Grakf’s Activity

Wed Apr 16

NL

Boards Post

Grakf posted to the Berkshire Hathaway board. 3:03 AM

Tesco watch

Results not as bad as expected, they look to be getting back on track

http://www.tescoplc.com/index.asp?pageid=730


brk maintains 4% holding. Interesting to see Norges [more]

Tue Apr 15

NL

Boards Post

Grakf replied to the Berkshire Hathaway board. 3:25 PM

Re: 5 ticket punch card, bis

Reuters financials are also good for 5 yr data.

NL

Boards Post

Grakf posted to the Berkshire Hathaway board. 3:15 AM

Todd and Ted

Someone mentioned TT and their involvement after WEB is gone. Given their background as stock pickers and lack of exclusive private deals after WEB departs perhaps there will be a greater shift back to part ownership of public companies? plenty of [more]

Mon Apr 14

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Boards Post

Grakf replied to the Berkshire Hathaway board. 10:07 AM

Re: 5 ticket punch card.

Interesting, here are my picks.

BRK.B
JNJ
PG
KO
NESN

I think there is a strong likelihood they will be round in 30 years.

Sun Apr 13

NL

Boards Post

Grakf posted to the Berkshire Hathaway board. 5:31 PM

5 ticket punch card.

You have a hypothetical $1m of which you can invest $200,000 equally into 5 stocks which have to be held for the next 30 years.

What are your picks?

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Boards Post

Grakf replied to the Berkshire Hathaway board. 3:52 AM

Re: Q&A, with Buffett's own #1 question

Interesting that Charlie Munger is a Richard Dawkins fan. He makes recommendations towards reading his books at the back of Poor Charlies. He must be an Athiest.

Fri Mar 14

NL

Boards Post

Grakf replied to the Berkshire Hathaway board. 6:41 PM

Re: UK retail - Tesco watch.

"it will be interesting to hear your first-hand observations as they move fearlessly ahead with this"

"Clarke can get the same customer response in targeting, among six other segments as well, the UK’s equivalent of the Whole [more]

Thu Mar 13

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Boards Post

Grakf posted to the Berkshire Hathaway board. 2:40 PM

UK retail - Tesco watch.

http://www.bbc.co.uk/news/business-26556924

Interesting price war brewing, Tesco is off 5% today and Morrison is off 10% on the announcement of reduced margins going forward and cut [more]

Sat Mar 8

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Boards Post

Grakf replied to the Berkshire Hathaway board. 5:15 AM

Re: Investing For High Inflation

Most = moat

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Boards Post

Grakf replied to the Berkshire Hathaway board. 5:11 AM

Re: Investing For High Inflation

I have also been thinking about retailers specifically WMT and COST in an inflationary environment. As consumers are squeezed and looking for value and with intense competition can these guys pass the price rises on easily or will margins be [more]

Tue Mar 4

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Boards Post

Grakf replied to the Berkshire Hathaway board. 1:38 PM

Re: askwarren@cnbc.com

One stock I have been watching more closely is DGE, Reasonable valuation and strong 5 year sales, eps and dividend growth.

Unilever has been struggling somewhat to grow eps and sales over the last 5 years but is also a reasonable valuation. [more]

Mon Mar 3

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Boards Post

Grakf replied to the Berkshire Hathaway board. 12:09 PM

Re: askwarren@cnbc.com

Intrigued by the "British Stock"

Buying more of it assumes an existing holding, surely not more Tesco.

Tue Feb 25

NL

Boards Post

Grakf replied to the Berkshire Hathaway board. 3:36 AM

Re: Poll: Re-branding real estate offices.

I know an owner of a large agency, the sellers interests are not the main priority, it is getting instructions (higher price), then knocking it down asap using various tactics to convince the seller they need to drop their price so as the property [more]

Thu Feb 20

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Boards Post

Grakf replied to the Berkshire Hathaway board. 2:55 AM

Re: O/T:KO

WMT should make the big 4 into the big 5 imo.

Good home for a 10-20bn allocation for BRK

Tue Jan 28

NL

Boards Post

Grakf posted to the Berkshire Hathaway board. 10:42 AM

An idea

Elephant op. - Ikea.

http://www.bbc.co.uk/news/business-25925523

CAPS Stats & Trivia

This user does not have any Caps picks.

Boards Stats & Trivia

One star, 50 posts
Board Posts 192
Recs Received 179
People who have rec'd these posts 89
Recs to Posts Ratio (last 30 days) N/A
Threads Started 56
Threads Started Percentage 29.17 %
Most Frequent Board Berkshire Hathaway
Very First Post Pondering value (5/29/2009)
Percentage of Posts Rec'd 43.75 %
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