Alex Bossert (@alexbossert) / X

Alex Bossert

935 posts

Alex Bossert

@alexbossert

Founder & Portfolio Manager @ Bossert Capital. Tweets are not investment advice. Bossert Capital: bossertcapital.com SubStack: alexbossert.substack.com

Austin TX and Minneapolis MN

Joined December 2011

Pinned
Alex Bossert
@alexbossert
Apr 29, 2023
As the $BRK annual meeting approaches I'm excited to share a picture from the incredible 4 hour dinner I recently had with Charlie Munger at his home in CA. I've been fortunate enough to dine with Munger twice in the past year. At age 99 Charlie remains as sharp as ever!
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Alex Bossert
@alexbossert
Dec 31, 2022
Charlie Munger will host the Daily Journal annual meeting virtually on February 15, 2023. $DJCO Source: sec.gov/Archives/edgar…
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Alex Bossert
@alexbossert
Dec 7, 2024
Bossert Capital is pleased to publicly share one of our highest conviction bets: Boston Omaha $BOC Boston Omaha is a holding company run by a skilled capital allocator. Its subsidiaries and minority investments are engaged in businesses including outdoor advertising, rural fiber
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Alex Bossert
@alexbossert
Nov 30, 2023
I am deeply saddened by Charlie Munger's passing. I feel so grateful I got to know him. I will never forget the kindness he showed me. Charlie and I had an amazing dinner together just a few months ago. I am grateful I got to meet with Charlie half a dozen times over the past
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Alex Bossert
@alexbossert
Oct 31, 2025
Daily Journal (NASDAQ: $DJCO) appears to be an under-the-radar gem— mispriced, sticky, macro-insensitive, high-margin, mission-critical, and growing. I used to attend the Daily Journal annual meetings in Los Angeles to learn from Charlie Munger. At those meetings, few, if any,
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Alex Bossert
@alexbossert
Mar 27, 2024
It's a great sign for shareholders to see Burford Capital's CIO and CEO buying a significant amount of stock. $BUR
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Alex Bossert
@alexbossert
Oct 2, 2022
Charlie Munger told me during our dinner a few months ago that not buying more Belridge Oil was one of his greatest errors of omission. Munger made over 30x on his Belridge investment in just a few years. It's fascinating to see the actual financial figures from that time.
Alex Bossert
@alexbossert
Jun 23, 2024
Sky Harbour Group $SKYH is a completely undiscovered gem. The unit economics of their projects are the best I have ever seen for Class A real estate with unlevered returns of 20%+. Has anyone else done a deep dive on this business?
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Alex Bossert
@alexbossert
Feb 10, 2022
Are you looking for a job at a hedge fund? A good friend of mine is looking for candidates for a senior equity analyst position at his fund. This is an incredible opportunity to land a role with a long-only investment partnership run by a very talented investor.
Alex Bossert
@alexbossert
Aug 28, 2025
A conservative assessment of Boston Omaha $BOC's fair value is currently $24 to $29 per share compared to the current share price of $13. This is not investment advice.
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Alex Bossert
@alexbossert
Nov 20, 2023
Javier Milei just won Argentina's presidential election. This is great news for Burford Capital $BUR shareholders because it appears likely that Milei will be willing to negotiate with Burford and pay the YPF judgment. Here are the reasons I think it's likely Milei will pay
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Alex Bossert
@alexbossert
Sep 5, 2024
Highlights From Yesterday’s Presentation by Sky Harbour $SKYH At The Gateway Conference in San Francisco: · Their objective is to reach fifty airports in the medium term and maintain a mid-teens stabilized yield on cost across all of their projects. · There is a chronic
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Alex Bossert
@alexbossert
Apr 17, 2024
Here is a well done analysis of Burford Capital $BUR by Mordechai Yavneh of Focus Capital Management: focuscapitaladvisers.com/downloads/2023…
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Alex Bossert
@alexbossert
Mar 10, 2024
Citizens Bancshares Corporation, the holding company for Citizens Trust Bank, is a publicly traded bank based in Atlanta, Georgia. The ticker is $CZBS. Citizens is a well-managed bank with a shareholder-friendly and conservative management team. At the recent share price of $50,
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