longlake95
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Posts posted by longlake95
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2 minutes ago, Parsad said:
A loss for Canadiana. Cheers!
+1
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Trimmed just a little HPS.a
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On 3/3/2023 at 9:49 AM, Luca said:
They grew revenues the past 5 years yes but it still trades at almost 20x net income. Not a bargain.
Still cheapish
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wow, that's quite something.
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Okay if you include the renters….I get the jist.
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I think it’s more like 25% of home owners are mortgage free, and the other 75% have mortgages.
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My wife I are running in the 5Km on Sunday after the meeting. Feel free to join our “team” when you register for the race. We are “team Canada”. It will be especially helpful to our team, as I run like Barney Rubble.
https://www.investinyourself5k.com/
see you there! -
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Yesterday, Added a little TVE to my oil basket.
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Closed out my BSX position.
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40 minutes ago, Spekulatius said:
The ads on this site today again try to tell me something:
Ya, stick with brass casings…. Lol…
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36 minutes ago, yesman182 said:
Glad he read the proxy
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. -
45 minutes ago, ValueMaven said:
Love this guy ... he has about ~$100M worth of stock now ... wow ... all out of his own pocket
only 800M to go…. -
My favourite version on Kashmir.
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Spek....what kinda sites are you on? lol
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more SNC at the open
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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.
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Just now, Gregmal said:
The inflation cost issues are gonna swing back the other way at some point, and then margins across the board get a boost again. This is true for pretty much every company with any sort of structural market advantage.
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.
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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...
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Have a look at FEVR, small wonderful business. Disclosure: I own it.
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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.
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HCG - merger arb
Buffett/Berkshire - general news
in Berkshire Hathaway
Posted
That royalty that Charlie receives, cost him $1000 back in the day.