texirish’s Activity

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]

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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

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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]

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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

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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

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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

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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]

Sun Jul 20

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texirish replied to the Macro Economic Trends and Risks board. 6:51 PM

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

Our first urban home had a wood fireplace, and it turned out to be a real nuisance after use. If you didn't close the chimney flue, the heat from the house was lost up the chimney. If you did close it, the house smelled like smoke. Otherwise, you had [more]

Thu Jul 17

NL

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texirish replied to the Berkshire Hathaway board. 4:18 PM

Re: Leon Cooperman

His flagship Omega Overseas fund has averaged returns after fees of 14.6 percent since inception in January 1992 through June 2014, according to confidential client materials obtained by CNBC.com.
That puts him
[more]

Thu Jul 10

NL

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texirish replied to the Macro Economic Trends and Risks board. 7:26 PM

Re: Nat gas storage injections surge...

It could well end up with power outages and/or gas supply restrictions when the thermometer dips. Shut down the nukes, no new gas pipes, short winter daylight hours in New England make solar energy a joke, wind currently supplies about 2% of New [more]

Mon Jul 7

NL

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texirish replied to the Berkshire Hathaway board. 3:39 PM

Re: BNSF

Local authorities are seeking more information on the train traffic passing through their communities. The railroads are reluctant to disclose the information.

[more]

Sun Jul 6

NL

Boards Post

texirish replied to the Berkshire Hathaway board. 6:51 PM

Re: BNSF

Did you hear about the massive derailment on BNSF that happened this spring due to the 80 mph winds that broadsided the train? It was mostly containers on the flatcars (12) but took a long time to clean up and fix tracks. They just finished it a [more]

NL

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texirish replied to the Macro Economic Trends and Risks board. 3:55 PM

Re: OT favorite patriotic movies

The Longest Day tells the story of D-Day.

Gettysburg re-enacts the turning point battle of the US Civil War. Gods and Generals covers earlier battles before Gettysburg.

Battle of Britain (1969) presents this critical air war story. [more]

Mon Jun 23

NL

Boards Post

texirish replied to the Macro Economic Trends and Risks board. 5:03 PM

Re: Shrimp on the Barbee

A Tesla has a range of 300 miles .....

That, very much, depends upon the conditions.

What I recall reading is that was calculated at a steady 55 mph, level ground, no wind - i.e., conditions that are unrealistic for [more]

Thu Jun 12

NL

Boards Post

texirish replied to the Berkshire Hathaway board. 7:58 PM

Re: OT Cross post: CAPE

Keep it simple. What does pretty much everybody agree on?
Things are more expensive than usual in the past, so forward returns are likely to be lower than usual in the past.

Exactly how much lower? We can't know. Besides, it depends
[more]

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Boards Stats & Trivia

Big red star, 1000 posts Old School Fool
Board Posts 1037
Recs Received 5438
People who have rec'd these posts 995
Recs to Posts Ratio (last 30 days) N/A
Threads Started 140
Threads Started Percentage 13.50 %
Most Frequent Board Berkshire Hathaway
Very First Post Re: Another yellow BRK'er refugee (2/13/1998)
Percentage of Posts Rec'd 83.03 %
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