Zzorac’s Activity

Thu Apr 17

NL

Boards Post

Zzorac replied to the Berkshire Hathaway board. 1:09 PM

Re: 5 ticket punch card, bis

you may want to doublecheck the VONV vs VTV components. The tracking has some differences, for example VTV's second largest holding is Microsoft, while VONV does not include it. That is just a relatively small quibble, but the point is that anyone [more]

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Boards Post

Zzorac replied to the Berkshire Hathaway board. 12:44 PM

Re: 5 ticket punch card, bis

Thanks very much for the link! I had never heard of VONV. That's because I did the mistake of relying on Vanguard's own "all ETFs" page - [more]

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Boards Post

Zzorac replied to the Berkshire Hathaway board. 12:18 PM

Re: 5 ticket punch card, bis

While this could be a difficult time to be getting into the market, looking at your criteria you might find that Vanguard's low cost etf VONV suits your investment criteria. It tracks the Russell Value 1000 and has very low expenses of 0.15%. The [more]

Wed Apr 16

NL

Boards Post

Zzorac replied to the Berkshire Hathaway board. 5:11 PM

Re: semi OT: FFH analysis and BRK comp

But for me a 30-50% draw-down is devastating for my age(I´m 56), well being and my pocket

Below article may help. The author describes the difference between short term and long term risk as follows:

"Risk comes in [more]

Tue Apr 15

NL

Boards Post

Zzorac posted to the Berkshire Hathaway board. 11:28 AM

OT: Latest GMO 7 Year Forecast

Latest GMO 7 year asset class real return forecast (as of March 31). US small caps is the most over valued asset class. Emerging Markets equities and to some extent EM fixed income look relatively attractive.

[more]

Sat Apr 12

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Boards Post

Zzorac replied to the Berkshire Hathaway board. 2:47 AM

Re: OT: Telsa entertainment

Nothing has changed since Sig. Volta? That is not even a tiny little teeny bit helpful or true.

Please read again what I said, if you would.
None of those is "even a tiny little teeny bit" true? Please, sir, we're adults
[more]

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Boards Post

Zzorac posted to the Berkshire Hathaway board. 2:02 AM

BHHS

Saw this commercial a few times on TV today. I had never seen it before.

Berkshire Hathaway Home Services TV commercial
http://www.youtube.com/watch?v=gdPLXB3xXEo

Mon Apr 7

NL

Boards Post

Zzorac replied to the Mechanical Investing board. 11:39 AM

Re: Question, please

S&P cyclically adjusted earnings (the inflation-adjusted E10 from CAPE) rose 12.74% from end 2008 to end 2013. That's how much more the index is worth in real terms compared to five years earlier

Jim,

I having trouble [more]

Mon Mar 10

NL

Boards Post

Zzorac posted to the Berkshire Hathaway board. 11:05 AM

OT: Zero-Commission Stock Trading App

RobinHood is about to let anyone buy and sell stocks for free instead of having to pay E*Trade or Scottrade $7 per transaction. Today RobinHood begins inviting the 160,000 people who’ve signed up to download its glossy new app where you can [more]

Thu Mar 6

NL

Boards Post

Zzorac replied to the Berkshire Hathaway board. 4:26 PM

Re: Whee!

Feelin' pretty good about those wee top-ups Feb 3 and 5

To your credit, you did say at that time that these were the lowest Berkshire prices we were going to get not just for now, but forever! A "forever" prediction is [more]

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Boards Post

Zzorac replied to the Berkshire Hathaway board. 3:55 PM

Re: Chapters 8 and 20

Thus the investor who permits himself to be stampeded or unduly worried by unjustified market declines in his holdings is perversely transforming his basic advantage into a basic disadvantage. That man would be better off if his stocks had no [more]

Tue Mar 4

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Boards Post

Zzorac replied to the Macro Economic Trends and Risks board. 4:17 PM

Re: tim433 violates METaR rules

One exception: Wendy's weather reports often show clear sailing ahead. However, not a single poster has ever pointed to her efforts as being the impetus for the making of a profitable investment. Lots of work for nothing but a little entertainment [more]

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Boards Post

Zzorac posted to the Berkshire Hathaway board. 12:30 AM

OT: Long-term Averages

The following table shows by decade the average dividend yield, nominal earnings growth, nominal GDP growth, inflation rate, 10 yr yield, equity returns and fixed income returns. The time interval is from 1930 to 2013. The last row is the [more]

Mon Mar 3

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Boards Post

Zzorac replied to the Berkshire Hathaway board. 5:16 PM

Re: Some random notes on the AR

Greedy foolish people like me will find it interesting to compare the $16 per B per yer in trend value growth in the next few years to the annual

Jim,

I am having trouble with the $16 per B per year in trend growth in [more]

Mon Feb 24

NL

Boards Post

Zzorac replied to the Berkshire Hathaway board. 7:47 PM

Re: BRk Underperformance

Also note that the last time S&P crashed, BRK was not spared. No safety there.

During the 2007 peak which occurred around Oct. 9 or so, BRK was valued at approximately 1.6 P/B. This ratio in fact increased to 1.9 before yearned in [more]

Tue Feb 18

NL

Boards Post

Zzorac replied to the Markel Corporation board. 9:37 PM

Re: Tom Gayner Portfolio Update

As an admitted Jockey investor i am curious about Gaynor selling out of LUK. Is this a vote of non-confidence in new management team, lack of confidence in business prospects (investment banking / beef), or does he see a black hole? Sentiment [more]

Mon Feb 17

NL

Boards Post

Zzorac posted to the Help with this STUPID computer! board. 11:01 AM

Be a Google Ninja

Tips and Tricks for Online Research.

http://www.thereformedbroker.com/2014/02/17/be-a-google-ninj...

Sat Feb 15

NL

Boards Post

Zzorac posted to the Humor and Urban Legends board. 12:33 AM

Valentine's day protesters

Valentine’s Day protesters beat each other after finding no couples in park.

Protesters belonging to various groups opposed to celebrating Valentine’s Day got the shock of their life after they failed to spot a single heterosexual couple [more]

Fri Feb 14

NL

Boards Post

Zzorac posted to the Markel Corporation board. 11:32 AM

Tom Gayner Portfolio Update

As of 12/31/13

New Purchases: UL, FNF, MHFI, ROL, TGT, MSCI, UTI,
Added Positions: CPRT, BLK, GE, LMCA, INTC, WLP, SEIC, CVX, CG, MAT, FDS, BX, APO, E, KKR, PG, IBM, CLMT,
Reduced Positions: OKE, BK, ACI,
Sold Out: CRR, LUK, NRP, [more]

Wed Feb 12

NL

Boards Post

Zzorac replied to the Berkshire Hathaway board. 7:03 PM

Re: OT: Jeff Matthews on IBM's non-GAAP earnings

IBM's latest $1 billion "rebalancing," as described by its CFO last month, is underway. And the first country hit is India, based on reports from workers there on Tuesday. The so-called "Resource Action" struck in the country [more]

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CAPS Stats & Trivia

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Score 0.00
Score Change Today 0
Accuracy 0.00%
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Boards Stats & Trivia

One star, 50 posts
Board Posts 102
Recs Received 288
People who have rec'd these posts 159
Recs to Posts Ratio (last 30 days) N/A
Threads Started 23
Threads Started Percentage 22.55 %
Most Frequent Board Berkshire Hathaway
Very First Post Google Street View Guys (11/15/2009)
Percentage of Posts Rec'd 66.67 %
Show Zzorac’s 10 Latest Posts