dividends20’s Activity

Fri Apr 18

NL

Boards Post

dividends20 replied to the Berkshire Hathaway board. 10:12 AM

Re: Fuel from seawater

There have been many "interesting" discoveries and scientific breakthroughs for energy in last 100 years. Nothing has seriously challenged the economics of fossil feuls.

Sun Apr 6

NL

Boards Post

dividends20 replied to the Berkshire Hathaway board. 2:01 PM

Re: Today's NY Times

There is another very important and practical difference between an investment in an S&P index fund and in Berkshire Hathaway stock. Most people accumulate wealth thru stock investments in order to have money available for a variety of needs [more]

Tue Mar 25

NL

Boards Post

dividends20 replied to the Berkshire Hathaway board. 6:48 PM

Re: I am not recommending Amazon...

Nobody is saying Walmart will cease to exist

I AM saying WMT has lost the online battle. It will cease to exist in its current capacity in next 5 years.

Sat Mar 22

NL

Boards Post

dividends20 replied to the Berkshire Hathaway board. 2:55 PM

Re: I am not recommending Amazon...

Walmart is very profitable, AMZN has yet to prove that it can generate profits that are in any way commensurate with its stock price.


Does not matter. Walmart is already closing down stores. Amazon is expanding.

Fri Mar 21

NL

Boards Post

dividends20 replied to the Berkshire Hathaway board. 11:00 PM

Re: I am not recommending Amazon...

Walmart will be remembered as wasted the opportunity to vanquish Amazon.

It sat on the sidelines while the online shopping phenomenon developed right in front of its eyes.

It already is late now. Walmart will go the way as [more]

Tue Mar 4

Recommendation

dividends20 recommended joeuu's post on the Berkshire Hathaway board. 8:34 PM

WEB on IBM

Sun Mar 2

NL

Boards Post

dividends20 replied to the Berkshire Hathaway board. 8:34 PM

Re: Some random notes on the AR

A remarkably boring annual report.
Everything is doing fine. Oh well, I guess good news is always less interesting.


Gone is the language about "exceeing S&P returns by several points"

Good report - but then [more]

Fri Feb 28

NL

Boards Post

dividends20 replied to the Berkshire Hathaway board. 9:02 PM

Re: OT: Where's the overvaluation?


As for which companies among those are most overvalued, I dunno.
Maybe none of them. They are hand chosen to be industry leaders, after all.


What are we talking about then ? Perhaps you missed my comment

1. According [more]

Thu Feb 27

NL

Boards Post

dividends20 replied to the Berkshire Hathaway board. 8:53 PM

Re: OT: Where's the overvaluation?

Jim:

You have been saying since DJ was at 10k that market is unusually overvalued. I disagreed then - I disagree now.

1. According to Ben Graham S&P and DJ track each other.
2. DJ 30 has the following [more]

NL

Boards Post

dividends20 replied to the Berkshire Hathaway board. 2:10 PM

Re: BRk Underperformance

Jim - I am not able to follow the rationale behind the various timeframes. It seems like "too much" slicing of the data /analysis. Am I missing something of importance you are concluding ?

Wed Feb 26

Recommendation

dividends20 recommended commoncents33's post on the Berkshire Hathaway board. 3:49 PM

Re: Way OT: watching Tesla roar?
NL

Boards Post

dividends20 replied to the Berkshire Hathaway board. 2:23 PM

Re: Way OT: watching Tesla roar?


Wow, what a spectator sport. Tesla's market cap up to $31.7bn.

For most auto makers, market cap per vehicle/year in sales tends to hover around the cost of a basic generic car.
(market caps simply pulled from the internet, so
[more]

Tue Feb 25

NL

Boards Post

dividends20 replied to the Berkshire Hathaway board. 3:55 PM

Re: BRk Underperformance

No...but lack of any substantive argument does.

Why bother posting on a public discussion board when you completely ignore the reasoned rebuttals to your thoughts?



I realize it is not popular to talk against BRK or [more]

NL

Boards Post

dividends20 replied to the Berkshire Hathaway board. 10:03 AM

Re: BRk Underperformance

dividends sell your stock. You continually cry like a spoiled baby in the backseat of my damn car. You are pitiful! Go away you child and get your quarterly payments from something.....anything! But go away!

Truth hurts ?

Mon Feb 24

NL

Boards Post

dividends20 replied to the Berkshire Hathaway board. 5:48 PM

Re: BRk Underperformance

I believe BRK is such a big behemoth - it is almost impossible to analyze it accurately. You have to go by what WEB says about the anchor.

Keep in mind, 10 year ago, there were a large number of people raking up recos about how S&P 500 [more]

NL

Boards Post

dividends20 posted to the Berkshire Hathaway board. 10:33 AM

BRk Underperformance

BRK has underperformed S&P 500 in last 10 years by a slim margin.

What is more worrying however is that S&P500 started from a base of being overvalued and BRK was supposedly undervalued.

This BRK undervaluation logic is [more]

Sat Feb 22

Recommendation

dividends20 recommended Goofyhoofy's post on the Berkshire Hathaway board. 6:45 PM

Re: OT - FB / Whats App
NL

Boards Post

dividends20 replied to the Berkshire Hathaway board. 4:21 PM

Re: OT - FB / Whats App

The only way to figure out this is to revisit what was said 2 years ago. There were folks pounding on the table saying tha FB investment is dumb and there were some saying - not so fast.

Review yourself - but leave your bias at the [more]

Fri Feb 21

Recommendation

dividends20 recommended Goofyhoofy's post on the Berkshire Hathaway board. 11:21 AM

Re: OT - FB / Whats App

Thu Feb 20

NL

Boards Post

dividends20 replied to the Berkshire Hathaway board. 9:39 PM

Re: O/T:KO

Long WMT (7% of my portfolio)

I believe Amazon will steal Walmart's lunch unless Walmart reacts with a compelling online offering (not just an online store). Amazon is still vulnerable but the door is closing fast.

The value [more]

Show More Activity ...

CAPS Stats & Trivia

CAPS Player Rating < 20
Player Rank 0 out of 74854
Score 0.00
Score Change Today 0
Accuracy 0.00%
Active Picks 0
Total Picks 0
Best Pick ( 0)
Worst Pick ( 0)
Average Score per Pick 0.00
Charms Earned 0
Highest Rated Favorite No Favorites Selected
Go to dividends20’s CAPS page

Boards Stats & Trivia

Two stars, 250 posts
Board Posts 251
Recs Received 513
People who have rec'd these posts 190
Recs to Posts Ratio (last 30 days) N/A
Threads Started 44
Threads Started Percentage 17.53 %
Most Frequent Board Berkshire Hathaway
Very First Post Re: It's Time (9/8/2011)
Percentage of Posts Rec'd 63.75 %
Show dividends20’s 10 Latest Posts