BandonDunes’ Activity

Thu Dec 18

NL

Boards Post

BandonDunes replied to the Leucadia National Corp. board. 3:07 PM

Re: Jefferies posts significant loss

I'm out as well at a modest profit. As many have said this is not your father's Leucadia. I really liked Joe and Ian but I am not so sure about Handler and Friedman.

Anyone who still thinks this is a baby Berkshire is being sold a bill of [more]

NL

Boards Post

BandonDunes posted to the Berkshire Hathaway board. 12:15 PM

Todd and Ted Stumble a Bit

It looks both T & T will likely under perform the benchmark a bit this year.


[more]

Fri Dec 12

NL

Boards Post

BandonDunes replied to the Berkshire Hathaway board. 2:47 PM

Re: 2014 AR

Can't wait either! Anyone think it's possible he will name his successor in the A/R?

Wed Dec 3

NL

Boards Post

BandonDunes posted to the Leucadia National Corp. board. 3:19 PM

Luk Vs Brk, S&P over 10 years

If you bought LUK in Dec of 2004 and just held it until today you left an awful lot of money on the table.Forget Berkshire, a plain jane vanilla index fund blew it away. I knew overall the stock had not done much over the past decade but I had no [more]

Mon Dec 1

NL

Boards Post

BandonDunes replied to the Berkshire Hathaway board. 2:41 PM

Re: BRK buys Wetherford units

Does this qualify as a "tuck-in" or a "bolt-on"?:)

Thu Nov 13

NL

Boards Post

BandonDunes replied to the Berkshire Hathaway board. 10:27 AM

Re: Buying Duracell for $4.7B

Didn't Gillette buy Duracell after Berkshire's investment? I thought I remembered Munger sort of criticizing Gillette's purchase of Duracell basically saying that they gave away parts of a GREAT business (razors and blades) to buy a company that did [more]

Wed Oct 8

NL

Boards Post

BandonDunes posted to the Leucadia National Corp. board. 7:37 AM

LUK vs. S&P 500

Last five years:

http://finance.yahoo.com/q/bc?t=5y&s=LUK&l=on&z=...

Talk about dead money. Yikes.

CAPS Stats & Trivia

CAPS Player Rating < 20
Player Rank 0 out of 75073
Score 0.00
Score Change Today 0
Accuracy 0.00%
Active Picks 0
Total Picks 0
Best Pick ( 0)
Worst Pick ( 0)
Average Score per Pick 0.00
Charms Earned 0
Highest Rated Favorite No Favorites Selected
Go to BandonDunes’ CAPS page

Boards Stats & Trivia

Three stars, 500 posts Old School Fool
Board Posts 578
Recs Received 1570
People who have rec'd these posts 471
Recs to Posts Ratio (last 30 days) N/A
Threads Started 290
Threads Started Percentage 50.17 %
Most Frequent Board Berkshire Hathaway
Very First Post Leucadia National (3/6/2003)
Percentage of Posts Rec'd 69.55 %
Show BandonDunes’ 10 Latest Posts