carl777’s Activity

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]

Wed Mar 25

NL

Boards Post

carl777 replied to the Berkshire Hathaway board. 11:46 AM

Re: Done Deal: Kraft Foods Merges With Heinz

"Berkshire will own about $9.5bn worth of [listed] stock in the new entity,
and three of the 11 board members, same as 3G.

I guess it will be once again marked to market on Berkshire's books,
probably after some kind of weird [more]

Wed Mar 4

NL

Boards Post

carl777 replied to the Berkshire Hathaway board. 11:21 AM

Re: Price vs Book-Value Changes

" I think one could write a Ph.D. dissertation on valuing Berkshire and not end up with a more reliable method than that.

It's the whole roughly-right rather than precisely-wrong idea."

There are a variety of ways to value [more]

Mon Mar 2

NL

Boards Post

carl777 replied to the Berkshire Hathaway board. 8:14 PM

Re: Book +8.3%

"Carl,
Just curious what you used to calculate the IV update?
( Book + Float, Two Column, Growth in Float, etc)"

I used a variant of the 2-column metric, the variations being my own adjustments, all, IMHO, being [more]

NL

Boards Post

carl777 replied to the Berkshire Hathaway board. 3:11 PM

Re: Book +8.3%

"thank you for taking the time to explain OTI.

Part of the drop in OTI from 2013 and 2012 is that the equity market did not do as well and so unrealized gains of the equity portfolio were only +$3.8B in 2014, compared to +$16.4B and [more]

Sun Mar 1

NL

Boards Post

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

Re: Book +8.3%

"But book only increased by 8.3%. How the hell does that work? "

The growth in Book was dragged down by the negatives in Other Comprehensive Income (OTI). OTI was -$1.3B. In 2013 it was +$16.6B and in 2012 it was +$9.9B, all post [more]

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Boards Stats & Trivia

One star, 50 posts Old School Fool
Board Posts 218
Recs Received 1010
People who have rec'd these posts 333
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Most Frequent Board Berkshire Hathaway
Very First Post Re: sheesh (6/29/1999)
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