mdtls’ Activity

Tue Dec 23

NL

Boards Post

mdtls replied to the Berkshire Hathaway board. 12:41 PM

Re: <i>G H U</i>departs

i think GHU is actually a teenager.

Mon Dec 15

NL

Boards Post

mdtls replied to the Berkshire Hathaway board. 1:55 PM

Re: Cost of CBI?

Full disclosure.....

I added 10% to my position today and am at $50/sh.

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Boards Post

mdtls posted to the Berkshire Hathaway board. 1:53 PM

Cost of CBI?

We own 9% of it and are topped out.

Any idea what the avg share price might be?

If they loved it at $XX, they must really, really , really love it at <$40!

Falling knife anyone?

Mon Dec 1

NL

Boards Post

mdtls replied to the Berkshire Hathaway board. 7:08 PM

Re: Warren and diversification

There was a very interesting article that was well researched I read a few months ago that charted the long term returns of super investors.

I'll dig around and see if i can find it.

The premise of the article was [more]

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Boards Post

mdtls replied to the Berkshire Hathaway board. 6:56 PM

Re: OT: CBI

CBI has been around a while. This ain't their first energy industry "freakout."

I'm adding modestly knowing that more often than not the patient investor in a quality business is rewarded sufficiently.

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Boards Post

mdtls posted to the Berkshire Hathaway board. 11:37 AM

OT: CBI

As was pointed out earlier, BRK has reached their 10% limit for CBI....so no more shares can be acquired.

But how about the rest of you?

If the recent sell-off is merely Mr. Markets overreaction to Saudi comments last week of [more]

Fri Nov 21

NL

Boards Post

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

Re: 15 year anniversary

It's as much just dumb luck i'm sure...

The interesting thing to me is from a CAGR perspective, its nothing truly spectacular.

What is spectacular is the miracle of compound growth.

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Boards Post

mdtls posted to the Berkshire Hathaway board. 12:15 PM

15 year anniversary

Had a little time on my hands this morning so i decided to research my time as a BRK shareholder.

I made an initial investment on January 27 2000 for B shares at $1716. If my math is correct that's roughly $34/sh split [more]

Fri Nov 14

NL

Boards Post

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

Re: It's out. Berkshire bought 300,000+ more IB

No new CBI added from Q2.

Interesting... a falling share price pretty much the entire quarter.

Wed Nov 5

NL

Boards Post

mdtls replied to the Berkshire Hathaway board. 3:15 PM

Re: OT new highs and lows

pushed button too soon....

to keep on track, i expect BRK to grow closer to my 10%/yr bogey over IBM in the near term (3-5 yrs).

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Boards Post

mdtls replied to the Berkshire Hathaway board. 3:13 PM

Re: OT new highs and lows

I own it....and the big question that keeps me from adding more to this antiquated behemoth; what can one really, really, really expect out of it in the next 10 years annualized?

5%, 7%, 3%.....?

I 'want' 10%. Is there a reasonable [more]

Thu Oct 30

NL

Boards Post

mdtls posted to the Berkshire Hathaway board. 2:00 PM

OT: CBI

http://seekingalpha.com/article/2618075-chicago-bridge-and-i...

A rational and well thought out argument [more]

Wed Oct 29

NL

Boards Post

mdtls posted to the Leucadia National Corp. board. 12:11 PM

really?

....are you kidding me?

http://www.zerohedge.com/news/2014-10-29/why-every-banker-wa...

Tue Oct 28

NL

Boards Post

mdtls replied to the Berkshire Hathaway board. 12:36 PM

Re: Berkshire's annual return since 2006

Fantastic use of your gray matter, Jim.....

Unfortunately it goes in the "too hard" pile for my simpleton skill set.

Buy it and forget it is about as complicated as i can muster.

Measure twice and cut [more]

Wed Oct 15

NL

Boards Post

mdtls posted to the Berkshire Hathaway board. 1:37 PM

dry powder anyone?

A good day to fire some off.

Tue Oct 14

NL

Boards Post

mdtls replied to the Berkshire Hathaway board. 1:42 PM

Re: Ted and Todd - Results

greedy when fearful...etc, etc...

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Boards Post

mdtls replied to the Berkshire Hathaway board. 12:38 PM

Re: OT: CBI LUK TSLA

"At that time, if the stock sells at book value—well below its historical average—"


....and it it sells above book value (1.XX). :)

RR, you make a rational sound argument for holding on.

Thx.

m

Fri Oct 10

NL

Boards Post

mdtls replied to the Berkshire Hathaway board. 1:06 PM

Re: CBI: Not Exactly OT

I bit today....2% port bite at 49.75

Probably add another 1-2% in either direction and then let it ride for a few years.

I bought just cuz the company name is so awesome.

How can I possibly go wrong with that kind of [more]

Wed Oct 8

NL

Boards Post

mdtls replied to the Leucadia National Corp. board. 3:51 PM

Re: what am i missing?

what a difference a day makes....

Tue Oct 7

NL

Boards Post

mdtls posted to the Leucadia National Corp. board. 2:27 PM

what am i missing?

Why the LUK flogging today?

10 years from now this could end up being an extremely rare buying opportunity that gets handsomely rewarded, or.....

I'm starting to re think my 6% position should be bumped up a tad.

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Three stars, 500 posts Old School Fool
Board Posts 693
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Very First Post Re: Executive Jet (7/5/2001)
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