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Everything posted by John Hjorth
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It would be much appreciated, if a fellow board member would provide a link to a website explaining the US estate tax on the rim. It's important for non US residents board members understanding of what's going on in this topic. Thank you in advance.
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50 Years of BRK Wall Print (+new letters book)
John Hjorth replied to maxprogram's topic in Berkshire Hathaway
I'm located in the Northern part of EU, - a few hundred kms NE of Tom -, and I had no issues while ordering, and got the usual email confirmation of the order from Amazon. -
Corner of Berkshire & Fairfax Fund - Poll Q1'14
John Hjorth replied to Ross812's topic in General Discussion
Hi Ross, Thanks! -
Berkshire Stakes Name on Realty Business Buffett Barely Noticed
John Hjorth replied to dcollon's topic in Berkshire Hathaway
Some information about the new BRK unit -
Alcatraz? Isen't getting out of there basicly about your swimming capabilities? As long as you don't compare to getting a divorse, you haven't really had registration problems! ;)
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I hope for electrical power for fellow board members located in the Toronto / Ontario area! The area appears to be seriously challenged and I hope that everyone on here is OK and will not have their Christmas ruined by lack of power!
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It's now available here. It seems that the omitted position by 13-F reporting as per the end of Q2 2013 is XOM [!].
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LOL! - Gio, Mungers words "Invert, always invert!" comes to mind, and then you will find Kravens post usefull!
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+1! As already said: Just be yourself! ;-) x) From her profession to judge you most likely will be met with Qs from her about your work and your company. Try to reply on overall level, but also with some balanced detail, but without beeing too elaborative, and at the same time without giving her the perception of beeing evasive on those questions. x+1) Stay out of the LRE.L and FFH-topics today on the board, and concentrate/focus on what is important for you today! ;-) [Your LRE.L and FFH positions are afterall long term!] x+2) I certainly second xtreeq's advice about getting her to laugh! Try get to know what kind of humor she is into. If things work out the way you want right now, you will really need that information for the future, because you are about to double the ups and downs in life for the future. Her downs will then also be your downs, and there is nothing as redemptive like a good laugh when life you lemons. x+3) Please remember this is a win-win situation, simply because she has already said yes to your invitation! Things might not for whatever reason work out as you want right now, but then you have had the pleasure and opportunity to get to know more about a person, who has caught your attention, interest and attraction! No talk about bumpy rides in this topic, please! Good luck Gio! :-)
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BRK is a darn good cluster of companies.
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It's available now at : http://www.berkshirehathaway.com/qtrly/links3rdqtr13.html .
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Berkshire acquires Heinz for 72.5 p/s
John Hjorth replied to Phaceliacapital's topic in Berkshire Hathaway
Ohh, well... I wonder if this was anticipated, it must be about quite some ketchup per year: McDonalds ends relationship with Heinz. -
I checked the Marmon website for information about the aquisition, and found basically the same information. [ link ]. Marmon was privately held and run out of Chicago before BRK's acquisition, so there are no BRK filings about it. So basically a European bolt on aquisition on a US BRK sub, still not fully owned by BRK. So I guess the aquisition has been agreed with the Pritzker Family Trusts.
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I'm trying to stay tuned about what BRK and BRK subs are doing on this side of the Pond. I haven't seen anything material for long not already brought up and discussed on this board. Munich Re position seems unchanged, there are no notifications of change of BRK position on Munich Re website.
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The telegraph: BRK cuts Tesco stake by £300M.
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SAC is Said to Negotiate Settlement of Charges
John Hjorth replied to Parsad's topic in General Discussion
Bloomberg: SAC's Cohen said to face 1.8B settlement price tag. -
Corner of Berkshire & Fairfax Fund - Poll Q4'13
John Hjorth replied to Ross812's topic in General Discussion
Perhaps time for a bump here, 172 board members voted at the beginning of Q3, ref. here. Right now 67 board members have voted, and only few days left before the poll closes. Ross, your work with this is much appreciated. -
Bob Rodriguez 25 years experiment on Concentration
John Hjorth replied to ASTA's topic in General Discussion
If only all the problems of Europe were contained within the boundaries of the southern real! :-[ I think Europe has much much bigger problems than that Packer. +1 [with all respect for the quality of the posts from Packer on this board on other matters, the posts are by me much appreciated]. -
If the link from valuefca does not provide the wanted information, my best guess is: No.
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Have you read the acquisition criteria section in the annual shareholder letters?
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Muscleman, If the preferreds are mentioned in the list for second quarter: http://www.sec.gov/divisions/investment/13flists.htm , otherwise not.
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Most likely that figure on daily basis is under influence of the number of robots [bots, crawlers, spiders] visiting the board, which can swing wildly. [sanjeev might however have shut the bots out]. Bots can be good or bad. We as Internet users need the good bots, because they constantly read and map the ever expanding frontier of the Internet, thereby making the internet searchable. I.e. about the GoogleBot here: http://en.wikipedia.org/wiki/Googlebot https://support.google.com/webmasters/answer/182072?hl=en Bad bots can have several questionable purposes, among them harvesting email adresses for spam purposes. On this board [a SMF board], the bots aren't visible. I don't know if Sanjeev can make them visible. On certain other types of board software the administrator can make bots visible, i.e. please take a look at the homeplace of an other board software called phpBB [ https://www.phpbb.com/community/ ], where you can actually see the names of the bots visiting that board recently.
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Warren Buffett has stated in front of camera [it's on YouTube somewhere], that he considers WFC a better bank than JPM. He has also stated, that banks may not become a too big fraction the total BRK portfolio. The new - so far - unkown "Position X" is in the "Commercial, industrial and others" category, ref. the BRK 2013 Second Quarter Report.