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The First Pacific portfolio, end of 2025. Gold has propelled Philex, while Indofood is weaker. MPIC valued at privatisation price, potentially worth ~3x. Just the look-through stakes are worth more than the $1.2bn book value (Meralco: $2.7bn, MPTC toll roads $1.6bn)
19h
6h
ALT: two men are looking through a hole in the wall
two men are looking through a hole in the wall
media.tenor.com
warum strategisch lecker?
Berkshire Haddaway
Berkshire Haddaway
12m
Stop scrolling & post two characters who bring you happiness
The First Pacific portfolio
20h
Mar 28, 2025
Berkshire Haddaway
ALT: a man in a suit and tie looks out of a window with quickworky written in the corner
media.tenor.com
a man in a suit and tie looks out of a window with quickworky written in the corner
Berkshire Haddaway
BrokenBanker
I have trouble getting the logic for McCormick buying UL food. Looks like a Kraft-Heinz type merger...
ah the Willy Wonka playbook is making a comeback I see
6h
That makes it even more strange, why would McCormick dilute themselves into this thing?
22h
4h
big round number
6h
that's a .... strange take I'd rather have the Iran regime collapse, but maybe that's just me
3h
Video
Maybe a useful re-read after nearly a decade: www.irishtimes.com/business/agr... No horse in this race, just interested observer
19h
Berkshire Haddaway
Hazard
Berkshire Haddaway
6h
3h
Berkshire Haddaway
Berkshire Haddaway
Berkshire Haddaway
Berkshire Haddaway
Stop scrolling & post two characters who bring you happiness.
Berkshire Haddaway
1d
ALT: a picture of a pig with the words are ya achin ' for some bacon on it
media.tenor.com
a picture of a pig with the words are ya achin ' for some bacon on it
Cassie 🥞🍗 kween, expert opinion giver, supergenius
Stop scrolling & post two characters who bring you happiness.
1d
media.tenor.com
Comfortably Numb
wile e coyote from looney tunes is sitting on a rock
Alt: wile e coyote and road runner
Stop scrolling & post two characters who bring you happiness.
1d
two muppets are standing on a balcony in front of a red curtain .
ALT: two muppets are standing on a balcony in front of a red curtain .
media.tenor.com
Ethan Sacks
Stop scrolling & post two characters who bring you happiness. (Posting two pairs here)
1d
Candice Frederick
Stop scrolling & post two characters who bring you happiness. #filmsky #moviesky
1d
two men standing in front of a brick wall with graffiti on it
Alt: Jay and Silent Bob doing the snake in sync
media.tenor.com
Beth Downey
Stop scrolling & post two characters who bring you happiness. #filmsky #moviesky
1d
Peter Cullen Bryan, PhD
media.tenor.com
Alt: From Ed Wood: two men (Ed Wood and Bela Legosi) are sitting on a couch with their hands up in a black and white photo
two men are sitting on a couch with their hands up in a black and white photo
Stop scrolling & post two characters who bring you happiness. #filmsky #moviesky
1d
wade of mutilation
media.tenor.com
Alt: Straight-laced professor David (Cary Grant) tries and fails to get mischievous heiress Susan (Katharine Hepburn) to take the situation seriously in Howard Hawks’ hilarious screwball comedy Bringing Up Baby.
a black and white photo of a man and a woman looking at each other .
Stop scrolling & post two characters who bring you happiness. #filmsky #moviesky
1d
Alt: a cartoon character with glasses is talking to another character
JG av ninja 🐸
media.tenor.com
a cartoon character with glasses is talking to another character
Stop scrolling & post two characters who bring you happiness. #filmsky #moviesky
1d
Eric Bellmore
Alt: Bill and Ted playing air guitar in front of their Wyld Stallyns logo on the wall.
media.tenor.com
two men are standing in front of a mural that says old lynns
Stop scrolling & post two characters who bring you happiness. #filmsky #moviesky
1d
Morbid Movies Podcast
Stop scrolling & post two characters who bring you happiness. #FilmSky 💮⭐️
1d
Meh "Alli F." Pluribus Unum 🏳️‍⚧️
Stop scrolling & post two characters who bring you happiness.
5mo
Fat Al NYC
Stop scrolling & post two characters who bring you happiness. #FilmSky 💮⭐️
5mo