DavidAnglin

jan and sometimes: David R. Anglin

DavidAnglin’s Activity

Fri Jul 25

NL

Boards Post

DavidAnglin replied to the Berkshire Hathaway board. 8:17 PM

Re: OT: Securitization of leases

Knight,

This parent and subsidiary LLC structure has some reasonable benefits also. But I am definitely sure that all of the accounting benefits are beyond my understanding.

The subsidiary system that Berkshire benefits from has [more]

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Boards Post

DavidAnglin posted to the Berkshire Hathaway board. 10:30 AM

OT: Securitization of leases

During the dark days of the "Credit Crisis", the subject of securitization came up alot, both at the Annual Meeting, in the media and here.

We own a non-Berkshire and non-Tesla stock that is securitizing its leases and I believe [more]

Mon Jul 21

NL

Boards Post

DavidAnglin replied to the Berkshire Hathaway board. 2:42 PM

Re: Warren's New Wheels

I was "dreaming" that he would buy something different this time. But I new that it would be a waste to write to him about it.

:^\

Sat Jul 19

NL

Boards Post

DavidAnglin replied to the Berkshire Hathaway board. 3:46 PM

Re: lifespan of Berkshire Hathaway

BRK is great. But maybe the S&P 500 is a better bet, because of the longevity issue you raised. I'd write a letter to Warren on this one.

Fri Jul 11

NL

Boards Post

DavidAnglin replied to the Berkshire Hathaway board. 6:44 PM

Re: IV10/Price Update

sheesh,

I do not want it to divide itself up. That would ruin the business model... but upon reading the last post when I said,

"Berkshire is not going to spin anything off, and it is not going to separate the insurance [more]

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Boards Post

DavidAnglin replied to the Berkshire Hathaway board. 6:40 PM

Re: IV10/Price Update

Manlobbi and Kelbon,

I took Kelbon's comment "not so fast" as being directed at me also. I did not mind reading that comment at all.

I do not believe that it was directed at anyone else than me.

Berkshire is not [more]

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Boards Post

DavidAnglin replied to the Berkshire Hathaway board. 6:31 PM

Re: IV10/Price Update

Guys,

My reply to Manlobbi, was to indicate that for the first time after seeing all sorts of posts about Markel, I am going to look into Markel further.

There is something to be said in having a Buffett like investment that is not [more]

Thu Jul 10

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Boards Post

DavidAnglin posted to the Berkshire Hathaway board. 3:49 PM

The Oracle of San Quentin...

quotes Warren and spends everyday reading and has clients...

hmmmm,

[more]

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Boards Post

DavidAnglin replied to the Berkshire Hathaway board. 10:58 AM

Re: IV10/Price Update

We can't afford to look for elephants anymore, they are large but slow and lumbering... we need to look for the same quality in well, maybe baby elephants... same quality, same stability but with more room to grow.

Or so it seems to [more]

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Boards Post

DavidAnglin replied to the Berkshire Hathaway board. 10:45 AM

Re: IV10/Price Update

Dear Manlobbi,

It seemed that Phil Fisher had been forgotten by this board in discussions. I think Phil Fisher's insights are very valuable. How one can quantify his insights is a startling idea.

We all love WEB, but if this fellow [more]

Wed Jul 9

NL

Boards Post

DavidAnglin replied to the Berkshire Hathaway board. 12:48 PM

Re: IV10/Price Update

Dear Manlobbi,

Thank you for your sharing your brilliant approach to scrutinizing companies. Your thinking brought to mind WEBs analogy to Rip van Winkle, and the wisdom of looking far into the future for good investments and piece of [more]

Wed Jul 2

NL

Boards Post

DavidAnglin replied to the Berkshire Hathaway board. 4:53 PM

Re: Carol Loomis

Maybe WEB will put her on the board, now that she is not a journalist anymore...

He has mentioned that idea before.

jan

:^)

Fri Jun 27

NL

Boards Post

DavidAnglin replied to the Berkshire Hathaway board. 8:49 AM

Re: Seeking Advice

Dear 1kali,

Very well done. You mom was very lucky to have you take an interest in her affairs.

Sincerely,

jan

:^)

Mon Jun 23

NL

Boards Post

DavidAnglin replied to the Berkshire Hathaway board. 10:22 AM

Re: BRK Options:

Isn't the point of options to be ready for quick and big price movements?

That doesn't sound like our company at all.

Perhaps options should be applied elsewhere?

Have I got it wrong?

jan

Sat Jun 21

NL

Boards Post

DavidAnglin replied to the Berkshire Hathaway board. 3:10 PM

Re: BRK Options:

Jim,

You said, "If your exit is really that close to the current price, why on earth do you still own the stock?"

Point well taken.

I guess I am being stubborn wanting "my price".

FWIW: I was [more]

Fri Jun 20

NL

Boards Post

DavidAnglin replied to the Berkshire Hathaway board. 12:12 PM

Re: BRK Options:

Woltac,

You make a good point about the calls... I am not experienced in options..., but am currently trying to force myself to read about them.

You have given me the push I needed to get back to my options book.

What do [more]

Thu Jun 19

NL

Boards Post

DavidAnglin replied to the Berkshire Hathaway board. 1:00 PM

Re: BRK Options:

Maybe I set the gods on fire by announcing good til cancel sell orders at 130 and 135. I too, thought the price deserved to be higher.

Sorry... spirach, it hurts me too.

Sincerely,

jan,

:^\

Wed Jun 18

NL

Boards Post

DavidAnglin replied to the Berkshire Hathaway board. 11:26 AM

Re: Seeking Advice

I have another take on your situation. $50K is a lot for some Americans, if their expenses are low and they share their living space with their family.

If you think that the S&P is too high to put $50K in an S&P index fund, then I [more]

Tue Jun 17

NL

Boards Post

DavidAnglin posted to the Berkshire Hathaway board. 11:10 AM

ot: Brad Katsuyama & Congress.

If you have time consider watching Congressional testimony that just concluded by Brad Katsuyama and an academic. I watched it live via CNBC, but it should be on CSPAN.org also.

It was better than watching WEB [more]

Thu Jun 12

NL

Boards Post

DavidAnglin replied to the Berkshire Hathaway board. 6:51 PM

Re: OT: Big Oil Subsidies...

Jim,

My question was not about whether I wanted to own a big oil stock because of subsidies. I wanted to learn more about the underlying structure of subsidies etc.

As I have said recently... we are selling bits of stock for [more]

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Boards Stats & Trivia

Big red star, 1000 posts
Board Posts 2261
Recs Received 2984
People who have rec'd these posts 604
Recs to Posts Ratio (last 30 days) 1.40
Threads Started 552
Threads Started Percentage 24.41 %
Most Frequent Board Berkshire Hathaway
Very First Post WSJ article, Gen Am and ARM Re (8/18/1999)
Percentage of Posts Rec'd 40.25 %
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