LONGREITS’ Activity

Sat Feb 20

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Boards Post

LONGREITS replied to the Berkshire Hathaway board. 9:52 AM

Re: Why did Warren and Charlie buy BAC

"He said more than once in 2009 that he would put his entire net worth in WFC at $9 per share."

Can anyone find this quote?

Wed Feb 17

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Boards Post

LONGREITS replied to the Berkshire Hathaway board. 10:29 PM

Re: Coat tailing

The stock buys of the two managers have been spectacular. I couldn't be happier with the opportunity to learn from them.

Don't let market prices, particularly after fluctuating wildly in the case of Wells Fargo and Bnsf, tell you whether the [more]

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LONGREITS replied to the Berkshire Hathaway board. 11:23 AM

Re: 13F is out

"One possible theory is that, unlike Mr Buffett, Todd and Ted are primarily interested in things with reasonably near-term catalysts."

I agree with this. I have long thought Weschler is a special situations/special circumstances [more]

Tue Feb 16

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LONGREITS posted to the Berkshire Hathaway board. 3:07 PM

Investments 101

FYI, updated "memo" below. Feel free to distribute.

INVESTMENTS

Warren Buffett says that his investment success is attributed to reading and accumulating knowledge. He’s rumored to read 500 pages of rather technical [more]

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LONGREITS posted to the Berkshire Hathaway board. 12:21 PM

Conference call transcripts

Does anyone have any good recommendations for conference call transcript services?

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LONGREITS posted to the Berkshire Hathaway board. 9:49 AM

New book: Concentrated Investing

Some of you might be interested in this new book. I preordered it yesterday.

[more]

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LONGREITS posted to the Berkshire Hathaway board. 9:43 AM

Reading List

For the past year I've been diligently going through and reading or rereading all the classic texts. The below is what I've been occupied with and what I have on my calendar for this year. I've been keeping a reading journal and only been able to [more]

Sat Feb 6

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Boards Post

LONGREITS replied to the Berkshire Hathaway board. 1:18 PM

Re: Weschler's process

Or 20*

Excuse the typo...typing on a plane

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LONGREITS posted to the Berkshire Hathaway board. 1:17 PM

Weschler's process

This author states...

Models intrinsic value out 5 years

5 years is consistent with an interview he gave maybe 10 years ago where he stated portfolio companies were ideally held for 5 years

Buys at 15-30 percent discount [more]

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Boards Stats & Trivia

Big red star, 1000 posts Old School Fool
Board Posts 3106
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Very First Post BRK Options and Buying on Margin (2/6/2007)
Percentage of Posts Rec'd 51.45 %
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