carl777’s Activity

Thu Oct 16

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Boards Post

carl777 replied to the Berkshire Hathaway board. 11:23 AM

Re: OT: Business Development Companies

"That said, I have some ARCC and am looking to add before much longer; as long as it doesn't look like impending recession is the USA. If so, look out."

I certainly realize the price of the asset can drop a lot during a recession [more]

Wed Oct 15

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carl777 posted to the Berkshire Hathaway board. 5:19 PM

OT: Business Development Companies

Earlier this year I completed rearranging my equity portfolio to what I will be comfortable with through a big (much more than current) downturn or recession, with a chunk of cash prepared to buy more equities at a good time, so this move is not [more]

Thu Sep 25

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carl777 replied to the Berkshire Hathaway board. 6:00 PM

Re: OT: floating rate bond funds

Nice primer.
But be careful not to be misled by the fact that Floating Rate fund returns outperformed during the periods of rising interest rates analyzed. None of those periods started from the zero Fed funds rate we are at today. The lag in [more]

Wed Sep 24

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carl777 replied to the Berkshire Hathaway board. 9:23 PM

Re: OT: floating rate bond funds

"Forgot to mention, I am also attracted to these because the primary risk seems to be default, not interest rate risk. That is, as long as the company does not go bust, the bond or bond fund won't go down in price just because interest rates [more]

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carl777 replied to the Berkshire Hathaway board. 5:37 PM

Re: Wintergreen dumps Berkshire?

"The thing that was strange is that he divests BRK because of their no-vote on Ko comp, yet he keeps KO in his portfolio... His logic is that Berkshir/Buffett is not trust-worthy because it did not vote against it, yet he keeps ko the company [more]

Tue Sep 23

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carl777 replied to the Berkshire Hathaway board. 5:09 PM

Re: OT: The Ponzi Economy

Spot on Goofy:"Hussman remains in "defensive mode....I am automatically suspicious of people who do that. Then again, perhaps he's right. "

Maybe,maybe not. The problem with lists of data/reasons like these, which the [more]

Mon Sep 15

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carl777 replied to the Markel Corporation board. 11:25 AM

Re: Open this thread in 2024

"I appreciate the desire to eliminate the variable of inflation. My hesitation to incorporate this change is it eliminates the incentive of trying to hit or come as close as possible to the actual number in 2024. If every prediction must be [more]

Mon Aug 18

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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

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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

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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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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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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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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

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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]

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