ronbeasley’s Activity

Mon Mar 10

Article Comment

ronbeasley commented on an article. 1:27 PM

This 149-Bagger Has Been Selling Chimera, Fusion-io, and SanDisk

Chimera is and has been for some time a tiny holding for Appaloosa, less than one-tenth of one percent of the portfolio. The activity you mention is inconsequential and irrelevant.

What is significant is that

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Mon Feb 17

Article Comment

ronbeasley commented on an article. 3:48 PM

The Other Reason Warren Buffett Would Kill to Be 21 Again

Costco is a very small holding, less than 1%, and Berkshire doesn't own any Nike. More useless babble from ignorant bloggers trying to sell newsletter subcriptions.

Sat Feb 15

Article Comment

ronbeasley commented on an article. 10:08 AM

The Best Is Yet to Come at Warren Buffett’s Stock

No, Berkshire does not own 11% of Wells. The 463M shares represents 8.8%. But total Berkshire ownership also includes New England Asset Management's holdings, which increases shares owned to 487,890M shares, or 9.3%.

Sun Feb 9

Article Comment

ronbeasley commented on an article. 9:37 AM

Beat the Market With 1 Stock

Berkshire stock underperformed the S&P 500 for the past five year period, the first time that has happened. Buffett has said it has gotten too big to consistently outperform. Berkshire is, however, much safer and less volatile

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Wed Feb 5

Article Comment

ronbeasley commented on an article. 4:13 PM

Here's What This $3 Billion Money Manager Has Been Buying

Do you just make this stuff up? according to their 13F filing, Todd didn't hold any KMP at 12/31 and held a tiny amount (2,500shares) of KMI. The Tata and First Solar positions are so small as to barely be noticeable, about

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Sun Feb 2

Article Comment

ronbeasley commented on an article. 11:27 PM

You've Got It All Wrong. Here's the Real Story Behind Warren Buffett's Favorite Stock

Interesting way to look at it. Buffett did miss an opportunity, its a little curious that he did that, especially after he said that if he could have bought only one stock during the crisis, he would have been all in Wells

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Article Comment

ronbeasley commented on an article. 10:31 PM

You've Got It All Wrong. Here's the Real Story Behind Warren Buffett's Favorite Stock

First of all, Wells Fargo's stock split 2 for 1 in 2006, so Berkshire's ownership didn't quadruple, it doubled. Secondly, Wells' shares outstanding were impacted by issuance of stock to buy Wachovia (a $15 billion transaction) and

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