carl777’s Activity

Mon Apr 14

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carl777 replied to the Berkshire Hathaway board. 5:28 PM

Re: 5 ticket punch card.

"W/o the key man, isn't it really just a conglomerate and won't investors give it a conglomerate discount as soon as they sniff out bad capital allocation (also loss of Buffett's sweetheart deals)? "

Capital allocation really is [more]

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carl777 replied to the Berkshire Hathaway board. 4:01 PM

Re: 5 ticket punch card.

". Fascinating that almost everybody includes BRK even though Buffett will surely be gone by then. I own BRK but I can't see how it is a top 5, 30 yr pick with thta change looming. That's serious reliance on "business model" over [more]

Mon Apr 7

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carl777 posted to the Berkshire Hathaway board. 4:03 PM

OT: Loews

This has to be one of the strangest stock price forecasting model I have ever seen. It is predicting a sizable short-term rally in Loews ( 30%)for no evident fundamental reason, based on the food and transportation consumer price indexes. From what I [more]

Mon Mar 10

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carl777 replied to the Berkshire Hathaway board. 8:18 PM

Re: who'd of thought....

"With this semi melt-up we've been on i'd ask the question?

At what price does BRK become frothy?"


It just happens that a lot of good fundamental news came out over the last week:
1. An expected good Annual [more]

Sun Mar 2

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carl777 replied to the Berkshire Hathaway board. 2:14 PM

Re: A Back-of-the-Envelope Valuation Analysis

RoughlyRight--As an earnings based estimate of IV, your analysis looks good. I have 2 comments:
1. Are you sure the Marmon and Iscar accounting hits went against Operating earnings, rather than total earnings.
2. The cash that went into the [more]

Sat Mar 1

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carl777 posted to the Berkshire Hathaway board. 5:15 PM

Gee Wiz Number

BRK's Intrinsic Value increased by about $50B+ from year-end 2012 to year end 2013. This is an amazingly large number which is easy to lose sight of when we focus on all the important individual elements behind it. The increase alone is larger than [more]

Sun Feb 16

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carl777 replied to the Markel Corporation board. 9:17 PM

Re: Tom Gayner Portfolio Update

"Here's the full holdings, with activity from last quarter in red/green:

http://www.dataroma.com/m/holdings.php?m=MKL"


Am I the only one troubled by the [more]

Wed Jan 29

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carl777 posted to the Berkshire Hathaway board. 5:13 PM

BRK Buybacks vs. Acquisitions

The following is my attempt to answer, with some numbers, the question:" When may stock buybacks be a better idea for BRK than acquisitions."

The Annual Report presents the growth rate of the components of the 2 column metric. We [more]

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One star, 50 posts Old School Fool
Board Posts 180
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People who have rec'd these posts 305
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Most Frequent Board Berkshire Hathaway
Very First Post Re: sheesh (6/29/1999)
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