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John Hjorth

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Everything posted by John Hjorth

  1. I suppose I must be on your igore list, @73 Reds, In one of my last posts here in this topic I posted a link to a Wikipedia article about the Coalition of the Willing. Please grab a map and look at the situation around Kaliningrad oblast and the Suwałki Gap [also know as the Sulwaki Corridor] : Wikipedia : Kaliningrad Oblast Wikipedia : The Sulwaki Gap Wikipedia : Coalition of the willing (Russo-Ukrainian war) Every grown up and adult citizen in the Baltic Staes with full and intact blood circulation in the head still intact are aware of that in the case of the Coalition of the Willing giving in on support to Ukraines defence equals the Baltic States willl be next stage, because this isen't going to stop with Ukraine, it will continue untill PORF [The President of Russia Federation], Putin [he's becoming unmentionable to me personlly], has passed away, overturned, killed by the next thug, or by a SpecOps operation orchestrated, planned and executed by the Coalition of the Willing or NATO [The latter likely the most cost effective solution by now, also setting an example for the successor]. Next after the Baltic States will be the Nordic countries, where in which, we are all aware of it is so. - - - o 0 o - - - More later.
  2. Today I messed around again with the pdf file containing the full article list 100 richest Danes list, this time succeding getting it translated to English language by the use of Google Translate. Translated file now added to the topic starting post above. - - - o 0 o - - - Going forward I'll leasurely apply this topic for sharing my relaxed, casually chat and tellings about awesome non-listed, privately controlled and held businesses, that I pesonally find interesting, and that I personally think may also be of interest for fellow CofB&F members. Such companies are not only the Lego sphere, Danfoss and Grundfoss, just to mention a few that I personally think are internationally recognized and known. Some of them may eventually end up being IPOed and listed, however seldom that may be, or some may be acquiired or merged with an already listed company, Danish or not - we still have such serial acquirers other than PE private firms in the field, i.e. Schouw & Co. A/S. Also, please feel free to post suggestions for Danish businesses to cover here in this topic, and I'll do my very best to be forthcoming. Denmark is one of the best digitalized countries in the world, however for many important Danish public websites status is that they mostly aren't or only rudimentary translated into English, so the language barrier is still real and a bitch for most of the world.
  3. The presumptuous culprit prefers taboo over death, suicide with honor [harakiri, French style [<- , I coulden't help it!]] - My God, this is the stupiest thingy I have read for long! -Business friendly? : Oeno [August 27th 2025] : Is the Bordeaux AOC Under Attack? also : Decanter - Wine News [August 26th 2025] : Top Pomerol wine estate quits Bordeaux appellation system on eve of harvest Subtitle : Château Lafleur has announced that, beginning with the 2025 vintage, it will no longer produce wines under the appellations of Pomerol and Bordeaux, instead designating all six of its labels as Vin de France. - - - o 0 o - - - It's about warming in the Bordeaux district, killing wine plants, because of rigid AOC framework, the neccesity of leaving to survive as a business family, about forbidden watering, coverage of soil with bark to prevent evaporation, planting distance, and rigid rules for nursing and maintaining existing life stocks on roots, wine plants. - - - o 0 o - - - I coulden't find the original press release, the family is quite aloof, buttomed up, under the radar and out of the limelight, minding its own business, literally : Chateau Lafleur - Société Agricole de Lafleur - Gainaudeau,Vignerons, Properitaire Wikipedia : Château Lafleur No flashy and glossy website, no marketing, just winegrowers, farmers, peasants, pawns doing their very best to get along and to get by and exist to their very best. Tremendous successfull at their craft, each bottle Lafleur sells itself, here goes for in the range DKK 10 K - DKK 20 K. [USD 1 ~ DKK 6.5]
  4. I was about to post yesterday evening about this, but decided to let it go, it got too much out of balance, but the thuth is, that the Ukranian President as per the Ukrainian Constitution, not even the whole Ukranian parlament possesses the competence, nor powers to give up Ukranian territories. In the mean time, all while POTUS has developed the US relationship to the situation via NATO to become a cold hearted opportunisc arms dealer, making US companies lots of money on weapon deliveries to the Russian-Ukrainian war financed by means and economic ressources financed by the European contries, that are NATO members and participants in The Coalition of the Willing. POTUS hasen't realized, that his pushing hard for European NATO members to actually do their by NATO agreement appropriate and sufficient defence related to fullfill NATO obligations [rightfully stated and called by POTUS, certainly], and distancing it self from involvement in the Russian-Ukrainian war, and turning coat to become an in the situation opportunistic arms dealer, also implies, that all US chips and cards to play related to the situation by that disappear! Disgusting American hypocrisy, double standards when best! - Likely because of the need to divert the US domestic political attention from some highly political sensitive US domestic file case related to some kinky American thug and his buddies! Please give me a break, It could as well by now have been that 'Greenland-thingy' instead! [I expect next thing to happen here because of this post of mine will be one of 'filthy few' pulling the TDS card, perhaps other kinds of name calling considered rude, by others here on CofB&F, against me ...]
