Grakf’s Activity

Today

Fri Jun 27

NL

Boards Post

Grakf replied to the Berkshire Hathaway board. 4:01 PM

Re: Poll: IBM - odds for WEB's change of heart

Re Tesco.

It is my understanding that BRK owns 3.98% currently reduced from 5.08%

Wed Jun 18

NL

Boards Post

Grakf posted to the Berkshire Hathaway board. 3:10 PM

kellogg

Hi

Just had a quick look at the numbers, seems attractive at 12-13 times earnings with 5 yr EPS growth at 10% and high ROE. Nr 5 yr PER low

With a MKT cap of 23bn surely a top target for 3G/ BRK?

NL

Boards Post

Grakf replied to the Berkshire Hathaway board. 11:53 AM

Re: Seeking Advice

Does she own her house, can she let out any spare rooms?

When I bought my first place I let out the spare room and it paid more than half the mortgage.

Good source of potential income.

Sun Jun 8

NL

Boards Post

Grakf posted to the Berkshire Hathaway board. 4:35 AM

BRK Moat

Hi,

I've been looking for articles/ discussion about the moat that applies BRK itself. I've read in passing that they have a moat in insurance as the lowest cost provider in motor insurance and a strong balance sheet allows deals the be [more]

Mon May 19

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Boards Post

Grakf replied to the Berkshire Hathaway board. 3:39 AM

Re: AT&T buys DirecTV for $48.5 billion

That's why I think this potential partnership model with 3G looks so interesting for the long term. Should KO, or PEP be taken out for example. Others have mentioned Kellogs, Campbell Soups is also an old WEB favourite, perhaps even Tesco given its [more]

Thu May 15

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Boards Post

Grakf posted to the Berkshire Hathaway board. 11:32 AM

1st Qtr report.

So BRK is trading at 1.35x bk. Still seems relatively good value to me.

NL

Boards Post

Grakf replied to the Berkshire Hathaway board. 11:01 AM

Re: Heinz & 3G

I've just read this book and would recommend it as it looks in great depth at their hands on management of acquisitions (esp cost cutting).

Last couple of chapters goes into the relationship with Buffet and identifies a few other [more]

Wed May 7

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Boards Post

Grakf replied to the Berkshire Hathaway board. 1:50 PM

Re: Munger and Buffett on AMZN and retail in general

Fairly conclusive that Charlie and Warren consider Amazon a game changer and threat to WMT, Tesco and Costco.

Tue May 6

NL

Boards Post

Grakf replied to the Berkshire Hathaway board. 4:47 AM

Re: Retail circle of competence

Earnings visibility on retail is difficult to asses. When an online competitor can open a big warehouse on the edge of a big city and start undercutting you on prices with lower costs and convenience through home delivery then you have [more]

Mon May 5

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Boards Post

Grakf posted to the Berkshire Hathaway board. 5:05 AM

Retail circle of competence

Interesting comment about this.

Most likely refers to

Walmart, Tesco and the rise of Amazon?

Tue Apr 15

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]

Sun Apr 13

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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?

Thu Mar 13

NL

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]

CAPS Stats & Trivia

This user does not have any Caps picks.

Boards Stats & Trivia

One star, 50 posts
Board Posts 207
Recs Received 199
People who have rec'd these posts 97
Recs to Posts Ratio (last 30 days) N/A
Threads Started 63
Threads Started Percentage 30.43 %
Most Frequent Board Berkshire Hathaway
Very First Post Pondering value (5/29/2009)
Percentage of Posts Rec'd 45.41 %
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