luke77’s Activity

Thu Aug 27

NL

Boards Post

luke77 replied to the Berkshire Hathaway board. 8:50 PM

Re: Poll: Market movement

Jim, if you don't mind sharing, are you net short the S&P? Or just hedged? I've been in cash for about a year now, waiting for valuations to get more reasonable, and recently psyching myself up to get at least some short exposure. I thought I [more]

Tue Aug 18

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luke77 replied to the Falling Knives board. 8:13 PM

Re: FKA: SAN

Santander's ROA is less than half of WFC's, and its book value is about the same as it was a decade ago. Doesn't it deserve a much more meager valuation? I guess you could argue that it's a good bank in a really challenging environment...but WFC [more]

Wed Jul 22

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Boards Post

luke77 replied to the Berkshire Hathaway board. 7:44 PM

Re: OT: CBI

I don't really understand the argument in the article. CBI has more fixed-price contracts than its competitors. Fixed-price contracts don't guarantee profits, if you have cost overruns. CBI has a long history of making money on fixed price contracts. [more]

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