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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

ALT: two men are looking through a hole in the wall

two men are looking through a hole in the wall

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warum strategisch lecker?

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

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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

That makes it even more strange, why would McCormick dilute themselves into this thing?

22h

big round number

that's a .... strange take I'd rather have the Iran regime collapse, but maybe that's just me

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

Stop scrolling & post two characters who bring you happiness.

Berkshire Haddaway

ALT: a picture of a pig with the words are ya achin ' for some bacon on it

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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.

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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.

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 .

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Ethan Sacks

Stop scrolling & post two characters who bring you happiness. (Posting two pairs here)

Candice Frederick

Stop scrolling & post two characters who bring you happiness. #filmsky #moviesky

two men standing in front of a brick wall with graffiti on it

Alt: Jay and Silent Bob doing the snake in sync

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Beth Downey

Stop scrolling & post two characters who bring you happiness. #filmsky #moviesky

Peter Cullen Bryan, PhD

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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

wade of mutilation

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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 .