carl777’s Activity

Fri Jul 3

NL

Boards Post

carl777 replied to the Berkshire Hathaway board. 4:06 PM

Re: Reinsurance business under attack

"I find it interesting that if you click on the link you cannot get into the article unless you are a subscriber but if you google the article, it appears in total."

Some of the news sites, like Google and Yahoo, have deals with [more]

Thu Jul 2

NL

Boards Post

carl777 replied to the Berkshire Hathaway board. 6:38 PM

Re: BRK/Heinz Kraft

The deal was announced during the first quarter, but since it had not closed then, there was no financial gain to BRK in the 1Q reported financials. I assume the same will hold for the 2Q report, due out around August 1st. Since this deal closed [more]

Thu Jun 25

NL

Boards Post

carl777 replied to the Berkshire Hathaway board. 2:28 PM

Re: 1.2

"I disagree rather strongly, though I don't feel like dumpster diving
through the various speeches and reports for the killer counter quote."

Jim-I doubt if you could find a quote supporting your perspective.
Your own data [more]

Wed Jun 24

NL

Boards Post

carl777 replied to the Berkshire Hathaway board. 5:36 PM

Re: 1.2

UBN: "Shouldn't the 1.2 P/BV recommendation tack on ~0.1 decimal each quarter.
Buffett mentions in the AR that the BV to intrinsic value continues to widen."

Jim:"I think the effect is certainly there, but it is apparently [more]

Tue Jun 16

NL

Boards Post

carl777 replied to the Berkshire Hathaway board. 5:14 PM

Re: IAG Australia Stake

"It's a "float play," says KBW's Meyer Shields."

So how much Float will it add--about $2.6B?
Carl

Mon May 11

NL

Boards Post

carl777 replied to the Berkshire Hathaway board. 4:11 PM

Re: OT: L

"Anyone else losing faith?

I'm starting to wonder if Mr. Tisch is so patient he is falling asleep. "

It is hard to know how this will play out. The future price of oil over the next say 5 years will be somewhat of a factor [more]

Sun Apr 12

NL

Boards Post

carl777 replied to the Berkshire Hathaway board. 6:51 PM

Re: The Buffett Loophole

The author fails to mention other companies doing similar things. Might there be some WEB envy or dislike that we often see in these articles?
More importantly, he fails to recognize that much of BRK's accumulated ,tax-deferred, wealth is held in [more]

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Boards Stats & Trivia

One star, 50 posts Old School Fool
Board Posts 223
Recs Received 1033
People who have rec'd these posts 335
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Most Frequent Board Berkshire Hathaway
Very First Post Re: sheesh (6/29/1999)
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