mdtls’ Activity

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 replied to the Berkshire Hathaway board. 4:52 PM

Re: Acquisitions

Berkshire Hathaway and Berkshire Hathaway

NL

Boards Post

mdtls replied to the Berkshire Hathaway board. 1:49 PM

Re: OT: Ian Cumming / HRG

Ahhhhh.

Thank you.

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]

Mon May 12

NL

Boards Post

mdtls replied to the Berkshire Hathaway board. 2:29 PM

Re: OT: Leucadia

Been a share holder since early 2000's. Consistently a top 3 holding for me, although in full disclosure i did moderately trim the position after former management retired.

Always been a lumpy earner (share price) under Ian and Joe but [more]

Fri May 9

Thu May 8

NL

Boards Post

mdtls replied to the Markel Corporation board. 7:25 PM

Re: long term p/b average for MKL

....found one.

thx.

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 replied to the Markel Corporation board. 5:58 PM

Re: good quarter

PS....and thank you!

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!

Tue May 6

NL

Boards Post

mdtls posted to the Berkshire Hathaway board. 4:48 PM

could it be Bill Gates?

That fills Warrens shoes and occupies the third unknown position?

I know he's busy with his philanthropic efforts....

But there is something about their relationship that is beginning to make me wonder.

He's young, [more]

Sun May 4

NL

Boards Post

mdtls posted to the Berkshire Hathaway board. 4:42 PM

up or down tomorrow?

Not that it matters but whats your guess?

I'll speculate for a slightly lower open and an overall 'yawn" for Mr. Markets post AM mood.

m

NL

Boards Post

mdtls replied to the Berkshire Hathaway board. 2:27 PM

Re: crickets and tumbleweeds

.-.. --- .-..

NL

Boards Post

mdtls posted to the Berkshire Hathaway board. 12:35 AM

crickets and tumbleweeds

.... . .-.. .-.. --- --..-- / .. ... / .- -. -.-- --- -. . / - .... . .-. . ..--..

Tue Apr 22

NL

Boards Post

mdtls posted to the Berkshire Hathaway board. 1:11 PM

question for Mr. Mungo

Jim,

Recently you commented on your current status of having "backed up the BRK truck through the rear of the garage."

I also recall Big Daddy commenting he had over 50% of his piggy chips (something to that effect) in BRK [more]

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Boards Stats & Trivia

Three stars, 500 posts Old School Fool
Board Posts 656
Recs Received 962
People who have rec'd these posts 410
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Threads Started 194
Threads Started Percentage 29.57 %
Most Frequent Board Berkshire Hathaway
Very First Post Re: Executive Jet (7/5/2001)
Percentage of Posts Rec'd 48.32 %
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