tsunamied’s Activity

Mon Apr 14

NL

Boards Post

tsunamied replied to the Berkshire Hathaway board. 6:22 AM

Re: Invest in farmland like Mr. Buffett?

I tried the link- it said this-
DELETED: Farmland REIT debuts IPO as bubble fears deflate
MARKETWATCH — 04/11/14
This story has been deleted by the news provider.

Victor.

Wed Apr 9

NL

Boards Post

tsunamied posted to the Berkshire Hathaway board. 1:37 PM

kiss of death?

Cramer defends Buffett: 'His luck's about to change'

[more]

Thu Mar 27

NL

Boards Post

tsunamied replied to the Berkshire Hathaway board. 7:56 PM

Re: OT: Nice value investing column at FT

It was a short article, but worth the registration.
Thanks,
Victor.

Wed Mar 26

NL

Boards Post

tsunamied replied to the Berkshire Hathaway board. 5:17 PM

Re: Warren Fatheads available:

Can't think of many things geekier, but I understand how you feel...


Victor.

Thu Mar 20

Caps Pick

tsunamied made a pick in CAPS. 7:51 PM

A V Homes, Inc. (AVHI) will Underperform the S&P 500

Mon Mar 17

NL

Boards Post

tsunamied replied to the Falling Knives board. 1:33 PM

Re: Gazprom, OGZPY

Ironic. If the US gives money to the Ukraine, some of that money will immediately find its way back to Russia, to pay Gazprom?

Victor.

Fri Mar 14

NL

Boards Post

tsunamied replied to the Falling Knives board. 8:41 PM

Re: Gazprom, OGZPY

Hate to contradict myself, but...seems the CEO of OGZPY sold all his shares just before the Ukrainian incident happened. Nice to have friends in high places...

[more]

NL

Boards Post

tsunamied replied to the Falling Knives board. 4:10 PM

Re: Gazprom, OGZPY

Note that Putin reputedly owns 4.5% of the company. I suspect he would not harm his own company that much.

The Europeans are complaining about the prices they are paying. I think part of this was because the formula about how much to pay [more]

Thu Mar 13

NL

Boards Post

tsunamied replied to the Berkshire Hathaway board. 8:37 PM

Re: summer reading?

I pre-ordered this one (supposed to be out on Sept 9, so just makes the summer cut-off). Should be pretty good.

[more]

CAPS Outperform Pitch

tsunamied wrote about Gazprom OAO (ADR) (OGZPY) . 2:34 PM

OGZPY Outperform

It's sooooooo cheap. Should move up once Crimea is not a factor.

Caps Pick

tsunamied made a pick in CAPS. 2:34 PM

Gazprom OAO (ADR) (OGZPY) will Outperform the S&P 500
NL

Boards Post

tsunamied replied to the Falling Knives board. 1:39 PM

Re: Gazprom, OGZPY

Thanks for the tip. Looks great after a quick DD. Yes, there are some geo-political threats, but that is why it is cheap. Worth the risk.

Victor.

Wed Mar 12

NL

Boards Post

tsunamied replied to the Falling Knives board. 9:16 PM

Re: FKA: CHL

Just a quick observation- don't know how much there is for this market to grow. It seemed to me that EVERYONE has a cellphone already, often bypassing the landlines. However this was in the cities that I visited and lived in. Cellphones were more [more]

Mon Mar 10

CAPS Underperform Pitch

tsunamied wrote about Tesla Motors (TSLA) . 11:16 AM

TSLA Underperform

way overvalued. meant to enter in negatively, and by accident it went up. My mistake. Doing it right this time....

Caps Pick

tsunamied made a pick in CAPS. 11:16 AM

Tesla Motors (TSLA) will Underperform the S&P 500

Sun Mar 9

NL

Boards Post

tsunamied posted to the Berkshire Hathaway board. 4:25 PM

OT- Prem Watsa and his AR

Some scary stats from his AR- info on China. Worth reading.

[more]

Thu Mar 6

NL

Boards Post

tsunamied replied to the Macro Economic Trends and Risks board. 9:24 PM

Re: OT bluecollarTim retirement homage to sonnyp

It is funny how often the best moves I have made in my investing career have come when there is vociferous opposition to the idea. Just one example- I was keen on Fairfax when Prem was getting beaten up in the financial press. There was a lot of [more]

NL

Boards Post

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

Re: Whee!

Yeah, I have sold out of most of my calls now. This was a nice little move, which meant terrific profits. Bought most at the bottom, and I think I wrote a post about the idea at that time, too.

Happy times.

Wed Mar 5

NL

Boards Post

tsunamied replied to the Berkshire Hathaway board. 4:26 PM

Re: Chapters 8 and 20

Finally, I get your author name now. Duh! Took me a while...

Victor.

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CAPS Player Rating 87.76
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Score 547.81
Score Change Today +0.79
Accuracy 62.50%
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Boards Stats & Trivia

Two stars, 250 posts Old School Fool CAPS All Star
Board Posts 395
Recs Received 406
People who have rec'd these posts 226
Recs to Posts Ratio (last 30 days) N/A
Threads Started 107
Threads Started Percentage 27.09 %
Most Frequent Board Berkshire Hathaway
Very First Post A IVS: First Data post. (9/18/2005)
Percentage of Posts Rec'd 44.81 %
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