mdtls’ Activity

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.

Wed Jun 25

NL

Boards Post

mdtls replied to the Berkshire Hathaway board. 4:22 PM

Re: OT-Markel (MKL)

IMO its not too late for a long horizon.

still trading historically cheap.

Fri Jun 20

NL

Boards Post

mdtls posted to the Fairfax Holdings board. 5:38 PM

BBRY a classic cigar butt?

Or does Prem see something no one else can?

Congratulations to Mr. Chen for his management skill so far.

[more]

Mon Jun 9

NL

Boards Post

mdtls replied to the Berkshire Hathaway board. 4:59 PM

Re: BRK and capital intensive industries

include..... "or share buy-backs" to #2

Better than a dividend or share buy-backs in WEB's opinion.


All in all, I'm sleeping just fine.

m

NL

Boards Post

mdtls posted to the Berkshire Hathaway board. 4:55 PM

BRK and capital intensive industries

from Seeking Alpha:

“We’ve poured billions and billions and billions of dollars in retained earnings, and several billion of additional equity,” into the energy business, says Warren Buffett, speaking at the Edison Electric Institute [more]

Wed May 21

NL

Boards Post

mdtls posted to the Berkshire Hathaway board. 11:59 AM

OT: Ian Cumming / HRG

I find the website Datorama an interesting place to follow the activity of value investors.

Ian Cumming (of Leucadia fame) is one of the investors the site tracks.

I noticed today Mr. Cumming has initiated a Q1 18.6M share position [more]

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

Wed May 7

NL

Boards Post

mdtls posted to the Markel Corporation board. 5:51 PM

good quarter

http://seekingalpha.com/pr/9842273-markel-reports-first-quar...


I am really beginning to appreciate these MKL operators. Good work, folks!

Fri Apr 4

NL

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]

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 663
Recs Received 972
People who have rec'd these posts 411
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Threads Started 197
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Most Frequent Board Berkshire Hathaway
Very First Post Re: Executive Jet (7/5/2001)
Percentage of Posts Rec'd 48.57 %
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