  5. @73 Reds and Mike [ @cubsfan ], That is exctly where the chain on the bicycle jumps off for you, and it saturates all argumentation here in this topic from you about the matter hand here. It's not for you to decide nor have an opinion about, it should be the US justice system for any unhappy and dissatisfified with in which box to be allocated to, to get it tried and tested in the US legal system, that's certainly not 'mostly semantics'.
  6. The basic logic in what I posted still stands, @Sweet. That does not make your comment irrelevant, it's a criteria about which of the four boxes to allocate a given person to. I deliberately phrased it so that I was not bringing my self in trouble, because I as a Northern European citizen have no clue about the legal framework steering this allocation.
  7. Thank you, @gfp, for stating the facts here, as clear as bent in neon tubes. It's impossible to have a civil and rational discussion of the matter in a big bunch, because it's two dimensional, with four combinations of the answers to the two questions (US born or otherwise) and (criminal or not criminal).
  8. Thank you, @tytthus, The lt3000 blog post mentioned above is long as a bad year, but very good in my personal opinion.
  9. Thank you for sharing here, @Spekulatius, I've never heard of this before, and it certainly hasen't hit any news media up here in the North of Europe. This is really concerning stuff.
  10. Donald Trump would stay on Air Force One, untill the very split second before the plane hits the the water surface, then he would jump. He would naturally become wet, but would otherwise be totally unharmed, because life has learned that he always stay afloat, he will never really go down and sink to the button. If asked about why he thinks it is so, he will answer that he doesen't 'think it is so', he actually knows for sure from an authoritative and all aspects vaid source he already studied when he was a kid, where he carefully studied Donald Ducks fall techiques, and Goofy's fall techniques as the counter looser example, further adding : 'That's also why I was named 'Donald' by my parents, and you see my smile perfect, not that like that of the pitty loosers smile of that looser called Goofy, whose incisors are permanent offside. That poor looser Goofy is just soo goofy.' I haven't the faintest idea of what Joe Biden would do.
  11. It's actually the same here, as in the US, the Lady of the House says that beef prices actually have doubled in a short time period here, even veal prices, too, but not as much as beef, In general the inflation in food products as of lately has been double of the general inflation. I have noticed she is preparing dinners much more often based on some kind including fish of sort, especially salmon, which I also enjoy, and chicken and turkey, totally free af any kind of fat. Danmarks Nationalbank [September 25th 2025] : Global factors are driving high food prices in Denmark and abroad.
  12. Thank you to Roger @rogermunibond and Greg [ @Gregmal ] for setting things straight for a European CofB&F member like me.
  13. Yes, we haven't heard from Mr. Buffett about these two gentlemen for a long time now, I speculate perhaps USD 15 - 20 B per nose for them to mess around with by now?
