Green Mesa Capital

For like-minded value investors pursuing impact.

Season 0 | Episode 30

Episode 30 of The MultiGreen podcast, out now. In this episode political advisor, and impact investor discusses his unique Impact Rate of Return® concept and how it can be applied to a broad spectrum of investment goals, including , with our host, Randy C. Norton.

Here is a protip: do not invest in LEGO sets expecting 10-11% annualized returns, unless, of course, it is for building children's STEM capabilities. Benjamin Franklin and Charlie Munger were right: "An investment in knowledge pays the best interest."

https://lnkd.in/g8rf9TEN

Surprising new study finds investing in Legos better than gold, stocks, bonds and art “Investors in LEGO generate high returns from reselling unpacked sets, particularly rare ones, which were produced in limited editions or a long time ago,” said Victoria Dobrynskaya.

"While inflation is still undesirable, well-run businesses that employ relatively little capital, that throw off lots of cash and that have pricing flexibility will cope well with inflation."

-Warren Buffett (1988)

The [Buffett] ratio has certain limitations in telling you what you need to know. Still, it is probably the best single measure of where valuations stand at any given moment.” — Warren Buffett, 2001



https://lnkd.in/dC2sXqg

The Buffett Indicator Revisited: Market Cap-to-GDP and Valuations How useful is the Buffett Indicator really?

Warren Buffett - these two video interviews were recorded during the making of his HBO documentary.

Video 1: https://lnkd.in/gvYXDHr
Video 2: https://lnkd.in/g85Ucan

Warren Buffett Interview #2 - Becoming Warren Buffett Interview with Warren Buffett for the HBO / Kunhardt Film Foundation Documentary "Becoming Warren Buffett"Warren BuffettInterviewed By: Peter KunhardtIntervi...

An excellent summary of the best ideas and rational thinking from .

https://lnkd.in/gTu-RQM

Charles Munger Interview - Becoming Warren Buffett Interview with Charles Munger for the HBO / Kunhardt Film Foundation Documentary "Becoming Warren Buffett"Charles Munger, Warren's Business PartnerInterviewe...

Pencils down. Investment doctrine for the cannons. Value Investing: from Graham to Buffett and Beyond, 2nd Ed. Listen to Randy C. Norton and Heilbrunn Center for Graham and Dodd Investing Professor Emeritus of Asset Management and Finance at the Columbia Business School, Bruce Greenwald, discuss eternal subject matters of , , , and .

Listen to to this episode of The MultiGreen Podcast at https://lnkd.in/gvP6iz7

Season 0 | Episode 17: Value Investing and Specialization with Bruce Greenwald

In this episode, host Randy C. Norton speaks with the for Graham and Dodd Investing Professor Emeritus of Asset Management and Finance at , Bruce Greenwald, about the ins and outs of complex value investing, the importance of being a specialized investor, and the unique opportunities provided by investing in local monopolies.



Connect with us on LinkedIn at https://www.linkedin.com/company/40752351/

Listen to to this episode of The MultiGreen Podcast at https://lnkd.in/gvP6iz7

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Learn more at www.multi.green

"The asset I most value, aside from health, is interesting, diverse, and long-standing friends." -

It is official today: The Las Vegas Raiders!

Happy Birthday to the greatest Capitalist, Philanthropist, and Teacher to ever live. You are 89 and better than any money manager in their prime. Thank you for being our mentor .

The exodus continues.

Nearly half of San Diego millennials considering leaving, study says A survey conducted by the San Diego Regional Chamber Foundation found 44 percent of millennials are considering leaving the region in the next two years.

The world’s most valuable resource is no longer oil, but data.

https://lnkd.in/gyVB-Wy

The world’s most valuable resource is no longer oil, but data The data economy demands a new approach to antitrust rules

Economics 101: An open letter from the New York State Budget Director, Robert Mujica, Regarding Amazon $AMZN on.ny.gov/2Epbl89 via

Open Letter From New York State Budget Director Robert Mujica Regarding Amazon An open letter from New York State Budget Director Robert Mujica regarding Amazon.

