John Hjorth

What news from Europe has been "not so good"? Naturally thowed can reply for himself, but do you think the WHO COVID-19 sit report #69 looks good with regard to Europe?

BG2008, Perhaps you should have added an ongoing cash flow stream from operations. Let it go here. I would add Novo Nordisk A/S [ NOVO B.CPH or NVO].

It's simply just not true, ref. the topic title : "The optimistic take on Covid-19". I'm still at least once a day thinking about when I'll get sex the next time. [Not to be confused with "Was the last time really the last time?" - You know, active [agressive?] approach versus resignation & capitulation.]. I've also been pretty active with regard to keeping the supply chain intact for the household with regard all kinds of groceries [food], beverages [beer & wine] etc.

Geez, & oh come on, gents, There is no need to create peer-to-peer foes individually within the CoBF community because of the situation. The whole situation is severely stressful already without that. Please, & at least, try to look ahead. Thank you.

lol! Sarcasm isen't actually your usual posting style, Viking. Almost always to the point and polite. [but this situation isen't "as always".]

Liberty & Viking, Just for reference and comparison to the US situation, below are the information pieces, guidances & calls etc. to the Danish people : Latest news from the authorities.

The Guardian [March 25th 2020] : Brazil gangs impose strict curfews to slow coronavirus spread. Well, when the Brazilian president considers the corona situation a "minor cold", one must take action one self to protect own moaty business, when a virus is picking up competition against the monopoly to kill people.

The real soldiers of today, almost everywhere around the world. Ulf Hørlyk on LinkedIn. Mr. Hørlyk is managing doctor at the Acute Department in Horsens, Region Mid Jutland. Each day he writes a post on LinkedIn about what's going on. It's an awesome war dairy. You can follow him [no need to connect] and use the translation feature to read his posts in your mother tongue. - - - o 0 o - - - Edit : Mr. Hørlyks last post today [Day 20] on LinkedIn was actually the last one on LinkedIn. [lol]. He has now moved away from the noise on LinkedIn to the blog called Akutfolket.dk. ["akutfolket" translates to "The Acute People"].

So what? - what has that to do with Berkshire?

Yeah, this is what Peter Attia has been saying lately. This shouldn't be looked at by country, but by city/area. Parts of Italy have very low mortality, but Milan is like 40x Sicily per capita or something like that. Just for reference : Danish Health Authority. Please click on "Status over coronavirus/COVID-19", to the right "Se de nyeste tal" [translated to English : "See the newest figures"]. - - - o 0 o - - - All numbers gathered, consolidated & drilled down, centrally, to get an overview of the whole situation as it evolves, in transparency for the whole population [if it's interested]. Denmark is tiny [about 5.8 M citizens, I think], - easy task to do on a running basis, if proper & systematic reporting procedures are set up & running properly, much more complicated task for the US, but the US will eventually get there, too, and likely very fast [, simply because it's needed]. - - - o 0 o - - - It's like an ERP system & management tool for a real business : It provides input for "guidances" about how "this thingy" evolves over time, capacity planning for the near future [operative planning related to scarce resources etc., and serves as overall input on measurement of efficiency of countermeasures already taken & in place [for evaluation purposes]. It's also serves as input to epidemic statistical models, creating a feedback loop in decision making. - - - o 0 o - - - No matter how much more complicated the [decentralized] "model" for the US will be, the US will get there, too. The "brain" and the will to do it is present.

Thank you, LC, Oh my God.

With regard to the situation in New York City [ref. ERICOPOLYs post about NYC], are there any [hard] data available somewhere to look at?

The real soldiers of today, almost everywhere around the world.

I almost sputtered coffee into the keyboard this morning reading your post, Viking. -And now he has also lost his blocking rights on Twitter. Poor guy.

Novo Nordisk A/S [NOVO B.CPH or NVO] continues to chew it self up [,as it has done for many years now].

