DTBoojum

John Q Smith

DTBoojum’s Activity

Yesterday

NL

Boards Post

DTBoojum posted to the Apple board. 7:54 PM

'Beleaguered'

This jogged a memory from Apple's not so distant past:

Per a recent report by market research firm International Data Corporation (IDC.TO), BlackBerry Limited (BBRY) shipment volume in the second quarter of 2014 showed a considerable [more]

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Boards Post

DTBoojum replied to the Berkshire Hathaway board. 2:07 PM

Re: Wintergreen dumps Berkshire?

This message has been marked in your Favorites for later reply.
I'm sorry to say I watched it.

His only stated reason to ditch Berkshire Hathaway is because it is badly run in the sense of outrageous executive compensation.
i.e.,
[more]

Wed Sep 17

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Boards Post

DTBoojum replied to the Apple board. 12:21 PM

Re: Apple has "forced" free stuff on u

Apple screwed up. It wasn't the biggest screw up ever, it certainly wasn't a full Zuckerberg, but it was a mistake. However so long as people keep trying to tell me "how easy it was", and how "it wasn't a mistake", I'm going to [more]

Tue Sep 16

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Boards Post

DTBoojum replied to the Falling Knives board. 4:22 PM

Re: BBSI

I know so of your folks follow this company. It is under a short attack by Copperfield Research. Does anyone know how credible these guys are?


It is certainly food for thought, and thanks Copperfield for turning a nicely [more]

Mon Sep 15

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Boards Post

DTBoojum replied to the Value Hounds board. 4:10 PM

Re: Lessons From This Huge Warren Buffett Failur

No, of course Berkshires’s COP purchase was bad timing, but that’s about all. But, I was flummoxed as to why Buffett started dumping the shares for a permanent loss, when he did, given a good dividend and good longer-term prospects. Obviously, [more]

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Boards Post

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

Re: O/T: Renewable energy Revolution (NYT)--

Since electric is typically generated from heat (coal, natural gass, nuclear) in the first place with only 35% efficiency, ...


Is it really so low? I thought this number was more like 50%, the one I usually use in criticizing [more]

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Boards Post

DTBoojum replied to the Markel Corporation board. 1:25 PM

Re: Open this thread in 2024

Inflation would affect both companies' book values equally, and the essence of this contest is the comparison between Berkshire's and Markel's results. And most people like me will be too lazy to calculate final book values from their estimates of [more]

Fri Sep 12

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Boards Post

DTBoojum replied to the Value Hounds board. 9:55 PM

Re: Is the Shiller CAPE So High?

If you Google "Definition of P/E ratio" this is what you'll likely come up with: Market Value per Share / Earnings per Share (EPS). In fact, I couldn't come up with a definition that wasn't "per share."

Your'e not
[more]

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Boards Post

DTBoojum replied to the Berkshire Hathaway board. 3:44 PM

Re: Luck (and the prepared mind) vs skill

Most participants there were fairly, or very, negative. Although Valeant has proved to have been a great investment for Sequoia in the past it's not beyond possibility that that particular party is starting to wind down.
=====
It would be
[more]

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Boards Post

DTBoojum replied to the Berkshire Hathaway board. 11:11 AM

Re: Continued bad press for WEB

We know he did not thing wrong, but .... it is annoying to see these articles.

The more WEB's motives (and therefore his character) are questioned in public the worse it is for the company?



I don't think this is [more]

Sun Sep 7

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Boards Post

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

Re: Berkshire Hathaway: Wholesaler of Death?

... since smokers health can be worse (their business), but I need to pay some of their health care expenses by my medicare-medicaid taxes (my business), I do not want anyone to smoke, because I must pay the costs of their smoking habit, and I [more]

Sat Sep 6

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Boards Post

DTBoojum replied to the Berkshire Hathaway board. 8:56 PM

Re: Berkshire Hathaway: Wholesaler of Death?

If BNSF hauled cigarettes, which they most likely do from time to time, would we say they are in the cigarette business?


We wouldn't, but some people would, and it would at least be consistent. They seem to think that less people [more]

Fri Sep 5

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Boards Post

DTBoojum replied to the Berkshire Hathaway board. 2:30 PM

Re: tesla and BRK

Does BRK own tesla stock?


BRK does own BYD, so you never know, but in general, Berkshire owns firms that (a) make a profit, (b) will be predictably and sustainably profitable in the future, (c) invest capital or retained earnings [more]

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Boards Post

DTBoojum replied to the Apple board. 11:25 AM

Re: Apple Responds to Celeb Photo Thefts

"Compromised" (to me) implies a larger breach than what this was. In the bank example, if a thief was able to figure out the combination to a single person's safe deposit box and was able to get that box' contents, but not others, then [more]

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Boards Post

DTBoojum replied to the Apple board. 10:21 AM

Re: Apple Responds to Celeb Photo Thefts

To me, "compromised" means that they were able to get past the security measures that were in place. That didn't happen. If a brute force attack was used, then they got in without compromising in-place security measures (because the [more]

Thu Sep 4

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Boards Post

DTBoojum posted to the Berkshire Hathaway board. 5:13 PM

Cash gusher

Remember when we used to say that Buffett had the high-quality problem of finding things to do with $1 billion in net income coming in every month, way back in the year 2011?

So I just noticed that last year's earnings were $19 billion, $20 [more]

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Boards Post

DTBoojum replied to the Apple board. 3:23 PM

Re: Apple slice

Goofy is right that Berkshire is diversified, heavily diversified, even, whether you include just stocks or the whole company. Very roughly, $100B in stocks, 80% of which is in 10 companies but they are quite diversified, the other half in another 40 [more]

Wed Sep 3

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Boards Post

DTBoojum replied to the Deranged Monkey Criticism board. 10:17 AM

Re: What's a regular food retailer worth?

Safe haven in a recession? Value trap? Amazon prey?

(Imitating Google) did you mean Wal-Mart?




It is true that Walmart and Target are additional threats, although I believe that Walmarts in Canada (Metro only [more]

Tue Sep 2

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Boards Post

DTBoojum replied to the Apple board. 9:26 AM

Re: Apple has already patched iCloud

When looking for the photos on the internet, it's actually hard to find them between all the fake nude fotos of the various celebrities.


I had the same problem.

DTB

Mon Sep 1

NL

Boards Post

DTBoojum replied to the Value Hounds board. 10:57 AM

Re: Landauer

Conventional analysis says that funds available to pay dividends come after the needs of the business to maintain itself and to grow are taken care of (see a definition of free cash flow). This means that funds used for acquisitions, maintenance [more]

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Big gold star, 5000 posts Top Recommended Fools Old School Fool
Board Posts 6444
Recs Received 20806
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Recs to Posts Ratio (last 30 days) 15.50
Threads Started 438
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Percentage of Posts Rec'd 71.00 %
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