Palantir
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Posts posted by Palantir
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I suggest a top private school. The best schools also have the best financial aid.
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Fear leads to...anger...anger leads to the....dark side....
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Nice...saw that game
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I know their relationship will be different, because he will be a different person. It follows that the intepersonal relationship would change.
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^So Buffett has never talked about See's candies, or Geico, or Iscar at the Q&A? Furthermore, are the questions on succession issues I mentioned also current/future investments?
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One question somebody asked, was, which company would you put your net worth into, apart from brk, which I thought was an interesting question. I think a number of detailed questions about his holdings would be interesting, eg IBM.
Furthermore, there are a range of possible questions about succession planning, apart from simply who will replace him. What will be the structure of the corporate entity given that the new CEO will not have the same relationship with his managers as Web did? What will happen to the float if a major player like Jain were to leave?
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Wow, it's always shocking how talented these big guys are.
Somewhat like that, gates and ballmer did something similar at Harvard's Econ grad class.
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I'd have to disagree again. Day trading (in my simplistic definition) does not ever look at the underlying security. They just look at the quoted price of the security. In a market panic, they will in theory let the price of something go to zero. Successful day traders need the world to believe that you can make money day trading, in order to create suckers.
Would you say the same about momentum-driven strategies?
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To be fair, Warren and Charlie never answer the interesting and important questions, so all you are left with is "What is the best question somebody has asked you?" ::)
They answered all my questions all right. Too bad that others did not feel that way, folks are fine to go to someone else to get their questions answered. Besides, they have been asked the same questions over and over again. They try new and interesting ways to answer them.
At 83 and 90, they have my full appreciation for doing what they do, educate, freely. It is an extremely benevolent way of giving back. Surely, many of the regulars to Omaha share this view.
Good for you. However, I think it is disappointing that they continue to ignore pertinent questions about the firm, and then some fanboys are only too eager to cloak them with "benevolency", because you know, we are just lucky to be graced with their presence, so how could anybody have a question?
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To be fair, Warren and Charlie never answer the interesting and important questions, so all you are left with is "What is the best question somebody has asked you?" ::)
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Which hotels u guys at
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Is there free parking?
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I think you can use fcff. It is only suboptimal if you account for taxes. For your example the concern is how to project cash flows not so much accounting for debt.
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But I thought Buffett was a paragon of virtue and ethics, but now I learn that those are only for "little people".
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I don't understand why people are justifying WEB's abstention, or calling it clever.
Why didn't he just vote "no", and call them out publicly on it? I think it's fairly straightforward...
He's friends with the CEO and various board members. It's easy for us to say he should've rebuked them...
Isn't that a conflict of interest though?
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I don't understand why people are justifying WEB's abstention, or calling it clever.
Why didn't he just vote "no", and call them out publicly on it? I think it's fairly straightforward...
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Do we need to be officially associated as a group? Couldn't it be just individuals "unofficially" collaborating together?
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I agree with OP. Great idea for microcaps.
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What are you guys talking about? This face could launch a thousand ships.
http://saintbrendanlynch.files.wordpress.com/2013/01/ballmercrazed.jpg
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Which board member has the longest......
hair?
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Your whole argument about “the long-term” is very misleading. If Mr. Watsa’s defensiveness today is proven right, those numbers will change dramatically in a matter of just a few years… It is exactly like keeping cash for a very long time, and then investing in a truly outstanding opportunity: until that opportunity materializes, your track record seems very poor, than all of a sudden it becomes wonderful! Mr. Watsa at the AM has said the investment business is primarily characterized by how quickly things change. He simply has been waiting for three years now…
Gio
Good post. I think most people have stopped believing in large market declines after the bull market of the past 5 years. When valuations decline, and it inevitably will, the results will show a different story. I like what FFH is doing. They haven't forgotten the first rule of investing: never lose money.
Conversely, I've seen the opposite. It's as if people expect the market to plummet at any moment, and that a crash just like 08 is always around the corner. Whenever the market drops 1-4%, the same people start chiming in, or when the market rises we hear about how this is unsustainable and going to end in another correction.
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He taught me it's socially acceptable to have a public mistress. Yowza!
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I agree with yadayada, there is always something to do.
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I disagree that having a good capital allocator is a necessary characteristic. Good capital allocation is highly desirable in a larger holding firms with diversified, mature businesses, but for smaller, fast growing operations, I do not believe that "good capital allocators" are necessarily going to perform well.
I would prefer buying a firm with an excellent business model that has substantial potential for expansion.
f
in General Discussion
Posted
That was a pretty crushing victory. I didn't know it was possible, Congress isn't even getting 50.