Jtrau’s Activity

Sat Apr 18

NL

Boards Post

Jtrau replied to the American Express Company board. 7:09 AM

Re: AXP

Is buffet still heavily invested in Amex?

If you mean Warren Buffett, or better Berkshire Hathaway, yes, they still hold around 10% of AXP. And this is very unlikely to change.

Wed Apr 1

NL

Boards Post

Jtrau replied to the Berkshire Hathaway board. 3:25 AM

Re: 1Q 2015 YTD Performance

So that gives -3.88% for Berkshire. YTD for the S&P 500 is +0.94% (incl. dividends). Apologies to those looking to sell, but speaking on behalf of those still accumulating, this was a great quarter! IV went up, but price went down. What's not [more]

Sun Mar 15

NL

Boards Post

Jtrau replied to the Berkshire Hathaway board. 2:49 AM

Re: IBM price speculation

What is a reasonable number of years for Berkshire to hold on to and add to IBM before declaring it a dud?

Buffett has said in the past that he would not mind if the market closed for ten years after he bought a stock.

I [more]

Mon Mar 2

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Boards Post

Jtrau replied to the Berkshire Hathaway board. 6:06 PM

Re: Wow, WEB ripped David Winters on CNBC

I liked it better when he had the class to praise by name, and criticize only by category. Deep down, I known Buffett prefers that too, and I'd bet he regrets saying that now...or at least I hope so.

That Winters guy attacked Buffett [more]

NL

Boards Post

Jtrau replied to the Berkshire Hathaway board. 12:16 AM

Re: Book +8.3%

Carl,

thank you for taking the time to explain OTI.

Part of the drop in OTI from 2013 and 2012 is that the equity market did not do as well and so unrealized gains of the equity portfolio were only +$3.8B in 2014, compared to [more]

Sun Mar 1

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Boards Post

Jtrau posted to the Berkshire Hathaway board. 9:11 AM

Book +8.3%

In 2014 our per-share investments increased 8.4% to $140,123, and our earnings from businesses other than insurance and investments increased 19% to $10,847 per share.

But book only increased by 8.3%. How the hell does that work?

Thu Feb 26

NL

Boards Post

Jtrau replied to the Berkshire Hathaway board. 4:35 AM

Re: Reconsidering IBM's Moat

I knew Nokia was going to dominate the market and I can give you 20 reasons why. If you read some of TMFMycroft's long and very detailed posts you would know why Nokia would dominate. His thinking was very popular at the time and he had a lot of [more]

Sat Feb 21

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Boards Post

Jtrau replied to the Berkshire Hathaway board. 9:15 PM

Re: IBM, What's To Like

To sum it up:

1. High switching costs keep customers.

2. Because of difficulty of switching, you want to be sure the company
you select is still around twenty years plus from now.

Sun Feb 8

NL

Boards Post

Jtrau replied to the Berkshire Hathaway board. 8:53 PM

Re: Warren Buffett faces pressure for more disclosur

"There is little or no value in those reports, at least the ones I have seen so far."

Of course I meant the analyst reports.

NL

Boards Post

Jtrau posted to the Berkshire Hathaway board. 8:51 PM

Warren Buffett faces pressure for more disclosur

Some analysts are whining about Berkshire's reporting.
I don't think WEB will listen to them anyway, and he
is sure right about that. There is little or no value in those reports, at least the ones I have seen so far.

Warren [more]

Fri Jan 30

NL

Boards Post

Jtrau replied to the Berkshire Hathaway board. 11:07 AM

Re: CBI

Some News here:

[more]

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Boards Stats & Trivia

Two stars, 250 posts Old School Fool
Board Posts 260
Recs Received 526
People who have rec'd these posts 218
Recs to Posts Ratio (last 30 days) N/A
Threads Started 28
Threads Started Percentage 10.77 %
Most Frequent Board Berkshire Hathaway
Very First Post Re: Meeting with Employee (4/15/2000)
Percentage of Posts Rec'd 59.62 %
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