John Hjorth

Then i's beyond me then, how you're posting this here , @Longnose .

The answer to that question is the same as the answer for any other sector., when the question is asked.

Amazon : Buffett's Early Investments: A new investigation into the decades when Warren Buffett earned his best returns - Brett Gardner.

@Brett, I've been suffering from sleep problems lately the first part of the nights, unfortunately, now, for a long time, the first part of the nights understood relatively, as I'm a 'severe' 'night owl', so this is likely early morning to others! In those periods I've been reading your book since it landed here.. Here, certainly!, not to be misunderstood. Food for thought in approiate doses -, one night, one dose [here meant as : One chapter, one investment, one thesis] at a time, in proper doses. Your book - at least to me - many places - rocks and challenges the concept of 'Buffett being an [god almighty] 'investment savant'[, while he has personally always been the first one admit to mistakes], while it's now totally clear to me, that it has all been hard work for many decades, also in the early years, to get to very top.

No, @Xerxes, Those headlines were misleading. That call was from Zelenskyj, and the phone was handed over to Musk, so Zelenskyj could thank Musk for making Starlink available to Ukraine for warfare purposes.

It quickly spread like some bush fire to all other news media, citing Washington Post [, not normal procedure for Reuters and AP, I would say]. I already before I went to bed late last night thought this could be false information, because it does not comply with Putins personality as I percieve it. If Trump said so, it would contain a hardly hidden threat against Putin '... already material US military presence in Europe ...' - Nobody threats Putin, only Putin has the privilege of threating others, according to Putin's World View, and his view of Great Mother Russia! Or he [Putin] was actually told so by Trump, and is now in denial, because he is furious about he was threatened, and thereby loosing face to realities. Add to that material personal sactions and an international arrest order. Putin is insulted and offended like some sentitive bitch over that. - - - o 0 o - - - Here, such a thing is called a 'New Paper Duck'! [, meaning when one 'duck' says 'quack', we better say 'quack' too, to not fall behind in the news stream, in stead of doing independently verification].

A new YouTube video by Anders Puck Nielsen : YouTube - Anders Puck Nielsen [November 7th 2024] : What will Trump's victory mean for Ukraine? I think this analysis is fairly good, without being too speculative, because of our general lack of tangible information about it, and the same time I hear some considerations not contained in what I have read on and in Mainstream Media about it. Personally, I think Mr. Nielsen is missing one important and material point here though. The assymmetry in an evetual negotiation situation : Both The mediator [Donald Trump] and one of the warring parties [Volodymyr Zelenskyj] care and worry about collateral damages, while the latter combattant [Vladimir Putin] does not [give a damn about such].

NVO [!->]?[<-!]. Likely, -not much 'steady she goes' over this frothy rodeo bull to sit on.

Thank you for sharing, Charlie [ @dealraker ], For a Northern European citizen like me, this is really a shocking read. It - simply put - reads - to me - as if your society is gradually, but surely, falling apart. [This does not constitute a personal expression of that I personally think that I live a place, where there are no problems and challenges, - because there are a lot of things and lots of places with space for improvements, also here.]

@Saluki, Perhaps the question is also what that would to do with your personal perception of the experience in the first place. [Going at vacation while physically staying at home?] I'm not sure I in any way understand the concept.

Yes, @73 Reds, Start doing the following : 1. Deduct from the 'cash' USD 40 billion as liquidity reserve for the whole insurance group never to get in any kind of trouble, 2. Not all the 'cash' is actually cash, it's a combination of cash and T-Bills, the T-Bills actually generating 'something' by now, where 'something' > 'nothing' 'earlier', 3. One could argue, that of the 'cash', a part of it, according to latest float information from Berkshire stated to USD 174 billion EOP 2024Q3, is financed by float, and, if one is still whining about the Berkshire cash, 4. The Berkshire cash is what provides you staying power in this non-zero-sum game, if financial armageddon resurfaces on our planet, or if you make serious mistakes with - for you - serious money - in other investments. - - - o 0 o - - - That's actually not that bad, at all.

