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John Hjorth

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Everything posted by John Hjorth

  1. @Xerxes, It has actually happened in Russia before. 1998 Russian miners' strike . I think it was @Cigarbutt who posted about it in some relevant and related context some years ago here on CoBF.
  2. Heartbreaking post by @UK above. https://news.yahoo.com/man-mothers-wives-russian-soldiers-154601275.html A dictators worst nightmare and foe: "Are you a man or not?" : The russian mothers! Russian worker arriving at home after a long working day - hungry and tired : Wifey at dinner table : "When are you going to do something about it?" Hungry and tired husband, a bit puzzled : "What?" Wifey: "My son!" Hungry and tired husband : "What should I do about it?" Wifey: "You'd better figure it out. ... Untill you have, this meal is last one I served for you. And say welcome to the couch at night untill you have." Hunger and crossed legs are roots for revolutions.
  3. "Off schedule" ["one time?"] donations from Mr. Buffett to foundations. Link .
  4. James, Sorry, I'm a bit confused ... did I miss out anything here?
  5. @Gregmal, Thanks for the elaboration, which makes sense, at least to me personally. What a charlatan, [advanced level], if he has used customer funds to political donations. Time will eventually tell.
  6. @Gregmal, Today I have received an e-mail from Bloomberg with the topic title : "Welcome to the blah blah blah economy.". -And certainly not meant condesending or pratronizing towards any board members active in this topic. [I'm sorry, I couldn't resist.] Yes, it's tough times, but when has investing not been like that? -Always hard, though some times harder than others.
  7. @LC, Yes, I do. But I think you actually wanted to ask for a response from the board members about another question. [ ; - ) ]
  8. @Spekulatius, Here, I do not try to challenge your statement quoted above. I feel pretty sure you by now have may overcome that [, alone based on reading about your activity here on CoBF]. Thank you for your contributions here on CoBF now over many years.
  9. This is lack of due diligence by the board - plain and simple.
  10. Greg Abel interviews Walter Scott Jr. at Davis Global Center [2020] . H/T Kevin Carpenter , running the Kingswell substack .
  11. @Xerxes, Just another observation point in what's going on, where pretty much everyone is held in the dark with regard to the overall picture of the conflict, its recent status and stage, and expected development going forward.
  12. @changegonnacome, Your post above is first level thinking. Second level thinking is about what options do Russia have remaining for now.
  13. Last week, his transactions even hit the news media here in tiny Denmark in Europe. Honestly, I don't care one whit.
  14. @yesman182, The very short version of @gfps reply to you above is "yes". Even Dataroma does not get correctly. All media coverage has been missing this point for so many years that it is simply verging to being lame by now. Same on SA [, at least partly]. You can find some meticulous work on this in some topics in this forum about Berkshire here on CoBF provided by our fellow board member @Dynamic a few years ago with spreadsheets, comments, details etc. It's very educational.
  15. @Gregmal, Thanks for posting. It makes one think.
  16. Phoenix01, If you are asking for advice for handling your oil positions related to hedging, I personally think that you [in reality] are on your own here on CoBF. Please get used to it.
  17. Valueinvesting101, Please take a look at BHE Annual report 2021, p. 95. Several of the subsidiaries are participating in joint ventures related to : Natural gas, coal, solar & nuclear [, but not wind, hydroelectric & geothermal].
  18. Well, EDGAR as of now contains no filing for Mr. Abel for a BRK transaction in June. Thus, It must have been in cash.
  19. Yesmans great observation is in the 10-Q on p. 20, last paragraph. Like gfp I would be surprised if this transaction was done on a taxable basis, if the shareholder agreement has had the option to do it as a tax free swap of BHE shares for BRK shares [A or B]. I think that the transaction was perhaps done as a tax free share swap, ref. the horisontal line named "transaction with noncontrolling interests" totalling USD M (1,032) in "Consolidated statements of changes in shareholders' equity" on p. 5.
  20. And in the mean time the Evergrande saga [soap opera?] continues .
  21. Source [This topic is so far saturated with this kind of biased information because of lack to primary [first hand] sources.
  22. For a while, none of the posts in this topic has had anything to do with the topic title in this topic.
  23. Perhaps, @Gregmal - In a way it does not matter. Please just continue here on CoBF to be you - yourself.
  24. @yesman182, this argument by @Spekulatius applies also to several other money managers than Mr. Bloomstran. Please just try to look up both BRK.A and BRK.B [and look at the data combined for both, too] on Dataroma, for an initial overview. Qualification : We don't know the exact fee structure of every money manager. But it is likely a lot of money over time in management/performance fees to several GPs, transferred from their individual LPs. Why pay someone for being patient on behalf of you, when you here can practise it yourself for free by doing squat?
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