14 pages added to the Gospel of today, written by , edited by , for $BRKA $BRKB Shareholders:http://www.berkshirehathaway.com/letters/2018ltr.pdf

$226.2B USD in fraudulent bitcoin trades. Just the beginning of many problems for this "secure" and [fill in the superlative adjective or adverb] fiat currency. https://goo.gl/1jLYs5

Executives at Korean Crypto Exchange UPbit Indicted for Fraud - CoinDesk Three executives of UPbit, one of South Korea’s largest cryptocurrency exchanges, have been formally charged by the country’s prosecutors.

“a pyramid scheme” says . In a very accurate review, the says of “Whatever it is, it is not a legitimate investment.” https://goo.gl/a4SYrU

Bitcoin "a pyramid scheme" says CFA Institute - FinanceFeeds In a very accurate review, the CFA Institute says of Bitcoin "Whatever it is, it is not a legitimate investment."

Bill Gates you inspire us all.
https://www.bloomberg.com/amp/news/articles/2018-11-06/bill-gates-aims-to-save-233-billion-by-reinventing-the-toilet

How Bill Gates Aims to Save $233 Billion by Reinventing the Toilet Bill Gates thinks toilets are a serious business, and he’s betting big that a reinvention of this most essential of conveniences can save a half million lives and deliver $200 billion-plus in savings.

Looking forward to attending the 6th Annual in China to announce our partnership with , a Microsoft joint venture.

While in New York last week, attended a behind the scenes tour with Barry LePatner and Brad Cronk. The details were exact. It was the art and science of construction. Materials sourced from around the globe. The five-star staff members were training weeks in advance. It was an honor to have a personal guided tour. Best wishes to The Four Seasons Restaurant, Alex von Bidder, and Julian Niccolini. https://youtu.be/yGwRS5KyFCQ

The best investment advice of the year? Rewatch here.

Watch and earn. Exclusively on Yahoo Finance. LIVE! May 5, 9:45am - 6pm ET.

$AAPL stock is now roughly $20 per share short of a $1 trillion market cap. https://www.cnbc.com/amp/2018/05/04/apple-aapl-stock-warren-buffett-is-keeping-shares-above-water.html

Apple hits all-time high on news of Buffett buying 75 million shares Buffett is in Omaha for the annual meeting of Berkshire Hathaway shareholders, and he hasn't been shy about his bull case for Apple.

Analysis and comments on the Berkshire Hathaway 2017 Annual Shareholder Letter by Randy C. Norton. https://www.gurufocus.com/news/647008/the-berkshire-hathaway-2017-shareholder-letter-a-quadruple-aaaa-equity-bond-rating

Feb 27, 2018 - The Berkshire Hathaway 2017 Shareholder Letter: A Quadruple AAAA Equity Bond Rating - GuruFocus.com The Berkshire Hathaway 2017 Shareholder Letter: A Quadruple AAAA Equity Bond Rating, Stocks: AAPL,BAC,BRK.B,BRK.B,KHC,KO,LUK,STOR,WFC, release date:Feb 27, 2018

OMAHA, NE—Berkshire Hathaway Inc.’s ($BRKA) 2017 Annual Report to the shareholders will be posted on the Internet on Saturday, February 24, 2018, at approximately 8:00 a.m. eastern time where it can be accessed at www.berkshirehathaway.com. The Annual Report will include WarrenBuffett's annual letter to shareholders as well as information about Berkshire’s financial position and results of operations. Concurrent with the posting of the Annual Report Berkshire will also issue an earnings release.

berkshirehathaway.com ℼ佄呃偙⁅呈䱍倠䉕䥌⁃ⴢ⼯㍗⽃䐯䑔䠠䵔⁌⸴‰牔湡楳楴湯污⼯久㸢਍格浴㹬格慥㹤琼瑩敬䈾剅卋䥈䕒䠠呁䅈䅗⁙义⹃⼼楴汴㹥਍洼瑥⁡潣瑮湥㵴琢硥⽴瑨汭※档牡敳㵴湵捩摯≥栠瑴⵰煥極㵶䌢湯整瑮吭灹≥ാ㰊敭慴渠浡㵥䜢...

