cubsfan

^ You must be kidding or living under a rock.

^ Nah, the real answer is certain groups did not want to know the truth - period. IF the truth conflicted with their narrative - the answer was to stick your head in the sand, not ask questions, and avoid looking for any evidence other than what the lying "experts" were going to tell you. Plain as day. Totally obvious.

^ The Covid lies are being exposed - just like Russia, Russia, Russia. Amazing what suckers people are - to a media with no shame.

^ Yup, I like them too - met both of them at Berkshire meetings. Good guys. But I have tuned them out as well - as previous guys said - if you don't like the focus on macro calls, like oil or crypto, which I don't, then it's just too much guessing.

SPLK, Splunk - $121.25

Well, the obvious answer is that Epstein was a pedophile and Bill shouldn't be anywhere near him. Bad judgement on his part, excellent judgement on Melinda's part. It doesn't really have to be any more complicated than that.

Bought back DISCK $29.37

^ HA HA - that's about it!

^It really makes one wonder how much rot there is in the system No shit. Answer: A lot

The Wells management definitely pulled the wool over Warren's eyes. Having been to so many annual meetings where Buffett just lauded WFC management and their ability to cross sell. No one could sell products like WFC - over and over. Fooled me too, for a long time. They really abused their employees.

^ Now THAT definitely has nothing to do with Berkshire! HA

Well - it is a highly respected board member. Certainly salacious stuff, but for anybody that read the Snowball, it's newsworthy. Buffett is no hypocrite. Like Parsad said - he is human. So is Bill Gates. The good they have both done have greatly dwarfed all this nonsense. Unfortunately for them, they are public figures. I don't expect either of them to be perfect. Sounds like Bill fucked up, which is unfortunate.

Buying TEN @ $13.75 - looks like the right time in the auto cycle for this one. Had a blowout Q1. With pent-up demand & low interest rates - the biggest issue seems to be the leverage.

Thanks for this great idea Wabuffo - and explanation on DISCK vs A/B - sold at the open.

^ Yeah, "Follow the Science" means - "we're still lying to you".

More APTS 9.50

More BOMN - 24.60

Great stuff Castanza - you are one busy guy.

^ I think there are plenty of these suburban areas that have not seen any appreciation for years. Cities like Chicago, St. Louis, Minneapolis, Detroit, etc, etc - you are seeing lots of middle class families moving out of the cities because they are not safe while housing is still plenty affordable.

Fun reading about all the apocalyptic predictions again. People were so so sure of themselves - and vicious about it too - especially if you disagreed with them.

^ Brilliant explanation ! We're lucky to have a guy like Wabuffo as a member.

^ Well, you are right to be concerned. I lived downtown for 20 years. Absolutely had a blast. Now it's dangerous. Many people in the suburbs will just not go downtown anymore. Carjackings, idiot mayor that doesn't back the police, shootings on the expressway, etc. It was a wonderful place to live, especially for singles/couples. Now it has been ruined - and will take years for trust to be rebuilt - and they are not even trying as we speak.

In the Chicago area, where real estate has been dead for 8/9 years, the sellers are that have wanted to get the hell out of here. If you go back 18 months there was huge inventory all over Chicago - stuff just sitting for years. Prices kept falling, inventory kept building - no one buying. Now the flood gates have opened. Homes selling in 2 days, multiple offers - all those people that have wanted to leave and who have 2nd homes in the Sun Belt are finally out of here. Apartments and condos in the city are emptying out. It's crazy.

DISCK $32.60

^ MattR - you are a terrific guy for doing this for us all. Big thanks. And you're right - it was tough listening to the call!