bigshan’s Activity

Sat Jul 5

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bigshan replied to the Berkshire Hathaway board. 10:02 AM

Re: Seth Klarman and "The Truman Show"

I didn't mean profit margin and living standard are the same. But they are the two benefactors from productivity growth. Living standard refers to real wage (adjusted for inflation) earned by the 90%. As many statistics have shown, real wage has been [more]

Fri Jul 4

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bigshan replied to the Berkshire Hathaway board. 8:14 PM

Re: Seth Klarman and "The Truman Show"

One major theory of market overvaluation is that profit margin is too high and will reverse to average. But doesn't productivity grow year after year on average? What benefits most from productivity growth, if not profit margin and living standard? [more]

Sat Jun 28

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bigshan replied to the Berkshire Hathaway board. 7:03 PM

Re: BRK value 80% in owned businesses

Actually, the article refers to BRK assets, not value.

NL

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bigshan posted to the Berkshire Hathaway board. 7:01 PM

BRK value 80% in owned businesses

I don't think this article is correct, which claims that BRK's value is now 80% in operating businesses and 20% in common stocks. If that were true, BRK's total value would have been about %500b (~$100b in stocks x 5 = $500b).

[more]

Tue Jun 3

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bigshan replied to the Berkshire Hathaway board. 10:32 PM

Re: news from ghu

<<How do you know if I am a dope or not? Just because I am civil and polite except when I get really angry, which is rare?>>

You may not have been here long to know about ghu. Despite his age, his great talent is to be mean and [more]

Fri May 30

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bigshan replied to the Berkshire Hathaway board. 2:42 PM

Re: BOOKS that you want to recommend.

"Heads, I win..Tails I don't lose much"

I think "margin of safety" says it more elegantly.

Sat May 24

Thu May 22

NL

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bigshan replied to the Berkshire Hathaway board. 3:59 PM

Re: Amazon beats IBM in its home turf

<<As an end-user -- a customer of the merchandise that Amazon ships -- it may not be obvious how much technology goes into delivering stuff to your home. But Amazon is a behemoth in deploying massive IT solutions, so much that they can lease [more]

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bigshan replied to the Berkshire Hathaway board. 3:35 PM

Re: Amazon beats IBM in its home turf

<<Wow. Are you trying to make my head explode?>>

Before Kindle, what tech product had Amazon made? It's still primarily a retailer.

NL

Boards Post

bigshan replied to the Berkshire Hathaway board. 12:34 PM

Re: Amazon beats IBM in its home turf

I'm amazed not because IBM is a bad investment, but because Amazon, a traditionally non-tech company has developed a highly technical cloud system that beats IBM's.

Sat May 17

NL

Boards Post

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

Re: More WMT

<<I may be underestimating their future profitability, but I don't think I'm underestimating their moat.
That's because they don't have one at all. Certainly not yet.>>

Amazon probably has the most trustworthy reputation in [more]

Thu May 1

NL

Boards Post

bigshan replied to the Berkshire Hathaway board. 3:41 PM

Re: Coke gets the message

This again proves that Buffett's way of objecting to KO's stock option is more effective. It let KO CEO change his decision and remain a good guy. Had Buffett voted against the option, the CEO would have been cornered and shed in a bad light.

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Boards Stats & Trivia

Big red star, 1000 posts Old School Fool
Board Posts 1080
Recs Received 1818
People who have rec'd these posts 445
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Threads Started 113
Threads Started Percentage 10.46 %
Most Frequent Board Berkshire Hathaway
Very First Post Re: Thinking Like Warren Buffett (2/3/2005)
Percentage of Posts Rec'd 55.56 %
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