LONGREITS’ Activity

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]

Fri Jan 29

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LONGREITS posted to the Berkshire Hathaway board. 11:54 AM

Absurd market quotation for DVA

Let's call it $1.9 bn cash/ST investments at 9/30 less $400 mn for acquisition less any capital allocated to share buybacks (hopefully maximum possible) plus $100 mn+ cash build per month or another about $500 mn since the last [more]

Wed Jan 13

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LONGREITS replied to the Berkshire Hathaway board. 2:00 PM

Re: put an order in at 123

This makes no sense. Why put in an order for 3% lower than the current price when you are already buying a 70 cent dollar, growing around 10% per year. Let's say you hold stocks for at least 3 years (few do), that means you are holding out for an [more]

Sat Dec 12

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LONGREITS replied to the Berkshire Hathaway board. 12:04 PM

Re: thinking of 50% of money in BRK/B, rest in

"It’s one thing to be significantly overweight in one stock because it’s done so well and you face taxes if you sell. It’s another to willfully spend half your cash on one stock, assuming the amount is significant"

I don't mean [more]

Mon Dec 7

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LONGREITS posted to the Berkshire Hathaway board. 10:40 AM

Buffett - Security Analysis

Does anyone recall which edition of Security Analysis is Buffett's favorite?

Mon Nov 23

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

Re: Ideas

BRK
DVA
BAM
LBRDA
SCHW

Thu Nov 12

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LONGREITS posted to the Berkshire Hathaway board. 12:39 PM

BRK 2018 options

Does anyone know when the 2018 options come out?

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