Quixote1’s Activity

Mon Apr 14

NL

Boards Post

Quixote1 replied to the Berkshire Hathaway board. 9:05 AM

Re: 5 ticket punch card.

CNSWF
FRMO
CFX
POST
TDG



if 2 more
STRZA
MKL

Sat Apr 12

NL

Boards Post

Quixote1 replied to the Berkshire Hathaway board. 12:36 AM

Re: semi OT: FFH analysis and BRK comp

Kind of "tight" timing is what I do with my hedges.

In exuberant markets I try to watch timing signals more careful and err on the hedge camp if in doubt.

It´s more tricky than it appears (this is perhaps why [more]

Sat Apr 5

NL

Boards Post

Quixote1 replied to the Leucadia National Corp. board. 4:14 AM

Re: In

Nice recap and info of your value port part.

May I ask you for the growth part?

Thank you......this is the kind of port. I´d had 20 years ago!

Tue Mar 18

NL

Boards Post

Quixote1 posted to the Berkshire Hathaway board. 12:47 AM

Tips fpr the AM

Finally my dream come true and we´ll be at the meeting this year as international visitor´s.

Any advice as to get the most of the week-end.?

1.-Must-visit.
2.-Hotels and accommodations .
3.-Things to do and visit [more]

Mon Mar 10

Tue Feb 25

NL

Boards Post

Quixote1 replied to the Berkshire Hathaway board. 12:26 AM

Re: Annual Letter excerpt

And why not RSP?

Clearly outperforming.

Can be the 1. something dividend.He hates dividends as much as me .

Tue Feb 11

NL

Boards Post

Quixote1 replied to the Berkshire Hathaway board. 2:17 PM

Re: Rational on Daily Journal

How this guy could build a port north of 150 m. with net income of 4..5..7 millions a year (at most).............no debt ...no advertising...no nothing.......just pure book value....and 100 m. of unrealized capital gains.

Reading that [more]

NL

Boards Post

Quixote1 replied to the Berkshire Hathaway board. 1:59 PM

Re: Rational on Daily Journal

Don´t know if he goes to cash (or not) but the compounding of book value over the last 10 years is awesome (34,3%).....................with flat revenues.

Just amazing.

At 2 times book value in a few years can be a mini [more]

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Boards Stats & Trivia

Two stars, 250 posts Old School Fool
Board Posts 480
Recs Received 448
People who have rec'd these posts 221
Recs to Posts Ratio (last 30 days) N/A
Threads Started 75
Threads Started Percentage 15.63 %
Most Frequent Board Mechanical Investing
Very First Post Re: Workshop Quarterly and Monthly Results (11/14/1998)
Percentage of Posts Rec'd 42.92 %
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