tulula’s Activity

Wed Jun 10

NL

Boards Post

tulula replied to the Berkshire Hathaway board. 3:47 PM

Re: Fairfax

A fixed income portfolio certainly doesn't need a deflation hedge—it would be a windfall.
Thus, the only reason to have the hedges is as an attempt to get the portfolio to outperform.


True. But how would Fairfax's insurance [more]

NL

Boards Post

tulula replied to the Berkshire Hathaway board. 4:40 AM

Re: Fairfax

The more interesting question for me, as a potential Fairfax investor,
is whether or not management was smart to have taken the position they did.
(as big as they did, and at the prices they did).


I don't think equity [more]

Fri May 22

NL

Boards Post

tulula replied to the Falling Knives board. 7:55 AM

Re: Posco - is anyone getting interested

Interesting what you say about Mr Munger, incidentally.
...
If anybody has some recent solid data sources I'd be interested to see what he's thinking.


Charlie Munger, March 2015 DJCO shareholder's [more]

Fri Apr 24

NL

Boards Post

tulula replied to the Berkshire Hathaway board. 7:11 AM

Re: ibm beats...but not impressive!?

Just a sample news title today:
"Amazon stuns Wall Street with cloud business profits"

And few from a couple days earlier after IBM's earnings report:
"IBM Is Still Dead Money"
"IBM Continues Sharp Spin [more]

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Boards Stats & Trivia

Board Posts 35
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Most Frequent Board Berkshire Hathaway
Very First Post Re: Buffet os Sale? (12/15/2009)
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