The way things formally are structured about transfer of presidential power in USA, Trump is actually cut-off from doing anything till after his second Inauguration Day on 20th January 2025. In this actual context, when talk is about losses of lives [on both sides], there is unfortunately a long time to that date. It is already happening as we post. And it's not going to be 2 per cent defence spending budgets going forward to keep up with and to reality, it's going to get to more - much more, and stay to at that higher level! [3 - 4 per cent, perhaps certain places even higher.] Soon this discussion about European NATO contributions will be muted by NATO stats. - At least It's now locally here clear to the Danes it's absolutely needed to be so. And a lot of stuff on that front is actually in the works here by now. I.e. about naval shipbuilding in the mold.

You beat me to it, @Sweet!, , It's actually interesting stuff, I would say, at interim. Its proposal does not exclude Ukraine from joining NATO in all eternity, but for an extended period. That would make sense, at least to me personally, the same way that there will be no short-cuts available for Ukraine to join EU because of existing governmental issues in the incumbent administration [corruption etc.] The paper referred to in the article also attached here. America_First,_Russia,___Ukraine_ - 20241108.pdf

Thank you, @Sweet , I'll try to dig it up and post a link to it here as well, if I find it. - - - o 0 o - - - Edit : Here we go : Reuters - United States US Elections Donald Trump [June 25th 2024] : Exclusive: Trump handed plan to halt US military aid to Kyiv unless it talks peace with Moscow

Reuters - Europe - Ukraine and Russia at War [November 8th 2024] : Putin is ready to talk to Trump but his Ukraine demands are unchanged, Kremlin says. I wonder what will happen when these two goats [, not to be confused with GOATs, here rams] butt heads in the near future. Will Trumps approach for 'big rocket man' be similar to that applied against 'little rocket man'? [<- Now perhaps that turned out reading at least bit funny, if one has hit Friday mood and sentiment, but that was unintentional here.]

Hi Bret [ @Brett ], My copy of the book arrived in good shape at its new home here in Denmark today. I personally think it would be customary to let you open and start a topic in the Books forum here on CoBF for and about the book.

Today, I received the physical [hardcover] Danish Edition of the book. Based on all the photos in the book, I'm quite confident, I actually it got waayy below Danske Bank production costs , based on all the photos included in the edition. My price : DKK 165.00 + p&p DKK 52.00.

That wall, it has hit,[<- ], is just awesome !

@Dalal.Holdings, Why do you continue to refer to this Italian, socalist politician about what Europe urgently need to act on? The Danish defence budget is in the Danish state budget, to be aproved by the Danish parliament, called 'Folketinget'. 'Up yours, Draghi!'

@Luke, Now please tell us who is Giovanna Faggionata ,-also, in your personal growing line of posts, - over and over again - where you're quoting somebody here on CoBF, that makes you seem to be without skeptisism and critism towards sources, quoted without even just a one-liner from you personally to shed some light on your own stance.

Thank you, @Blugolds.

Blake [ @Blake Hampton ], I would certainly like to read your elaboration on that matter, - but in the AAPL topic in the Investment Ideas forum, not here. I hope you hereby pick up the glove thrown on the ground in front of you. Thank you.

@Blugolds, Respectfully, and for backdrop information purposes only, what is your nationality?

@Dalal.Holdings, Second quote of what you wrote here for my commenting, without the intent to become too political. Yes, the missing / lacking contributions to the common defence within NATO according to agreements within NATO in certain individual Western state budgets for now many years for several Western European states is a fact. And that fact is a disgrace and simply put so embarrasing for those Western European states. On that, the war in Ukraine has been a wake up call some places. The Danish Navy Officer Anders Puck Nielsen calls this concept of milking of state defence budgets over time by politicians in power 'the collection of the peace dividend'. It has come at a price, payable and due, now.

Here you go, attached. If what you see in those stats for you is 'living in La La Land', then so be it. The energy transition in Europe away from oil and gas started a long time before the Ukrainian-Russian war. Danish Energy Agency - Energy in Denmark 2022 - English - 20241103.pdf Danish Energy Agency - Energistatistik 2023 - Danish - 20241103.pdf