physdude’s Activity

Fri Apr 3


Boards Post

physdude replied to the Berkshire Hathaway board. 5:11 AM

Re: Tough crowd

If one were to include this bump in value, a rough current estimate of BV per B share would seem to be $97.4 + 1Q increase in book (I haven't done any estimate but a $2 increase would seem to be a reasonably conservative estimate given the recent [more]

Tue Mar 31


Boards Post

physdude replied to the Linn Energy, LLC board. 1:07 AM

Re: LINE vs. LNCO huh?

I am trying to figure this out too. I moved a bunch of my LINE holdings to LNCO and possibly became the cause of the spread widening further with my current run of bad luck. :)

I have heard of a theory that LNCO (not the investors but the [more]

Wed Feb 18


Boards Post

physdude replied to the Mechanical Investing board. 2:21 AM

Re: Maybe the market is overvalued

Jim was not right about the overall return starting from 2004 (likely because the current market is extremely overvalued) but was right in another way. It would have been the right decision to wait for valuations to drop 30% in 2004 as one would have [more]

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