berkshireone’s Activity

Mon Oct 20

NL

Boards Post

berkshireone replied to the Berkshire Hathaway board. 2:28 PM

Re: OT: IBM..."It’s a terrible mista

This market anxiety over IBM all seems to be very encouraging. It will be interesting to see how much further the market will continue to dump on IBM and particularly how much more Berkshire is able to acquire at these prices or hopefully even lower.

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Boards Post

berkshireone replied to the Berkshire Hathaway board. 3:01 AM

Re: IBM releasing earnings 7AM tomorrow

knighttof3:

The WSJ ran an article on this last spring, and the papers around Poughkeepsie have been reporting on this and can provide more background, but:

The Abu Dhabi goverment' Globafoundries would also lose money producing [more]

Fri Oct 17

NL

Boards Post

berkshireone replied to the Berkshire Hathaway board. 10:23 PM

Re: Ted and Todd - Results

"corporate profit margin as measured as corporate profit to GDP ratio, has been rising in the past 30 years"
........

This topic comes up regularly, including Buffett's quote from years ago, and the discussion follows the same [more]

Thu Oct 16

NL

Boards Post

berkshireone replied to the Berkshire Hathaway board. 7:00 PM

Re: CBI: Not Exactly OT

"The third point to keep in mind is that this type of lending [revolving credit lines] is the very first to dry up if the overall economy goes south, as in 2008."
***********

Re-reading this, I ask myself how I could have [more]

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Boards Post

berkshireone replied to the Berkshire Hathaway board. 12:44 PM

Re: CBI: Not Exactly OT

rclosch:

CBI appears to have changed significantly with the Shaw acquisition, and I don’t think most shareholders realized just how much until a few months ago. I think that this is at least part of the cause of the sell-off. As you suggest [more]

Wed Oct 15

NL

Boards Post

berkshireone replied to the Berkshire Hathaway board. 9:42 AM

Re: Daughter's brokerage acct, advice?

What I am going to say is probably counter to most advice, but based on my own long term experience I have done much better in accounts that are a pain to take money out of compared to discount accounts or those that were easy to access because [more]

Tue Oct 14

NL

Boards Post

berkshireone replied to the Berkshire Hathaway board. 1:26 PM

Re: CBI: Not Exactly OT

I admit that I don’t understand most of the points being made here, but I never really looked at CBI except as discussed on this thread and a few tidbits I picked up via Google. Here is a quick summary from the cheap seats:

1. CBI was [more]

Sat Oct 11

NL

Boards Post

berkshireone replied to the Berkshire Hathaway board. 12:05 PM

Re: BRK without W.Buffett

“Before you did all this restructuring, you would want to establish whether these little companies (Larson-Juhl, Pampered Chef, Dexter Shoes, etc.) really does require hand-holding and senior management's time. I doubt it. If a medium-sized [more]

NL

Boards Post

berkshireone replied to the Berkshire Hathaway board. 8:48 AM

Re: Time to buy junk yet?

"The figure now is something on the order of 0.9%"
.......

Excellent point.

Whenever someone mentions that they are reaching for yield in bonds, the first thing that comes to mind is whether they are considering the [more]

Wed Oct 8

NL

Boards Post

berkshireone replied to the Berkshire Hathaway board. 8:50 PM

Re: Stocks are not overvalued

"if real interest rates are stable ... the multiples should be stable as well.."

Not exactly. Multiples should also incorporate your best estimate on inflation (as should your estimations of the business you are considering), and [more]

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Boards Post

berkshireone replied to the Berkshire Hathaway board. 7:55 PM

Re: Stocks are not overvalued

"Thus the interest rate explains the higher multiples, but doesn't justify them."

The way I see it, over my lifetime real interest rates have been very close to 2% (the last few years have been a bit artificially managaed). Nominal [more]

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Boards Post

berkshireone replied to the Berkshire Hathaway board. 7:05 PM

Re: BRK without W.Buffett

"..selling them wouldn't provide much new capital to invest..."

???
Who said anything about selling anything??
The thing is that segregating the companies without potential would actually create shareholder value overall. [more]

NL

Boards Post

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

Re: BRK without W.Buffett

While I don't expect to see it in my lifetime, if I were running things I would set up an 'alternate Berkshire' for all the strays. While Buffett can seem to manage this menagerie, the problem for mere mortals is that challenged businesses, all [more]

Mon Oct 6

NL

Boards Post

berkshireone replied to the Berkshire Hathaway board. 1:58 PM

Re: VanTuyl Group

"I do not know about Rich (Haywool)or Berkshireone, but I for one am not happy about this purchase."

I completely agree that the existing dealer model should be burried alive. I think it is inevitable, and whoever comes up with a [more]

NL

Boards Post

berkshireone replied to the Berkshire Hathaway board. 12:30 PM

Re: VanTuyl Group

Automotive News (subscription reqd) quote:

"Larry Van Tuyl....told Automotive News that he started getting those calls from potential sellers [other dealers] right after the news broke.... Acquisitions could go beyond the one- or two- [more]

Sun Oct 5

NL

Boards Post

berkshireone replied to the Berkshire Hathaway board. 12:13 PM

Re: DTV keeps NFL Sunday Ticket

This was one of he remaining hurdles for the acquisition, but there still remains the antitrust review.

Of the various tests the governernment applies for anti-trust, I am trying to understand a couple as they might apply here.

One [more]

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Boards Post

berkshireone replied to the Berkshire Hathaway board. 11:43 AM

Re: Van Tuyl Group aquisition

I am a bit surprised by the near-universal disdain here for a hybrid automobile. I see now why the 'Prius plug-in' model has been struggling to get traction in the US.

I had thought that for my own purposes that something like the Toyota [more]

Sat Oct 4

NL

Boards Post

berkshireone replied to the Berkshire Hathaway board. 9:58 AM

Re: Van Tuyl Group aquisition

jan

You may be correct with that 500 mile range thought, and if that is what it means, that would be a big boost for Tesla. I would think that this would be possible and have been wondering why they did not go this route already as it would [more]

NL

Boards Post

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

Re: What is the upside of Branding?

salsdad:

How did you miss getting on the various Oriental Trading mailing lists? If you sign up you can get mailings with the multicolored "A Berkshire Hathaway Company" tag line dispayed prominently on the front covers. You really [more]

Fri Oct 3

NL

Boards Post

berkshireone replied to the Berkshire Hathaway board. 3:54 PM

Re: Van Tuyl Group aquisition

Somebodynwill crack the code and become a billionaire doing it. I fully expect to see new car dealer margins driven to approximately zero in the next five orvten years. Regulatory moats will continue to exist only as long as voters permit them, or [more]

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Two stars, 250 posts
Board Posts 329
Recs Received 1065
People who have rec'd these posts 344
Recs to Posts Ratio (last 30 days) 7.60
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Very First Post Re: Munger does not like Ethanol (1/19/2008)
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