John Hjorth

Thank you, Mike [ @boilermaker75 ], Mr. Bloomstran has this year intrinsic values of the A and B shares 'triangulated' as follows, btw. : A share : USD 782,952 [closing price yesterday : USD 718,750], B share : USD 522 [closing price yesterday : USD 478.74]. So, calculated discount, measured against estimated intrisic value [[522-478.74]/522] ~ 8 per cent. [p. 134 in the letter.]

It's actually a very good point about the situation for Germany by now, @Spekulatius, In every challenging situation is also the basis and foundation of a new opportunity, if one looks sufficiently around. It's time for some tailwind for Germany on the bicycle path, in stead of headwinds, that appear without end. There wil be a lot to do, all while European defense budgets are swelling and going beserk.

You're welcome, @Maverick47 , It's reasonable leisure reading, while we wait, wait and wait! - ~1½ hours to go!

Here the 2024 Letter is available - for starters : - - - o 0 o - - - Edit: P. 6, about Mr. Buffett getting philosophical about wills [ ] :: -Great, just great! ...

Car salesman insults in public about every potential non-US customer, callling the customers 'stupid'. Naturally, this is going to work out great. - - - o 0 o - - - I assure you : Not!

Thank you for your reply here, @Gamecock-YT. Food for thought.

+1. Intesting stance. Thank you.

All *BS*, basically. By which principles do you raise your own three kiddoes? Are your kiddoes allowed by you to telling you lies, and all is just good?

I share your personal sentiment here, @backtothebeach, No real news announced from Berkshire since in January 2024 about the Flying Pilot J acquisition settlement. *sigh* *Holding my head up, so I don't drop my forehead on the 'sell' button on the keyboard, out of pure boredom*

Here is what I phrased earlier today in this topic, unsubmitted, and as a draft : By now, I regret what I posted in this topic, about 17 hours ago. - - - o 0 o - - - We need to get along here on CofB&F.

Enjoy your fun, James [ @james22 ], Reuters - World - Europe [February 20th 2025] : Exclusive: US refusing to co-sponsor UN motion backing Ukraine ahead of war anniversary, diplomats say. Why do you consider it funny that someone reacting to that they can't take the words of your POTUS at par? What is actually funny about that?

Mike [ @cubsfan ], You're simply right. It has been dumb, naive and also reckless, I would say since 2014 [Crimea]. But you have to follow and track the extreme and violent changes going on by now, some of them by WARP speed.

@JoJo1, Please do your own individual check up on posts from active participants in the discussion in this topic and compare it with such members' contributions in topics in the CofB&F Investment Ideas forum. If you need some practical guidance about how to do, please feel free to send me a private message about it. - - - o 0 o - - - The variant perceptions presented here in this topic aren't really an expression of some CofB&F members in one certain 'opinion camp' lacking knowledge, competencies, nor qualifications etc. - - - o 0 o - - - -And btw, here, a belated welcome to you!

@JoJo1, You obviously have no idea of what you are asking about here, lol!

Thank you, Mike [ @cubsfan ], Now we're getting somewhere, so I can understand you. In fact, I personally think we now disagree much less than what was perhaps apperant before your last post above. This is most of all an European issue, and the European countries need to step up to it - absolutely immedially. Your POTUS is out of line and going rogue here by now. I'll elaborate later.

Awesome entertainment! For your information : Andreas Mogensen is Danish [, like me].

I agree with @Gamecock-YT here, above. Mike [ @cubsfan ], It's a behavioral problem - of yours - while discussing in this topic. Have you even thought about how you're actual phrasing of the content of your posts lately appear condecensing and patronizing, all while you - constantly, on and on - ignore and disregard the points brought up several times, by several CofB&F members, including me, about the trustworthyness of Putin, ref. the concept of 'lasting peace'. In short, you're by many European CofB&F members and others considered naive, short term, or both.

Related to the above part of Saturdays post by Charlie in this topic and the above mentioned WaPo article, there may exist some kind of overall guidance of the future demand dynamics, and thereby future US defense spending and capital allocation, based on investor specific knowledge about each individual defense contractor :

WaPo has a good article today on this initiative by the current administration : Washington Post [February 19th 2025, updated February 20th 2025] : Trump administration orders Pentagon to plan for sweeping budget cuts Subtitle : A senior Pentagon official said that money saved through the cuts could be “realigned” to other defense priorities that President Donald Trump has. - - - o 0 o - - - The initiative divides into two parts : and : Is this how the United States of America treats its veterans going forward and into the future?

Pretty amazing and thought provoking to read the above from Charlie [ @dealraker ] Saturday, to see what Hektor [ @Hektor ] wrote about here in this topic yesterday, and now today the above by @Spekulatius - - - o 0 o - - - Soon a new concept called "American oligarchs' will be introduced, a designation similar to that of Putins cronies, but with its own independent existence and life.

Thank you for sharing, Charlie [ @Charlie ], Great overview site. Yes, and as if there isen't enough else to be concerned about these days in Europe.

Somebody seem to have forgotten how and what this started with. Mike [ @cubsfan ] & Greg [ @Gregmal ], Du you remember? : United Nations - 8974th Meeting (Night) [February 23rd 2022] : Russian Federation Announces ‘Special Military Operation’ in Ukraine as Security Council Meets in Eleventh-Hour Effort to Avoid Full-Scale Conflict Subtitle : ‘Give Peace a Chance’, Secretary-General Stresses as Political Affairs Chief Calls for Dialogue ‘Even at this Late Hour’ - - - o 0 o - - - ABC News [February 24th 2022] : Russian President Putin announces military operation in Ukraine

Personally, I appreciate your posts in this topic very much, @Pelagic ! I hope you woulden't mind to share your nationality, thank you in advance, meaning also : If you mind, that would naturally also be OK, and would be respected.

https://truthsocial.com/@realDonaldTrump/posts/114031332924234939 @Xerxes, He is a disgrace to The Office. Do you remember the concept of 'The Alternative Reality' under his first presidential period?

Which interview, @Xerxes ?