BandonDunes’ Activity

Thu Sep 13

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Boards Post

BandonDunes replied to the Berkshire Hathaway board. 10:39 PM

Re: 22 Years Ago Today...

I think Gillette believed there was brand loyalty with batteries and with some aggressive advertising and promotion they could really grow the Duracell brand.

But I think in reality what they found out was that there wasn't any brand [more]

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Boards Post

BandonDunes posted to the Berkshire Hathaway board. 9:22 PM

22 Years Ago Today...

...Gillette purchased Duracell for $7 billion in stock. Nearly two decades later Berkshire purchased Duracell from P&G for about half that amount.

Interesting article:

[more]

Fri Aug 17

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Boards Post

BandonDunes posted to the Berkshire Hathaway board. 11:22 AM

Buffett and Walmart

Good story from CNBC on Warren's thoughts on retailing and Walmart in particular.

[more]

Thu Aug 9

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Boards Post

BandonDunes posted to the Berkshire Hathaway board. 10:15 PM

MadCapitalist

Good to have you back posting. Where the heck have you been?

-BD

Sun Aug 5

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Boards Post

BandonDunes posted to the Berkshire Hathaway board. 9:28 AM

Morningstar on Berkshire

I'm not sure there is anyone on the planet who does a deeper dive into Berkshire's quarterly earnings than Gregg Warren of Morningstar.

He's keeping fair value @ $220 per B share.

[more]

Tue May 29

Tue May 15

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Boards Post

BandonDunes replied to the Berkshire Hathaway board. 5:47 PM

Re: Berkshire adds Greatly to Apple

Is this more than what was reported at the Annual Meeting? Thanks.

Sat Mar 31

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Boards Post

BandonDunes replied to the Berkshire Hathaway board. 9:59 AM

Re: A/R Hard Copy?

Thanks....should be here any day.

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Boards Post

BandonDunes posted to the Berkshire Hathaway board. 9:23 AM

A/R Hard Copy?

Does anyone know if the brokerage houses have sent out the Berkshire A/R? I hold my shares through TD Ameritrade and haven't seen anything yet....

Thanks and Happy Easter to everyone!

-BD

Mon Mar 26

NL

Boards Post

BandonDunes replied to the Berkshire Hathaway board. 8:04 PM

Re: USG: Brilliant exit

After Berkshire took a pretty significant stake in USG several years ago I just always kind of figured that they would become a wholly owned subsidiary of the mother ship.....shows you what I know.

-BD

Sun Feb 25

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Boards Post

BandonDunes posted to the Berkshire Hathaway board. 3:47 PM

Morningstar on BRK

Here is the per usual Gregg Warren deep dive into Berkshire's latest earnings report...

[more]

Sat Feb 24

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Boards Post

BandonDunes replied to the Berkshire Hathaway board. 11:54 AM

Re: Ajit's Retirement

I am in no way trying to spread rumors here but I could have sworn not too long ago that someone posted on this board that they had read somewhere or heard that Ajit was not in the best of health.
I certainly hope it is not true but if it is they [more]

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Boards Post

BandonDunes posted to the Berkshire Hathaway board. 10:56 AM

Book value

Book Value @ 2017 Year-end was $141.16 per B/share.

The current buy-back price: $169.40 per B/Share

Fair Value* 1.6x book value = $218.79 per B/Share

Closing price on 2/23 = $202.76

Sun Feb 4

NL

Boards Post

BandonDunes replied to the Berkshire Hathaway board. 11:09 AM

Re: Munger on Wells Fargo

You do realize that clip is nearly a year old...

Wed Jan 17

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Boards Post

BandonDunes replied to the Berkshire Hathaway board. 7:49 PM

Re: Q&A with Lubrizol’s Eric R. Schnur

Not a bad idea interview but shame on the writer or editor on spelling Mr. Buffett's last name incorrectly throughout the entire interview. Unacceptable, quite honestly.

-BD

Fri Jan 5

NL

Boards Post

BandonDunes posted to the Berkshire Hathaway board. 3:40 PM

6 Brk Products You Can Buy W/1 A Share

In today's WSJ there was a little story of six Berkshire products you can buy with a single "A" share which now fetch $300k, give or take.

For those of you who are not subscribers here are the six:

1) 126,402 tapered [more]

Mon Dec 18

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Boards Post

BandonDunes replied to the Berkshire Hathaway board. 11:38 AM

Re: $300k!

Pretty incredible. I believe I first heard about Berkshire Hathaway in 1987 while reading MONEY magazine. I want to say the stock was trading at about $2,700/share back then.
All I remember thinking was that $2,700 for one share of stock was JUST [more]

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Boards Post

BandonDunes posted to the Berkshire Hathaway board. 10:58 AM

Robert Wilmers R.I.P

Longtime M & T Bank CEO Robert Wilmers has passed away. He was a legend in the banking world and a longtime friend of Mr. Buffett. I believe at one-time Berkshire was the largest shareholder (or certainly one of the largest) of M & T [more]

Thu Dec 7

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Boards Post

BandonDunes posted to the Berkshire Hathaway board. 11:37 AM

Bloomberg on Likely Successor

Here is a pretty decent story from Bloomberg on WEB's likely successor and the challenges he likely will face.
Not a bad read.

[more]

Sat Dec 2

NL

Boards Post

BandonDunes replied to the Berkshire Hathaway board. 4:14 PM

Re: Did anybody lighten up?

I reluctantly sold a few shares this week to pay a college tuition bill for my daughter. I bought the shares when she was born in 1996 knowing this day would someday arrive. Seems like yesterday when I made that first Berkshire purchase, how time [more]

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Boards Stats & Trivia

Three stars, 500 posts Old School Fool
Board Posts 722
Recs Received 2327
People who have rec'd these posts 591
Recs to Posts Ratio (last 30 days) N/A
Threads Started 374
Threads Started Percentage 51.80 %
Most Frequent Board Berkshire Hathaway
Very First Post Leucadia National (3/6/2003)
Percentage of Posts Rec'd 71.61 %
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