John Hjorth

When a guy has to buy, a guy has to buy. 8) Honestly, a stint of good humor in this carnage does not harm anyone. -Which also brings me to the point: What have you been buying today, Jurgis? [The answer for my own part to that particular question is: Nothing].

Nate, You have to give, that this friend of yours actually did something right. He "married up" [so to say, "out of" his own stupidity]. I've never been able to find such persons on any Forbes list.

Too much talk, and perhaps too less capital allocation.

Posted by Cigarbutt in the new TRV topic today: No worries, Cigarbutt. The solution to your concerns is already posted by Mike [boilermaker] in this topic somewhere: You simply assume yourself out of that particular future situation. - - - o 0 o - - - Sent from my Commodore 64. [<- Just to keep up appearance with those fellow board members actively posting about AAPL and all the great products from this particular company.]

A new repowering project at PacifiCorp: Vestas Wind Systems A/S Company News [November 28th 2018] : Vestas secures first multi-brand repowering order from PacifiCorp.

Spekulatius, A bit off topic here, but anyway : I was actually a bit surprised when you posted about this buy of yours in the "What are you buying today?" topic - I have from your posts in general for a long time considered you a wholeheartedly investment bank skeptic / hater. [ : - ) ] [To me, naturally OK that you post something like this here, thereby elaborating your line of thinking about risks related to the UK banks and related investment alternatives.]

BG2008, Roses, produced by specific rose nurseries : British David Austin Rose Nursery Ltd. comes to mind here, as a stellar example of a company, that most likely has got a lot of business advantage of Facebook user groups. [Company website] There are "grass root" grown user groups on Facebook [not run or administrated by the company], that are basically World Wide. [The fascinating part is, that wild roses did not originally exist in nature in the Southern hemosphere of the World. Despite that, there actually exists a particular Australian user group of rosarians, that are fans of David Austin roses.] German Kordes Roses also comes to mind here [Company website] with an active usergroup of passionate fans, discussing everything rose related, sharing photos, growing and maintenance tips and so on.

BCS down from YTD high ~12.45 in mid April 2018 to now ~8.38. LYG down from YTD high ~4.19 in end January 2018 to now ~2.94. - - - o 0 o - - - GlobalCapital - Casper Cox [November 20th 2018]: BoE brings forward stress test results ahead of Brexit vote. Bank of England - Upcoming publications : November 2018 Financial Stability Report and Stress Test results will be published on 28 November 2018 at 07:00. Publication brought forward because of the UK Parlament Brexit vote on the Brexit deal negotiated by Ms. Theresa May with EU in the last weekend.

I haven't received the book yet ... [ : - / ] - pretty frustrating, actually. [ETA no later than November 20th 2018.] I hope it'll be here during next week. I suppose Danish mail is the culprit.

Barron's - Andrew Bary - [November 23rd 2018] : Why Warren Buffett Is Big on Big Banks [here outlined].

That would be the day. Alexander Prokopchuk, a representative for a state, that has abused the Red Notice measure several times against Mr. Browder, and thereby unelectable. Paranoia everywhere. Luckily reason is still around and kicking. South Korean Mr. Kim Jong-Yang was elected a few hours ago.

Personally, I read it exactly that way. Mr. Cardier to me seems to be in his 40's. Now he'll spend perhaps 10 years of his life getting it straight, based on litigation against him - after which it most likely all starts all over again.

Hey, take it easy! Here, LC and I were having a cosy & sad sentiment conversation [having our butts covered with a lot of Berkshire], after which you bullies starts raiding the topic. [ ; - ) ] - And by the way : That Rolex may be a cheap fake!

Yes, LC, I noticed that, too. Mr. Cardier betted the whole shop [including client capital], and lost ... - it all! Somehow, it feels comforting not to have done so - With no "smart" articles on SA, right? Edit: I wonder if there has been some kind of moral hazard involved here, to try to keep up?

LC, It appears authentic, which makes it absolutely sad and terrible. From the video I understand, that he by this has lost friends, too. Seeking Alpha - Contributor Profile page - James Cordier. So he has not gone totally dark, personally [, at least, as of now].

shalab, OK, but to me it reads somewhat snide here. Personally, from here, I'll let this topic go. [Not worth my time.]

shalab, To me, a meaningless comparison you've done. -So what?

opihiman, Nice meeting you in an exchange here on CoBF - for my part, for the first time. I suppose your post has basis in this post by Sanjeev in the PDH topic at August 9th 2017, right? There is no need to repeat here, what Sanjeev then posted here on CoBF. The Canadian MPIC Fund got closed for the reasons mentioned by Sanjeev then, but there is an US MPIC Fund also, and that is still around. So: The answer to your question, ref. your topic title, is actually: No for the US fund, yes for the Canadian fund.

I speculate Mike's more or less constantly selling Berkshire puts is a side gig closely related to Mike's primary occupation: . [ : - ) ]

The exposure to US banks is now enormous - about USD 70 B [getting to USD 67.8 B alone from Dataroma, exclusive New England Asset Management]. It better go well.

Yes, and it seems that the prayers by globalfinancepartners and I have been heard : JPM shares for USD ~4 B. [ : - ) ]

Honestly what's the "problem" here? -Every CoBF member is supposed "to use" the board as that particular person seems fit [among other things], to get a return.

OK, rb. My reply to Jurgis was actually about that I [in general] worry more about myself than Ted & Todd. [ : - ) ]

Jurgis, they just have to deliver, according the their signed contract with Berkshire. No soft feelings here from me. They are hired to deliver.

Posted by dcollon a few days ago in the "Buffett/Berkshire - general news" topic :