texirish’s Activity

Wed Jan 28

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Boards Post

texirish posted to the Macro Economic Trends and Risks board. 3:31 PM

Hoisington Mgt Economic Outlook

This update snuck up on me - came out 1/21/15

http://www.hoisingtonmgt.com/pdf/HIM2014Q4NP.pdf

Most of the outlook is a review of past commodity crashes, competitive [more]

Wed Jan 21

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texirish replied to the Macro Economic Trends and Risks board. 3:01 PM

Re: Quite a bargain, really.

Thank you for the response. It is appreciated.

I do get a bit tired of these ongoing attacks on big oil by those who rarely look at the actual facts.

Tex

Tue Jan 20

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texirish replied to the Macro Economic Trends and Risks board. 7:02 PM

Re: Quite a bargain, really.

If someone wants to supply an estimate on how much oil companies are subsidized from an unbiased or even right leaning publication, please reply.

At the length of being far too lengthy, I copy below an e-mail I sent some two years
[more]

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texirish replied to the Macro Economic Trends and Risks board. 5:09 PM

Re: Completely OT: Geography Quiz

US cities, Toronto, and Benghazi were easy guesses. Missed two of the European cities.

NL

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texirish replied to the Macro Economic Trends and Risks board. 3:42 PM

Re: Quite a bargain, really.

It is clear that government makes more profit from an oil company buying crude, converting it to gasoline, and selling it, than the oil company does.

As Charlie Munger once observed:

This is perfectly obvious, but very [more]

Mon Jan 5

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texirish replied to the Berkshire Hathaway board. 9:51 AM

Re: Question On Selling BRK.B

Anybody want to reconcile these two concepts?

I won't try to reconcile the concepts, but I will try to review how they came about.

The original question concerned how long would a $50k a year withdrawal last from a starting [more]

Fri Jan 2

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Boards Post

texirish replied to the Berkshire Hathaway board. 5:47 PM

Re: Question On Selling BRK.B

Listen to WuLong. He states the right way to look at it.

I'll rephrase his comments. %50k on $1,700k is just under 3%. Add a high assumption for inflation (4%) and you get 7%. So 7% BRK growth will keep up with inflation and withdrawals for [more]

Sat Dec 27

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Boards Post

texirish replied to the Macro Economic Trends and Risks board. 11:55 AM

Re: Poll: METAR Contest 2015

I'll continue with Vanguard Health Fund (VGHCX)and Fiat Chrysler (FCAU)

Thanks for your efforts in managing the contest.

Texirish

Sat Dec 20

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texirish replied to the Berkshire Hathaway board. 11:55 AM

Re: Poll: OT: Tesla Motors...

The car is great! It handles like a complete dream and is faster than nearly everything else while getting the equivalent of about 89 miles per gallon. All with room for 5 adults comfortably and lots of storage.

All true, providing [more]

Tue Dec 16

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texirish replied to the Berkshire Hathaway board. 6:27 PM

Re: OT: Mining Companies

At that point, Exxon would do better to adopt a run-off mentality, maximizing the last profits on oil and paying them out as dividends. Since they are arguably the company with this shareholder mentality most firmly fixed in their DNA, they might [more]

Tue Dec 9

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texirish replied to the Berkshire Hathaway board. 2:52 PM

Re: OT: CBI

I believe Russia's public position is that they can handle a low-price environment longer than the US. As such, they won't cut production, meaning neither will the Saudis.

I read somewhere yesterday (don't recall where)that because [more]

Sat Dec 6

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texirish replied to the Berkshire Hathaway board. 2:11 PM

Re: Warren and diversification

Enough!!

This thread is added to your Ignored Thread list.

Fri Dec 5

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texirish replied to the Berkshire Hathaway board. 7:11 PM

Re: A Little Historical Perspective:

This thread had really gotten both too personal and too repetitive.

Thankfully, there's an easy solution.

Sun Nov 23

NL

Boards Post

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

Re: Wonder if WEB is bailing on IBM

...but the lost opportunity cost of not buying back own stock has been very high so far.

While Buffett talks about dividends not being in the best interest of shareholders (I agree), he seems to avoid this question.

And [more]

Wed Oct 29

NL

Boards Post

texirish replied to the Berkshire Hathaway board. 4:11 PM

Re: Stanford event 12/8 - Berkshire Beyond Buffe

Michael,

First, thank you for sharing this report on Cunningham's book tour. Unfortunately, the DFW area doesn't seem to be included.

And thank you for your own insights. In particular, I share the one you provide [more]

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Big red star, 1000 posts Old School Fool
Board Posts 1062
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Very First Post Re: Another yellow BRK'er refugee (2/13/1998)
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