knighttof3’s Activity

Yesterday

NL

Boards Post

knighttof3 replied to the Berkshire Hathaway board. 9:24 PM

Re: Poll: Market movement

Jim,
Thanks very much!
Interesting narrative.


Unrelated:
by shareholders' equity do you mean book value or market value of equity?

==============================================================
Sorry, I [more]

NL

Boards Post

knighttof3 replied to the Berkshire Hathaway board. 12:15 PM

Re: Poll: Market movement

Debt has soared, that's for sure.
It used to be very stable. Jan 1986 to spring 2010 it was between 17.4% and 21.8% for 80% of the time.
Now it's just over 1/3, eight standard deviations above the variation in that older
[more]

Thu Aug 27

NL

Boards Post

knighttof3 replied to the Berkshire Hathaway board. 4:05 PM

Re: A Buffett Buying Spree.

Buffett could end up owning one share of IBM with a 100% earnings yield but still trading at $150.

Well no he couldn't. I meant all shares of IBM that he currently holds, after IBM has bought back all other shares.

NL

Boards Post

knighttof3 replied to the Berkshire Hathaway board. 4:02 PM

Re: A Buffett Buying Spree.

Jim,
I think you are being too kind and patient.

The dividends are about $1.228bn to date, or about $1.099bn after tax.
The stock price is in an unrealized mark-to-market loss of -$1.837bn or about -$1.194bn after tax if
[more]

NL

Boards Post

knighttof3 replied to the Berkshire Hathaway board. 2:30 PM

Re: A Buffett Buying Spree.

He should have posted this link
[more]

NL

Boards Post

knighttof3 replied to the Berkshire Hathaway board. 1:19 PM

Re: A Buffett Buying Spree.

Perhaps you can make yourself clearer?
What is the point you're trying to make?


Haha. Perhaps it takes an incoherent bumbler to know one, so I will give it a try. Quite outside Jim's circle of competence ;-)

I think he [more]

Wed Aug 26

NL

Boards Post

knighttof3 replied to the Words, Words, Words board. 7:04 PM

Re: New York Period?

To quote Churchill (IIRC), "this is the type of arrant pedantry up with which I shall not put."
====================================================================
Ahem.
<Pedant>
"This is the type of errant [more]

NL

Boards Post

knighttof3 posted to the Words, Words, Words board. 5:38 PM

E vs AE, O vs OE

Speaking of idiosyncratic spellings, British tend to spell quite a few words with a double vowel combination (diphthongs.) For example, encyclopÆdia or (IIRC) onomatopŒia. Was it just too much hassle for Americans, like the u's in humour and [more]

NL

Boards Post

knighttof3 replied to the Words, Words, Words board. 5:30 PM

Re: Speaking of New York press...

The diaeresis is the single thing that readers of the letter-writing variety complain about most.


Double dots are umlauts and change the pronunciation of the vowel quite a bit. Since that is not the intention here, why not do [more]

NL

Boards Post

knighttof3 replied to the Macro Economic Trends and Risks board. 1:23 PM

Re: Market correction....to what levels?

Gather around kids, and listen to the Parable of the Crisis.

In 2008-09, there was a widespread epidemic of cholera. Many people got sick, including the Superior Elders who contaminated the village water with their crap. The Fed and the [more]

Tue Aug 25

NL

Boards Post

knighttof3 replied to the Words, Words, Words board. 6:12 PM

Re: New York Period?

there's not much about that publication with which I agree. </Pedant>

To quote Churchill (IIRC), "this is the type of arrant pedantry up with which I shall not put."

Or slightly more [more]

NL

Boards Post

knighttof3 replied to the Last RoundUp board. 4:54 PM

Re: so much for reg FD

I am not a lawyer (nor do I want to be), bu if you read Reg FD (https://www.sec.gov/rules/final/33-7881.htm) it seems to say just that "don't give insider (material non-public) info to [more]

NL

Boards Post

knighttof3 replied to the Words, Words, Words board. 4:27 PM

Re: New York Period?

ie

Hmm. I always write these as i.e. or e.g.

MD is not really similar since it is Doctor of Medicine. Same with PhD. I understand that in Latin it is Medicinae Doctor and makes sense to be written as M.D. But perhaps not [more]

NL

Boards Post

knighttof3 replied to the Berkshire Hathaway board. 2:14 PM

Re: IBM More a Super Bargain Than Ever.

Sure, IBM is definitely growing more slowly than anticipated.
But earnings per share are still higher than they were when Berkshire bought,
and have grown faster than inflation despite the recent weakness. ...
I found it a fascinating
[more]

NL

Boards Post

knighttof3 replied to the Berkshire Hathaway board. 12:04 PM

Re: Boeing increases China forecast

Precision Cast Parts will be a big part of the future growth.

Boeing will be too :-). Or is that off-limits to Berkshire because of Boeing's involvement in the defense sector?

NL

Boards Post

knighttof3 replied to the Deranged Monkey Criticism board. 12:17 AM

Re: Poll: S+P today

Nitpick: It's a positive feedback loop if Chinese markets going down cause US to go down which cause China to go down and so on.

But I agree with your point. As long as AMZN is plunging I am a happy camper!

Mon Aug 24

NL

Boards Post

knighttof3 replied to the Words, Words, Words board. 9:03 PM

Re: New York Period?

I don't know about "correct and proper" but it is "weird and logical."
Or to put it in NYT's style, W.&L.

NL

Boards Post

knighttof3 posted to the Words, Words, Words board. 7:23 PM

New York Period?

NYT spells S&P 500 as S.&P. 500. This looks odd but is logical, since the S and P stand, of course, for Standard's and Poor's. Is there a name for this period insertion? If not, can we call it a New York Period, similar to an Oxford comma?

NL

Boards Post

knighttof3 replied to the Value Hounds board. 5:24 PM

Re: "Traders clutching foreheads" grap

What are you looking for? A gif of Cramer being kicked in the nuts?

I wish I knew that was a choice :-)

NL

Boards Post

knighttof3 replied to the Berkshire Hathaway board. 5:21 PM

Re: OT: FFH

Longstanding sufferers from hedging get to open a bottle of champagne this evening, discretely.

I am beginning to suspect that value investing is just an exercise in schadenfreude.
"My portfolio value fell but not as much [more]

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