DavidAnglin

jan and sometimes: David R. Anglin

DavidAnglin’s Activity

Sat Aug 29

NL

Boards Post

DavidAnglin replied to the Berkshire Hathaway board. 5:26 PM

Re: IBM More a Super Bargain Than Ever.

Dear R,

Wow! Nice analysis. WELL DONE!

Jan

:)

Wed Aug 26

NL

Boards Post

DavidAnglin replied to the Berkshire Hathaway board. 7:10 PM

Re: IBM More a Super Bargain Than Ever.

What exactly does good old IBM do these days? What are their lines of business?

I programmed on a 360, then a 370... And rode my dinosaur to work everyday.

R2D2 is a real Assembler instruction... Not just a Star Wars [more]

NL

Boards Post

DavidAnglin replied to the Berkshire Hathaway board. 12:04 PM

Re: Poll: Market movement

Want to raise cash... So "want" upturn. But of course want has nothing to do with anything does it?

Jan

Tue Aug 25

NL

Boards Post

DavidAnglin replied to the Berkshire Hathaway board. 10:50 PM

Re: Feels like 1987...

New rule for me...

I think that it was Tairbear who said that he keeps 3 years cashola around...

That is a great idea.

Next time BRKB gets to 1.5 book value we will be raising cash.

For now... we just putter around [more]

Mon Aug 24

NL

Boards Post

DavidAnglin posted to the Berkshire Hathaway board. 12:59 PM

Feels like 1987...

FWIW... bad Friday.... Weekend to be more fearful, the spike down on Monday and back up.

But that is only intuition...

Knight... Here in the Midwest, I slept through it all too.

Have cash but not enough.

When ever [more]

Sat Aug 22

NL

Boards Post

DavidAnglin replied to the Berkshire Hathaway board. 3:27 PM

Re: Poll: Feels like 1999 or 2008?

True not everyone was investing in the 1970s... Although, Mungofitch may remember the 1920s...

Or so I have been told!

Ha.... ;)

Jan

Fri Aug 21

NL

Boards Post

DavidAnglin replied to the Macro Economic Trends and Risks board. 11:50 PM

Re: Citibike Redux

Please pay more for a really top notch helmet. Spouse rode 14 miles round trip to work and had a wreck. $400 helmet was the best investment he ever made. It crumpled in all the right places and spared the crown of his head.

Be [more]

NL

Boards Post

DavidAnglin polled the Berkshire Hathaway board. 11:40 PM

Poll: Feels like 1999 or 2008?

Every time it's different. What's happening now?

Best guess, of course.

Wed Aug 19

NL

Boards Post

DavidAnglin replied to the Berkshire Hathaway board. 5:35 PM

Re: IAG AUSTRALIAN ins for BRK?

Dear Mike,

Yes, that is what I saw... What do you glen from it?

jan

Tue Aug 18

NL

Boards Post

DavidAnglin posted to the Berkshire Hathaway board. 1:58 PM

IAG AUSTRALIAN ins for BRK?

Has anyone beard anything about BRK getting a waiver to buy shares in this Aussie insurance co?

Jan

Mon Aug 17

NL

Boards Post

DavidAnglin replied to the Berkshire Hathaway board. 1:03 PM

Re: Charter

Warren probably has Charter in some of the corporate apartments that he surely must get to use when he travels.

Have clicker will travel.

Jan

Sat Aug 15

NL

Boards Post

DavidAnglin replied to the Berkshire Hathaway board. 2:03 PM

Re: OT: what is the big picture for OIL?

Guys, guys,

Just because one cannot predict the future with models like one can predict the movement of the stars does not mean that trying to avoid a mistake by being risk averse in other things the way WEB is risk averse in investing [more]

Fri Aug 14

NL

Boards Post

DavidAnglin replied to the Berkshire Hathaway board. 10:30 PM

Re: Some Changes

Charter? Why?

NL

Boards Post

DavidAnglin replied to the Berkshire Hathaway board. 10:29 PM

Re: OT: what is the big picture for OIL?

R,

Very interesting posts. Thanks for chiming in!

Jan

Thu Aug 13

NL

Boards Post

DavidAnglin replied to the Berkshire Hathaway board. 11:02 PM

Re: Moving the needle

Dear Tom, I hope that you are correct.... Because we are going to live off of Berkshire for a good while. Size is an anchor. Warren cannot buy everything and beat the market, because the more he buys, the more he becomes "the market". [more]

Wed Aug 12

NL

Boards Post

DavidAnglin replied to the Berkshire Hathaway board. 12:36 PM

Re: OT: what is the big picture for OIL?

For oil to be so cheap is irrational. It's so useful and so precious. Do you ever wonder if the price of oil fluctuates more as a tool of political will, than of mr. Market?

J

Tue Aug 11

NL

Boards Post

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

Re: BV? After PCP?

Thanks.... So how about intrinsic value changes?

Jim, you are soooo helpful!

jan

:)

NL

Boards Post

DavidAnglin posted to the Berkshire Hathaway board. 7:55 PM

OT: what is the big picture for OIL?

Of course There is the Chinese slowdown, etc. But there seems to be panic selling in oil.

Does anyone here have thoughts or analysis to share?

Sincerely,

jan

:)

NL

Boards Post

DavidAnglin posted to the Berkshire Hathaway board. 7:46 PM

BV? After PCP?

Anyone have any calculations about the new BV?

:)

Sun Aug 9

NL

Boards Post

DavidAnglin replied to the Berkshire Hathaway board. 10:18 PM

Re: 30+B Acquisition - PCP

Fortune reports, that most of PCP's customers are in oil and gas.... Not airplanes?


Anyone want to chime in?

Jan

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Big red star, 1000 posts
Board Posts 2465
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Very First Post WSJ article, Gen Am and ARM Re (8/18/1999)
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