berkshireone’s Activity

Mon Jan 19

NL

Boards Post

berkshireone replied to the Retire Early CampFIRE board. 5:34 PM

Re: Unintended Consequences of Anti-Semitism

http://www.amazon.com/Start-up-Nation-Israels-Economic-Mirac...

Startup Nation is a pretty good book in this general subject area, on why Israel with [more]

Sun Jan 18

NL

Boards Post

berkshireone replied to the Berkshire Hathaway board. 6:47 PM

Re: BRK the answer to fear of loss

You know the investment gods always find new ways to make investors pay dearly for this kind of thing, right?

Tue Jan 13

NL

Boards Post

berkshireone replied to the Berkshire Hathaway board. 6:58 PM

Re: Oil and BNSF

NBR just had a segment on this question, aired a few minutes ago.

The pluses of lower oil proces include the the big one, lower operating fuel costs (someone commented thatnUnion Pacific is the largest consumer of deisel fuel in North [more]

Mon Jan 5

NL

Boards Post

berkshireone replied to the Berkshire Hathaway board. 10:32 AM

Re: Question On Selling BRK.B

I think I understood salsdad's explanation to be that instead of selling a fixed number of shares every year, that the distribution would be more equivalent to Buffett's donation scheme.

The payout would be equal to for example 5% initially, [more]

Thu Jan 1

NL

Boards Post

berkshireone replied to the Berkshire Hathaway board. 9:46 PM

Re: OT IBM's Bethlehem Year

"..means you can raise the EPS. Guess what mgmt is paid on?"
----

Last year Rometty and her senior mgmt group declined to accept their bonuses, including the EPS-related bonuses that they were entitled to under their IBM [more]

Sat Dec 27

NL

Boards Post

berkshireone replied to the Berkshire Hathaway board. 11:47 AM

Re: Does Buffett not think we're playing with fire?

"After-tax corporate profits as a percentage of GDP."
....
If you want to see something that might look really scary, modify the linked chart to show only Berkshire's after-tax corporate profits as a percentage of GDP over the fifty [more]

Tue Dec 23

NL

Boards Post

berkshireone replied to the Political Asylum board. 12:34 PM

Re: DeBlasio

"What did New York's governor, Bill DeBlasio, say or do exactly to piss off the NYPD union so much? New York's police officers can't be this angry at him simply because of the advice he gave to his mixed-race son, can [more]

Sat Dec 13

NL

Boards Post

berkshireone replied to the Berkshire Hathaway board. 1:21 PM

Re: OT: Mining Companies

Barron's took the case for Exxon a step or two further, suggesting that the longer and deeper the oil pricemtrough, the better it might be for the very largest and best capitalized players. It sounds like their reasoning is along the lines of [more]

Tue Dec 9

NL

Boards Post

berkshireone replied to the Conservative Fools board. 2:37 PM

Re: World murder statistics

I find it interesting that ya'll are talking about murder rates by country and tieing that to countries' gun policies, when 'only' 40% of homicides world-wide are committed with firearms. And for the countries withbthe highest overall rates and where [more]

Mon Dec 8

NL

Boards Post

berkshireone replied to the Berkshire Hathaway board. 11:56 AM

Re: O.T. -Time to buy Russia?

"If I was forced to guess I'd say that Russian bond prices will go up and that inflation will go down as their economy weakens."
......

That may be but so far the reverse seems to be happening, at least for now. It's the [more]

Sun Dec 7

NL

Boards Post

berkshireone replied to the Berkshire Hathaway board. 5:58 PM

Re: O.T. -Time to buy Russia?

"P/E = 6
P/B = .75"
------------

How do you feel about the purported effect of interest rates on P/Es?

Decades ago Buffett made the point that we should consider interest rates when we look at prevailing PE's. In [more]

Wed Nov 19

NL

Boards Post

berkshireone replied to the Berkshire Hathaway board. 8:22 PM

Re: 3G Capital and KO

This forbes.com piece is a reminder of just how far internet journalism and particularly Forbes has fallen. In years past this would have never made it past a competent editor. Now Forbes seems to have less oversight [more]

NL

Boards Post

berkshireone replied to the Berkshire Hathaway board. 6:47 PM

Re: Behold the "Mirai" (Future)

So far I do not see much mention on the incentives available to buyers of this vehicle: this past summer Abe announced that Japanese buyers would be eligible for the equivalant of a US$20,000 per vehicle subsidy for this.

Nearby in the [more]

Sat Nov 15

NL

Boards Post

berkshireone replied to the Berkshire Hathaway board. 12:12 AM

Re: Duracell Deal

The cash component can be up to 66% of the transaction value without triggering taxes.

Fri Nov 14

NL

Boards Post

berkshireone replied to the Berkshire Hathaway board. 8:54 PM

Re: It's out. Berkshire bought 300,000+ more IB

"the biggest change is DTV"
******
But in this past quarter didn't Berkshire simply buy back most of the millions of DTV shares it had just sold in the second quarter, buying them back at about the same price they were just sold [more]

NL

Boards Post

berkshireone replied to the Berkshire Hathaway board. 7:18 PM

Re: More exits?

"But at current valuations? Just can't see any big premiums to the market. b-one, do you have any scenarios for such a "different kind of transaction"?"
******

First, with these deals, we are probably acquiring [more]

NL

Boards Post

berkshireone replied to the Berkshire Hathaway board. 2:25 PM

Re: More exits?

salsdad-
Don't forget that any exits do not have to be single-step. This opens up a world of possibilities. For example, as I recall, Berkshire exited its very large Capital Cities ABC position by exchanging it for Disney shares. Something like [more]

NL

Boards Post

berkshireone replied to the Berkshire Hathaway board. 2:06 PM

Re: Buying Duracell for $4.7B

"But to get the cash for your own purposes, you are still going to have to pay tax on it."
*******

We might add "Except at Berkshire Hathaway".

When we look at the back of the annual report it looks like [more]

NL

Boards Post

berkshireone replied to the Berkshire Hathaway board. 8:25 AM

Re: Different take on Duracell Purchase

Bary in Barron's online yesterday made a similar calculation, and a small quibble with both.

We can't ignore both capital expenditures AND depreciation from these P/E calculations. Take a pick, but use one. Bary tells us he assumes that [more]

Thu Nov 13

NL

Boards Post

berkshireone replied to the Berkshire Hathaway board. 12:09 PM

Re: Buying Duracell for $4.7B

update: The WSJ notes that Berkshire's cost is $336 million (not $600 million I surmised earlier) due to some previous sales of P&G.

As to criticisms about Berkshirevcontinuing to retain its tax deferral, by one fashion or another, this [more]

Show More Activity ...

CAPS Stats & Trivia

CAPS Player Rating < 20
Player Rank 0 out of 75115
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 berkshireone’s CAPS page

Boards Stats & Trivia

Two stars, 250 posts
Board Posts 366
Recs Received 1197
People who have rec'd these posts 366
Recs to Posts Ratio (last 30 days) N/A
Threads Started 15
Threads Started Percentage 4.10 %
Most Frequent Board Berkshire Hathaway
Very First Post Re: Munger does not like Ethanol (1/19/2008)
Percentage of Posts Rec'd 71.04 %
Show berkshireone’s 10 Latest Posts