Rubic’s Activity

Mon Jan 18

NL

Boards Post

Rubic replied to the Berkshire Hathaway board. 9:47 AM

Re: Computing growth

<<
Company A has earnings of $1, $2, $4, $8 and $16 in years 1 through 5.
Company B has earnings of $1, $8, $2, $4 and $16 in years 1 through 5.
>>


With no further information, I would start with an assumption [more]

Fri Jan 15

NL

Boards Post

Rubic replied to the Berkshire Hathaway board. 1:31 PM

Re: OT: The next recession

<< My theory is that there would be no gold bugs if it were a dull colour or boring silvery like most metals,
so the whole price cult is a function of certain quantum effects in the reflectance spectrum. >>


I've [more]

Mon Jan 4

NL

Boards Post

Rubic replied to the Berkshire Hathaway board. 3:42 PM

Re: OT: ad copy

<< In late 1999 or early 2000 I mentioned on a message board, not this
one, on how poorly I had done in 1999. >>



Well, I for one, listened to you. And Dale Wettlaufer. And that
dumb eurotrashy guy. [more]

NL

Boards Post

Rubic replied to the Berkshire Hathaway board. 2:11 PM

Re: Limit orders on BRK - Too greedy maybe?

In the grand scheme of things, your limit orders are netting you
between 0.8% and 1.5%. Only you can decide if it's worth
potentially passing on the currently deflated share price.

I'm happy with my $129/B purchases [more]

Sat Jan 2

NL

Boards Post

Rubic replied to the Berkshire Hathaway board. 9:29 AM

Re: OT: The Big Short

I enjoyed the movie, especially some parts where they broke the
fourth wall to describe technical aspects of the financial
chicanery.

-Rubic

Tue Dec 29

NL

Boards Post

Rubic replied to the Berkshire Hathaway board. 11:20 AM

Re: Clayton not looking good

<< Hispanic refers to people of Spanish-speaking origin or ancestry,
while Latino is anyone of Latin American origin or ancestry
(including Brazilians). >>


<<I do not think this is quite right. I worked [more]

NL

Boards Post

Rubic replied to the Berkshire Hathaway board. 9:02 AM

Re: Clayton not looking good

<< non-Latino non-Hispanic (what's the difference?) >>

Hispanic refers to people of Spanish-speaking origin or ancestry,
while Latino is anyone of Latin American origin or ancestry
(including [more]

Thu Dec 17

NL

Boards Post

Rubic replied to the Berkshire Hathaway board. 11:54 AM

Re: OT: RSP vs SPY

What about the long-term benefits of Vanguard's investor-owned
corporate structure vs. Guggenheim's?

The RSP has a 0.4% fee -- low for the industry standard -- but do they
have the same incentive (as Vanguard would) to lower it [more]

Wed Dec 16

NL

Boards Post

Rubic replied to the Berkshire Hathaway board. 2:07 PM

Re: OT: RSP vs SPY

<< Also keep in mind that RSP has a higher expense ratio than SPY
(0.4% vs 0.09%) and SPY will typically have a higher dividend yield ... >>


I was going to mention this, but you beat me to the post. Possibly one [more]

Mon Dec 14

NL

Boards Post

Rubic posted to the Berkshire Hathaway board. 1:00 PM

Backtesting: A Cautionary Tale

Financial Backtesting: A Cautionary Tale

http://www.philosophicaleconomics.com/2015/12/backtesting/

"Now, imagine that it’s late December of [more]

Mon Dec 7

NL

Boards Post

Rubic replied to the Berkshire Hathaway board. 10:53 AM

Re: Buffett - Security Analysis

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

I recall he was unhappy with the 4th edition. Buffett wrote the forward to the current 6th edition.

Rational Walk has a blog post [more]

Tue Dec 1

NL

Boards Post

Rubic replied to the Berkshire Hathaway board. 4:56 PM

Re: IBM Research Makes Progress

<< For sure. Seen the Pi Zero?
1 GHz CPU, half gig ram, graphics processor and HDMI port, 2 USB ports,
SD card slot for storage, general purpose I/O header, runs Linux quite
well, for $5. >>



Got one. [more]

Mon Nov 30

NL

Boards Post

Rubic replied to the Berkshire Hathaway board. 10:02 PM

Re: OT: satire

<< This appears to be an urban myth that won't die, see
[more]

NL

Boards Post

Rubic replied to the Berkshire Hathaway board. 8:28 PM

Re: OT: satire

<< I have a question (only tangentially related to IBM). Do you
think Amazon uses AWS for it's core operations? >>


@TransverseSlice:

Your question was directed to dividends20, but as an early adopter [more]

Fri Nov 20

NL

Boards Post

Rubic replied to the Berkshire Hathaway board. 11:59 AM

Re: CBI Shorts

<< I've asked the question a couple times on a couple threads; why
did Ted bail on CBI? >>


I wouldn't hazard a guess, but I'm glad once he made the decision to
sell, there was no "thumbsucking" in [more]

Sat Nov 7

NL

Boards Post

Rubic replied to the Berkshire Hathaway board. 10:38 AM

Re: Kraft Heinz

<< To avoid an increase in unemployment insurance claims and thus an
increase in the premiums, the company I worked for generally did not
fire or lay-off employees. The had a process called "stimulated
resignation"
[more]

NL

Boards Post

Rubic replied to the Berkshire Hathaway board. 9:34 AM

Re: Kraft Heinz

My feeling is that the US economy might benefit from a moderate
"termination tax", where firing an employee costs 10% of the employees
annual wage per year of employment with the company (capped at 100% or
[more]

Wed Nov 4

NL

Boards Post

Rubic posted to the Berkshire Hathaway board. 5:34 PM

Buffett's allocation advice

I've been wondering when someone would run the numbers for Buffett's
90/10 asset allocation from his 2013 shareholder letter.

Buffett's Asset Allocation Advice: Take it ... With a Twist
Javier Estrada
University of [more]

CAPS Stats & Trivia

CAPS Player Rating < 20
Player Rank 0 out of 74889
Score 0.00
Score Change Today 0
Accuracy 0.00%
Active Picks 0
Total Picks 0
Best Pick ( 0)
Worst Pick ( 0)
Average Score per Pick 0.00
Charms Earned 0
Highest Rated Favorite No Favorites Selected
Go to Rubic’s CAPS page

Boards Stats & Trivia

Big red star, 1000 posts Old School Fool
Board Posts 2038
Recs Received 4543
People who have rec'd these posts 1434
Recs to Posts Ratio (last 30 days) N/A
Threads Started 518
Threads Started Percentage 25.42 %
Most Frequent Board Berkshire Hathaway
Very First Post Re: Hackers Effect? (3/21/1999)
Percentage of Posts Rec'd 51.47 %
Show Rubic’s 10 Latest Posts