carl777’s Activity

Yesterday

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carl777 replied to the Berkshire Hathaway board. 7:47 PM

Re: Fool Me Once, Shame On You...

"I figure that the maximum market drop probably occurred in 2009 with ~37%"
WuLong -I do not understand why you are estimating a maximum drop based on previous calendar year drops, a somewhat arbitrary period. If you are going to use [more]

Sat Jan 17

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

Re: OT: Idea

You are in a situation of dealing with a totally start-up company opportunity. My suggestions come from my experience with angel and venture capital (VC) investing, which I approach very differently from my public company investments. It requires a [more]

Thu Nov 13

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carl777 replied to the Berkshire Hathaway board. 12:28 PM

Re: Buying Duracell for $4.7B

"On the face of it here is how it looks to me."

One more potential benefit. P&G stock is trading at an all-time high and a pretty hefty P/E. Assuming the deal has no collars requiring BRK to add some cash if the P&G stock [more]

Mon Nov 10

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carl777 replied to the Berkshire Hathaway board. 11:27 AM

Re: Q3 and how it fits into the trend

"There were no major acquisitions for the past 12 months, and yet operating earnings grew 29%.

Can you explain?"

Sure. For simplicity, assume the acquisition closes at the end of a quarter.When an acquisition closes, it [more]

Sun Nov 9

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carl777 replied to the Berkshire Hathaway board. 6:06 PM

Re: Q3 and how it fits into the trend

"Does the phenomenal earnings growth need to be discounted due to the extraordinary times we are seeing right now?
Isn't it similar to the arguments about the S&P500 being overvalued due to the high margins of corporations compared to [more]

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carl777 replied to the Berkshire Hathaway board. 11:20 AM

Re: Q3 and how it fits into the trend

"Using my heavily adjusted numbers, the rate in pretax earnings growth on non-investments
in the last last 6-or-so years is 19.4%/year, three times the 2007 level."

This has been a terrific contributor and as you said, the subs [more]

Sat Nov 8

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carl777 replied to the Berkshire Hathaway board. 12:03 PM

Re: Q3 Results Out

"My first impression was that the book growth was a bit on the lower side especially since operating earnings were fine. Any quick summary for the discrepancy?"

Earnings plus Other Comprehensive Income, equaling total Comprehensive [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]

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One star, 50 posts Old School Fool
Board Posts 209
Recs Received 967
People who have rec'd these posts 328
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