BandonDunes’ Activity

Tue May 29

Tue May 15

NL

Boards Post

BandonDunes replied to the Berkshire Hathaway board. 5:47 PM

Re: Berkshire adds Greatly to Apple

Is this more than what was reported at the Annual Meeting? Thanks.

Sat Mar 31

NL

Boards Post

BandonDunes replied to the Berkshire Hathaway board. 9:59 AM

Re: A/R Hard Copy?

Thanks....should be here any day.

NL

Boards Post

BandonDunes posted to the Berkshire Hathaway board. 9:23 AM

A/R Hard Copy?

Does anyone know if the brokerage houses have sent out the Berkshire A/R? I hold my shares through TD Ameritrade and haven't seen anything yet....

Thanks and Happy Easter to everyone!

-BD

Mon Mar 26

NL

Boards Post

BandonDunes replied to the Berkshire Hathaway board. 8:04 PM

Re: USG: Brilliant exit

After Berkshire took a pretty significant stake in USG several years ago I just always kind of figured that they would become a wholly owned subsidiary of the mother ship.....shows you what I know.

-BD

Sun Feb 25

NL

Boards Post

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

Morningstar on BRK

Here is the per usual Gregg Warren deep dive into Berkshire's latest earnings report...

[more]

Sat Feb 24

NL

Boards Post

BandonDunes replied to the Berkshire Hathaway board. 11:54 AM

Re: Ajit's Retirement

I am in no way trying to spread rumors here but I could have sworn not too long ago that someone posted on this board that they had read somewhere or heard that Ajit was not in the best of health.
I certainly hope it is not true but if it is they [more]

NL

Boards Post

BandonDunes posted to the Berkshire Hathaway board. 10:56 AM

Book value

Book Value @ 2017 Year-end was $141.16 per B/share.

The current buy-back price: $169.40 per B/Share

Fair Value* 1.6x book value = $218.79 per B/Share

Closing price on 2/23 = $202.76

Sun Feb 4

NL

Boards Post

BandonDunes replied to the Berkshire Hathaway board. 11:09 AM

Re: Munger on Wells Fargo

You do realize that clip is nearly a year old...

Wed Jan 17

NL

Boards Post

BandonDunes replied to the Berkshire Hathaway board. 7:49 PM

Re: Q&A with Lubrizol’s Eric R. Schnur

Not a bad idea interview but shame on the writer or editor on spelling Mr. Buffett's last name incorrectly throughout the entire interview. Unacceptable, quite honestly.

-BD

Fri Jan 5

NL

Boards Post

BandonDunes posted to the Berkshire Hathaway board. 3:40 PM

6 Brk Products You Can Buy W/1 A Share

In today's WSJ there was a little story of six Berkshire products you can buy with a single "A" share which now fetch $300k, give or take.

For those of you who are not subscribers here are the six:

1) 126,402 tapered [more]

Mon Dec 18

NL

Boards Post

BandonDunes replied to the Berkshire Hathaway board. 11:38 AM

Re: $300k!

Pretty incredible. I believe I first heard about Berkshire Hathaway in 1987 while reading MONEY magazine. I want to say the stock was trading at about $2,700/share back then.
All I remember thinking was that $2,700 for one share of stock was JUST [more]

NL

Boards Post

BandonDunes posted to the Berkshire Hathaway board. 10:58 AM

Robert Wilmers R.I.P

Longtime M & T Bank CEO Robert Wilmers has passed away. He was a legend in the banking world and a longtime friend of Mr. Buffett. I believe at one-time Berkshire was the largest shareholder (or certainly one of the largest) of M & T [more]

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]

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Boards Stats & Trivia

Three stars, 500 posts Old School Fool
Board Posts 717
Recs Received 2289
People who have rec'd these posts 587
Recs to Posts Ratio (last 30 days) N/A
Threads Started 370
Threads Started Percentage 51.60 %
Most Frequent Board Berkshire Hathaway
Very First Post Leucadia National (3/6/2003)
Percentage of Posts Rec'd 71.41 %
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