Rubic’s Activity

Fri Dec 9

NL

Boards Post

Rubic posted to the Brookfield Asset Management board. 9:38 AM

Brooklyn Investor article from 2015

It's an older article from 2015, but not much has changed since it was
first published and I don't recall the link being posted in this forum
earlier:

[more]

Fri Nov 11

NL

Boards Post

Rubic posted to the Berkshire Hathaway board. 11:55 AM

Berkshire’s Post-Election Record High

From The Rational Walk:

Berkshire’s Post-Election Record High

http://www.rationalwalk.com/?p=15138

"Only time will tell how the new administration reshapes [more]

Tue Nov 1

NL

Boards Post

Rubic replied to the Berkshire Hathaway board. 7:00 PM

Re: Buffett's 1999 Fortune article

<< FWIW, that week in 1999 the trend earnings yield was 2.36% on my figures.
Right now with the S&P at 2122 it's about 4.08% calculated the same way.
On this basis, the S&P 500 was far more overvalued then than it is
[more]

NL

Boards Post

Rubic posted to the Berkshire Hathaway board. 9:51 AM

Buffett's 1999 Fortune article

We're now approaching the 17th anniversary of Fortune magazine
publication of Warren Buffett's infamous 1999 article:

[more]

Tue Oct 18

NL

Boards Post

Rubic replied to the Berkshire Hathaway board. 12:21 PM

Re: Poll: BRK - Split Post Buffett

I have to admit that I read the original poll question asking
if Berkshire would split by selling off individual companies,
which is possible -- if highly unlikely -- anytime in the
near future.

As far as a stock split -- sure. [more]

Mon Oct 3

NL

Boards Post

Rubic replied to the Brookfield Asset Management board. 3:47 PM

Re: BAM Meeting Notes

<<Is the Kindle edition of [Manlobbi's] book acceptable for reading?>>

I have the Kindle version and had no problems reading the text. The
tables will appear smaller, but that's the limitation of the [more]

NL

Boards Post

Rubic replied to the Brookfield Asset Management board. 2:31 PM

Re: BAM Meeting Notes

Manlobbi, thanks for your detailed notes. One question regarding:

"Only thing different is that money bigger, and thus returns
should be higher and quicker."


Is Bruce stating that returns will be higher because [more]

Thu Sep 29

NL

Boards Post

Rubic replied to the Berkshire Hathaway board. 12:08 PM

Re: OT: eight products per household

"Is it really unreasonable for a bank to shoot for having a *complete
relationship* with a household?"


Maybe not unreasonable, but perhaps unrealistic.

I've opened 4 new bank accounts in the past two years, [more]

Sat Sep 17

NL

Boards Post

Rubic replied to the Berkshire Hathaway board. 5:17 PM

Re: Confidence

<< That's why Buffett told his wife, if she lives longer than him, to put
half her money in a low cost index and the other half in short term
governments.
>>

The actual suggested proportions were 90% S&P [more]

Fri Sep 16

NL

Boards Post

Rubic posted to the Berkshire Hathaway board. 12:38 PM

WFC oil salad scandal price level?

Given all the attention Wells Fargo has deservedly received lately,
I was wondering at what level does the price drop to reach an
equivalence to the American Express Salad Oil Scandal in 1963?

Mon Sep 12

NL

Boards Post

Rubic posted to the Berkshire Hathaway board. 10:46 AM

WF phony account exec's $125M bonus

Wells Fargo Exec Who Headed Phony Accounts Unit Collected $125 Million:

[more]

Tue Sep 6

NL

Boards Post

Rubic replied to the Berkshire Hathaway board. 4:50 PM

Re: OT: Mr Simpson

<< What is your estimate of the intrinsic value of the company and
how do you arrive at the value?
>>

Julian Cochran included a case study of BAM in his recently published
book, "Manlobbi's [more]

Wed Aug 31

NL

Boards Post

Rubic replied to the Berkshire Hathaway board. 1:41 PM

Re: OT: UN to control internet?

I figure a quick precis is very polite addition whether it's subscriber-only or free.
It saves many people the time it takes to click through to and read a (to them) useless article.
It costs you 30 seconds, and saves 200 people a
[more]

Tue Aug 30

NL

Boards Post

Rubic replied to the Berkshire Hathaway board. 3:58 PM

Re: OT: UN to control internet?

<< Isn't there an expression, involviing things that are not broken, and
whether they need fixing?
>>

Everything was humming along nicely when Jon Postel personally
handled every assignment. Then it all went [more]

Fri Aug 12

NL

Boards Post

Rubic replied to the Berkshire Hathaway board. 12:28 PM

Re: Just a quick recap of BNSF

Great post, Jim!

Hoping to see a similarly framed analysis about the IBM purchase a few
years hence. ;-)

Mon Jul 25

NL

Boards Post

Rubic replied to the Berkshire Hathaway board. 6:57 PM

Re: OT: Howard Marks

I had to return the Kindle version of Howard Marks' book because it was
defective -- unintentional blank pages throughout the book. FYI.

-Rubic

Tue Jul 12

NL

Boards Post

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

Re: When to sell?

<< Thinking that the next time book to market is over 1.5, we sell 6 years of living expenses. >>

Six years of living expenses seems like a large amount of BRK to
divest. Not arguing if that makes you comfortable, but [more]

Fri Jun 24

NL

Boards Post

Rubic replied to the Berkshire Hathaway board. 8:42 PM

Re: OT: buying opps

BAM ($33) and WFC ($46) look compelling at today's closing prices. Or wait for future bargains?

Fri Jun 3

NL

Boards Post

Rubic replied to the Berkshire Hathaway board. 8:05 PM

Re: Is it still time to dance?

<< If you're of a certain age, you'll remember those millions of floppies with
AOL software they used to give away.>>


I do, I do!

If you were of a certain frugal mindset, you relabeled those [more]

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Boards Stats & Trivia

Big red star, 1000 posts Old School Fool
Board Posts 2064
Recs Received 4706
People who have rec'd these posts 1483
Recs to Posts Ratio (last 30 days) N/A
Threads Started 527
Threads Started Percentage 25.53 %
Most Frequent Board Berkshire Hathaway
Very First Post Re: Hackers Effect? (3/21/1999)
Percentage of Posts Rec'd 51.79 %
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