Grahdodd’s Activity

Thu Nov 19

NL

Boards Post

Grahdodd replied to the Berkshire Hathaway board. 1:05 PM

Re: WMT vs IBM

No. WalMart operated an enormous and growing profitability during the ENTIRE time period you reference. Profit every single year.

That's called good business.

AMZN operated at a loss for a decade and a half.
Don't know what you [more]

NL

Boards Post

Grahdodd replied to the Berkshire Hathaway board. 12:52 PM

Re: WMT vs IBM

Its also difficult to prove consumers are harmed when major airlines offer $19 one way flights. But eventually they are...when competitors can't compete & go under.

Have you visited your local mall recently? You'll see the impact of 15 [more]

NL

Boards Post

Grahdodd replied to the Berkshire Hathaway board. 9:54 AM

Re: WMT vs IBM

And then there's the myth Amazon is operating on all cylinders.

After losing hundreds of millions on the dreaded Fire Phone ($170 million loss in 1 quarter alone) even the profit agnostic Amazon decided enough is enough and charged off the [more]

Wed Nov 18

NL

Boards Post

Grahdodd replied to the Berkshire Hathaway board. 9:28 PM

Re: WMT vs IBM

AMZN sold product at a loss for more than a decade. Now it's a shade better than break-even...15 years later.

If American Airlines priced like AMZN --for 3 months--they'd be investigated and penalized for predatory pricing.

AMZN did [more]

Mon Nov 16

NL

Boards Post

Grahdodd replied to the Berkshire Hathaway board. 8:09 AM

Re: WMT vs IBM

PPS

Brilliant timing Buffett slightly reduced WMT holding (7% of his shares) Along with Goldman.
Buffett says sales are tied to the Precision deal.Says its because WMT & GS are in non insurance subs where he needed to raise some [more]

NL

Boards Post

Grahdodd replied to the Berkshire Hathaway board. 7:24 AM

Re: WMT vs IBM

PS...when I referenced WMTs projected forward SSS, I made a serious omission. The 3% growth I referenced is what Doug MacMillon projects a year out--after the new technology and Labor investments.
Near term, Wal Mart projects flat sales (1 of [more]

Sun Nov 15

NL

Boards Post

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

Re: WMT vs IBM

Unfortunately, political issues are a HUGE factor in analyzing this company. Sorry, wish it wasn't.

Without commenting on the merits, for example, of a $15 an hour minimum wage...well, with respect to everything I wrote: disregard what I [more]

NL

Boards Post

Grahdodd replied to the Berkshire Hathaway board. 3:00 PM

Re: WMT vs IBM

Very interesting theory Jkm and you may be right. But the SSS increases at WMT are only 1.5% and reflect, I believe, execution improvements at WMT. Customer surveys reveal a more satisfying in-store experience according to the company. Think it's [more]

Sat Nov 14

NL

Boards Post

Grahdodd replied to the Berkshire Hathaway board. 8:21 AM

Re: WMT vs IBM

WalMart is quite healthy, improving fundamentally, and will benefit from the shake-out in the retail industry which will claim many significant competitors. KM & Sears, as we all know, are on life support. Many mid level players are barely [more]

Fri Nov 6

NL

Boards Post

Grahdodd replied to the Berkshire Hathaway board. 5:12 PM

Re: Kraft Heinz

Slash & burn personnel cuts is just ONE of the budget cutting techniques?

Technically, yes. But it is BY FAR the biggest. 3G identifies companies it can slash big time...just like competing PEs..no different. And 3G is looking for BIGGER [more]

NL

Boards Post

Grahdodd replied to the Berkshire Hathaway board. 2:11 PM

Re: Kraft Heinz

I agree with that. But that's not the point. Your commentary does not conflict with what I wrote.

The 2600 people who lose their jobs, within the context you write, have every reason to be angry, bitter, hurt, outraged.

And those [more]

CAPS Stats & Trivia

CAPS Player Rating 51.43
Player Rank 36378 out of 74891
Score 45.60
Score Change Today +4.15
Accuracy 40.00%
Active Picks 8
Total Picks 12
Best Pick RTN (+135.86)
Worst Pick COP (-58.90)
Average Score per Pick 3.80
Charms Earned 3
Highest Rated Favorite No Favorites Selected
Go to Grahdodd’s CAPS page

Boards Stats & Trivia

One star, 50 posts
Board Posts 87
Recs Received 492
People who have rec'd these posts 203
Recs to Posts Ratio (last 30 days) N/A
Threads Started 10
Threads Started Percentage 11.49 %
Most Frequent Board Berkshire Hathaway
Very First Post Re: Poll: Important Investment Decision (5/8/2009)
Percentage of Posts Rec'd 75.86 %
Show Grahdodd’s 10 Latest Posts