Xerxes, Well, the basic assumptions appear to be present in the tweet. [btw, Kyler Hasson is our fellow board member khturbo.] - - - o 0 o - - - Another good piece on the matter at hand : Ravi Nagarajan : Berkshire Hathaway and the Coronavirus Crash.

Actually, it was an interesting article in our regional paper today, where the local hospital (Helse Vest, Norways second largest) had made some prognosis based on the current social-distancing measures. It is in Norwegian, which I know you kan read John, but it is also behind a pay wall :/ (https://www.bt.no/nyheter/lokalt/i/50qVoK/haukeland-venter-under-200-koronapasienter-paa-topp) I've attached a couple of screenshots. The main idea is that "the curve is actually flattening" (Edit: "our prognosis indicate that this will actually flatten the curve enough" is probably a more correct description) , and never reaching the limit of intensive-care beds. This should probably taken with several grains of salt, but promising nevertheless. Thank you so much for sharing, Per, Yes, it's actually a token of some kind of management of the situation, quantifying "where we are", and "what to do [next]", to stay ahead of how the situation evolves over time. -Much more important than "fire fighting" - here, there & everywhere ... - after which the next "surprise" is like doomed to be unpleasant - very - for all.

Danish Health Authority [March 22nd 2020] : Managing COVID-19: forecast and capacity in Denmark for intensive therapy. [unfortunately only available in Danish.] - - - o 0 o - - - At least a stab at forward looking management of capacity - with regard to alone one scarce resource [ventilators - [in Danish called respirators]]. Better than nothing. - - - o 0 o - - - Has any fellow board member read something like this for any other country? [Personally, I find this report bold, because the trajectory of the Danish epedemic is still highly uncertain.]

Here are a few predictions, based on what I'm experiencing right now here in tiny Denmark : A new sentiment will grow, called "showing societal mindset" ["marketing tool", for the future] : Large companies etc., who have the financial resources, start paying their creditors "early" [at approval of invoice, instead of at agreed payments terms], especially the small creditors, who seem doomed. [Domestic examples - relative to me : Novo Nordisk A/S, municipalities, Salling Group A/S [retailing : Bilka, Føtex, Netto]], Shut down hotels [or parts of them] etc. will get equipped to take care of patients, Infrastructure projects, where the project costs are at the expense of municipalities, are speeded up, to keep the wheels spinning.

Bill Gates - TEDTalks [March 2015] - The next outbreak?.

ERICOPOLY & no_free_lunch, Please look here.

Just to pursue the thought experiment, which I consider a no-go ["Don't buy the goose laying golden eggs, when the price of gold is at its top"] : Roche : Controlling shareholders, especially : Without the intent to stir the pot, we all need to stay world citizens.

rukawa & estoybien, In the "Coronavirus" topic I have earlier expressed my concern about the numbers from India in the WHO sit reports. This situation with regard to India has - at least to me - the potential to become the largest humanitarian disaster in our lifetime.

minten, Thank you for sharing. And by the way, a very belated to you here on CoBF from me. I've personally come to appreciate reading your posts within a short time frame. - - - o 0 o - - - Isen't it fair to say, that perhaps we're at an inflexion point with regard to public big pharma sentiment, here? [ -From "hold-your-nose-pooh!-big-pharma-doing-nothing-but-for-profit-big-pharma] - - - o 0 o - - - To me, it seems like the big pharma CEOs has been ramping up under this crisis, each in their own way - giving a damn about individual national governmental & political structures [democratic, dictatorships, or whatever - doesn't matter], their lingerings, hesitations, errors of omission, errors of commission et. al., just in the silent going their own way, pursuing real solutions [each in their own way], with the nose in the track, to come up with solutions [whole or partly], to serve patients for their best [AND to make some MONNIES!]!

Aren't we in need of new hashtags? How about : #metooCOVID-19+ #metooCOVID-19? #metooCOVID-19-