WarrenBuffett using his celebrity to support and endorse this Health + Ancestry 23andMe DNA commercial during the Pyeongchang 2018 Winter Olympics. View here: https://ispot.tv/a/wHZ4

23andMe Health + Ancestry DNA Kit TV Commercial, 'Only One You' 23andMe asks you to imagine picking out the car of your choice, but there is one catch: it's the only one you'll ever get. If that were the case, the genetic service believes you would take incredible care of that car. In reality, you'll probably have more than one car in your lifetime but only one....

interviewed : “In some sense, we’re similar to the 1920 — I’ll say the ’28 market...Back then, the stock market had been roaring higher — all the way up until it crashed spectacularly in 1929."

Shiller Continued: “Calvin Coolidge was president. Pro-business,” Shiller noted. “Everything looked good. Anti-regulation. Same story. That’s part of it.”

https://finance.yahoo.com/news/robert-shiller-stock-market-today-similar-stock-market-1928-204253341.html

Robert Shiller: The stock market today is similar to the stock market in 1928 The stock market (^GSPC) is trading at all-time highs. Robert Shiller, the Nobel Prize-winning economist who popularized CAPE, shared his thoughts about the U.S. stock market with Yahoo Finance’s Jen Rogers. “My latest kick is to be thinking in terms of narratives, stories that drive the market,...

Billionaire Sam Zell sees 'irrational exuberance' in the stock market and holds mostly cash

Sam Zell turns bearish: https://www-cnbc-com.cdn.ampproject.org/c/s/www.cnbc.com/amp/2018/01/16/sam-zell-sees-irrational-exuberance-in-stocks-im-mostly-in-cash.html

cnbc.com The seemingly unstoppable stock market rally is based on emotions not fundamentals, Zell says.

Berkshire Soars to All-Time High on Succession News - GuruFocus.com

Berkshire $BRK.A Soars To All-Time High On Succession News. gurufocus.com/news/621789/be…

gurufocus.com Berkshire Soars to All-Time High on Succession News, Stocks: BRK.A,BRK.B, Warren Buffett, release date:Jan 10, 2018

Buffett on cryptocurrencies: 'I can say almost with certainty that they will come to a bad ending'

Buffett on cryptocurrencies: 'I can say almost with certainty that they will come to a bad ending.'

"We don't own any, we're not short any, we'll never have a position in them," said. "I get into enough trouble with things I think I know something about," he added. "Why in the world should I take a long or short position in something I don't know anything about."

https://www.cnbc.com/2018/01/10/buffett-says-cyrptocurrencies-will-almost-certainly-end-badly.html

cnbc.com Billionaire investor Warren Buffett tells CNBC the recent craze over bitcoin and other cryptocurrencies won't end well.

Buffett's latest milestone: Berkshire stock hits $300,000

‪'s latest milestone: $BRKA Berkshire Hathaway stock hits $300,000 https://www.reuters.com/article/us-berkshire-stock/buffetts-latest-milestone-berkshire-stock-hits-300000-idUSKBN1EC279‬

reuters.com Berkshire Hathaway Inc's stock price touched $300,000 for the first time on Monday, reflecting investors' confidence in Warren Buffett's conglomerate despite four straight quarters of lower operating profit.

How VeriComply Verifies Lender Documents | Lending Times

‪Great article in the Lending Times about VeriComply.com, Inc. "[VeriComply] is focused on leveraging its proprietary technology to automate the entire chain of reading, extracting, and verifying data from financial documents." https://lending-times.com/2017/12/08/asset-verification-for-mpl-secondary-markets-and-securitizations/‬

lending-times.com VeriComply is an up-and-coming asset and document verification company to make MPL securitizations and secondary markets more efficient.