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John Hjorth

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Everything posted by John Hjorth

  1. Christ, that's a lot! North of 10 percent of Berkshire equity. I hope this goes well.
  2. Awesome finding, rb! I will try it going forward. Thank you for sharing.
  3. I have tried to do a to some degree similar trade like you do here treasurehunt. The real point here is, that if you never try it, you will never learn it. So H/T to you from me for doing it, and posting about it.
  4. Just buy some more BRK.B, Jeff! It's the perfect time of the year for it - about 50,000 Berkaholics [all of them constantly buying Berkshire, under eternal avarage ins] - coming out of their holes and caves, to go to Omekka - oops, typo here - Omaha - to have a good time and good experience! So the market price goes down because of lack of presence of the usual buyers in the market. -Capital allocation has momentarily switched from Berkshire to beer! [if you sense a stint of envy in this post, I assure you it is! I will have to settle with Yahoo Finance - not that bad either ...]
  5. Off topic: H/T to you, globalfinancepartners. Those like you are seldom - very seldom. I just upped my "seldom number" from 2 to 3 with regard to CoBF members!
  6. Recently, I've got a good laugh from reading CoBF just about every day! - Personally, I just love it! A good laugh every day makes you wealthy! Recent posts here on CoBF, posted in topics perhaps without interest for you: From the "What are you buying today" topic: The stock or the product? From the Softbank topic: I'm confused by this one too, but I don't own a dog. --- On another note: "Then there was the time in 2001, when Mr. Son threatened to set himself on fire in the offices of the ministry unless an official prodded telecom giant Nippon Telegraph & Telephone to lease optical-fiber lines to SoftBank, for a broadband network it was building." https://blogs.wsj.com/japanrealtime/2013/12/14/why-regulators-dont-scare-softbanks-masayoshi-son/ You never own a dog, the dog owns you. Most humans just haven’t it figured out yet. I thought this was only true with cats. 8) With regard to the last one, I actually enjoy my location at the lowest level in the hierarchy - below the Ruler of the House & the cat, equipped with the automated payments related to the household.
  7. A great post by longinvestor here. If you confer some of the latest BPL letters from Mr. Buffett with the contents of the 50th anniversary letter from Mr. Buffet, I think you'll get what I mean.
  8. Mr. Buffett has been an opportunistic cameleon all his life. He has mastered several investing techniques during his life with absolutely stunning grade of success, all based on his AUM and his market assessment at a given point in time. He wasen't excatly working for a nominal fee in the early days, but everybody involved were happy - to the extremes. Reading the Snowball uncovers a lot of his approach and investment angle at a certain point in time.
  9. Added to LUND B.STO [L E Lundbergföretagen AB, ser. B] today.
  10. Valid posts about BH from several fellow board members here - but not based on the time horizon applied by treasurehunt for this move. To me, it's more like SharperDingaan buying DB back in September 2016.
  11. I just want to say, to me, this is just such a brilliant move, treasurehunt. - For you, - to me - by the right reasons. CoBF hated stock - long term - tanking about 20 percent - almost - without visible reason. Please keep us updated on how this plays out for you, short term. You seem detached to the stock, which here seems to be a criteria of success.
  12. Already posted by wachtwoord as a reply to your question, emily.
  13. General news: This is the 16,001st post in the Berkshire forum - since February 1st 2009. Fairfax is still ahead, with almost 500 more posts! I think the next investment idea to close the door among those on the tribune is SHLD [with almost 9,200 posts] - I suppose it's fair to say, that a majority of them are not created out of attraction!
  14. StubbleJumper & FairFacts, Thank you for a discussion, that to me has merit, and thereby is valid and fertile. Discussions like this is what makes CoBF so awesome. I guess it all boils down to personal trade offs based on preferences etc., combined with investment style [position sizing etc.]
  15. Post by Jurgis in the BOLL.PA - Bollore topic today: I speculate, that this French public action is not even Saudian inspired, but actually Danish inspired! I think it happened here first! That's just how one handles troublemakers in general ... I'm not even close to a a bigwig financier ... - I think the tactics works on just about everyone considered a troublemaker. - Personally, I'm also more concerned with the succession issue, than the arrest as such! [Please don't take this post too seriously.]
  16. Simply put: Both wonderfull businesses - each with their own issues right now - some of those issues might be bugging you, others not so much ... I have never sold a share of any of them yet. I'm leaning - quite heavily - towards Berkshire though. If CoBF was a zoo -, in the meaning of the board members as visitors / spectators of all the fascinating "animals" [investment opportunities], Berkshire is to me considered this old & huge gorilla [many years ago a weak [old?] youngster] sitting on its butt in the corner, collecting all the bananas for insurance protection, if anyone inside the cave gets in trouble, giving a damn about every visitor /spectator. [Every time that enormous gorilla moves just as much as an fingertip, the heat goes up in the Berkshire forum here on CoBF, btw! [: - ) ]] Fairfax is more like that chimpanzee, being all over the place, steeling a hat, an umbrella or a pair of glasses now and then. [ : - ) ]
  17. vince, Here is the topic for further CHTR discussion.
  18. Most likely, this is only true relatively. It's likely just you getting one year older, each year. If you have kids, please enjoy how they develop over time as the years go by. Death is the natural end of life. The worst that can happen - in case you have kids - is that you loose a kid, instead of your kid is loosing you.
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