bigshan’s Activity

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bigshan replied to the Berkshire Hathaway board. 1 hour ago

Re: Serious questions

PCP: a great business at high but reasonable price.
IBM: a good but with doubtful-future(not a sure bet) business at cheap price.

In long-term, PCP is better than IBM in my opinion mainly PCP has more pricing power. Both investments [more]

Fri Aug 28

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bigshan replied to the Berkshire Hathaway board. 9:41 PM

Re: Poll: Market movement

<<What would happen if he flat-out said he thought things were getting way overpriced?
A market reaction, political fallout, tying his hands for upcoming purchase
transactions, making him look stupid when the market goes up some [more]

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bigshan replied to the Berkshire Hathaway board. 4:25 PM

Re: Poll: Market movement

WEB has said the market is in the zone of reasonableness. What's the chance of WEB being wrong in such fundamental judgment in investment? Zero. It's dangerous to base investment decision on assumptions/models that stretch out tens of years.

Thu Jul 23

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bigshan replied to the Berkshire Hathaway board. 12:26 PM

Re: OT: CBI

Fixed price and backlog is one of those issues that make accounting complicated and should be a concern for those who aren't expert in the field. Besides, the management's explanation of negative cash flow is not as clear to me as one plus one equals [more]

Tue Jun 9

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bigshan replied to the Berkshire Hathaway board. 2:40 PM

Re: Lunch with Warren Buffett auctioned for $2.3

<<I sent a letter to Mr. Buffett telling him that as a true value buyer, I thought the lunch was now overpriced.>>

Not so for fund managers or businessmen who can instantly become well known worldwide, and possibly increase their [more]

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Big red star, 1000 posts Old School Fool
Board Posts 1130
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Most Frequent Board Berkshire Hathaway
Very First Post Re: Thinking Like Warren Buffett (2/3/2005)
Percentage of Posts Rec'd 56.55 %
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