daltonjohn’s Activity

Thu Mar 3

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Boards Post

daltonjohn replied to the Berkshire Hathaway board. 10:29 AM

Re: OT- AXP

American Express offered me when I was in high school .... 25 years ago. So they've been fishing for new customers like this for quite a while. Must have worked, I've been a customer for a long time.</>

My wife has a nearly
[more]

Mon Feb 15

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daltonjohn replied to the Berkshire Hathaway board. 6:40 PM

Re: Interview with Dale Wettlaufer

That's a great resource. Do you know of any other places for good interviews?
I love those kind of resources. The that I know airway is

[more]

Thu Feb 11

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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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Boards Post

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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Boards Post

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.

NL

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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]

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Very First Post TMFarticle on Berkshire; - $71 billion of float? (4/5/2012)
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