BandonDunes’ Activity

Fri May 20

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BandonDunes posted to the Berkshire Hathaway board. 2:27 PM

Bear Market?

Apologies if this is a crazy question but does anyone out there think that we are in a bear market? I know we probably are not by the official definition but it sure kinda feels like one, no?

I read an article a few weeks ago where Seth [more]

Tue May 17

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BandonDunes posted to the Berkshire Hathaway board. 12:28 PM

Enough Already!

Am I the only one out there that has had enough of the following:

"Buffett Bites Into Apple"

"Buffett Warming Up To Technology"

"Buffett Changing His Investing Ways"

Rarely have any of [more]

Sun May 1

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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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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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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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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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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

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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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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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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

Wed Feb 10

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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]

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Boards Stats & Trivia

Three stars, 500 posts Old School Fool
Board Posts 648
Recs Received 1868
People who have rec'd these posts 522
Recs to Posts Ratio (last 30 days) N/A
Threads Started 329
Threads Started Percentage 50.77 %
Most Frequent Board Berkshire Hathaway
Very First Post Leucadia National (3/6/2003)
Percentage of Posts Rec'd 70.22 %
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