eurotrash01

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eurotrash01 replied to the Berkshire Hathaway board. 8:37 AM

Re: Markel vs Berkshire

Manlobbi -

Careful. Your analysis would seem to suggest MKL buy every Bermuda insurer trading south of book because that would make MKL look historically cheap. Welcome home, 1968!

et

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eurotrash01 replied to the Berkshire Hathaway board. 11:20 PM

Re: OT: Bubblicious

Brand spanking new**

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eurotrash01 replied to the Berkshire Hathaway board. 11:20 PM

Re: OT: Bubblicious

It now looks like my overall
share count is at the new level (sort of like you) and only slightly leveraged. Now what?

Brand spanking Italian vehicle in front of the lavender. Take a picture and put it on the wife's [more]

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eurotrash01 replied to the Berkshire Hathaway board. 11:59 PM

Re: OT: Bubblicious

I too have been reducing positions, so that should be a >>>strong sign to others to leverage up and go way long<<< for a trade.

Down from about 100% long (equities) in April to about 58% long now with plans to possibly take [more]

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eurotrash01 replied to the Berkshire Hathaway board. 6:51 PM

Re: fwiw re TILSON's presentation

YES I want to own BRK aoewn some buiy more when it is in some down period and
Spend more time looking over the bay consuming W wine and mussels with WW and shallots,’whci is what I will be doing in 15 min. [more]

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eurotrash01 posted to the Berkshire Hathaway board. 5:23 PM

DTV Looks at Hulu

http://www.bloomberg.com/news/2013-05-17/directv-said-to-be-...

et

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eurotrash01 replied to the Berkshire Hathaway board. 5:20 PM

Re: OT: Grantham 3/2012 Charlie Rose

I know that I'm usually good for the Cliffs Notes but I suggest listening to the interview. He's very engaging. You don't have to share his views.

et

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eurotrash01 posted to the Berkshire Hathaway board. 5:01 PM

OT: Grantham 3/2012 Charlie Rose

http://www.charlierose.com/view/interview/12812

When I see old friend susan400 return to the board, I smile and remember all the times she admonished anyone who would listen that [more]

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eurotrash01 replied to the Berkshire Hathaway board. 1:41 PM

Re: OT - Good Dilemna

My trolldar is making loud noises all of a sudden. Hmmm...


Refer to recent Daily Show piece from about minute 4:00++ if "trolldar" is an unfamiliar term to any loyal readers.


[more]

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eurotrash01 replied to the Berkshire Hathaway board. 6:20 PM

Re: Lots of trading in BRK

Pabrai has previously stated that he (often) views BRK as default cash - a place holder. In and out with him makes perfect sense.

et

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eurotrash01 replied to the Berkshire Hathaway board. 6:16 PM

Re: Lots of trading in BRK

Yeah RW, have it out with delhokia. "Mister 2 & 20." Stop buying BRKB!

:)

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eurotrash01 replied to the Berkshire Hathaway board. 2:18 PM

Re: Updated Tilson Analysis

This board isn't ever a very good place to find the BRK sell-button. You will, however, find lots of models which perpetually suggest that it is 20-25%+ undervalued and using such models one would have clearly seen good selling opportunities in the [more]

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eurotrash01 posted to the Berkshire Hathaway board. 8:52 AM

S&P Downgrades BRK

http://www.marketwatch.com/story/berkshire-hathaway-downgrad...

et

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eurotrash01 replied to the Deranged Monkey Criticism board. 7:44 PM

Re: Poll: Technical Analysis

In large part because of my background, I know people (or know people who know people) who survived the horrors of WWII. Some of them were saved because of their small gold holdings. You can trade it easily and quickly. Not food, not water, not [more]

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eurotrash01 posted to the Berkshire Hathaway board. 8:20 AM

TMF:New Quotes

http://www.fool.com/investing/general/2013/05/12/63-brand-ne...

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eurotrash01 replied to the Hockey Fans Board board. 10:12 PM

Re: Holy crap!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!!

Can't believe I witnessed this Bruins game.

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eurotrash01 posted to the Deranged Monkey Criticism board. 5:39 PM

Nightmares

My wife couldn't sleep last night. Recurring visions of an Ayn Rand protagonist crawling up from the foot of the bed through the sheets toward her midsection adorned in a David Tepper mask.

How does one un-ring that Mother's Day bell? [more]

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eurotrash01 posted to the Berkshire Hathaway board. 7:12 PM

OT: MKL Reports 7.6% Passive Stake in SYNL

http://synalloy.com/
http://finance.yahoo.com/news/markel-reports-7-6-passive-212...

Boring little microcap. Seems [more]

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eurotrash01 replied to the Berkshire Hathaway board. 6:09 PM

Re: Brooklyn Investor: Corporate Profits to GDP

More on this from Ben Inker over at GMO. The piece begins with Grantham and his words-to-commit-suicide-by but finishes with Inker musing about the same things Brooklyn Investor touches.

4/26/2013

(login required - free membership, [more]

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eurotrash01 posted to the Berkshire Hathaway board. 10:37 AM

Berkshire Subs Capex

http://www.bloomberg.com/news/2013-05-10/berkshire-ceos-spen...

et