longlake95

Yesterday, Added a little TVE to my oil basket.

Closed out my BSX position.

Ya, stick with brass casings…. Lol…

yup, I love Buffett still remains rational and looks to protect BRK (and the shareholders) in the future, by “nudging” the board to own more stock. Again, totally opposite to most boards where directors own little stock. I’d love too see everyone on the board REALLY scale up their holdings.

only 800M to go….

My favourite version on Kashmir.

Spek....what kinda sites are you on? lol

more SNC at the open

well....a company that has a 40% ROIC, lots of growth and a fortress balance sheet won't trade at 12X if your waiting for that kinda multiple you'll never own it - not that you should if doesn't fit your framework.

absolutely.... Are glass prices and aluminum can prices going to stay elevated for ever? of course not. It's a money laying on the ground (at the risk of sounding bold....LOL) They have been shipping most of the finished product to the U.S. ( largest market ) from the UK during this period (imagine those costs). Wait till the 2 bottling plants are up and running fully in the U.S.

Category leader in premium mixer (complementing the premium mixed drink category that's growing fast). Growing fast abroad. High ROIC. No debt. High inside ownership. Dividends (both regulars and specials) Sure, there's cost issues lately, with inflation. That too shall pass...

Have a look at FEVR, small wonderful business. Disclosure: I own it.

don't think I've seen a worse (by that I mean, poorly researched and lack of basic accounting knowledge) article on BRK. Go get'em Semper.

HCG - merger arb

FIH.U

I'm I reading the IFRS 17 right? This new convention will be MORE lenient on claims reserves and deferred policy acquisition costs, allowing FFH and other to record an benefit to the owners equity account as they transition. So, when a fat tail event comes along and whacks the industry, they give back all the "benefit" back... shouldn't we be promoting MORE conservative reserving?

gotta sell something, to raise $$$, if you want to jump on the tech party again. LOL...

Thinking of selling some HPS.a...

A little add to HPS.A

And spend billions along the way… remember the “budget will balance itself”…

LC - that’s probably one of his best interviews ever.

Bought a little more BRK.b last Friday

call me crazy...bought a little more WBD.

Okay, good!