berkshireone’s Activity

Today

NL

Boards Post

berkshireone replied to the Berkshire Hathaway board. 23 minutes ago

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]

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]

Thu Nov 13

NL

Boards Post

berkshireone posted to the Berkshire Hathaway board. 7:58 AM

Buying Duracell for $4.7B

today's Berkshire purchase, as P&G divests non-core brands

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]

CAPS Stats & Trivia

CAPS Player Rating < 20
Player Rank 0 out of 75062
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 373
Recs Received 1244
People who have rec'd these posts 372
Recs to Posts Ratio (last 30 days) N/A
Threads Started 16
Threads Started Percentage 4.29 %
Most Frequent Board Berkshire Hathaway
Very First Post Re: Munger does not like Ethanol (1/19/2008)
Percentage of Posts Rec'd 71.05 %
Show berkshireone’s 10 Latest Posts