Grahdodd’s Activity

Thu Jul 14

NL

Boards Post

Grahdodd replied to the Berkshire Hathaway board. 5:43 PM

Re: Value investors

There aren't many better at analyzing Berkshire Hathaway than Whitney IMO. I always appreciate his sum of the parts analysis. He's been a Berkshire investor for many years. Don't know if this has been updated. But here's his report on [more]

Sat Jun 25

NL

Boards Post

Grahdodd replied to the Berkshire Hathaway board. 8:51 AM

Re: OT: buying opps

British stocks before the sell off were yielding 4% versus a 10 year in the 1s. Substantial discount to US on multiple of book and PE, too.

Pretty good value there even if earnings flatline for a decade. Market assumes no growth ever in [more]

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Very First Post Re: Poll: Important Investment Decision (5/8/2009)
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