Grahdodd’s Activity

Yesterday

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Grahdodd replied to the Berkshire Hathaway board. 8:22 AM

Re: Cramer and Interest Rates

Buffett warned in 2000 that stock market returns would be poor for a very long time.

Boy was he right.

He had no insight into what was going to happen to the general economy the next decade or 2.

But he knew the starting [more]

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Grahdodd replied to the Berkshire Hathaway board. 7:46 AM

Re: Reinsurance business under attack

Agree with your observations about ReInsurance, but this is more than the typical cyclical soft pricing. Buffett's commentary and actions indicate it's "different this time".

In previous decades, we've always experienced soft [more]

Fri Jul 3

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Grahdodd replied to the Berkshire Hathaway board. 6:22 PM

Re: Reinsurance business under attack

This is a very significant development, arguably one of the most significant in Berkshire's history. The article points out long term concerns Buffett has about the ReInsurance business as well as the entrance of significant sums of capital in [more]

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