berkshireone’s Activity

Mon Sep 8

NL

Boards Post

berkshireone replied to the Berkshire Hathaway board. 3:31 AM

Re: Uh-oh. Bad press at Acme

From what We have been told sor far, I feel kind of bad for ACME's long-time CFO on this, and I hope someone has her back. I don't envy her with Hamburg taking the position he has, as he can make her life as a subsidiary CFO fairly intolerable if he [more]

Sun Aug 31

NL

Boards Post

berkshireone replied to the Berkshire Hathaway board. 6:50 PM

Re: Death-free highways?

http://www.youtube.com/watch?v=LHqB47F12vI

I am under the impression that the potential benefits of the current versions of self-driving cars are not limited to highways but extend to [more]

Wed Aug 20

NL

Boards Post

berkshireone replied to the Berkshire Hathaway board. 6:30 PM

Re: Schiller: everything is bubbly

Sorry, I meant to say Shiller, not Schiller.

NL

Boards Post

berkshireone replied to the Berkshire Hathaway board. 6:26 PM

Re: Schiller: everything is bubbly

"Stocks, bonds and housing... all bubbly"
.....

Over the past decades it seems like it there have been very, very few days that Schiller has said anything other than this.

Sun Aug 17

NL

Boards Post

berkshireone replied to the Berkshire Hathaway board. 8:30 AM

Re: Berkshire's float

"Buffett can invest the money, the money that didn't have to be paid out to the government."
......

The money is already locked irretrievably into investment.

Salsdad and texirish are looking at this correctly, and [more]

Sat Aug 16

NL

Boards Post

berkshireone replied to the Berkshire Hathaway board. 8:26 PM

Re: Berkshire's float

"Cash not paid out buys just as many investments as cash received."
....
I see there is no convincing, but I will make a probably futile attempt.

Look at cash flow. Deferred taxes on unrealized gains are not a cash event. [more]

NL

Boards Post

berkshireone replied to the Berkshire Hathaway board. 6:41 PM

Re: Berkshire's float

Inagree that $1 of insurance float is worth something very close to a dollar (the author of the article suggests that the intrinsic value of a dollar of float could be worth more than a dollar; somebody will have to explain that notion a little [more]

NL

Boards Post

berkshireone replied to the Berkshire Hathaway board. 6:14 PM

Re: Berkshire's float

"You need to keep spending money on insurance to keep float constant or growing, not much different than capex."
....

No, it is not at all analogous. You do not have to spend $10 billion in insurance operations to generate $5 [more]

NL

Boards Post

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

Re: Berkshire's float

"...deferred tax on assets depreciation is indeed like handed cash.."

....

I thought salsdad's comments on this were the most cogent that I have seen. The deferred tax benefit on RR or energy projects only apply to those [more]

NL

Boards Post

berkshireone replied to the Berkshire Hathaway board. 1:53 PM

Re: Berkshire's float

salsdad, I am with you 100%. In this case the emporer really is as he appears.

That linked article was like one of those old cereal box illustrations with 'how many things are wrong in this picture'.

The falacy is basically that the [more]

Thu Aug 7

NL

Boards Post

berkshireone replied to the Berkshire Hathaway board. 12:40 PM

Re: OT: Wally

As someone surmised earlier in this thread I would guess that most readers of hese boards are not the customers that Wal-Mart considers its "core". Even though a majority of Americans may shop at a Wal-Mart in any given month or year, that [more]

NL

Boards Post

berkshireone replied to the Berkshire Hathaway board. 11:29 AM

Re: OT: Wally

Bringing an "on topic" aspect to this, Berkshire's most recent 10K indicates that Wal-mart is a singled-out material customer, and that it purchased $13 billion of goods and services from Berkshire companies last year. Much of that is via [more]

Wed Aug 6

NL

Boards Post

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

Re: OT: Wally

I am glad that Walmart finally seems to be regaining its title as the company "everyone loves to hate" that it had held for so many years. Through the recession the banks, especially Goldman Saks and Bank of America seemed to have snatched [more]

Tue Aug 5

NL

Boards Post

berkshireone replied to the Berkshire Hathaway board. 4:18 PM

Re: OT: Wally

"How vulnerable is Walmart to Amazon?"
.......

I may be typical of TMF posters in that I am a very active and loyal Amazon customer. I expect that as long as they refuse to accept a nickel of my sales dollars for even their own [more]

Sun Jul 27

NL

Boards Post

berkshireone replied to the Berkshire Hathaway board. 12:06 PM

Re: Is the market overvalued

"..no one has ever been able to put an accurate price on it."
.....

I think it is safe to say that investment styles differ and safe to conclude that these are things that make markets.

I have enjoyed your posts over [more]

Fri Jul 25

NL

Boards Post

berkshireone replied to the Berkshire Hathaway board. 8:12 AM

Re: Is the market overvalued

"Intrinsic value is perceived differently by different investors"
......

Hold on a minute. This is a Berkshire board and let's face it, the reason we use the term and the concept here is that Buffett uses it with regularity in [more]

Mon Jul 21

NL

Boards Post

berkshireone replied to the Berkshire Hathaway board. 9:54 AM

Re: Warren's New Wheels

"has it been recalled yet"
.....

You can be sure it will be:

[more]

Tue Jul 15

NL

Boards Post

berkshireone replied to the Berkshire Hathaway board. 3:33 PM

Re: Where to put $10,000?

Back to the question posed in the original post, and considering this was for an engineering job interview, I might be tempted to answer in the context of the potential employer's stock specifically, especially if listed,and not wander off into a [more]

Mon Jul 14

NL

Boards Post

berkshireone posted to the Political Asylum board. 4:05 PM

'Soccer Gods' discover Ann Coulter

The legions of Coulter fans on this board probably won't be surprised that SoccerFusion's 'Soccer Gods' sportscasters take issue with one of her recent columns. That's the column where Coulter asserts that any growing interest in soccer is a sign of [more]

Sun Jul 13

NL

Boards Post

berkshireone replied to the Berkshire Hathaway board. 3:58 AM

Re: Book review by Gates

http://www.newyorker.com/online/blogs/currency/2014/07/bill-...

This blog post has links to four chapters to get started. As Gates [more]

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Boards Stats & Trivia

Two stars, 250 posts
Board Posts 306
Recs Received 976
People who have rec'd these posts 337
Recs to Posts Ratio (last 30 days) N/A
Threads Started 13
Threads Started Percentage 4.25 %
Most Frequent Board Berkshire Hathaway
Very First Post Re: Munger does not like Ethanol (1/19/2008)
Percentage of Posts Rec'd 68.95 %
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