daltonjohn’s Activity

Yesterday

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daltonjohn replied to the Berkshire Hathaway board. 4:53 PM

Re: Fairfax Versus Berkshire

Dr Whiskey

You can criticise the book value method of gauging approximate value but it's what Prem Watsa himself does. Like Berkshire, Fairfax letters to shareholders also use increase in book value as a useful proxy for helping investors [more]

Tue Feb 9

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daltonjohn replied to the Berkshire Hathaway board. 3:48 PM

Re: Bought Some

Jim
Is there any truth to the old suggestion (out joke) about buying the S&P500 minus airlines? Do you know of any backtests that might show if this actually works?

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daltonjohn posted to the Berkshire Hathaway board. 9:33 AM

Helpful quotations from Mungofitch

Just want to add some personal appreciation for Mungofitch (Jim). For some time, I've been keeping a little file of helpful nuggets from past posts on this board. The following quotations were so helpful to me and I expect they will be of use to [more]

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daltonjohn replied to the Berkshire Hathaway board. 9:15 AM

Re: Bought Some

Welcome to the board. I keep thinking about going in the other direction: to try out mechanical investing. I dip into that board every now and then and find it very interesting

Sat Feb 6

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daltonjohn replied to the Berkshire Hathaway board. 10:18 AM

Re: MKL mini BRK?

There's data at Y Charts, though I don't know how accurate they are. Anyway, looking at the data, it has been below 1.2 a few times

[more]

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daltonjohn replied to the Berkshire Hathaway board. 7:01 AM

Re: OT: Amazon planning to open 100s of bookstor

Thanks Jim, very helpful.

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daltonjohn replied to the Berkshire Hathaway board. 5:34 AM

Re: OT: Amazon planning to open 100s of bookstor

Hi Jim

Thanks so much for patiently writing these posts. I've learnt a lot and am very grateful. I have a question:

I understand that Amazon's "free cash flow" isn't the usual definition because they exclude capitalized [more]

Mon Feb 1

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daltonjohn replied to the Berkshire Hathaway board. 7:59 PM

Re: OT: Dataroma updates

On the Dataroma site, can anyone tell me the difference between "Top ten most owned stocks" and "top ten stocks by %"?

Sat Jan 16

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daltonjohn replied to the Berkshire Hathaway board. 8:31 AM

Re: OT: Warren sez !!

Reminds me of a favourite Seth Klarman quotation:

"It is easy to confuse genius with a bull market" - Seth Klarman

!!

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