BandonDunes’ Activity

Thu Dec 7

NL

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]

Mon Nov 13

NL

Boards Post

BandonDunes replied to the Berkshire Hathaway board. 3:24 PM

Re: Opportunity Knocks

I would love to know what Mr. Buffett thinks about the current state of GE, especially considering he seemed to be pretty good friends with Jack Welch and seemingly always said complementary things about Jeff Immelt....
Sure seems to me that [more]

Sat Nov 4

NL

Boards Post

BandonDunes posted to the Berkshire Hathaway board. 9:21 AM

Morningstar on BRK

Here is the usual highly detailed report from Gregg Warren.

Cash on hand: $109.3 billion

Morningstar Fair Value: $193 per B share.

[more]

Fri Nov 3

NL

Boards Post

BandonDunes posted to the Berkshire Hathaway board. 4:52 PM

Book Value

Book Value at the end of the third quarter was $124.95 per B share, up 8.3 percent YTD.

The new buyback price is $149.94

"Fair Value" which some folks would be peg @ 1.5x book value is $187.43,pretty close to where we are [more]

Fri Sep 15

NL

Boards Post

BandonDunes replied to the Berkshire Hathaway board. 10:43 AM

Re: JPM initiates coverage on Berkshire

I'm assuming Ms. DeWitt was actually compensated for this work? Seriously?

-Mr. Buffett may run the company for 10 more years.

- Greg Abel is the likely heir apparent.

-The stock will likely have significant selling [more]

Thu Aug 24

NL

Boards Post

BandonDunes posted to the Berkshire Hathaway board. 10:38 AM

No Break-up Fee For BRK

According to Barron's since Berkshire's bid for ONCOR was never "officially approved" there will be no break-up fee. Of course, the media is spinning this like it is a major loss for Berkshire and its shareholders.

On [more]

Tue Aug 8

NL

Boards Post

BandonDunes replied to the Berkshire Hathaway board. 10:40 PM

Re: See's Candies Seeks Way Forward Without Mall

Thanks for posting.

I believe the author is overstating how important Mr. Buffett is to the success of See's. I would venture to say that
a great majority of See's customers have no idea that the company is owned by [more]

Sat Aug 5

NL

Boards Post

BandonDunes posted to the Berkshire Hathaway board. 10:02 AM

Morningstar on Berkshire

Fair Value for the B's: $193/share.

http://beta.morningstar.com/articles/819972/berkshire-posts-...

Fri Aug 4

NL

Boards Post

BandonDunes posted to the Berkshire Hathaway board. 7:22 PM

Book Value/ Buyback Price..

Book value per "B" share is now $121.87.

The new buyback price is $146.25.

"Fair value" which I now believe is considered to be 1.55x book is now $188.89 per B share.

Insurance float has increased $16 [more]

Thu Aug 3

NL

Boards Post

BandonDunes replied to the Berkshire Hathaway board. 10:04 AM

Re: This time is different...

No disrespect but why would anyone care what Jeremy Grantham thinks about anything? The guy seems like an unbelievable blowhard.

Sat Jul 8

NL

Boards Post

BandonDunes replied to the Berkshire Hathaway board. 1:03 PM

Re: OT: COST

Seems like Warren may have jumped the gun a bit selling WMT. I'm certainly no expert but I just don't buy into the theory that retail is dead and getting "deader".

I have been in two different Walmart's in the past [more]

Sat May 13

NL

Boards Post

BandonDunes replied to the Berkshire Hathaway board. 4:31 PM

Re: BRK PBV 1.378

So the new buyback price is $142.45....

Seems like quite a long way from Friday's closing price of $163.32 but as we all know market values can diminish quite rapidly..especially when we least expect it!

I hope everyone has a [more]

Sun May 7

NL

Boards Post

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

Re: Dividend Likely Sooner Than Later

Are you sure Mr. Buffett said "in the next few years?" The WSJ reporters at the meeting quoted Mr. Buffett in their blog (they did a great job, by the way) as saying that Berkshire could potentially buyback stock or pay a dividend [more]

Thu Feb 16

NL

Boards Post

BandonDunes posted to the Berkshire Hathaway board. 1:42 PM

Berkshire & KO

Coca-Cola raised it's quarterly dividend today to .37/share from .35/share, a 5.7% increase.

That little bump added $8,000,000 to Berkshire's coffers every quarter or $32,000,000 for the year.

It won't be long before [more]

Fri Feb 10

NL

Boards Post

BandonDunes replied to the Berkshire Hathaway board. 10:03 AM

Re: Annual letter release date

The release date is in fact February 25.

Mon Feb 6

NL

Boards Post

BandonDunes posted to the Berkshire Hathaway board. 9:57 AM

Weschler's Airline Ties

Turns out Berkshire's investment in airlines has roots with Ted Weschler.

From Bloomberg:

[more]

Sat Dec 31

NL

Boards Post

BandonDunes posted to the Berkshire Hathaway board. 12:14 PM

OT- Basket of Preferred's?

Quick question:

I have taken some money off the table in the past couple of weeks and am looking to park some cash somewhere for a few years with a decent rate of return w/o a lot of risk.
It looks like I can buy a basket of Preferred [more]

Fri Dec 30

NL

Boards Post

BandonDunes replied to the Berkshire Hathaway board. 11:36 AM

Re: One of WEB's favorite quotes applicable?

Given the valuations of today's market the quote from Mr. Buffett that comes to mind is:

"You pay a high price for a cheery consensus."

-BD

Mon Nov 21

NL

Boards Post

BandonDunes posted to the Berkshire Hathaway board. 1:52 PM

WEB Speaks to College Students

Apparently Mr. Buffett was at the University of Maryland recently speaking to students from seven different universities.
Most impressive business person he has ever seen? Jeff Bezos.

[more]

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Boards Stats & Trivia

Three stars, 500 posts Old School Fool
Board Posts 704
Recs Received 2232
People who have rec'd these posts 584
Recs to Posts Ratio (last 30 days) N/A
Threads Started 364
Threads Started Percentage 51.70 %
Most Frequent Board Berkshire Hathaway
Very First Post Leucadia National (3/6/2003)
Percentage of Posts Rec'd 71.88 %
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