LONGREITS’ Activity

Tue Aug 25

NL

Boards Post

LONGREITS posted to the Bonds & Fixed Income Investments board. 11:11 AM

High Yield Portfolios - Concentration

For those of you who construct your own high yield portfolios, I'm curious how many different issues you are buying. 10? 20? More?

Mon Aug 24

NL

Boards Post

LONGREITS replied to the Berkshire Hathaway board. 11:02 AM

Re: Free money - never seen anything like it

I was lucky to be able to buy some BRK options at an attractive price. Now, time to sell and refinance real estate over the next 12 months to execute them. Admittedly not a risk-free strategy, but I was paid enough to do it.

Fri Aug 14

NL

Boards Post

LONGREITS replied to the Berkshire Hathaway board. 12:21 AM

Re: PCP: Agreat company at a fair price?

The LVNTA sum-of-the-parts is about $47, which values CHTR at $181 and LBRDA at $53. These make up about half of the value of LVNTA. There is a cash flow stream from certain tax benefits that lasts about 15 years, which is hard to value, and also a [more]

Thu Aug 13

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Boards Post

LONGREITS replied to the Berkshire Hathaway board. 7:56 PM

Re: PCP: Agreat company at a fair price?

"What's your elevator pitch for Davita these days?"

It's really what you model as the long-term FCF growth because, as you say, the predominant value of most firms is determined well into the future, more than 5 years out. Phil [more]

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Boards Post

LONGREITS replied to the Berkshire Hathaway board. 11:14 AM

Re: PCP: Agreat company at a fair price?

PCP thoughts:

- shocked the Board of Directors would let it go here at $235

- Berkshire capitalized on a weak near term because their time horizon is longer. $235 might be best for investors who are looking at the stock price over [more]

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Big red star, 1000 posts Old School Fool
Board Posts 3084
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Very First Post BRK Options and Buying on Margin (2/6/2007)
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