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longlake95

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Everything posted by longlake95

  1. No political commentary period. Full stop. It's an investment board. Thanks Sanjeev.
  2. Absolutely. He’s telling government to have a steady hand. Let’s hope everyone listens.
  3. Except they are still using Word, google, iPhone and Facebook...
  4. Arriving Thursday. Leaving Monday.
  5. Be well John, get better for Omaha.
  6. John, agreed, totally appropriate. Respectful and classy for BRK to adjust.
  7. Much more positive then last year. More commentary on Greg’s abilities and Warren’s confidence in him - nice to hear. I like to warning to government to use a steady hand (whether that happens is another question). I doesn’t bother me too much that the letter doesn’t have the detail of years ago. What else can he say? What I’d really like going forward is a letter from Greg, along side Warren’s, as the chief operating guy, on his views and more detail on BRK activities. Thanks for the steady hand Warren.
  8. What does she like now? LOL
  9. Thanks Parsad, let's preserve this wonderful INVESTMENT forum.
  10. Longtime BERY owner here...too bad they are merging with Amcor.
  11. Good for you. You don't need a degree in financial planning. You've already got it figured out. That doesn't mean stop learning though. Focus on making good investments as that's what will move the needle for you, with a couple of mil under your belt. Flirt with your wife. Go skiing.
  12. me too. i like operating in the shadows....lol... I do own some regulars here... FFH, JOE. Most things I own are super-boring.
  13. Both, the journey is fun. The outcome is more fun.
  14. one of my big worries for sometime has been the "de-centralized" approach, while I understand leaving good managers alone to do their jobs, but I think it's easy for things to "slip" a bit over time. We, as humans, seem pre-programed for the ABC's of business decay (as Warren puts it). So, to be clear, de-central probably won't change in a big way, but I like Greg's "more active touch" with the subs. I think Greg's hardest job is keeping many of those long-time managers motivated to keep working without pissing on their grass.
  15. All agreed. He helped me 20 years ago (via an email exchange) to clarify some ideas/concepts about value investing, that I clearly, was too dumb to understand at the time. He didn’t have to - but he did. The world would be a much better place if we had more people like Chou.
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