carl777’s Activity

Fri Jan 29

NL

Boards Post

carl777 replied to the Berkshire Hathaway board. 12:09 PM

Re: If WEB is not surprised by IBM...

TS-Yes-I just read his 2014 AR commentary. I think Kay would be in full agreement with Wilmers' comments on derivatives. Kay speaks about them too in his book, but goes much beyond them into other "afflictions" with the financial services [more]

NL

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carl777 replied to the Berkshire Hathaway board. 11:17 AM

Re: If WEB is not surprised by IBM...

"Do you read Bob Wilmers' (M&T) annual missives? If you enjoy Kay, you
might like Wilmers."

TS-I am not familiar with them, but will check them out.
Carl

Thu Jan 28

NL

Boards Post

carl777 replied to the Berkshire Hathaway board. 8:11 PM

Re: If WEB is not surprised by IBM...

"Here is a non-pay wall link to the same article:

http://www.johnkay.com/2015/11/11/is-it-meaningful-to-talk-a...

Thanks.
By the way, John [more]

Tue Jan 26

NL

Boards Post

carl777 replied to the Berkshire Hathaway board. 4:43 PM

Re: Duracell

"No word from anyone on what the hold-up has been, but it may be complicated because P&G is selling off around a hundred brands to various other companies all at once."

Although P and G lists 5 subsidiaries pertaining to [more]

Fri Dec 11

NL

Boards Post

carl777 replied to the Berkshire Hathaway board. 4:52 PM

Re: thinking of 50% of money in BRK/B, rest in

We are thinking of putting our investment money with 50% in Berkshire Hathaway and 50% in other.

"Tying up 50% of your money in one stock when you are retired; a stock that doesn't pay a dividend, strikes me as foolhardy, especially as [more]

Thu Dec 10

NL

Boards Post

carl777 replied to the Berkshire Hathaway board. 11:50 AM

Re: Price and value spectating

"What happens to Berkshire's intrinsic value if the S&P 500 drops by 50% in the next recession?"

Using any variant of the 2-column metric, BRK's IV would drop about 15%, assuming BRK's equity portfolio would track the S&P [more]

Thu Nov 19

Mon Nov 16

NL

Boards Post

carl777 replied to the Berkshire Hathaway board. 11:30 AM

Re: Kraft-Heinz and 2.5 column valuation

"This has been bugging me because the 2.5 column value does change quite a bit depending on the approach taken and each has its advantages/disadvantages. Which approach do you think is best and why?"

It does not need to be too [more]

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One star, 50 posts Old School Fool
Board Posts 246
Recs Received 1088
People who have rec'd these posts 343
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Threads Started 42
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Most Frequent Board Berkshire Hathaway
Very First Post Re: sheesh (6/29/1999)
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