berkshireone’s Activity

Yesterday

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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]

Sat Jul 12

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Boards Post

berkshireone posted to the Berkshire Hathaway board. 7:54 AM

Book review by Gates

http://online.wsj.com/articles/bill-gatess-favorite-business...

The Wall Street Journal yesterday published a book review by Bill Gates. "Not [more]

Sat Jul 5

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Boards Post

berkshireone replied to the Berkshire Hathaway board. 5:42 PM

Re: uh-oh!

The real question is why would the police feel obliged to engage in a high speed chase that not only caused all kinds of destruction but injured several people, including a couple of officers. The Tesla is easily tracked, will not run forever, and [more]

Sun Jun 29

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Boards Post

berkshireone replied to the Berkshire Hathaway board. 5:02 AM

Re: Seeking Advice

From he original post I am assuming that your mother is collecting SS disability benefits and not early SS retirement benefits, so you may not want to jump prematurely on some of the SS related advice offered on this thread. SS disability benefits [more]

Thu Jun 26

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Boards Post

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

Re: Help on investment calc in 13 Annual report

The debt you mentioned is mostly attached to specific businesses and as pointed out, it is fairly normal for those types of businesses. For example the railroad and utility debt is more or less normal for those industries, as is the debt related to [more]

Wed Jun 18

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berkshireone replied to the Berkshire Hathaway board. 12:45 PM

Re: OT-WFC

"Is not Wells Fargo "Too Big To Fail"? Do they not benefit financially from that status?...Ideally, we would not have seen a new "Biggest Bank Ever" for quite some time."
***********

By "New Biggest [more]

Mon Jun 16

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berkshireone replied to the Berkshire Hathaway board. 11:13 PM

Re: OT-WFC

"It is a bit disappointing that "Too Big To Fail" is such a successful business model."
..................................

Ok, I'll bite. What does this remark have to do with Wells Fargo, of all banks?

(Was [more]

Thu Jun 5

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Boards Post

berkshireone replied to the Berkshire Hathaway board. 2:59 PM

Re: OT: Merril Lynch account?

I would say that it is a matter of the individual rather than the firm, although many of the top advisers do happen to be at Merrill Lynch. You will find that clients of these individuals will follow their adviser anywhere if they change companies. [more]

Sat May 31

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berkshireone posted to the Berkshire Hathaway board. 11:02 AM

Barron's cover story: IBM

Barron's Cover
Ginni Rometty: Reinventing Big Blue
Naysayers are ganging up on IBM CEO Ginni Rometty. But her plan to turn around the 103-year-old company just might work.


"We're a $100 billion ship that's going to [more]

Thu May 29

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Boards Post

berkshireone replied to the Berkshire Hathaway board. 10:28 PM

Re: OT: now Amazon is the Wal-Mart of books

"I don't know the particulars of this dispute, so it's hard to comment. I will say that Amazon has about a 70-80% share of ebook distribution, which should put it squares in the sights of antitrust law, if anyone should care to pursue [more]

Wed May 28

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Boards Post

berkshireone replied to the Berkshire Hathaway board. 11:57 PM

Re: OT: now Amazon is the Wal-Mart of books

Amazon’s share of that $37 e-book price for Security Analysis is likely between 30% and 0%.

When Amazon first got into the e-book business, it pretty much held the line at $9.99. That was somewhere close to its “wholesale" cost from [more]

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berkshireone replied to the Berkshire Hathaway board. 3:27 PM

Re: OT: now Amazon is the Wal-Mart of books

"Somehow there is this fantasy that ublishrs are getting rich and that publishing a digital book is fantastically less expensive than a physical one. Well, there is if you eliminate things like editing, promotion, author royalties, failures, bok [more]

Tue May 27

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berkshireone replied to the Berkshire Hathaway board. 3:30 PM

Re: OT: now Amazon is the Wal-Mart of books

I’m leaning toward Amazon on this one.

Until this dispute I had assumed that Amazon was the one behind the obvious price gouging on e-books. When e-books first came out I was excited about the idea of not having to incur the costs of [more]

Mon May 5

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Boards Post

berkshireone replied to the Berkshire Hathaway board. 12:52 PM

Re: Retail circle of competence

No
He more likely was referring to his problems when he got Berkshire involved in department store and discount retailing decades ago.

Fri Apr 25

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Boards Post

berkshireone replied to the Berkshire Hathaway board. 3:48 PM

Re: Buffett votes "abstain"...

I don't buy into the point of view that the plan was going to pass anyway, so a negative vote would have been at best futile and at worst somehow inflamatory. If Buffett had adressed this question in advance a month go, as Winter requested, this plan [more]

Thu Apr 24

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Boards Post

berkshireone replied to the Berkshire Hathaway board. 4:50 PM

Re: Playing out the last hand Warren Buffett

I recall that it was Buffett's father that gave something in the vicinity of 1,000 shares each to his three grandchildren, Buffett's children. I also recall that the elder Buffett acquired those with or near the dissolution of his son's partnership, [more]

Tue Apr 22

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Boards Post

berkshireone replied to the Berkshire Hathaway board. 1:08 PM

Re: IBM

I see hat the cash flow from operations that you are using includes an addback for depreciation as we would expect, but includes no capital spending. The depreciation addback is substantial, at about $3.5 billion each year, but the capital spending [more]

Sun Apr 20

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berkshireone replied to the Berkshire Hathaway board. 6:37 PM

Re: Fuel from seawater

There seems to be an emphasis on the presumed distinction between jet fuel and other fossil fuels that the Navy is using. I was under the impression that the DoD, including the Navy, has long been pretty serious about their single fuel initiative, [more]

Thu Apr 17

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Boards Post

berkshireone replied to the Berkshire Hathaway board. 12:55 PM

Re: 5 ticket punch card, bis

zzorac
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 [more]

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Boards Post

berkshireone replied to the Berkshire Hathaway board. 10:58 AM

Re: 5 ticket punch card, bis

"i'd be more comfortable with 90-100 stocks"
********

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. [more]

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Two stars, 250 posts
Board Posts 287
Recs Received 895
People who have rec'd these posts 320
Recs to Posts Ratio (last 30 days) N/A
Threads Started 12
Threads Started Percentage 4.18 %
Most Frequent Board Berkshire Hathaway
Very First Post Re: Munger does not like Ethanol (1/19/2008)
Percentage of Posts Rec'd 67.94 %
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