIsgro

Author of The Owner's Memo

Joined April 2011

Pinned
Tim Isgro
@TimIsgro
May 26
Charlie Munger once read a single magazine article, spent ninety minutes thinking about it, and made $80 million investing in the idea. The company looked like a disaster. It had a ton of debt after five spinoffs in six years, and its revenues shrunk because of the 2001
Tenneco Automotive: Charlie Munger’s $80 Million Bargain, Part 1
From theownersmemo.com
Tim Isgro
@TimIsgro
Aug 12
Buffett’s annual reports started to gain a popular following in 1980. Two comments on their clarity… Source: Buffett: The Making of an American Capitalist by Roger Lowenstein
Tim Isgro
@TimIsgro
Aug 11
The Owner's Memo #18 is out. BamSEC charges $69 per month for a clean front-end to the SEC's free EDGAR database. Using Claude Clode (with modest coding experience) I built my own version at nearly no cost, along with a 13F tracker, a portfolio tracker, and a watchlist for
Software for One
From theownersmemo.com
Tim Isgro
@TimIsgro
Aug 10
Visit your local library. $2 for this gem with 992 pages and 14,173 quotations. My favorite so far: “The most unhappy of all men is he who believes himself to be so.” - David Hume
Tim Isgro
@TimIsgro
Aug 10
Otis Booth, on sitting back and letting Buffett and Munger compound his money...