Grenville

Sorry if I missed this, but where do you find the Peter Chapman info regarding the orders this afternoon? I don't see it yet on GSElinks (Is there a site or another msg board?)

Awesome! Thanks.

Hi, Is there a place to go for short interest data on the NYSE? I can't seem to find the official site or where one can peruse the data. I am looking for 2/29 data. THanks!

I had the exact opposite reaction to the Mad Money interview. Listen to her response to Cramer starting at 4:08 when he asked "Why didn't you just speak with the Journal reporter months ago?" Her response was basically "well, the Journal wrote a good piece a year ago, I published an op-ed on the Journal, but in this case the sources focused on detractors who said I would never succeed." She then offers a pretty weak response that the Journal only provided a "three day window" in which she was unavailable before the Journal had to publish. So, that's a bit of a dissembling response in my book. She basically didn't respond for months because she didn't like the article that was being written. Then she says that she finally decided to respond after months of inquiries but by the time she decided to respond, the schedules didn't match up. These are things that wouldn't hold up w/ a cross-examination, but that's not really Cramer's job. No opinion on fraud or anything like that, but I found her answers to Cramer to be questionable. Thanks for sharing your take. I've been wanting to re-listen to the interview, but haven't gotten around to it. I thought I remember other comments but I'll have to confirm that once I listen to it again. Thanks for posting! I haven't heard Jurvetson speak before. His comments are interesting but he does point to Holmes being independent. Did they just invest 500k and that's it?

Listening to Holmes rebuttal on Mad Money is worthwhile. Also Ericopoly, thanks for listing the board members and good point. I'm a bit disappointed with the Journal's reporting…it seems like its hard to find a news source where hidden agendas don't purposefully or inadvertently color the reporting. You also won't ever see a news source ante up to their mistake if they did make one with a full page article.

Casting_Light_on_the_Net_Worth_Sweep.pdf

You can request a copy of a compiled book of his shareholder letters. I requested it back when I owned his mutual funds. I'm not sure how far back the letters go in that book. I couldn't find my copy. Have you tried calling their offices?

the picture with his versa and the two pickups is PRICELESS!

Thanks! "I could give examples of the reverse, but I follow the dictum praise by name, criticize by category."

Awesome! Thanks for posting. Lots of recognizable names.

From Heinz:

Wow. Thanks for posting. I had no idea he had a blog with lot of info...

Thanks! I didn't see the article about merging it with Heinz. It will be interesting to see the deal structure.

wow. I haven't seen Buffett rail on a guy like that….

Q4 Media Call recording and transcript: http://www.fanniemae.com/portal/about-us/media/commentary/022015-mayopoulos.html

+1 Awesome!

I think the below answers some questions: http://www.bloomberg.com/news/articles/2015-02-20/watsa-s-fairfax-sells-shares-for-brit-deal-to-guard-credit-grade

Good catch. Apparently they had a media call last quarter and based on your above they had another one today. I haven't been able to find a link on the website. Here is the one from Q3. There is a .mp3 link and the transcript: http://www.fanniemae.com/portal/about-us/media/commentary/110614-mayopoulos.html

~4bln position last qtr. That's a large stake sale. Surprised CNBC isn't all over this.

Nice article. I like the detail around the privilege logs. Also they point to the document Doughishere found that has the 153.3bln figure.

Awesome! Thanks for posting the location and details.

Thanks for that. I haven't been able to find the 191.2bln number in the Budget main document. I did find this in the Appendix link from here: http://www.whitehouse.gov/omb/budget If you download the Dept. of Treasury Report, they expect 23.3bln and 19.8bln in 2015 and 2016 from "Proceeds, GSE Equity Related Transactions: Enacted/requested" http://www.whitehouse.gov/sites/default/files/omb/budget/fy2016/assets/tre.pdf

Thanks for posting!

I definitely agree that you should get to the bottom of what happened. I'm a bit paranoid with all this stuff and with computerized trading, a small error can cause a whole firm to go under. Hopefully that will never be the case, but better to be cautious.

Great stuff! Can't wait to hear both of their views on BRK in the next 50 years. Thanks for posting.