JohnCLeven’s Activity

Tue Jun 23

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JohnCLeven replied to the Berkshire Hathaway board. 11:42 AM

Re: What books are you reading?

Just finished "The Obstacle Is the Way: The Timeless Art of Turning Trials into Triumph" By Ryan Holiday

[more]

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JohnCLeven replied to the Berkshire Hathaway board. 11:33 AM

Re: Sub 140

Not quite sub-$140, but I doubled my stake in BRK.B today.

I only average about 2-5 buy/sell decisions per year, but they tend to be rather large bets relative to the size of my little portfolio.

I feel pretty confident BRK.B should [more]

Mon May 18

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JohnCLeven replied to the Berkshire Hathaway board. 4:28 PM

Re: How many different positions do you have?

I have 5 positions, with BRK.B being about 60% of the portfolio.

I'm 26 years old.

Not retired yet.

Fri Apr 17

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JohnCLeven posted to the Berkshire Hathaway board. 2:47 PM

Li Lu lecture at Columbia (2006)

Li Lu lecture at Columbia (2006)

http://www.youtube.com/watch?v=lot9BnFgO3k&t=0m1s

I thought some of the folks on this board might be interested in this 2006 [more]

Tue Mar 31

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JohnCLeven replied to the Berkshire Hathaway board. 11:58 PM

Re: Munger notes

@knighttof3

I struggle to find any other successful, long-term investors that have been more open about their strategies than Buffett and Munger have. If you piece together what they've said and written over the past 5 decades at Berkshire, [more]

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JohnCLeven replied to the Berkshire Hathaway board. 11:02 PM

Re: OT: follow up to Rate of Return

I think you're looking at something closer to 7% annualized for BRK.B over the next 15 years, which would be almost a 3 bagger.

Just my semi-educated guess based on estimated future book value growth rates, and BV multiples.

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