mdtls’ Activity

Yesterday

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 replied to the Berkshire Hathaway board. 4:07 PM

Re: whats the rocket fuel?

excellent answer, Capt.

couldnt agree more.

m

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]

Wed Jan 20

NL

Boards Post

mdtls replied to the Berkshire Hathaway board. 6:33 PM

Re: Buy Back

knightof3,

I stand corrected, although that sounds like a 'special situation' or charity case.

However, i stand by my prediction in an open market situation.

NL

Boards Post

mdtls replied to the Berkshire Hathaway board. 6:26 PM

Re: Buy Back

In a melting 'fearful' economic environment where BRK reaches low valuations, there is ALWAYS going to be better opportunities presented to deploy cash.

BRK is simply a better run enterprise than 99% of others. Therefor, there is ALWAYS [more]

NL

Boards Post

mdtls replied to the Berkshire Hathaway board. 6:18 PM

Re: Buy Back

There will never be any buy-backs as long as WEB is alive...get over it.

Fri Jan 15

NL

Boards Post

mdtls replied to the Berkshire Hathaway board. 1:52 PM

Re: $125.99

IMHO....keep some powder dry, we've got a ways to go. Just a gut feel, no evidence.

Interestingly i was just looking at my BRK buy records this morning and was pleasantly reminded I was buying several hundred share chunks during the summer [more]

Fri Jan 8

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Boards Post

mdtls replied to the Berkshire Hathaway board. 5:58 PM

Re: Happy 11th birthday ....

What a thoughtful and wonderful gift....you're a very good dad.

How did she open the gift? Did she furiously tear the package open, or, slowly unwrap in anticipation of the gift inside?

Tongue in cheek, of course. :)

m

Thu Jan 7

NL

Boards Post

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

Re: Buybacks: does size matter?

Terrific post.

To Ralph:

"I expect them over time to sell off pieces carried on book at historically low values, to create an entity (or entities?) that are easier for the market to value highly."

-Is this a [more]

Wed Jan 6

NL

Boards Post

mdtls replied to the Berkshire Hathaway board. 5:26 PM

Re: Bloomberg: Buffett Nears Buyback

I'm with investor133...intelligent argument.

+1

m

PS. warming up the truck. gut telling me blood in streets seems plausible near term.

Thu Dec 31

NL

Boards Post

mdtls posted to the Berkshire Hathaway board. 1:32 PM

OT: The Big Short

Read the book a couple years and became utterly fascinated with the story.

Saw the movie last night. It was a good compromise between Hollywood bubble-head intellect and real world data points.

Two thumbs up.

m

Mon Dec 28

NL

Boards Post

mdtls posted to the Berkshire Hathaway board. 7:04 PM

S&P vs. BRK in 2015

Although its not over completely, it appears the broad market has really put a whupping on BRK this year.

In round numbers from Google finance; -11% for BRK vs. 'break even' for S&P.

A 10+% swing is one of histories bigger wins [more]

Mon Dec 21

NL

Boards Post

mdtls replied to the Berkshire Hathaway board. 12:28 PM

Re: My basket of misfit stocks

Sure,

As a customer for nearly 20 years i think they are a great company...in fact, excellent.

As an investor, my thesis surrounds the eventual rise of interest rates merely returning to normal and the effects on [more]

Fri Dec 18

NL

Boards Post

mdtls replied to the Berkshire Hathaway board. 5:08 PM

Re: My basket of misfit stocks

The thread was started in the holiday spirit...

Peace to all.

NL

Boards Post

mdtls replied to the Berkshire Hathaway board. 1:18 PM

Re: My basket of misfit stocks

LNG....just opened the position and its very small.

In all honesty, i bought in a knee jerk (i know, no lectures please) reaction to researching Seth Klarman and Carl Ichan who have both been building very, very large positions and I could [more]

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]

Tue Dec 8

NL

Boards Post

mdtls replied to the Berkshire Hathaway board. 5:40 PM

Re: OT - Underperformance

On the oil and gas front....i started a position in LNG recently. A moderate sized position and have added recently (nibbles) on the mega down days.

They are the low cost game and eventually I believe they have started forming a low cost [more]

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Boards Stats & Trivia

Three stars, 500 posts Old School Fool
Board Posts 775
Recs Received 1199
People who have rec'd these posts 448
Recs to Posts Ratio (last 30 days) 1.60
Threads Started 227
Threads Started Percentage 29.29 %
Most Frequent Board Berkshire Hathaway
Very First Post Re: Executive Jet (7/5/2001)
Percentage of Posts Rec'd 50.97 %
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