Grahdodd’s Activity

Sat Jun 21

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Grahdodd replied to the Berkshire Hathaway board. 3:50 PM

Re: Heresy revisited

One other thing, everyone knows the upside story of Wells. Everyone hates Bank of America. The respective Book Values validate WFC is a superior business and it's widely known.
Price to Book:
Wells Fargo: 1.76
Bank of America: [more]

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Grahdodd replied to the Berkshire Hathaway board. 3:12 PM

Re: Heresy revisited

Agree with you.
Sounds like you've already enjoyed the free puff on the discarded BAC cigar..lol.
I agree it's a mediocre operator. Just looks to me like there's $2-$3 of core normalized earnings there after everyone's done with lawsuits, [more]

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

Re: Heresy revisited

Congrats great move!

Just wondering, with WFC 27% less relatively attractive compared with BRK today (vs. 4/2013)....which would you choose today if you put new money to work?

And how does WFC look compared to BAC in Banking sector [more]

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