Marce2001’s Activity

Mon Jun 9

NL

Boards Post

Marce2001 replied to the Berkshire Hathaway board. 1:15 PM

Re: OT: markets happy

Updated CAPE chart: http://www.smithers.co.uk/page.php?id=34

As at 6th June, 2014 with the S&P 500 at 1949 the overvaluation by the relevant measures was 88% for non-financials [more]

Thu May 8

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Boards Post

Marce2001 replied to the Berkshire Hathaway board. 7:48 PM

Re: Munger and Buffett on AMZN and retail in gen

It is also quite striking in comparing the lack of profits at Amazon vs. Alibaba...

Apples-to-oranges comparison of two different business models. From the cited article, "Alibaba doesn't buy the products it sells, nor does it [more]

Thu May 1

NL

Boards Post

Marce2001 replied to the Berkshire Hathaway board. 11:31 AM

Re: Buffett votes "abstain"...

Letter from David Winters to KO's Board of Directors:

We would like to know whether Mr. Muhtar Kent or Mr. Howard Buffett made the Compensation Committee or the full Board of Directors aware of Mr. Warren Buffett’s views on the 2014 [more]

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Boards Stats & Trivia

One star, 50 posts Old School Fool
Board Posts 92
Recs Received 402
People who have rec'd these posts 281
Recs to Posts Ratio (last 30 days) N/A
Threads Started 9
Threads Started Percentage 9.78 %
Most Frequent Board Dynamic Value Investing
Very First Post Shorting real estate (6/13/2001)
Percentage of Posts Rec'd 73.91 %
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