bearmarketbully’s Activity

Fri Jul 24


Boards Post

bearmarketbully replied to the Berkshire Hathaway board. 6:44 AM

Re: Buffett out of touch

I did do the math. 12% of book value is tied up in these two names, an unacceptably high amount. IBM is going nowhere and neither is KO. WMT is no gem either.

Thu Jul 23


Boards Post

bearmarketbully posted to the Berkshire Hathaway board. 8:42 PM

Buffett out of touch

IBM and KO? IBM is a dinosaur and KO has done nothing for 17 years now. Is it any wonder Berkshire stock is down?

Thu Jun 4


Boards Post

bearmarketbully posted to the Berkshire Hathaway board. 12:18 PM

Berkshire No Better Than S&P

Another five years has passed, and the rolling five-year return is lagging the S&P. We all know by now Warren moved the goalposts and said not to look at change in market value. But why shouldn't we, as five years is a sufficient time frame to do [more]

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One star, 50 posts
Board Posts 227
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Most Frequent Board Berkshire Hathaway
Very First Post Re: Alice is bullish (8/13/2001)
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