DRWHISKEY’s Activity

Today

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DRWHISKEY replied to the Berkshire Hathaway board. 6:38 AM

Re: Off Topic: Overconfident?

The one poster said he only put 10% in each. But it looks like he lost about 100 million in Horsehead, and so those position make up most of his fund today.

While FCAU is as cheap as anything I've seeen... you just can't do that. [more]

Yesterday

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DRWHISKEY replied to the Berkshire Hathaway board. 6:12 PM

Re: Off Topic: Overconfident?

Thanks for the name drop. With 50% of his fund in FCAU and GM, I can't imagine his thesis being too similar.

This is a poor return of capital business, and if the wealth-effect bubble pops, Pabrai will be out of business.

I [more]

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DRWHISKEY replied to the Berkshire Hathaway board. 2:13 PM

Re: Off Topic: Overconfident?

Lol.

I think we all feel that way at times. Could you tell me what hedge fund? I'd like to call them and pick their brains. When they figure out who I am I almost always get through.

Thanks,


I can probably figure [more]

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DRWHISKEY replied to the Berkshire Hathaway board. 1:22 PM

Re: Off Topic: Overconfident?

Oh.... one big adjustment: Not only do they plan to have no net debt in 2018, FCAU is on track right now to have net cash of 5 billion.

So we're talking about a negative earnings multiple to the companies enterprise value by 2018! [more]

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DRWHISKEY posted to the Berkshire Hathaway board. 1:08 PM

Off Topic: Overconfident?

So there was someone asking about someone's huge bet on Fiat Chrysler Automobiles (FCAU)and General Motors...

Don't know what manager has outsized positions in them.... but I took a look. Interesting.

In the case of FCAU, [more]

Mon Sep 26

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DRWHISKEY posted to the Berkshire Hathaway board. 8:24 PM

Off Topic: 13f HELP

Hey, anyone know what Gate's filings are under? I thought is was Cascade Investments LLC but don't see any recent 13f filings...

Thanks in advance for any help!

Fri Sep 9

NL

Boards Post

DRWHISKEY replied to the Berkshire Hathaway board. 6:41 PM

Re: Buffett Should Take Leave From Berkshire

Just curios, when was the last time Buffett picked a really great business where the stock did great as well?

Mon Aug 8

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Boards Post

DRWHISKEY replied to the Berkshire Hathaway board. 3:18 PM

Re: OT: Talking head moment

I'm still long Berkshire, and I'm still short the S&P.
I don't think of it as a pair trade, though, just two separate things that I plan to make money from.
The idea is to close the short index position next time the market
[more]

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DRWHISKEY replied to the Berkshire Hathaway board. 10:28 AM

Re: OT: Talking head moment

Hey Mungo,

What's your prediction for total annualized return in the 500 over the next 5-10 years?

Multipies off the chart while EBITDA continues to decline.

You still have the pair trade on with Berkshire and the S [more]

Sat Aug 6

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DRWHISKEY replied to the Berkshire Hathaway board. 2:33 PM

Re: Morningstar on Berkshire

The potential for share buy backs seems to be the only real short term catalyst for the stock.

Therefore, the best time to buy will be during the next stock market hurricane.

And unless one is already rich and just trying to [more]

Wed Jun 8

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DRWHISKEY replied to the Berkshire Hathaway board. 3:43 PM

Re: Correcting Over-valuation (It May Take a Whi

Buyers are starved for yield, including the bond refugees, so the manufacturers of securities are creating the product that sells.

Could be why there are some screaming deals in non-dividend payers today if you look hard [more]

Thu Jun 2

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DRWHISKEY replied to the Berkshire Hathaway board. 2:10 PM

Re: Is it still time to dance?

Realistically, it is going to take a lot more than a quarter percent raise from here to have any impact our economy.

I think you're wrong. A .25 basis point move created world-wide havoc after the December move. The ONLY thing [more]

Wed Feb 24

NL

Boards Post

DRWHISKEY posted to the Leucadia National Corp. board. 11:44 AM

This is a Great Short

This company can't get anything right. Inflation bets. Wrong. Jef. What a dog.

NAV will continue to get creamed.

The stock is a great short. These boys don't have a clue!

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CAPS Player Rating 28.42
Player Rank 53598 out of 74879
Score -1067.01
Score Change Today +16.07
Accuracy 53.33%
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Boards Stats & Trivia

Three stars, 500 posts Old School Fool
Board Posts 911
Recs Received 2456
People who have rec'd these posts 806
Recs to Posts Ratio (last 30 days) N/A
Threads Started 119
Threads Started Percentage 13.06 %
Most Frequent Board Berkshire Hathaway
Very First Post Getting Mail in Outlook (2/1/2004)
Percentage of Posts Rec'd 61.69 %
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