BandonDunes’ Activity

Sun May 1

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Boards Post

BandonDunes posted to the Berkshire Hathaway board. 2:34 PM

Q1 Book Value?

I realize that the "official" quarterly earnings won't be released until the close of the market this coming Friday May 6 but given the overall weakness in the operating earnings is it crazy to think that Q1 book value will actually [more]

Wed Apr 13

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Boards Post

BandonDunes replied to the Berkshire Hathaway board. 4:58 PM

Re: Has BRK made anyone money in over a year?

What was that quote from Mr. Buffett a few years back? Something to the effect of "I would rather be certain of a good result than hopeful of a great one."

I think that explains it in a nutshell. I sleep very well at night having [more]

Sat Apr 2

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Boards Post

BandonDunes posted to the Berkshire Hathaway board. 3:55 PM

I Cried When BRK/A Hit $200k

Nice story here on an investor who purchased two class "A" shares in November 1987 @ $3,000/share and sold them a short time later @ $4,000/share for a $2,000 profit less brokerage commissions. He thought he was a pretty smart investor [more]

Sat Mar 26

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Boards Post

BandonDunes posted to the Berkshire Hathaway board. 8:15 PM

Is BRK 35% Undervalued?

Motley Fool writer Brendan Mathews makes the case that using Buffett's "Two-Column" approach that Berkshire is 35% undervalued and fair value for the B shares is $189 per share. I believe that Whitney Tilson arrived at roughly the same [more]

Thu Mar 10

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BandonDunes posted to the Berkshire Hathaway board. 3:36 PM

Berkshire Specialty INS - Europe

Berkshire's new Specialty Insurance Division is expanding. Sounds like this could someday be a VERY LARGE part of Berkshire.

From Bloomberg: [more]

Wed Mar 2

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Boards Post

BandonDunes posted to the Berkshire Hathaway board. 9:26 PM

Tilson On Berkshire

His latest analysis dated 2/29 (post A/R) is that the shares have 52% upside from here and intrinsic value is $283,000 per A share or $188 per B share.

www.tilsonfunds.com/BRK.pdf

-BD

Mon Feb 29

NL

Boards Post

BandonDunes posted to the Berkshire Hathaway board. 5:28 PM

Berkshire's Best Opportunity? BRK

Nice column here from Bret Arends of Marketwatch basically saying that Berkshire's most prudent investment right now might be it's own stock.
Definitely worth a read:

[more]

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Boards Post

BandonDunes posted to the Berkshire Hathaway board. 12:39 PM

Exclusive Club: Getting Fired by WEB

Here are five senior executives who have been shown the door by Mr. Buffett. Not surprisingly three of them have varying degrees of ties to NetJets.

From Marketwatch: [more]

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Boards Post

BandonDunes posted to the Berkshire Hathaway board. 12:33 PM

$41 Million For Greg Abel

That was Mr. Abel's total compensation for 2015. I am guessing for what he has accomplished he is worth every penny. I still am wagering that he is the name in the envelope although he may have to take a cut in pay if does in fact take over for Mr. [more]

Sat Feb 27

Thu Feb 25

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Boards Post

BandonDunes replied to the Berkshire Hathaway board. 10:25 AM

Re: Berk adding stake in KMI?

I think the headline "Buffett invests in Kinder Morgan" is misleading to say the least.
I have to believe it was Todd or Ted and not Warren who made this investment.
The other humorous thing is the amount invested. $400 million? [more]

Wed Feb 10

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Boards Post

BandonDunes replied to the Berkshire Hathaway board. 4:16 PM

Re: Munger: Jury Out On IBM

It seemed like Berkshire was up all day until Bloomberg released those comments by Munger on IBM and -wham! - it closed down $1.14.

Then again maybe those two events were completely unrelated:)

NL

Boards Post

BandonDunes posted to the Berkshire Hathaway board. 2:44 PM

Munger: Jury Out On IBM

"It may wok out in a mediocre way and it may work out in a big way. I just don't know."

From Bloomberg:
[more]

Fri Feb 5

NL

Boards Post

BandonDunes posted to the Berkshire Hathaway board. 7:32 PM

Question on PSX Investment

Question for those on the board who are considerably smarter than I am (which is pretty much everyone):

Is it crazy to think that Mr. Buffett is buying up all this stock in PSX with thoughts of maybe taking the company private? Seems like [more]

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Boards Stats & Trivia

Three stars, 500 posts Old School Fool
Board Posts 646
Recs Received 1815
People who have rec'd these posts 504
Recs to Posts Ratio (last 30 days) N/A
Threads Started 327
Threads Started Percentage 50.62 %
Most Frequent Board Berkshire Hathaway
Very First Post Leucadia National (3/6/2003)
Percentage of Posts Rec'd 70.28 %
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