ToddFinances1’s Activity

Fri Oct 31

NL

Boards Post

ToddFinances1 posted to the Berkshire Hathaway board. 11:02 AM

Jim Grant - Era of central bank worship

http://www.valuewalk.com/2014/10/jim-grant-era-central-bank-...

What are ‘safe haven assets’ if you believe that a bear market in bonds is [more]

NL

Boards Post

ToddFinances1 posted to the Berkshire Hathaway board. 10:48 AM

Seth Klarman - Complacency Bubble

http://www.ftense.com/2014/09/seth-klarman-on-complacency-be...

Late in a market cycle--when bargains are increasingly hard to find, valuations are [more]

Wed Oct 29

NL

Boards Post

ToddFinances1 replied to the Berkshire Hathaway board. 1:22 AM

Re: IBM & Buffett's job

Henry Singleton bought back a lot of Teledyne shares in the 1970s and today Wall Street calls IBM's buy back program financial engineering even though they are buying back shares at 10x current earnings.

This is great news that they have [more]

Thu Oct 23

NL

Boards Post

ToddFinances1 replied to the Berkshire Hathaway board. 3:49 PM

Re: IBM: Is Buffett Wrong?

Is anyone else confounded by the financial engineering charge of IBM?

IBM has nearly doubled net profit and net profit margin over the past 10 years. Long-term debt has doubled over that time as well. Sales have been flat. The stock has [more]

Wed Oct 22

NL

Boards Post

ToddFinances1 replied to the Berkshire Hathaway board. 11:19 PM

Re: IBM: Is Buffett Wrong?

<<At the risk of having a bolt of lightning come down and strike Yoda, I think WEB got this one wrong. . . >>

I doubt it. Wall Street is too enamored with the sales game and they're selling the stock below what the business is [more]

Wed Oct 15

NL

Boards Post

ToddFinances1 replied to the Berkshire Hathaway board. 2:45 PM

Re: dry powder anyone?

<<A good day to fire some off.>>

I added a small amount of IBM at $179.20.

Todd

Thu Oct 2

NL

Boards Post

ToddFinances1 replied to the Berkshire Hathaway board. 10:04 PM

Re: Rails, Planes and now Autos

Buffett closed the partnership in 1969 due to lack of investment opportunities.

I think Seth Klarman is right about the general environment for stocks although Buffett may see some select opportunities.

Todd

CAPS Stats & Trivia

CAPS Player Rating < 20
Player Rank 0 out of 75069
Score 0.00
Score Change Today 0
Accuracy 0.00%
Active Picks 1
Total Picks 1
Best Pick BRK-A (+42.57)
Worst Pick BRK-A (+42.57)
Average Score per Pick 0.00
Charms Earned 0
Highest Rated Favorite No Favorites Selected
Go to ToddFinances1’s CAPS page

Boards Stats & Trivia

Two stars, 250 posts
Board Posts 492
Recs Received 2026
People who have rec'd these posts 378
Recs to Posts Ratio (last 30 days) N/A
Threads Started 99
Threads Started Percentage 20.12 %
Most Frequent Board Berkshire Hathaway
Very First Post Hello to All (12/24/2009)
Percentage of Posts Rec'd 71.34 %
Show ToddFinances1’s 10 Latest Posts