carl777’s Activity

Mon Aug 18

NL

Boards Post

carl777 replied to the Markel Corporation board. 2:55 PM

Re: Markel Portfolio

Spinach-Thank you for the excellent clarification on the equity percent. I certainly feel better about that.
Your hypothesis as to why the large number of positions is plausible, and, certainly better than mine (which is no reason I can [more]

Sun Aug 17

NL

Boards Post

carl777 replied to the Berkshire Hathaway board. 6:36 PM

Re: BRK-A $300,000 in 3 years

Should happen if WEB can manage to deploy a big chunk of the current $35B deployable cash pile, $60B or so by year end 2015. If not, things may stall, then get caught up subsequently.
Carl

NL

Boards Post

carl777 posted to the Markel Corporation board. 11:44 AM

Markel Portfolio

I have been going through the Markel portfolio. During the latest earnings call, they indicated the equity portion of their investments has now been built back up from the acquired Alterra float to Markel's target range. I may be alone on this and [more]

Mon Aug 11

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Boards Post

carl777 replied to the Berkshire Hathaway board. 4:25 PM

Re: 200k celebration

"do you think cnbc will have a "200k" celebration like "dow 10,000"? "

Some of the ancients used to celebrate the rising of the sun each day because they were not sure it would happen. Are you implying the CNBC [more]

Mon Aug 4

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Boards Post

carl777 replied to the Berkshire Hathaway board. 4:41 PM

Re: Fun2Q Numbers

"It appears that the really big "deferral float" numbers are in the consolidated but arm's-length subsidiaries: energy and rail."

Jim-Yes, good point, but it means the tax deferral will drop even less if the market turns [more]

Sun Aug 3

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Boards Post

carl777 posted to the Berkshire Hathaway board. 2:27 PM

Fun2Q Numbers

As one of the current trite phrases goes, results were essentially "All Good". I did not find anything in the discussion worth highlighting, so I thought I would hit on a few fun and, to me, interesting numbers.

1.Other People's [more]

Tue Jul 22

NL

Boards Post

carl777 replied to the Berkshire Hathaway board. 1:28 PM

Re: BRK-Liberty Mutual Deal

P.S. The Liberty Mutual press release announcing the deal is on the Investor Relations section of their web site:

[more]

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carl777 posted to the Berkshire Hathaway board. 11:41 AM

BRK-Liberty Mutual Deal

On July 17th, Liberty Mutual Insurance announced a deal with BRK they termed an "Adverse Development Cover" for which I am trying to figure out the BRK accounting implications. The BRK website did not announce the deal. My paraphrase of the [more]

Fri Jun 27

NL

Boards Post

carl777 replied to the Berkshire Hathaway board. 4:22 PM

Re: Help on investment calc in 13 Annual report

"I'm still confused - if the investments include the amounts from subsidiaries, why would you exclude debt from those same subsidiaries? I am trying to value the first part of the IV, not the 2nd."

The first part of the 2-column IV [more]

NL

Boards Post

carl777 replied to the Berkshire Hathaway board. 11:26 AM

Re: Help on investment calc in 13 Annual report

"But my question is simply a factual one re: his iv calculation & the two associated inputs mentioned; again, am I right that his cash and investment figure excludes debt on the balance sheet and if true why would he do [more]

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