Jul25 - 3x Somethings
Something new, something interesting and something fun
Hi info
I hope you are having a fun summer. My "3 somethings" follow below.
all the best
Tim
Tim
Something new with McElvaine Value Fund
I like what we own and believe the discount to intrinsic value is large. Our six-month report, out next month, will outline what we own and why.
Something interesting
Love him or hate him, Palmer Lucky is changing the defense industry and warfare. Attached is his recent TED Talk:
Something fun
The world felt like a "smaller place" when Matt was dancing his way around the world. I look forward to seeing him do this again hopefully soon:
If Palmer Lucky doesn’t get a cameo in the next Bond film I am going to boycott the franchise! I listened to the tetragrammaton podcast with him and Rick Rubin and it blew me away.
Link >>> https://www.tetragrammaton.com/content/palmer-luckey