mdtls’ Activity

Sun Sep 28

NL

Boards Post

mdtls replied to the Leucadia National Corp. board. 5:26 PM

Re: Annotated Investor Day Notes

VIIIandXX,

So...after attending what level of crazy are you inclined to pursue?

I really enjoyed these notes and thank you to the author.

I held an over sized LUK position since 2001. My returns were very satisfactory until [more]

Fri Sep 19

NL

Boards Post

mdtls replied to the Berkshire Hathaway board. 5:03 PM

Re: Rationalwalk post

Thanks for sharing....i miss Rational.

Thu Sep 18

NL

Boards Post

mdtls replied to the Leucadia National Corp. board. 12:06 PM

Re: Jefferies Profit Rises 7 Fold

...and why is National Beef having problems?

I recall when they bought it the big selling point was it would be a business with pricing power and inflationary strength.

I saw an article yesterday that said beef was $4/lb....profits [more]

Tue Sep 16

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Boards Post

mdtls replied to the Berkshire Hathaway board. 4:29 PM

Re: OT: public and private

Not trying to be snarky....

Is it any wonder the guy who has a rock to push everyday is more thoughtful as to where his/her hard earned capital goes?

As a private business owner who allocates his (miniscule) hard fought for profits, [more]

Wed Sep 10

NL

Boards Post

mdtls replied to the Markel Corporation board. 6:59 PM

Re: Markel - buy now, short or ignore?

Markel is for me, a meaningful position at a distant number 2 behind BRK. I'm taking the approach of buying and forgetting about it for at least 10 years, hopefully mitigating some of the price lumpiness.

It's a far better than average [more]

Thu Sep 4

NL

Boards Post

mdtls replied to the Berkshire Hathaway board. 12:33 PM

Re: BRK vs SPY, same deal

may I interpret......?

POS to 0!

Wed Sep 3

NL

Boards Post

mdtls replied to the Leucadia National Corp. board. 11:22 AM

Re: Jefferies Profit Rises 7 Fold

Ive held LUK for 12 years and continue 'not' to bet against them....

They've been good to me and my family.

Thu Aug 28

NL

Boards Post

mdtls posted to the Loews Corporation board. 6:10 PM

interesting SA article

Not sure to call it a hit-piece or well researched article. Either way, decent read and appears factual.

[more]

Tue Aug 19

NL

Boards Post

mdtls replied to the Berkshire Hathaway board. 9:03 AM

Re: brookfield asset management

Mr. Spinach,

Thank you. Much appreciated.

Mon Aug 18

NL

Boards Post

mdtls replied to the Berkshire Hathaway board. 11:25 PM

Re: brookfield asset management

Smart guys....

Don't beat yourself up, I studied it for 10 years before making it my #4 position.

Good luck.

Mon Aug 11

NL

Boards Post

mdtls posted to the Loews Corporation board. 12:14 PM

gut check....

Taking the boards temp on L.

How is everyone feeling about Mr. Tisch and Co?

I continue to take the long view, but wonder if they are in "workout" mode?

Thu Aug 7

NL

Boards Post

mdtls replied to the Markel Corporation board. 12:39 PM

Re: Ouch

its Mr. Market not understanding the company.....

take advantage of it, MKL is rockin'

Wed Aug 6

NL

Boards Post

mdtls posted to the Markel Corporation board. 5:46 PM

Q2 out

bv $511

up 7% ytd

p/b 1.26

Tue Aug 5

NL

Boards Post

mdtls replied to the Berkshire Hathaway board. 12:09 PM

Re: OT: Wally

Interestingly....

I bought a slug of WMT 29 months ago (vs. Jim's 24 month time period) @ $58.75. Less than 2Q's earlier...

Today i'm sitting on a share price gain of 25% 'ish.

Dumb luck on my part but interestingly [more]

Mon Aug 4

NL

Boards Post

mdtls posted to the Berkshire Hathaway board. 11:43 AM

rise and fall is a two way street

although BRK hasn't exactly kept up with S&P in the recent rising period...it also didn't "keep up" during the fall last week.

"...in the long term its a weighing machine."

this is why i sleep well at night.

Fri Jul 18

NL

Boards Post

mdtls replied to the Berkshire Hathaway board. 4:09 PM

Re: IBM earnings out

"fakey-doo"

Sounds like a trick some X-Games guy does on a BMX bicycle.

"he pulls off a fakey-doo into a triple wowzi-wow!

Thanks for the chuckle.

Enjoy the weekend everyone.

Thu May 8

NL

Boards Post

mdtls posted to the Markel Corporation board. 5:55 PM

long term p/b average for MKL

I'm trying to understand MKL's average p/b over a long period.

Can anyone suggest a website to mine such data?

Thank you.

m

Mon Feb 17

NL

Boards Post

mdtls posted to the Leucadia National Corp. board. 12:41 AM

Tom Gaynor dumps all of it

Tom Gaynor has indicated in Markel's latest filing he has sold out his LUK position.

I'm a guy who has admired Ian and Joe and backed up my admiration with an over weighted position in my portfolio for more than 13 years.

I also [more]

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Boards Stats & Trivia

Three stars, 500 posts Old School Fool
Board Posts 671
Recs Received 992
People who have rec'd these posts 415
Recs to Posts Ratio (last 30 days) N/A
Threads Started 198
Threads Started Percentage 29.51 %
Most Frequent Board Berkshire Hathaway
Very First Post Re: Executive Jet (7/5/2001)
Percentage of Posts Rec'd 49.18 %
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