BandonDunes’ Activity

Tue Mar 24

NL

Boards Post

BandonDunes replied to the Berkshire Hathaway board. 1:38 PM

Re: Betting it all on Buffett?

The answer to the question was very predictable:)

I bet it all on Buffett over twenty years ago and it has worked fine (and I sleep very well at night)

-BD

Tue Mar 17

NL

Boards Post

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

Leucadia Letter

Here is the 2015 missive from Handler and Friedman. As far as I'm concerned these guys are "All hat and no cattle", at least so far. At one-time this company was considered a "baby Berkshire". Not so sure anymore.

I miss [more]

Mon Mar 16

NL

Boards Post

BandonDunes posted to the General Electric Company board. 5:00 PM

Immelt's Compensation

Apparently the G.E. Board is pretty happy with the way Jeff Immelt is running things at the company. His total compensation for 2014 was $37 million and included all sorts of bonuses and "atta boy" from his board member cronies. Mind you [more]

Sun Mar 15

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Boards Post

BandonDunes posted to the Berkshire Hathaway board. 4:44 PM

Buffett Keeps Salary @ $100k

Story here from Bloomberg about Mr. Buffett's salary and what a couple key executives at Berkshire made last year:

Greg Abel made $27.6 million in 2014 which included $11.5 million in a cash bonus and $12 million in a non-equity incentive [more]

Wed Mar 11

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Boards Post

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

Berkshire Revamps Railway Service

Good story from Reuters on how Berkshire is spending billions on upgrades to BNSF and it's service to customers. Fortunately it is already paying off for them after numerous complaints and disappointed clients.

Sort of makes you wonder if [more]

NL

Boards Post

BandonDunes posted to the Berkshire Hathaway board. 1:09 PM

DVA

Has anyone noticed how strong DaVita has been of late? Even in fairly significant down days like yesterday the stock powers higher. Looking like it will be hitting a new 52 week high today.

I guess Ted Weschler knew what he was doing when he [more]

Sat Mar 7

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Boards Post

BandonDunes replied to the Berkshire Hathaway board. 3:39 PM

Re: Economist on Berkshire

What a joke of an article.

Just read the Readers Comments at the end of the story.

The Readers are much more intelligent than the author of that article.

-BD

Fri Mar 6

NL

Boards Post

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

Re: APPL

Totally agree, Tim.

Is there a company out there that represents the entire spectrum of the U.S. economy more than Berkshire?

Wed Mar 4

NL

Boards Post

BandonDunes posted to the Berkshire Hathaway board. 3:03 PM

Succession at Berkshire

Good piece here from the NYT that was written by Lawrence Cunningham who is someone who "gets" Berkshire.

[more]

Tue Mar 3

NL

Boards Post

BandonDunes posted to the General Electric Company board. 3:55 PM

Immelt On His Way Out?

Lots of rumors going around that Immelt will step aside as CEO of GE. Who knows if any of these are true but he really has not done a very good job in my opinion. GE shares are down nearly 35% since he took over in September of 2001.

[more]

NL

Boards Post

BandonDunes posted to the Berkshire Hathaway board. 3:03 PM

S & P Capital IQ

S & P Capital IQ has a 12 month price target on Berkshire B of $173.00.

Of course no one can predict where Mister Market will take us in the short term but it seems a bit frothy, at least to me.

Based on current Book Value of [more]

Sun Mar 1

NL

Boards Post

BandonDunes posted to the Berkshire Hathaway board. 12:20 PM

BRK will beat Small Caps

Really nice piece here by our own David Rolfe. Definitely worth a read.

[more]

Sat Feb 28

NL

Boards Post

BandonDunes posted to the Berkshire Hathaway board. 5:15 PM

Book Value

Based on Friday's closing price of $147.41 per B share Berkshire's book value is roughly $97.45 or 1.51x book value.

Assuming I did this correctly (big if!) it looks as though Berky is trading on the ever so slightly lower end of fair value. [more]

Wed Feb 25

NL

Boards Post

BandonDunes replied to the Berkshire Hathaway board. 7:54 AM

Re: Buffet's $20b cash minimum

What a pathetic article. Meyer Shields, Doug Kass....get a life.

Sun Feb 22

NL

Boards Post

BandonDunes posted to the Berkshire Hathaway board. 1:05 PM

More $$ Headed To Omaha

Coca Cola just raised their quarterly dividend from .305 to .33, an 8 percent increase.

Based on Berkshire owning 400 million shares that amounts to a $10 million bump quarterly or an additional $40 million annually that goes from Atlanta to [more]

Fri Feb 6

NL

Boards Post

BandonDunes posted to the Leucadia National Corp. board. 11:41 AM

Handler & Friedman turn down Bonuses

Friedman and Handler say thanks but no thanks.

http://dealbreaker.com/2015/02/bonus-or-lack-thereof-watch-1...

Considering the [more]

Wed Feb 4

NL

Boards Post

BandonDunes replied to the Berkshire Hathaway board. 4:32 PM

Re: web on fox now

I watched the full hour. Nothing earth shattering.

- Berkshire is *likely* to soon buy a small business in western Europe. Nothing that will move the needle.

- $60b in cash in Omaha, $40b of it would fund an acquisition.

- [more]

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Boards Stats & Trivia

Three stars, 500 posts Old School Fool
Board Posts 604
Recs Received 1670
People who have rec'd these posts 488
Recs to Posts Ratio (last 30 days) N/A
Threads Started 304
Threads Started Percentage 50.33 %
Most Frequent Board Berkshire Hathaway
Very First Post Leucadia National (3/6/2003)
Percentage of Posts Rec'd 69.37 %
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