mdtls

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mdtls posted to the Berkshire Hathaway board. 1:42 PM

Is this what a melt up feels like?

It's been such a long time, i've kinda forgotten.

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mdtls posted to the Berkshire Hathaway board. 2:50 PM

Flight to Quality

remember the good ole' days when investors would run to BRK when the rest of the world appeared sketchy?

today reminds me of those days gone by....or have they? :)

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mdtls replied to the White Mountains Insurance Group board. 1:20 PM

Re: Book $606

add to MKL position or initiate WTM at below book?

a conundrum....

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mdtls replied to the Berkshire Hathaway board. 2:44 PM

Re: A wedding ...

Burger Royale

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mdtls replied to the Berkshire Hathaway board. 11:21 AM

Re: 160

Run Warren.....RUN!

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mdtls replied to the Berkshire Hathaway board. 11:22 PM

Re: OT: LUK and JEF event for 2013-14

worth noting Bandon....

good "heads up."

m

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mdtls replied to the Berkshire Hathaway board. 2:21 PM

Re: OT: WMT

Thanks Jim....always appreciated.

BTW, its been over a month since Big Daddy has posted anything new. What gives? I enjoy dropping in from time to time while snooping around for crumbs. ;)

m

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

Re: OT: WMT

Mr. Mungo-

I've enjoyed a really nice ride with WMT and am trying to determine if its getting close to being fully valued (?).

If so, do i employ the Munger tactic on continuing to sit on my posterior, or should i redeploy my WMT [more]

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mdtls posted to the Leucadia National Corp. board. 5:15 PM

CWGL

the gift that keeps on giving....

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mdtls replied to the Berkshire Hathaway board. 11:20 AM

Re: buffett, gs, jpm, buffett making moves,

hjclasvegas1950...?

sigh.

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mdtls replied to the Berkshire Hathaway board. 5:34 PM

Re: Berkshire buys?

DE....ok

LUK...maybe

MKL....no thank you

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mdtls replied to the Berkshire Hathaway board. 4:41 PM

Re: Slim Pickings ...

Mr. Rational,

Would you make an exception for MKL?

Certainly not a 6 inch hurdle, but its historically pretty darn cheap-o.

m

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mdtls replied to the Berkshire Hathaway board. 6:56 PM

Re: No mention of home building?

Roto-Rooter.....

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mdtls posted to the Berkshire Hathaway board. 8:11 PM

OT: where does money go when currency busts

There was a recent thread discussing Seth Klarman's writings.

It was interesting to me and I've been on a "Klarman bender" the last few nights.

I read a comment from him last night that was a real 'a-ha' [more]

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mdtls replied to the Berkshire Hathaway board. 2:07 PM

Re: WFC - Why would it rise today?

According to Dataroma, Prem Watsa has reduced his WFC shares from 20M in 2009 to 1.7M presently.

He obviously see's something different than WEB and others....any guesses?

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mdtls replied to the Berkshire Hathaway board. 2:00 PM

Re: 13 Years

Thank you, Sir.

Have a good day....

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mdtls posted to the Markel Corporation board. 12:17 PM

time to add?

can someone point me in a direction to find the historical P/B average for MKL?

today it appears to be in the neighborhood of 1.25

thx.

m

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mdtls replied to the Berkshire Hathaway board. 12:13 PM

Re: 13 Years

Edit: my inital shares were purchased in Feb 2000, not 1999.

m

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mdtls replied to the Berkshire Hathaway board. 11:35 AM

Re: 13 Years

i have a math question on this topic.

i bought my first B shares in 1999 at $1,699/sh.

can i apply the 2010 1:50 split to that share price and conclude my split adjusted cost is $34/sh (rounded)?

thx.

m