  14. YouTube : Anders Puck Nielsen [November 16th 2025] : Q&A: Missiles, strategy, shadow fleet, Russia's economy It's mentioned in the beginning of the session that Anders' book 'The Logic of War' is going to be released in December this year in English version, btw.
  15. The Economist - Leaders [November 13th 2025] : How markets could topple the global economy - If the AI buble bursts, an unusual recession could follow. - - - o 0 o - - - Interesting read, I would say. Food for thought, at least to me, because of owning BN. Where such deals just get bigger and bigger by now related to it one way or another, but likely primarily involving client money. - - - o 0 o - - - Article attached. The Economist - How markets could topple the global economy - 20251113 - 20251117.pdf
  16. @LC, If one doesen't posses a natural talent for it, I think and suggest the best way forward will be practice and traning, perhaps lots of it, like with ie. sex and much other stuff in life. lol!
  17. In the middle of the night I just got hit by a notification from a post on Truth Social by POTUS, in stead of 'Release those [damn] files!', one has to take a deep breath before diving in reading this : [ ] : I speculate, the White House doctor, if seeing this, has already rushed to him, checking him out, nervous for his bp, etc. He appears being under a strong pressure here, doesen't he? Loosing the control over and with the narritive?
  18. After chewing on the content of the article without commenting on it I've come to a very similar, opinion, very much like yours, @Xerxes. We simply view it differently than Andrew Bary, and I'm quite sure it's us, not him, that are holding on in the long end of the rope with regard to understanding the terms and conditions for engagement here. Not one word from Andrew Bary about the really unparallelled structural advantages Berkshire has compared to almost anything else : Likely worlds largest and best insurance outfit, Large insurance float, running at a typical negative cost in most years [but not all], Large [world champion] deferred taxes, financing assets, at zero cost, if corporation tax rates over time are constant, basically simply by doing the same thing for more than 60 years now, year in, year out, mostly just holding on to things, stocks and stuff acquired earlier, in stead of being transactional], Exploiting tax advantages from joint taxation of all kinds of American based companies, Very low financing costs on debt because of it's rating, based solidity, & Basically no bank debt of any materiality in the whole group of Berskhire companies, so no debt to bank [or banks], thus no bank [or banks] ever to say : 'Now I [we] shall tell you what you need to do' [meaning 'To stay in good standing with me [us]', having established an internal bank in stead.
  19. It's real, Sanjeev [ @Parsad], and one more ; and yet another one : - - - o 0 o - - - This is the President of United States af America! Isen't it just something! A moment I was a bit confused by this 'green vs brown thingy' after studying them all three in connection, I finally figured it out! - I'm a slow catcher, I'm excused!
  20. Here we go, @ValueMaven, Attatched. Barrons - Berkshire Without Warren Buffett_ What’s Next for the Company and the Stock -20251115.pdf
  21. @NnnnotSoSmart, Reading Collin Ruggs thread is awesome Saturday leisure entertainment! [ ] :
  22. V. Prem Watsa, personally, is the largest donor every year, now for many years, by horse lengths, to the very successful Dakshana Foundation, set up by Monish Pabrai and his former, now diworsed wife, their daugther Monsoon [what a cool name that is!] now has taken over the mothers position, and the foundation set up originally by large economic means from Monish Pabrai, the foundation creates social upwards mobillity to talented young Indian persons with parents without any or limited means, not sufficient to provide education for their talented kids. We are here talking about figures, that surpass V. Prem Watsas personal gross salary before wihheld income taxes at Fairfax Financial Holdings. One can bash both men of Indian origin here on CofB&F as much one may want, it doesen't matter anymore to me, I consider both men in their very own league alone because of those facts. Fun, joy and all good things need be to considered separated from all the snot.
  23. This is awesome! But don't overdo it with Brookfield! It may eventually end up being NTBTF, because of geografical diversification, causing moral hazard everywhere, including both in USA and Canada.
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