Grakf’s Activity

Sat Feb 28

NL

Boards Post

Grakf replied to the Berkshire Hathaway board. 1:04 PM

Re: Annual Report...Annual Ritual

I too read this as a management structure of:

Howard Chairman
Greg Abel CEO,
Todd and Tedd CIO`s
Ajit - Insurance.

Thu Feb 19

NL

Boards Post

Grakf posted to the Berkshire Hathaway board. 3:00 AM

1 foot poles?

I don't have any at the moment due to high valuations but any ideas out there?

Perhaps there are some better opportunities in Europe.

Thu Feb 5

NL

Boards Post

Grakf replied to the Berkshire Hathaway board. 3:22 AM

Re: Pretty Good article in FT

No dividends please, (15% withholding tax)

BRK is big but there are also quality securities overseas to invest in going forward so im sure cash can continue to be deployed.

I would rather sell shares when I need capital. One of the [more]

Wed Feb 4

NL

Boards Post

Grakf replied to the Berkshire Hathaway board. 12:52 PM

Re: Pretty Good article in FT

Do you think there may be a move back to greater allocation towards listed securities as Todd and Tedd take the reins? and a grater emphasis on share buy backs when valuation is attractive after WEB moves on.

Tue Feb 3

NL

Boards Post

Grakf replied to the Berkshire Hathaway board. 9:42 AM

Re: Pretty Good article in FT

I await with anticipation. I hope to be with BRK for the next 50yrs. Where coincidentally I too would be 84!.

Tue Jan 20

NL

Boards Post

Grakf replied to the Berkshire Hathaway board. 9:15 AM

Re: OT: Why Not Costco??

Valuation? And he preferred Tesco. Oops.

So did I, bad move.

Wed Jan 14

NL

Boards Post

Grakf replied to the Berkshire Hathaway board. 3:40 PM

Re: Not A Great Year For Todd & Ted

This makes me think of Munger "Buying quality stock and sitting on your hands"

Perhaps it would have been better to make PG and JNJ part of a "big 6" given all the talk about succession issues etc and not having to think [more]

NL

Boards Post

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

Re: Not A Great Year For Todd & Ted

............and shares of some of the big stalwarts sold off like JNJ and PG have done nicely, thankyou

Tue Dec 9

CAPS Stats & Trivia

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Boards Stats & Trivia

One star, 50 posts
Board Posts 229
Recs Received 234
People who have rec'd these posts 108
Recs to Posts Ratio (last 30 days) N/A
Threads Started 69
Threads Started Percentage 30.13 %
Most Frequent Board Berkshire Hathaway
Very First Post Pondering value (5/29/2009)
Percentage of Posts Rec'd 46.72 %
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