bigshan’s Activity

Sat May 2

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Boards Post

bigshan posted to the Berkshire Hathaway board. 7:51 PM

In-depth report of BRK AM

New York Times has in-depth report, not a live blog:

http://www.nytimes.com/live/berkshire-hathaway-50th-sharehol...

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Boards Post

bigshan posted to the Berkshire Hathaway board. 11:11 AM

Best BRK 1st quarter report & analysis

Morning star has the best report and analysis of BRK's first quarter result:

http://news.morningstar.com/articlenet/article.aspx?id=69615...

Sat Mar 14

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Boards Post

bigshan replied to the Berkshire Hathaway board. 11:22 AM

Re: OT: CBI CFO retires

<<I am not surprised that Ballschmiede is gone though. It caused a commotion when he "called in sick" suddenly for that key analyst call last year and left the ceo holding the bag. If it were me I would have phoned in from even a [more]

Sat Feb 28

Thu Feb 26

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Boards Post

bigshan replied to the Berkshire Hathaway board. 9:30 AM

Re: Reconsidering IBM's Moat

I think what Buffett understands is that IBM has become the IT department of many large corporations. And no large corporation can replace its entire IT department easily. In such position, as long as IBM maintains its competence, which is not a big [more]

Sun Feb 22

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Boards Post

bigshan replied to the Berkshire Hathaway board. 9:53 AM

Re: Why Deere?

1. good price: 5% - 10% earning from trough to peak at current price.
2. overall growing business with global population growth, strong brand name and dealership network.
3. diversified business model, equipment sale for agricultural, [more]

Thu Feb 19

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Boards Post

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

Re: IBM, What's To Like

<<Isn't using the 10% earnings yield and the 1.6% CAGR in earnings per share double counting. That is, isn't the 10% earnings yield used for the share-buybacks which make the EPS CAGR positive.>>

Correct, it's double counting. [more]

Wed Feb 18

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Boards Post

bigshan replied to the Berkshire Hathaway board. 11:50 AM

Re: Mr. Buffett wrong again on an oil major?

I expect Buffett to acknowledge again in the AM that predicting commodity price, gold, silver, and OIL, isn't his strong suit, and he will not touch them again in normal situation.

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Boards Stats & Trivia

Big red star, 1000 posts Old School Fool
Board Posts 1123
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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 56.63 %
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