berkshireone’s Activity

Thu Mar 26

NL

Boards Post

berkshireone replied to the Berkshire Hathaway board. 5:56 PM

Re: Tough crowd

"..though experiment is if Berkshire relisted BNSF"
.....

A minor note on this topic: the book value of these acquisitions is not necessarily locked it at the acquisition level. In some cases we can see the book value growth [more]

Tue Mar 24

NL

Boards Post

berkshireone replied to the Berkshire Hathaway board. 7:38 AM

Re: Semi-OT: Kinda cool

I doubt that these bonds are being purchased by individual investors. I would guess that for the typical institutional buyer this is not a one step investment but rather a component of an arbitrage on other euro denominated lending. For example short [more]

NL

Boards Post

berkshireone replied to the Berkshire Hathaway board. 7:24 AM

Re: BRKA Acquisitions

"prior to be acquired by Wesco"
...
And wouldn't Wesco itself be on this list, as well as Blue Chip which was substantial on a relative basis, and several earlier purchases, though these examples might not quite be in the spirit of [more]

Sat Mar 14

NL

Boards Post

berkshireone replied to the Berkshire Hathaway board. 9:44 AM

Re: OT: CBI CFO retires

I could be wrong but I think this is probably overblown. Yes there are some enron connecting threads but they are tenuous. After all, the outgoing cfo did happen to have spent his whole career at Andersen until enron and also happened to be a partner [more]

Mon Mar 9

NL

Boards Post

berkshireone replied to the Berkshire Hathaway board. 3:38 AM

Re: BNSF derailment

Some of the frustration here is that a year ago Burlington Northern put out a list of steps being taken to prevent derailment and explosions. Back then these included:

Working with producers to reduce volatility of the oil being shipped. [more]

Fri Mar 6

NL

Boards Post

berkshireone replied to the Berkshire Hathaway board. 7:45 PM

Re: APPL

I agree with Tommyty regarding GE.

Until Apple passed it, GE was the most valuable company in the world. Now I belive it is still number two. GE's enterprise value is almost as much as Berkshire's and Exxon Mobil's combined. Why would anyone [more]

NL

Boards Post

berkshireone replied to the Berkshire Hathaway board. 6:40 AM

Re: BNSF derailment

The Wall Street Journal is reporting that the rail cars that derailed and exploded are new BNSF tank cars, the 'CPC-1232' cars that the article describes as designed to be safer. The article also suggests that this might spur regulators to look at [more]

Thu Mar 5

NL

Boards Post

berkshireone replied to the Berkshire Hathaway board. 11:02 PM

Re: BNSF derailment

As to 'what's the big deal' and 'this is easy to clean up' I would suggest that it probably is a very big deal, especially for Berkshire shareholders, and it is far from easy for us to 'clean up' at this late stage. Further, it raises a great many [more]

NL

Boards Post

berkshireone replied to the Berkshire Hathaway board. 8:44 AM

Re: OT: Fastenal

Barron's article last year on Fastenal and Buffet's admiration (for management, at least):
[more]

Mon Mar 2

NL

Boards Post

berkshireone replied to the Berkshire Hathaway board. 6:27 AM

Re: Adjusted Look-through Earnings

When this topic has come up in the past, one of the cautions raised has been not to double count the earnings from the portfolio by including the investment gains component of Berkshire earnings in addition to the hypothetical look through number. [more]

Wed Feb 25

NL

Boards Post

berkshireone replied to the Berkshire Hathaway board. 10:56 AM

Re: CBI!!

We had a thread here on this board regarding that Prescient Point report and the market reaction several months ago.

PP has a nice website but is actually a two person outfit out of a multi tenant mail drop address in Baton Rouge. The two [more]

Thu Feb 12

NL

Boards Post

berkshireone posted to the Berkshire Hathaway board. 5:25 PM

Costco ending Amex exclusive

Costco's deal with Amex is ending next year in Mar 2016 and won't be renewed, after 16 years of exclusivity. No word yet on whether Amex will continue to be still accepted there at all, or which cards Costco will now take. Costco Amex sales including [more]

Mon Feb 9

NL

Boards Post

berkshireone replied to the Berkshire Hathaway board. 9:41 AM

Re: Buffett Looking worried

The last I checked it was self-driving cars, which may supposedly reduce auto insurance accidents and therefore repair claims in the next decade or two, presumably also bringing liability as well as collision rates down. I would expect that auto [more]

Sun Feb 8

NL

Boards Post

berkshireone replied to the Berkshire Hathaway board. 9:33 AM

Re: Keynes was a fundamental investor like Buffett

Two years ago both the wsj and ft had articles on this subject. the ft article particularly had a direct comparison of Keynes' performance to Berkshire, with chart. link:

[more]

Thu Jan 29

NL

Boards Post

berkshireone replied to the Berkshire Hathaway board. 9:08 AM

Re: BH Media selling unit

I originally thought that the earlier BH Media sale, that was being funded by a US government program that gave green cards to wealthy Chinese in exchange for their investment in US job-creating businesses, was a one off thing and did not directly [more]

Mon Jan 26

NL

Boards Post

berkshireone replied to the Berkshire Hathaway board. 9:15 AM

Re: Next Week's Bloodbath At IBM...

Note that the article is another instance of not being an actual Forbes article,but an unedited Forbes 'contributor' blog posting.

This post was written by Mark Stephens (aka Robert X Cringely) who has now almost made a career of bashing [more]

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]

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Two stars, 250 posts
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