BandonDunes’ Activity

Wed Aug 19

NL

Boards Post

BandonDunes replied to the Berkshire Hathaway board. 6:55 PM

Re: Speculations on acquisitions

I always liked this Buffett quote regarding utilities:

"Utilities aren't a great way to get rich but they are a great way to stay rich."

Thu Aug 13

NL

Boards Post

BandonDunes replied to the Berkshire Hathaway board. 8:20 PM

Re: PCP: Agreat company at a fair price?

LONGREITS-

Not sure where you have been but it's good to have you back!

-BD

Mon Aug 10

NL

Boards Post

BandonDunes replied to the Berkshire Hathaway board. 11:39 AM

Re: WEB on CNBC bullet points

Maybe this is why Mr. Market seems skeptical:

http://finance.yahoo.com/news/buffetts-berkshire-buy-precisi...

-BD

Sun Aug 9

NL

Boards Post

BandonDunes posted to the Berkshire Hathaway board. 8:10 PM

Story on PCP CEO Mark Donegan

Here is a nice story from Bloomberg on PCP CEO Mark Donegan. He is an extremely well thought of CEO and apparently a very experienced and well thought of deal maker.

[more]

Fri Jul 31

NL

Boards Post

BandonDunes replied to the Berkshire Hathaway board. 4:01 PM

Re: Q2 report

Thanks, Tode. So much for the accuracy of the esteemed WSJ!

NL

Boards Post

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

Re: Q2 report

According to the WSJ earnings for BRK are due out after the close on 7/31.

Tue Jul 28

NL

Boards Post

BandonDunes replied to the Leucadia National Corp. board. 9:52 PM

Re: Investment review

"Time will tell..."

I think time has told us that Handler/Friedman are "All hat no cattle."

A Baby Berk this isn't.

Mon Jul 20

NL

Boards Post

BandonDunes replied to the Berkshire Hathaway board. 5:33 PM

Re: Net Jet British Open

Is there anyone playing the PGA Tour that isn't sporting the NetJets logo somewhere on their apparel...?

Who knows what kind of deal they have with these tour players but I can promise you they are not sporting the NetJets logo for free:)

Thu Jul 9

NL

Boards Post

BandonDunes replied to the Berkshire Hathaway board. 7:25 PM

Re: Forest River Pays $35M Fine

A couple points I should have added:

The settlement includes a payment of $5 million in 10 days and the $30 million settlement balance is deferred if the problems are rectified within a certain time frame.

I don't believe the [more]

NL

Boards Post

BandonDunes posted to the Berkshire Hathaway board. 7:12 PM

Forest River Pays $35M Fine

$35 million fine for Berkshire sub Forest River. Given that Mr. Buffett so greatly values his (and Berkshire's) reputation I can't believe this was received very warmly in Omaha.

[more]

Thu Jul 2

NL

Boards Post

BandonDunes posted to the Berkshire Hathaway board. 1:39 PM

ACE buying Chubb

There seems to be some consolidation in the insurance business. I had always heard that Mr. Buffett was a longtime admirer of Chubb and Barron's magazine always seemed to insinuate that Chubb would be a great acquisition for Berkshire. I would love [more]

Mon Jun 8

NL

Boards Post

BandonDunes replied to the Berkshire Hathaway board. 8:37 PM

Re: Sub 140

I just read on GuruFocus that Lou Simpson added to his Berky B position at a price of $147 and change....

Is the next move to $130 or back to $150? If we knew the answer we'd all be rich:)

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Boards Stats & Trivia

Three stars, 500 posts Old School Fool
Board Posts 616
Recs Received 1689
People who have rec'd these posts 491
Recs to Posts Ratio (last 30 days) N/A
Threads Started 307
Threads Started Percentage 49.84 %
Most Frequent Board Berkshire Hathaway
Very First Post Leucadia National (3/6/2003)
Percentage of Posts Rec'd 69.32 %
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