texirish’s Activity

Sat Oct 18

NL

Boards Post

texirish posted to the Macro Economic Trends and Risks board. 12:15 PM

Hoisington 3rd Qtr Economic Outlook

Just out:

http://www.hoisingtonmgt.com/pdf/HIM2014Q3NP.pdf

Amid fears of rising interest rates, these folks have consistently studied the economic data and found a [more]

Thu Oct 2

NL

Boards Post

texirish posted to the Macro Economic Trends and Risks board. 2:43 PM

Morningstar & Wide Moat Stocks

http://www.morningstar.com/cover/videocenter.aspx?id=666335

M* has a Wide Moat Focus Index which attempts to hold the top 20 firms that are judged both to have a wide [more]

Wed Oct 1

NL

Boards Post

texirish posted to the Macro Economic Trends and Risks board. 10:24 AM

Texas Ebola Case

Earlier today I listened to our DFW area morning news about the confirmed Ebola case. The patient was taken to Texas Health Presbyterian Hospital - by coincidence where we obtain our medical and a close cousin is director of nursing for several [more]

Thu Sep 25

NL

Boards Post

texirish replied to the Berkshire Hathaway board. 10:46 PM

Re: OT: Mungo's pic of the day

Among many nice photos, I recognize a clean 57 Chevy and, I believe, a hognose snake. Kept looking and saw a chair carved from a tree stump - a first for me.

Thanks for sharing.

Mon Sep 22

NL

Boards Post

texirish replied to the Macro Economic Trends and Risks board. 10:27 PM

Re: Out of network doctors

Pinocchio, Pinocchio, what's with your nose Pinocchio?

Goofy,

I don't know if this was directed at me or not. But, if it was, you're way off target.

First, I'm not Far Right. I'm a huge critic of the Far Right in [more]

NL

Boards Post

texirish replied to the Macro Economic Trends and Risks board. 3:56 PM

Re: Out of network doctors

We already have that with Medicare. There are doctors that will not accept Medicare patients, because the rates are too low.

AMEN!! Particularly the really good ones.

My wife and I have been forced to go to boutique care to [more]

Mon Sep 15

NL

Boards Post

texirish replied to the Berkshire Hathaway board. 9:15 PM

Re: OT: Calpers

Calpers’ return goal is 7.5 percent. The annualized rate of return on its hedge fund investments over the last 10 years is 4.8 percent.

From Morningstar, as of Sept 15, 2014 the annual total return of SPY for the last 10 years is [more]

Thu Sep 11

NL

Boards Post

texirish replied to the Berkshire Hathaway board. 3:01 PM

Re: Buffett's successor?

If I recall correctly, Buffett has stated that Ted is not one of the three potential candidates for CEO at present.

Certainly that could change down the road, but I can't see it happening by 2015. Maybe in some years. (I also like his [more]

Fri Aug 29

NL

Boards Post

texirish replied to the Macro Economic Trends and Risks board. 5:52 PM

Re: Bad exits only for the Fed

Wish I could give Goofyhoofy extra rec's. He's talking sense.

Sat Aug 16

NL

Boards Post

texirish replied to the Berkshire Hathaway board. 7:02 PM

Re: Berkshire's float

The value of that dollar depends solely upon how well Coke performs going forward and for how long before Coke is sold to trigger the taxes.

There is a fairly small exception to this. Berkshire does receive dividends from the shares [more]

NL

Boards Post

texirish replied to the Berkshire Hathaway board. 6:56 PM

Re: Berkshire's float

And a dollar of taxes that are deferred on the unrealized capital gains of Coke share, 26 years after the initial purchase, is getting there too. And that dollar can be used to buy anything, not just more Coke.

I don't think this is [more]

Wed Aug 13

NL

Boards Post

texirish replied to the Macro Economic Trends and Risks board. 6:01 PM

Re: California NV & AZ going dry

Something I wonder about.

Agriculture is a major, very major, user of water.

We export a great deal of our agricultural products.

At what point would we be willing to cut back on agriculture basically dedicated to exports [more]

Tue Aug 12

NL

Boards Post

texirish posted to the Macro Economic Trends and Risks board. 2:42 PM

Alibaba and Amazon

Interesting (and long) Business Week article about how Alibaba IPO might impact worldwide commerce:

[more]

Wed Aug 6

NL

Boards Post

texirish replied to the Macro Economic Trends and Risks board. 1:11 PM

Re: Poll: Is buying a Tesla self-indulgent?

Wendy wrote:

I chose "Other" because it all depends on context.

Many METARs worked our way up in the world with hard work and thrift. We tend to think of self-indulgence as bad because we needed years (even decades) of
[more]

NL

Boards Post

texirish replied to the Berkshire Hathaway board. 12:38 PM

Re: earnings

Forgive me, but the reference in question (and I have no idea if it was heard correctly, or reported correctly, in the first place) says
"12 years after my death."

How is that deemed to be the same thing as "12 years
[more]

Fri Aug 1

NL

Boards Post

texirish replied to the Berkshire Hathaway board. 3:18 PM

Re: excellent article on BRK

Dud goodwill stuffed into a profitable unit will likely never get the appropriate impairment done. Probably not a big issue with Berkshire, but something to keep in mind.

Thanks for the detective work and insights.

I've long [more]

Tue Jul 29

NL

Boards Post

texirish replied to the Macro Economic Trends and Risks board. 11:54 AM

Re: Nova Scotia LNG count to 3

What could possibly go wrong?

You might include producers finding huge deposits of natural gas closer to the high cost users.

Mon Jul 28

NL

Boards Post

texirish replied to the Macro Economic Trends and Risks board. 1:27 PM

Re: 2.1

So, even without an acceleration of the decline of the fertility rate, we can expect the shortfall of labor to intensify going forward and with a burst of education given to women world wide we can expect it to accelerate, possibly [more]

Tue Jul 22

NL

Boards Post

texirish replied to the Macro Economic Trends and Risks board. 6:38 PM

Re: The future, or what's left of it.

I wonder at what point the increasing liability for player injury will cut into the popularity of college and professional football (US style). And when will parents steer their kids from playing the sport?

They are my favorite sports to [more]

Mon Jul 21

NL

Boards Post

texirish replied to the Macro Economic Trends and Risks board. 8:12 PM

Re: Poll: OT: What kind of fireplace???

From what little I've read, there are some issues with the "vent free" fireplace. One article I've found:

[more]

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Big red star, 1000 posts Old School Fool
Board Posts 1045
Recs Received 5480
People who have rec'd these posts 1000
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Threads Started 143
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Most Frequent Board Berkshire Hathaway
Very First Post Re: Another yellow BRK'er refugee (2/13/1998)
Percentage of Posts Rec'd 83.06 %
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