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A.W.

@aw_cfa

value investor. cfa charterholder. former butler. believer in gravity.

Joined July 2009
  • Tweets8.8K
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Warren Buffett going through defunct automobile manufacturers #BRK2021 $BRKA $BRKB
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Warren Buffett at Berkshire Hathaway Annual Meeting going through largest companies by market cap in 1989 #BRK2021 $BRKA $BRKB
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Warren Buffett at Berkshire Hathaway Annual Meeting going through largest companies by market cap in the world #BRK2021 $BRKA $BRKB
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Global GDP Forecasts from @MorningstarInc. -4.9% for 2020 and 5.4% for 2021. The Great Recession was a blip by comparison
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Look back at those GS charts showing oversupply of COVID-19 vaccines in developed countries such as Canada, US, Japan, UK, Australia and EU being able to vaccine each citizen several times over #vaccination #COVID19
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With COVID-19 vaccines exceeding supply in April in North America
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.@GavinNewsom @SpeakerPelosi @SenFeinstein @KamalaHarris California has double the population of New York. Yet, CA has performed a third of the #COVID19 #coronavirus testing of NY. That is a stark difference and is putting our Doctors, Nurses, First Responders at risk.
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Source: covidtracking.com/data/
Data from @OpenTable. Shows yoy decline in restaurant patronage due to #coronavirus. Sorted by % decline. Cincinnati, Columbus, Philly, Seattle, Los Angeles, Boston, San Francisco all down 80%+. Florida and Hawaii lag but down 40%+ opentable.com/state-of-indus…
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Detailed info on the first US case of the Wuhan novel coronavirus (2019-nCoV). 35-year-old man in Snohomish County, Washington: nejm.org/doi/full/10.1056/NE…
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Farmers Insurance: Over a two-year period, California saw a 15.4% jump in auto collisions. The cost to fix a bumper on a standard vehicle rose by 130% when comparing 2014 costs to 2016 costs. $BRK.A $BRK.B $PGR $ALL
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University of Georgia historian @ClaudioSaunt Claudio Saunt's new book West of the Revolution: An Uncommon History of 1776. United States seized over 1.5 billion acres from America's indigenous people by treaty and executive order usg.maps.arcgis.com/apps/web…
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Key for success for CEOs: deeper voice scprod2-lb.mccombs.utexas.ed…
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real estate cap rate spread above 10Y are at '05-'06 levels
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$SPY $IVV $VOO S&P 500 yoy growth primarily on strong margin improvement
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Federal deficit going up (without a war) in times of low unemployment is rather unprecedented
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$BEAT when your executive team represent
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$PCG even Senator Bill Dodd @BillDoddCA who authored SB-901 says that PG&E bankruptcy is a done deal. cnbc.com/2019/01/24/reuters-…
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$PCG #TubbsFire was the second most destructive fire in CA. #CampFire most destructive. Destroyed more structures than the next 7 most destructive fires combined. fire.ca.gov/communications/d…
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$PCG was already covered by CA bill SB-901 for 2017 fires. So absolving PG&E of 2017 fires helps CA taxpayers as much as PG&E. SB-901 does not cover 2018 fires. sacbee.com/news/business/art…
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when tariffs drop your chicken wing costs by 22.9% $WING
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No. If there is a split, San Francisco gets Monterey. Los Angeles can go kick rocks xitter.gq/latimes/status/1006705…
Los Angeles Times (@latimes) profile pictureLos Angeles Times
@latimes13 Jun 2018
Radical plan to split California into three states earns spot on November ballot lat.ms/2HLgXrN
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