JohnCLeven’s Activity

Mon May 18

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Boards Post

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

NL

Boards Post

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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Boards Post

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.

Sat Mar 7

NL

Boards Post

JohnCLeven replied to the Berkshire Hathaway board. 1:32 PM

Re: VanTuyl Group

Stumbled upon this chart today, which seems to indicate that Van Tuyl, compared with the other "big boys" in this business, has the highest revenue per dealership ratio.

[more]

Sat Feb 28

NL

Boards Post

JohnCLeven replied to the Berkshire Hathaway board. 9:41 AM

Re: Annual Report...Annual Ritual

Here are the points I found most interesting:

1) Ted and Todd will serve as Chairman for at least one small subsidiary each.

"I would include two separate skills, the evaluation of investments and the management of businesses. [more]

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