DutchMark’s Activity

Sun Aug 30

NL

Boards Post

DutchMark replied to the Berkshire Hathaway board. 11:17 PM

Re: WMT

If WMT does not get a new CEO who embraces online, Amazon will slay it like Netflix slayed Blockbuster.

Just curious, what would you do different from their current walmart.com?

Mark

NL

Boards Post

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

Re: Poll: Market movement


I suppose I should add to my selfish wishes this thought—
Difficult as this would be for many people, it would be fantastic for Berkshire.
Think of the capital they could deploy...


I don't know, I don't remember [more]

NL

Boards Post

DutchMark replied to the Berkshire Hathaway board. 9:02 PM

Re: IBM More a Super Bargain Than Ever.

Anyway, trains could become electric too.

This had me for a moment. In my mind, trains are electric.

I guess the U.S. has some catching up to do in that respect.

Mark

Tue Aug 25

NL

Boards Post

DutchMark replied to the Berkshire Hathaway board. 1:28 PM

Re: Geico rate discriminations

Apart from the article's bizarre notation (what is 1.73^12 miles supposed to mean?)

While technically not the right notation, I'm assuming it means 1.73 times 10 to the power of 12. Or 1,730,000,000,000 miles. 1.73 trillion would have [more]

Mon Aug 24

NL

Boards Post

DutchMark replied to the Berkshire Hathaway board. 7:18 PM

Re: OT: FFH

I am beginning to suspect that value investing is just an exercise in schadenfreude.
"My portfolio value fell but not as much as yours! Margin of safety, b*tches! Serves those happy-go-lucky growth investors
[more]

NL

Boards Post

DutchMark replied to the Berkshire Hathaway board. 10:59 AM

Re: RSP

thing. Unfortunately for me, the market only ever crashes when I need to raise cash for other things, so I didn't buy any.

Don't worry, there's probably more to come. You'll get another chance.

But that may just be wishful [more]

NL

Boards Post

DutchMark replied to the Berkshire Hathaway board. 10:31 AM

Re: Compelling Bear Case for BRK?

"I mean why would the CEO of BNSF or MidAmerican listen to a lecture from Ajit Jain especially during difficult times ?"

Good points all. But highly unlikely Jain is the name in the envelope.


It doesn't matter who [more]

Wed Aug 19

NL

Boards Post

DutchMark replied to the Berkshire Hathaway board. 12:59 AM

Re: Thoughts on BRK selling NOV low

The market also seems to be most willing to price AWS in a vacuum, when a case can be made that a significant number of expenses are being ignored, resulting in a multiple on a much higher earnings number than might reasonably be attainable were [more]

Sun Aug 16

NL

Boards Post

DutchMark posted to the Mechanical Investing board. 1:12 PM

Stock screening software

I'm new here and I have one main question. What stock-screening software or website would you recommend using?

I came across the backtest.org website. It seems quite powerful to test out ideas. But if I want [more]

NL

Boards Post

DutchMark replied to the Berkshire Hathaway board. 12:59 PM

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

Thanks for your reply, Mark. Just for fun, here is a deep dive TED talk on the topic by David Deutsch. Hope you find it interesting. Peace

[more]

NL

Boards Post

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

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

And how fast does sea level rise? Pretty sure it is slow enough that you can walk away from it to avoid drowning or even getting your feet wet.

Real estate does not walk.

Is it cheaper to have an international mechanism
[more]

NL

Boards Post

DutchMark replied to the Berkshire Hathaway board. 10:39 AM

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

It strikes me as remarkable coincidence that the climate change doomsayers seem to know with such precision that we are at this unique moment in history, teetering on the brink of an irreversible death spiral

To me it strikes as [more]

NL

Boards Post

DutchMark replied to the Berkshire Hathaway board. 1:58 AM

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

And that's another thing. People assume that any warming is automatically bad. Aren't we talking about more plant food? Vegetation getting more food is bad? Also, don't more people die from the cold than from the heat? Why is there a big [more]

Sat Aug 15

NL

Boards Post

DutchMark replied to the Berkshire Hathaway board. 4:54 PM

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

It's true that experts still can't exactly predict the effects on the climate. But the general trend where more CO2 means higher global temperatures have been well established. Plus, it's not like nothing has been done in this field the last 30 [more]

Sun Aug 9

NL

Boards Post

DutchMark replied to the Berkshire Hathaway board. 2:44 PM

Re: Snide and Snarky Remarks

For those who are interested in the ongoing exploits of MadCapitalist, he has a vaguely active motivational blog:

http://www.betterstrongerfaster.com/


My youngest son loves [more]

Fri Aug 7

NL

Boards Post

DutchMark replied to the Berkshire Hathaway board. 4:39 PM

Re: OT: Why Can't IBM Keep Up?

ClearCase is one of the best version control software programs I have used. It does not suck.

Try using Git/Stash. Much better. Branching, merging, sharing all of it is much better and lighter. Jira is rapidly displacing RTC. The
[more]

Fri Jul 24

NL

Boards Post

DutchMark replied to the Berkshire Hathaway board. 4:48 PM

Re: ibm revenue collapse

Imagine a steady state Amazon with Walmart's current net profit of about $1 for every $30 in sales.

To me it seems obvious that if all you can do is trying to value Amazon based on "what if Amazon is Walmart" nothing good [more]

NL

Boards Post

DutchMark replied to the Berkshire Hathaway board. 1:04 PM

Re: ibm revenue collapse


I see it the reverse way!
The bulls have been talking up Amazon for years, saying they will make a huge profit some day.
There comes a time when they just have to let it be.

It has been over 20 years they have been waiting,
[more]

Thu Jul 23

NL

Boards Post

DutchMark replied to the Berkshire Hathaway board. 5:16 PM

Re: ibm revenue collapse

Does anybody think Amazon is making a good clean profitable return on their investment in their cloud services?

Ahem... looking at the stock price there's obviously lots of people thinking that.

You've been down talking [more]

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