keegomaster

Buffet said that Ajit had created tens of billions of value for Berkshire... 20m in compensation is peanuts

Could this be a play that synergizes with the Pilot Flying J Travel Centers....? e.g., offer satellite radio to customers (not sure if there is a membership model in existence at Pilot already...)?

Here is an article from the Globe and Mail with commentary from economists and market strategists. ‘Brace for impact’: Economists and market strategists react to trade war as loonie begins to slide https://www.theglobeandmail.com/gift/09dbc7022ea28a2939a58ab8550316ea7e2969ab5746ee273732482fd781978c/YLWGO53WFJDD7J3P74LSNLPBEU/

Thanks for the suggestion @cash_incinerator, MEDP looks like a very strong business. Price has come down since July... will read more about it. Cheers!

I wouldn't be surprised if GOOGL sells off as a result of the court decision. I will also plan to add in the next month or so as it goes down and until it finds a support level.

I don't think buffett ever sold berkshire shares

Venezuela litigation claims... Tell us more about it...!

Agreed. TVK is not expensive, that's why I'm buying on pullbacks. I also have some buy orders for FFH around 1430 to 1450 so hoping those get filled too if markets retreat a little.

Purchase order on Terravest (TVK) went through two days ago. Increased position by 10%.

Have been selling some Ebay and reallocating to Disney. Also set up some buy orders for FFH, and TVK should they drop ~5% from current levels.

How could one get access to Packer's letters?

Berkshire has dropped 50% in a few instances. One of those during 2008 https://www.cnbc.com/2008/11/21/berkshire-hathaway-down-almost-50-from-alltime-high-as-stock-sinks-again.html

The chart title is a bit of an understatement with positions up 120% to 260%

Interesting, what book is this?

I just read the letter, and still have to go through the report, but I noticed two interesting non-financial things: - the color of the report cover is black, which I interpret as mourning or grief for Charlie's passing - seeing Warren refer to Charlie as a father figure: "In a way his relationship with me was part older brother, part loving father" I just found it interesting. Great year. The weakness in Energy and Utilities was more than compensated by the good Insurance and Investment results, which is a statement to the strength and diversity of the businesses it holds.