wittgenstein’s Activity

Today

NL

Boards Post

wittgenstein replied to the Berkshire Hathaway board. 1:22 PM

Re: Wonder if WEB is bailing on IBM

It's interesting on two levels.
First, it's humorous because it was dumb, which became plain with the passage of time.
But secondly, it's interesting because he didn't actually day they wouldn't
make money for their clients using
[more]

NL

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wittgenstein replied to the Political Asylum board. 8:44 AM

Re: Looks like murder

Two results, of which I am about equally certain, are that

1. There will be more shootings, though probably somewhat fewer as responsible police adjust, and

2. There will be not a few cases where the police reaction will be to just [more]

Wed Nov 26

NL

Boards Post

wittgenstein replied to the Value Hounds board. 6:35 PM

Re: SDRL Q3 2014: First take ... Aaaarrgh!!

Hohum,

Was this a total surprise? (I get that feeling)If so, why? I don't understand. And a lot of the responses to your "first take" don't seem to relate so much to SDRL as to other issues.

As a banker with commodity [more]

NL

Boards Post

wittgenstein replied to the Value Hounds board. 12:46 PM

Re: SDRL Q3 2014: First take ... Aaaarrgh!!

I prefer the buyback as a long term proposition, though SDRL holders were maybe getting more comfortable than the yield they were receiving was signalling.

JF can change course without warning, as we have learned.

jz

Tue Nov 25

NL

Boards Post

wittgenstein posted to the Value Hounds board. 7:30 AM

UFI

I like UFI, not on;y because of what it does

http://www.repreve.com/

among other not so visible activities

but because of who owns it.

A "Checkout" of the insider [more]

Mon Nov 24

NL

Boards Post

wittgenstein replied to the Political Asylum board. 6:56 PM

Re: Lerner Lost emails found

Won't bring down a presidency (unless he is somehow directly implicated - which I doubt) but it would certainly have significant and widespread ramifications.

Ever heard of FINCEN?

IRS is the executor of FINCEN

By [more]

Sun Nov 23

NL

Boards Post

wittgenstein replied to the Berkshire Hathaway board. 5:06 PM

Re: Wonder if WEB is bailing on IBM

the 1999 Barron's cover by Andrew Bary, "WARREN: WHAT'S WRONG?"

Thanks for the post Chompin. Truly amazing.

Barrons' employing Andrew Bary is reason enough for me not to read it. He won't create the value in his lifetime [more]

NL

Boards Post

wittgenstein replied to the Value Hounds board. 12:43 PM

Re: McDonald's (MCD)

For now, nearly everyone is hating MCD's today if the majority of posts on this thread are any indication and that just makes me like it even more.

I agree Rich.

survived only by copying what MCD's does.

MCD [more]

Fri Nov 21

NL

Boards Post

wittgenstein posted to the Real Estate Inv. Trusts: REITs board. 11:35 AM

O and dollar stores

Value Line has in an October report mentioned a potential revenue risk,

Consolidation in the ‘‘dollar’’ business may be a concern. Dollar General and Family Dollar account for about 9.5% of annual rental revenues combined. There has been [more]

NL

Boards Post

wittgenstein posted to the Value Hounds board. 11:04 AM

Fix It Again Tony?

FCAU may not be a value. Their products get some pretty bad reviews.
But they're sort of "bimodal".

Alfa Romeo is coming back to the US after several years absence. And they are taking Ferrari public and plan to spin some [more]

NL

Boards Post

wittgenstein replied to the Real Estate Inv. Trusts: REITs board. 10:34 AM

Re: OT:EPD

Orig. posted Oct 10.

The MLP "space" has taken off, but we continue to hold EPD, which has for years been by far our largest MLP position.

There is some good current information here:

[more]

NL

Boards Post

wittgenstein posted to the Real Estate Inv. Trusts: REITs board. 10:19 AM

DOC

Took a small position when gracepeace first mentioned it. When I was a kid....60 years ago....a local pharmacist decided to make a few real estate investments. He bought a tiny suburban office building that house maybe 5 or six doctors. When he [more]

NL

Boards Post

wittgenstein posted to the Political Asylum board. 8:26 AM

More work ahead ahead for Prez

Lots of laws are in need of undoing. (as indeed "Scripture tells us.")

Tatoos for example.

Leviticus 19-28

Ye shall not make any cuttings in your flesh nor print any marks upon you.
I am
[more]

Thu Nov 20

NL

Boards Post

wittgenstein replied to the Political Asylum board. 5:30 PM

Re: Now that we condone illegality

"At any rate. Let's see what he does. "

Yes. Let's.

Ken


Well, Ken, he's the emperor, so

Que sera sera. Though some emperors have met interesting ends.

One can only hope for the [more]

NL

Boards Post

wittgenstein replied to the Macro Economic Trends and Risks board. 5:21 PM

Re: How does global warming work?

India seems to be in the forefront of climate change "technology"

[more]

NL

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wittgenstein replied to the Berkshire Hathaway board. 11:36 AM

Re: Will Elon Musk save Buffalo?

Having lived both in places with extremely similar and much worse weather, it's survivable.

Shovel snow in the morning and relax with the Evening News after work.
Never need a morning paper as WEB noted once.

jz

Mon Nov 17

NL

Boards Post

wittgenstein replied to the Berkshire Hathaway board. 10:07 AM

Re: OT: Elizabeth Holmes CEO

Impressive interview... there is a great supply of cowards out there, including YT.
WAG should be a great partner.

jz

Thu Nov 13

NL

Boards Post

wittgenstein replied to the Berkshire Hathaway board. 8:24 AM

Re: BRK and a dividend

The 4% dividend is a good plan (only if you own Bs), but another plan might be to just write a few panic puts on, say IBM which has been a recent topic here.

jz

NL

Boards Post

wittgenstein replied to the Berkshire Hathaway board. 6:53 AM

Re: BRK and a dividend

Anyone - including YT - who wants dividends had a fair number of options last time I checked.

We received hundreds of dividends this year, including some monthly ones. My tax lady finds them annoying.

Please stop with the [more]

Tue Nov 11

NL

Boards Post

wittgenstein posted to the Real Estate Inv. Trusts: REITs board. 8:51 AM

What REITLAND doesn't need

http://www.fool.com/investing/general/2014/11/11/sears-stock...

TMF, of course, got it right. People like Lampert will [more]

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