physdude’s Activity

Tue May 19

NL

Boards Post

physdude replied to the Falling Knives board. 3:14 AM

Re: CBI

Quite happy with the recent SP increase too. I am finally ahead on my
purchase and I think it is still a good buy. Unfortunately, I had reached
the maximum allocation I give for a single stock other than Berkshire
before it hit 35 so I [more]

Mon May 11

NL

Boards Post

physdude replied to the Value Hounds board. 3:18 AM

Re: NM: My Big Fat Greek splat

The NM value today excluding the ownership interests in NNA and NMM seems to be fairly negative. Am I missing any change in the structure of the firm or any drastic revision of the future outlook that justifies such a negative value? (I increased my [more]

Tue Apr 28

NL

Boards Post

physdude posted to the Berkshire Hathaway board. 7:43 AM

NOV buybacks

This Berkshire holding reported earnings today. While the small earnings
beat doesn't look interesting by itself, this caught my eye: "Since
initiating a share buyback program in September 2014, the Company has
repurchased 43.3 [more]

Fri Apr 3

NL

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

NL

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]

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One star, 50 posts
Board Posts 222
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Most Frequent Board Berkshire Hathaway
Very First Post Buffett's results explained finally by academia? (1/25/2013)
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