My tweets, re-tweets or likes are not investment advice or endorsements. Always do your own due diligence.
Joined November 2021
- Tweets 157
- Following 1,445
- Followers 284
- Likes 1,175
24 Photos and videos
Tarn Crowe retweeted
29 Dec 2023
IEA said 2019's record gasoline consumption would be the all-time peak, but 2023 will be a new high (IEA now says peak demand will be 2024)
Overall growth in energy demand has meant more fossil fuels are needed, even as their share of the energy pie declines
h/t @AndrewRangeley
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Tarn Crowe retweeted
29 Oct 2023
This is fantastic. An old interview with Michael Price:
cannonfinancial.com/uploads/…
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Tarn Crowe retweeted
22 Nov 2022
"The professor of valuation", Aswath Damodaran, doubled his $META position around $90 (on Nov 4, 2022), because of compelling valuation.
He opens his detailed logic in three-part article. Educational read, even for non-meta-fans like me.
aswathdamodaran.substack.com…
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Tarn Crowe retweeted
26 Mar 2023
“Keep your head up in failure, and your head down in success.”
~Jerry Seinfeld
Keep Your Head Up in Some Rooms, and Your Head Down in Others, by @robkhenderson open.substack.com/pub/robkhe…
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Introducing the @WarrenBuffett archive.
-122 hours of recordings from the annual Berkshire Hathaway shareholder meetings.
-Hundreds of video excerpts.
-Hours of CNBC interviews.
#AllThingsBuffett buffett.cnbc.com/
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Tarn Crowe retweeted
4 May 2023
A great podcast with Todd Combs, the CEO of Geico and a PM at Berkshire. Fascinating story how he made a cold call to Charlie and eventually got hired.
H/t @jtkoster for flagging this interview.
Here are 12 takeaways that I wrote down🧵👇
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Tarn Crowe retweeted
David Einhorn: "I don't write the policies, but I've watched our teams battle with this for the last decade and a half - and I have to admit it's been far more difficult than I thought... I've found it to be a very, very difficult way to make positive risk-adjusted returns."
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Tarn Crowe retweeted
7 Mar 2023
We thank Airports Council International (ACI) for recognizing #BLRAirport as the ‘Best Airport at ACI's ASQ Arrival Survey Globally for the year 2022’.
Chosen by passengers, BLR Airport emerged as the winner among 15 participating airports globally for its arrival experience.
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Tarn Crowe retweeted
7 Mar 2023
Absolutely 🔥 pod between @BillBrewsterTBB and Markel CEO Tom Gayner.
If anyone is building a Berkshire 2.0, Tom and $MKL are in Richmond, VA.
Tom is one of the good ones.
You should listen.
open.spotify.com/episode/10H…
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Tarn Crowe retweeted
3 Mar 2023
The entire US Treasury yield curve - from 1 month through 30 years - is now above 4%. We haven't seen that since October 2007.
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Tarn Crowe retweeted
6 Feb 2023
Anyway, tons more in the transcript. bloomberg.com/news/articles/…
And for those who prefer to listen, instead of read, here it is on Apple podcasts.apple.com/us/podcas…
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Tarn Crowe retweeted
29 Dec 2022
Worst year for stocks and bonds combined going back to 1871.
Sovereign debt bubble unwind.
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Tarn Crowe retweeted
24 Dec 2022
Reinsurance hard market a “solid growth opportunity” for Validus: AIG’s Zaffino. artemis.bm/news/reinsurance-…
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Tarn Crowe retweeted
7 Dec 2022
Retrocession quoting scarce, with 60% – 100% rate increases demanded artemis.bm/news/retrocession…
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Tarn Crowe retweeted
17 Nov 2022
Ian to prolong cyclical E&S boom as riskier world supports secular shift
Learn more👇
es-insurer.com/news/ian-to-p…
#ESInsurer #insurance #reinsurance #insurancenew
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Tarn Crowe retweeted
23 Oct 2022
Warren Buffett’s write up on Western Insurance Securities.
Source: @HurriCap
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Tarn Crowe retweeted
12 Oct 2022
Swiss Re will shrink in US cat as it asks cedants for ‘double-double-half’
The reinsurer said it will look to double rates and retentions and half the amount of override on casualty quota shares.
spr.ly/6019M9qLS #InsuranceInsidernews #insurance #reinsurance
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Tarn Crowe retweeted
Worst bond market since 1949... buying opportunities soon...?
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