Jtrau’s Activity

Wed Jun 10

NL

Boards Post

Jtrau replied to the Berkshire Hathaway board. 12:05 PM

Re: Fairfax

And while Buffett sits out frothy periods in the market, he doesn't actually go short.

This is not quite correct. In 1999 (if I recall correctly) Buffett bought SP500-Puts. He was obviously convinced that the market was grossly [more]

Sun May 24

NL

Boards Post

Jtrau replied to the Berkshire Hathaway board. 5:59 AM

Re: Berkshire and rising rates

I just realized I posted this in the wrong thread - it should be an answer to ZZorac's post in "Tobin's Q - what is it good for"


[more]

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Boards Post

Jtrau replied to the Berkshire Hathaway board. 5:41 AM

Re: Berkshire and rising rates

How can this be? If the value of stocks is a direct function of future earnings, the value should remain the same regardless of what interest rates do.

The key to understand this is the value of future earnings (net present [more]

Sat May 2

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Boards Post

Jtrau posted to the Berkshire Hathaway board. 9:44 AM

Live Blog

I am currently following the Morningstar Live Blog

http://news.morningstar.com/articlenet/article.aspx?id=69545...

If anyone found a more detailed blog, I [more]

Fri May 1

NL

Boards Post

Jtrau posted to the Berkshire Hathaway board. 11:26 PM

Bill Gates about IBM

"Woodstock of Capitalism’s odd couple"

http://www.ft.com/cms/s/2/e7cae5e0-ef24-11e4-87dc-00144feab7...

(Registration [more]

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.

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Boards Stats & Trivia

Two stars, 250 posts Old School Fool
Board Posts 265
Recs Received 540
People who have rec'd these posts 224
Recs to Posts Ratio (last 30 days) N/A
Threads Started 30
Threads Started Percentage 11.32 %
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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