captkerosene1’s Activity

Wed Apr 8

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captkerosene1 replied to the Berkshire Hathaway board. 7:49 PM

Re: Negative Article on Clayton Homes

Yet, if a sales representative has a financial incentive to steer a customer towards one product rather than another, and that product does not best serve the customer but rather serves the sales rep. then there is (IMO) a moral [more]

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captkerosene1 replied to the Berkshire Hathaway board. 4:16 PM

Re: Negative Article on Clayton Homes

Why would we even offer financing through other companies? Do we ask people if they want Shaw carpeting. I'd give paople the option to shop for better financing only if we've already turned them down.

What is referred to as a [more]

Sat Apr 4

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captkerosene1 replied to the Berkshire Hathaway board. 10:22 AM

Re: Negative Article on Clayton Homes

<<This article is disturbing and it would be a mistake to attack it on the basis of its presentation or even perceived bias. The authors did a commendable job of connecting dots that consumers or their representatives might not have been aware [more]

Sat Mar 28

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captkerosene1 replied to the Berkshire Hathaway board. 1:35 AM

Re: Munger notes

When I complained about Buffett's lack of openness about the IBM, someone noted that he doesn't talk about ongoing trades. Fair enough. How about how he values companies in general? I am sure he has a method. If he doesn't disclose it, he is useless [more]

Wed Mar 25

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captkerosene1 posted to the Berkshire Hathaway board. 10:40 PM

Tough crowd

WEB hits a grand slam and hardly a peep.

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captkerosene1 replied to the Berkshire Hathaway board. 10:51 AM

Re: Done Deal: Kraft Foods Merges With Heinz

I just wish it had been Coke.

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captkerosene1 replied to the Berkshire Hathaway board. 10:35 AM

Re: Done Deal: Kraft Foods Merges With Heinz

I'll take a crack at figuring out the return on our original investment in Heinz:

Original Heinz purchase: 4.25

Value of total holding after deal is done given todays price:

320mm x (81-16.50) = 20.6B

Less the 5.2B [more]

Wed Feb 4

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captkerosene1 posted to the Berkshire Hathaway board. 3:24 PM

web on fox now

with liz

Sat Dec 6

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captkerosene1 posted to the Berkshire Hathaway board. 1:24 PM

O.T. -Time to buy Russia?

Blood in the streets. Ruble low. Oil low. Sanctions.

On the other hand:

P/E = 6
P/B = .75

(Going by the RSX and RSXJ ETF info pages.)

Looks like one of those "asymmetric" bets to me.

s.

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Boards Stats & Trivia

One star, 50 posts Old School Fool
Board Posts 137
Recs Received 185
People who have rec'd these posts 117
Recs to Posts Ratio (last 30 days) N/A
Threads Started 33
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Most Frequent Board Berkshire Hathaway
Very First Post Plan A (7/21/2001)
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