Grakf’s Activity

Tue Dec 9

Thu Nov 13

Fri Oct 24

NL

Boards Post

Grakf replied to the Berkshire Hathaway board. 4:09 AM

Re: TESCO (OT)

Tesco Market Cap now only £13.5bn! Its taken a beating.

Thu Oct 16

Mon Sep 22

NL

Boards Post

Grakf replied to the Berkshire Hathaway board. 5:46 PM

Re: PG, JNJ

I've also read of concern about lower earning per share growth going forward, the rise of private label and the dominance of few but larger global retailers with greater buying power.

There seem to be lots of moats under pressure at the [more]

NL

Boards Post

Grakf replied to the Berkshire Hathaway board. 5:41 PM

Re: Tesco Watch

Yes, I was very pro tesco, mainly because I was swept up in the positive management speak, the fact that BRK is a shareholder and Charlie and Warren spoke positively about the company and large food retailers in general (economies of scale - moats [more]

NL

Boards Post

Grakf posted to the Berkshire Hathaway board. 12:33 PM

PG, JNJ

Hi,

I`m rereading a few books about Berkshire written many years ago. They include these two companies as long term favorites of WEB. I note that in the last few years positions in PG and JNJ have been unloaded by BRK, I wondered why this [more]

NL

Boards Post

Grakf posted to the Berkshire Hathaway board. 3:58 AM

Tesco Watch

http://www.theguardian.com/business/2014/sep/22/tesco-invest...

"Tesco has called in independent accountants and lawyers to [more]

CAPS Stats & Trivia

This user does not have any Caps picks.

Boards Stats & Trivia

One star, 50 posts
Board Posts 221
Recs Received 219
People who have rec'd these posts 105
Recs to Posts Ratio (last 30 days) N/A
Threads Started 68
Threads Started Percentage 30.77 %
Most Frequent Board Berkshire Hathaway
Very First Post Pondering value (5/29/2009)
Percentage of Posts Rec'd 46.15 %
Show Grakf’s 10 Latest Posts