mdtls’ Activity

Yesterday

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Boards Post

mdtls replied to the Berkshire Hathaway board. 12:08 PM

Re: brkb is $125 again...?

KO had an almost 4% "pop" (i crack myself up) yesterday...perhaps that's getting baked in today?

Thu Apr 10

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Boards Post

mdtls posted to the Berkshire Hathaway board. 6:37 PM

semi OT: FFH analysis and BRK comp

http://azvalue.blogspot.ca/2014/04/fairfax-and-their-bets-no...

Excellent read.

As an FFH shareholder, this is a head scratcher and an eye [more]

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mdtls posted to the Fairfax Holdings board. 6:30 PM

excellent write up

Thank you to the author.


http://azvalue.blogspot.ca/2014/04/fairfax-and-their-bets-no...

Wed Apr 9

NL

Boards Post

mdtls replied to the Berkshire Hathaway board. 10:31 PM

Re: irrational walk

i'll second that....

NL

Boards Post

mdtls posted to the Markel Corporation board. 12:50 PM

did i miss the memo?

big move today.

did i miss something or did Mr. Market decide to hit the punchbowl early this morning?

Tue Apr 8

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Boards Post

mdtls posted to the Berkshire Hathaway board. 11:25 AM

softer landing

The last few days have been a good reminder that while its not easy to watch others go up faster than us BRKr's, its really nice not to fall as hard on the reverse trajectory.

Quality wins out in the long run.

Fri Apr 4

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Boards Post

mdtls posted to the Berkshire Hathaway board. 12:18 PM

crickets....

In the 14 years i have been a regular reader of this board i've never seen a participation "fall off" like our present.

I'm sure the Fool management team (and advertisers) are watching this traffic decline as well.

Seems [more]

Tue Mar 25

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Boards Post

mdtls replied to the Berkshire Hathaway board. 5:11 PM

Re: Rolfe BRK article

I know the author is being very conservative; but a double in 10 years is 'only' compounding at approximately 7%/yr....not a terribly high bar don't you think?

I'm hoping for something closer to 10%/yr growth in book value and a share price [more]

Mon Mar 10

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Boards Post

mdtls posted to the Berkshire Hathaway board. 6:03 PM

who'd of thought....

With this semi melt-up we've been on i'd ask the question?

At what price does BRK become frothy?

I recall late '07 a very prescient 'top' call being made on this board around 1.7x. Using $95 as EOY 2013 book value, that implies $160 [more]

Fri Mar 7

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Boards Post

mdtls replied to the Berkshire Hathaway board. 3:02 PM

Re: Whee!

i don't need no stinkin' low cost S&P.... :)

this nice blip is a friendly reminder mr. market is a whackie fellow and patience is a virtue.

thank you to each and every BRK manager/employee out there. you guys are the [more]

Wed Mar 5

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Boards Post

mdtls replied to the Berkshire Hathaway board. 2:28 PM

Re: Win one billion from Berkshire?

I'd be very interested in hearing from other on this question:

What do you think the premium paid for this $1B policy was?

....$5M - $10M?

Again, I'm clueless but would be interested in other SWAG's.

Thu Feb 27

NL

Boards Post

mdtls replied to the Berkshire Hathaway board. 1:24 PM

Re: OT: Where's the overvaluation?

I couldn't help but notice banking/finance is absent from this list.

Possibly because its not a manufactured product, rather a concocted one?

Where in Mungo's world does banking fall in the hierarchy of overvalued sectors...? and to [more]

Tue Feb 25

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Boards Post

mdtls replied to the Berkshire Hathaway board. 1:20 PM

Re: Annual Speculation

In this farm essay, he talks about his loony neighbor yelling out a price to buy and sell every day...

He's got to understand by drawing his 1.2x line in the sand that is exactly what he is! The guy yelling out his buy/sell price every day. [more]

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mdtls replied to the Berkshire Hathaway board. 12:27 PM

Re: Annual Speculation

Its the same message delivered for the 10,000th time.

What he's saying to us between the lines is: "This is how I do it, if you don't like it, buy an index fund."

Look...He's not going to pay a dividend, he's not going to [more]

Fri Feb 21

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Boards Post

mdtls replied to the Berkshire Hathaway board. 10:51 PM

Re: OT: Another jockey for the mix

hey, new guys.....

thanks for the tip.

brilliant!

m

Thu Feb 20

NL

Boards Post

mdtls replied to the Berkshire Hathaway board. 12:26 AM

Re: OT: Another jockey for the mix

Lou Simpson also appears to be a BAM believer having built a near 6% port position starting in 2012 and adding with regularity through 2013.

It's a complex organization.

Any suggestions on an approach toward valuing?

Wed Feb 19

NL

Boards Post

mdtls replied to the Berkshire Hathaway board. 4:18 PM

Re: OT: Another jockey for the mix

Very interesting idea/topic Mr.Spinach....i'm looking forward to digging into it.

I'm curious about this sentence: "Also frequently mentioned are Leucadia, which has recently anointed new jockeys; Prem Watsa at Fairfax and Bruce [more]

Mon Feb 17

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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]

Fri Feb 14

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Boards Post

mdtls replied to the Markel Corporation board. 1:02 PM

Re: Tom Gayner Portfolio Update

As an admitted Jockey investor i am curious about Gaynor selling out of LUK.

Is this a vote of non-confidence in new management team, lack of confidence in business prospects (investment banking / beef), or does he see a black [more]

Tue Feb 11

NL

Boards Post

mdtls replied to the Berkshire Hathaway board. 4:18 PM

Re: Rational on Daily Journal

If you're lurking Rational, thank you.....

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Three stars, 500 posts Old School Fool
Board Posts 634
Recs Received 926
People who have rec'd these posts 401
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Threads Started 184
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Most Frequent Board Berkshire Hathaway
Very First Post Re: Executive Jet (7/5/2001)
Percentage of Posts Rec'd 48.26 %
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