DRWHISKEY’s Activity

Yesterday

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DRWHISKEY replied to the Berkshire Hathaway board. 9:32 PM

Re: Another 1.7 million

What do you think of Buffett's bond bubble call in 2011? Looks like he'll be wrong on gold, too.

Mon Feb 8

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DRWHISKEY replied to the Berkshire Hathaway board. 2:43 PM

Re: My Best Guess

I like it JeanDavid. An intelligent post about gold. And I agree, an oz of gold doesn't change. An oz of gold is always just an oz of gold. What changes is the dollars value relative to gold over long periods of time -- and since the dollar over the [more]

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DRWHISKEY replied to the Berkshire Hathaway board. 1:16 PM

Re: My Best Guess

Sorry...I must have missed the memo where it said I had to tell you all my trades and their sizes!

No I meant, sorry... because I didn't see or know that. Had I known that, I wouldn't have talked about the relative performance [more]

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DRWHISKEY replied to the Berkshire Hathaway board. 12:49 PM

Re: My Best Guess

which would have been bad for Berkshire...and everybody else.

I certainly encourage you to keep making this claim, even though it is patently false. Fairfax would have continued to clean up and so too would have the boys in "The [more]

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DRWHISKEY replied to the Berkshire Hathaway board. 11:17 AM

Re: My Best Guess

US government and/or financial system than vice versa, just like last time.

Only in your world Jim. There would be no WFC no US Bank no M & T, and Buffett's bets in 2008 would have ended at near zero without 9 trillion in deficit [more]

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DRWHISKEY posted to the Berkshire Hathaway board. 10:33 AM

My Best Guess

For Berkshire to do well, Buffett is going to need the Fed to print about $125 billion a month soon, and admit they cannot raise interest rates again.

If the Fed doesn't ultimately do that, welcome to the Great Depression II.

Once [more]

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DRWHISKEY replied to the Berkshire Hathaway board. 10:16 AM

Re: OT: Great observation on value investing

Sure, price is an inconsequential measure.... over a decade! Or two! Definitely, count me in for the undperformance of Berkshire over the last 15++ years!

The big gain was three years 2007-2009 inclusive, rising at 34.0%/year because of [more]

Sat Feb 6

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DRWHISKEY replied to the Berkshire Hathaway board. 11:17 AM

Re: OT: Great observation on value investing

Yup. I just figure Berkshire is the better choice.

Per-share results, show that Fairfax has been the much better choice, and it's been a far better choice since over demontrably long-periods of time. Folks, you can pull up a [more]

Fri Feb 5

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DRWHISKEY replied to the Berkshire Hathaway board. 9:26 PM

Re: OT: Great observation on value investing

Yet you have stayed away from Fairfax, for sometimes prolonged poor returns on equity, even though they have demonstrated profound b.v. growth over very long periods.

Go figure?

Thu Feb 4

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DRWHISKEY replied to the Leucadia National Corp. board. 3:07 PM

Re: LUK Writeup

What makes LUK a play on inflation? Isn't the company roughly 50% Jef, which is an investment bank?

What is it? How much exposure to inflation?

Wed Feb 3

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DRWHISKEY replied to the Berkshire Hathaway board. 10:15 AM

Re: Semi OT: Mr. Buffett, Others & the Textile M

Accepted.

This is where I disagree with you, and history disagrees with you:

I would never use the model, because gold isn't an investment, it's just a non-earning capital good like a sculpture.

While I completely [more]

Tue Feb 2

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DRWHISKEY replied to the Berkshire Hathaway board. 6:23 PM

Re: Semi OT: Mr. Buffett, Others & the Textile M

realy, mark? Then why didn't you respond to Jimmy, not me. Jimmy said:

I expect you just like the attention of saying things that make people react strongly, whether you really believe them or not.

That's a personal insult, [more]

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DRWHISKEY replied to the Berkshire Hathaway board. 5:07 PM

Re: Semi OT: Mr. Buffett, Others & the Textile M

That could be the spark. If the market did just a little math, that could also be the spark.

People around here are a good example of not getting we have reached the 75 year super debt cycle (as Ray Dalio calls it), and there are only two [more]

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DRWHISKEY replied to the Berkshire Hathaway board. 4:58 PM

Re: Semi OT: Mr. Buffett, Others & the Textile M

Berkfan, when folks realize that the Federal Reserve has messed things up so badly that there is no turning back, even folks like Jimmy are going to want to buy gold.

And then there are the fundamentals, which are stunning.

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DRWHISKEY replied to the Berkshire Hathaway board. 4:38 PM

Re: Semi OT: Mr. Buffett, Others & the Textile M

Are you saying from here at 108 on GLD vs. 126 on BRK.B that GLD will best berkshire over a 1-3 year period?

Yes. But they are very different assets.

There is no guarantee for sure what gold will be selling for in five years. [more]

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DRWHISKEY replied to the Berkshire Hathaway board. 4:29 PM

Re: Semi OT: Mr. Buffett, Others & the Textile M

nice cherry pick VII.

How about Fairfax: Up 87% over the last 5. Berkshire: 49%.

I'll take that. Thank you. And my bunker over Berkshire. My bunker has doubled in price.

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DRWHISKEY replied to the Berkshire Hathaway board. 3:59 PM

Re: Semi OT: Mr. Buffett, Others & the Textile M

I've explained gold isn't an investment, it's a place for savings at times, like now. That alone makes it stupid to *bet* over an eight year time frame.

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DRWHISKEY replied to the Berkshire Hathaway board. 3:19 PM

Re: Semi OT: Mr. Buffett, Others & the Textile M

Jimmy, and just remember, Fairfax hasn't needed the bailouts. I'd take your bet if I thought the Fed won't be back to bail out Berkshire again, and again. Or gold for that matter

But they will be back to bail you and your Berky out yet [more]

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DRWHISKEY replied to the Berkshire Hathaway board. 3:09 PM

Re: Semi OT: Mr. Buffett, Others & the Textile M

P.S., Jim, aren't you the smart one for telling everyone how Berkshire's intrinsic value has grown faster than Fairfax? Except for one little problem! Fairfax doesn't sell at a material premimium to book over Berkshire, yet it has done this oh dear [more]

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DRWHISKEY replied to the Berkshire Hathaway board. 2:59 PM

Re: Semi OT: Mr. Buffett, Others & the Textile M

No? Thought not. I don't think even you believe gold is a better idea.

Eight years is too long. You keep coming up with a straw man argument. I have said ad infineum, yet you aren't listening and are just looking for attention via [more]

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Score -715.96
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Three stars, 500 posts Old School Fool
Board Posts 835
Recs Received 2166
People who have rec'd these posts 642
Recs to Posts Ratio (last 30 days) 2.30
Threads Started 107
Threads Started Percentage 12.81 %
Most Frequent Board Liquid Lounge
Very First Post Getting Mail in Outlook (2/1/2004)
Percentage of Posts Rec'd 63.83 %
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