tulula’s Activity

Thu Aug 20

NL

Boards Post

tulula replied to the Berkshire Hathaway board. 8:17 AM

Re: Speculations on acquisitions

Anybody else want to comment on the utilities side of things?


Re leverage - in addition to being able to deploy large amounts of capital and buying
9%-10% yield using close to zero cost debt, there may be one additional [more]

NL

Boards Post

tulula replied to the Falling Knives board. 6:24 AM

Re: FKA: BABA

Currently Softbank trades at a market value close to the sum of its stakes in Alibaba and Yahoo Japan,
two of its largest equity investments.

Unsure about the Softbank's huge investment in Sprint? Well, it's free. Along with Softbank [more]

Mon Aug 17

NL

Boards Post

tulula replied to the Falling Knives board. 10:18 AM

Re: FKA: SAN

Earnings are not at top of cycle, shall we say.
They're most of the way through a slightly belated take-out-the-trash period begun this past year.


So, what could they earn in a more normal year?
They made on average 23b EUR in [more]

Tue Aug 11

NL

Boards Post

tulula replied to the Berkshire Hathaway board. 7:43 AM

Re: 30+B Acquisition - PCP

The price is, on the surface of things, quite rich.
It's a pretty steep hurdle to show they were sold too cheaply.
The typical website is showing P/E of 22.7 at market close today,
with the price still $4 below the
[more]

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]

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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]

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Board Posts 39
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Most Frequent Board Berkshire Hathaway
Very First Post Re: Buffet os Sale? (12/15/2009)
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