mdtls’ Activity

Today

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Boards Post

mdtls replied to the Fairfax Holdings board. 4 hours ago

Re: Q1 2016 earnings

Insurance operations are really firing...but the equities and hedges are such an anchor.

A y/y swing of almost $300M!

I guess the bright spot is Prem has $1.5B liquid.

The man has conviction, can't take that from him. Time [more]

Tue Apr 19

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Boards Post

mdtls replied to the Berkshire Hathaway board. 4:51 PM

Re: Another great quarter for IBM

Bully-

Ive been holding IBM now for almost 2 years. I am patient and knew it was going to be ugly for a while, but when I start seeing weird things like -95% tax rates being used as part of the quarterly story i get an uneasy [more]

Tue Apr 12

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Boards Post

mdtls replied to the Berkshire Hathaway board. 3:10 PM

Re: OT: For MKL Fans

To paraphrase WEB: "I'd rather be kind of right than precisely wrong"

I'm comfortable with my generous bet on Gaynor and the MKL boys for the next decade.

Sun Feb 28

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Boards Post

mdtls posted to the Berkshire Hathaway board. 7:07 PM

just for fun

any guesses how Mr. Market reacts to Q4/2015 results and statement?

my guess is he'll be slightly manic. day finishes 40 basis points positive.

i happily continue to leave my chips on the table and sleep like a baby. (50% of my [more]

Mon Feb 22

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Boards Post

mdtls replied to the Berkshire Hathaway board. 2:38 PM

Re: About this DRWHISKEY troll

i've concluded his handle and his behavior are correlated.

Tue Feb 16

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Boards Post

mdtls replied to the Berkshire Hathaway board. 5:57 PM

Re: 13F is out

Just occurred to me....could owning CBI be a conflict to KMI just disclosed?

NL

Boards Post

mdtls replied to the Berkshire Hathaway board. 5:56 PM

Re: 13F is out

CBI is puzzling.

We all talked about this at the end of last quarter. Any fresh ideas why the change of heart?

NL

Boards Post

mdtls posted to the Leucadia National Corp. board. 11:58 AM

rear view mirror gazing

After the 2008 collapse LUK found a share price low of around $11.

Today, almost 8 years later it sits at $15'ish.

Pre-collapse it hit a high of $56...albeit pre JEF and Joe/Ian retirement.

I find it striking that Mr. [more]

Fri Feb 12

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Boards Post

mdtls replied to the Berkshire Hathaway board. 3:48 PM

Re: UpDate from Rational re: mkl

Thank you....

Always enjoy and appreciate the writing and have bookmarked for weekend couch time this wet and dark Seattle weekend.

m

Wed Feb 10

NL

Boards Post

mdtls replied to the Leucadia National Corp. board. 12:58 PM

Re: Margin of safety?

sigh...

I guess i was hoping to tune into a different channel.

The MF boards are like turning on the news; no matter what channel its always the same couple of people screaming the same mantra from relentlessly entrenched [more]

Tue Feb 9

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Boards Post

mdtls posted to the Leucadia National Corp. board. 8:44 PM

Margin of safety?

Any opinions on MOS in current situation?

What about as an acquisition? Is the purchase of LUK out of the realm of possibility?

Th price is getting silly.

Sat Feb 6

NL

Boards Post

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

Re: OT: Suddenly, Earnings Matter

and still fallin' after hours...

"Dood, that's totally knarly in the most un-bodacious way."

what can i say, im from the 80's.

m

Fri Feb 5

NL

Boards Post

mdtls replied to the Berkshire Hathaway board. 4:28 PM

Re: OT: Suddenly, Earnings Matter

Linkedin down 43% in a single trading day.

wowzy wow wow!

Mon Feb 1

NL

Boards Post

mdtls posted to the Berkshire Hathaway board. 5:19 PM

OT: Dataroma updates

As Q4 results become public we should start seeing updates to Dataroma Superinvestor portfolios.

A recent update shows a particular manager selling 39.5% of his BRK holding and nearly 49% of his MKL position.

That's a big 'ole bear [more]

Thu Jan 28

NL

Boards Post

mdtls replied to the Berkshire Hathaway board. 1:00 PM

Re: AXP (OT)

frowny face...

whats that saying, "no one goes broke taking a profit?"

Tue Jan 26

NL

Boards Post

mdtls posted to the Berkshire Hathaway board. 1:19 PM

whats the rocket fuel?

That is going to get BRK moving up again.

Simple question.

Are there simple answers?

Divvy and Buy-Backs have been beaten to death.

What else could possibly make it attractive to Mr. M again?

I'll go [more]

Fri Dec 18

NL

Boards Post

mdtls posted to the Berkshire Hathaway board. 11:44 AM

My basket of misfit stocks

Just like the Christmas land of misfit toys.

Seems appropriate for the time of year.

The value investor looks for out of favor investments that have hidden value hopefully to be found and eventually loved.

If that's the [more]

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Boards Stats & Trivia

Three stars, 500 posts Old School Fool
Board Posts 787
Recs Received 1231
People who have rec'd these posts 455
Recs to Posts Ratio (last 30 days) N/A
Threads Started 231
Threads Started Percentage 29.35 %
Most Frequent Board Berkshire Hathaway
Very First Post Re: Executive Jet (7/5/2001)
Percentage of Posts Rec'd 51.08 %
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