ZenaidaMacroura

And if you don't mind could you share say your 5 largest holdings - I think you listed a few earlier in the thread, I remember them being an interesting group.

I'd like to join, Skype: nickalisk

It's interesting how the mood has changed in the last month or so - I remember being in China in May/June this year and my cousin who works at GSAM in hong kong mentioned that it was probably a good time to buy stocks since "so much money had flowed into real estate people began to realize that stocks were relatively undervalued" (to me it could also suggest that real estate was relatively/absolutely overvalued lol). Then today when I asked her what it looked like on the ground over there she replied via wechat (copy and pasted below): People are fainting in the street. the big boys took off with all of the money, left all of the aunties and uncles holding the bag. its so disgraceful. its not even close to being over. I did not remind her she had not 30 days ago suggested an entry into equities ???

what for? Last minute estate planning? hmm I don't like it -such an action is possibly inimical with committing to a holding period of forever.

A lot more than I should/would like. (more than 1x per day, unless I'm traveling)

I think the issue of standing doesn't really care what was taken -just that you didn't own the security at the time the "taking" occurred.

Yup. Sugar is a killer ...as are processed foods which, very non-technically expressed, effectively breakdown into sugar in your bloodstream. No way for the average person to get in awesome shape in your late 30s / 40s / 50s without focusing on this. Not to derail the thread but I think that all carbs (even the non processed ones such as potatoes and rice) break down into sugars essentially. The sugar intake might affect health or brain function but as far as fat/lean tissue composition goes I'm fairly convinced that getting into good shape at that age is still a function of macronutrient intake portioned in a specific way coupled with exercise! The only difference is metabolism and maybe lower testosterone (speaking to men) at the upper end of the age distribution you listed.

I would argue that you should be a politician. Basically all Buffett has done is found a really inefficient and incredibly difficult way to tax people and use the resulting taxes to fund health care, foreign aid etc. The same thing Buffett did is accomplished much more effectively by taxing people and funding things through government. One Deng Xiaoping is equivalent to a thousand Warren Buffett's. I enjoy this forum but sometimes I feel like everyone on here is going 120mph and I'm struggling to go 25mph. I have absolutely no clue what this means. Lol I was about to comment on this too - I'm not sure what the paragraph is getting at or especially how you would go about measuring Den Xiaoping in units of Buffett. I do however share Den's view on cats

It's a strange feeling when your the daily fluctuation in your portfolio is a greater absolute number than your semi-monthly paycheck. I also echo the thing about feeling awkward when you pay out a larger percentage of your annual salary in capital gains taxes on a good year.

if Berkshire was ever interested in buying something from me, I'd probably reevaluate what I own, and end up deciding not to sell...

I wonder if people in their teens now even have a concept of AMEX's brand... I have my reservations.

I think it's likely that being healthy and being lean/skinny/fit do not overlap 100%. Certainly you can't have a high percentage body fat while maintaining good health - but I don't think low body fat is healthy per say either. I can probably stay under 8-10% bodyfat while drinking cherry cokes, having Ice cream for breakfast or shin ramen for dinner (this is anecdotal) - but I don't know that it would be "healthy" - even if taking prevalent health metrics/blood work can find nothing amiss... Edit: On a slight tangent I wonder about certain artificial sweeteners or even supposed organic stuff such as stevia.

There is a combination of BAC, JPM and GM Leaps/warrants in the mix.

I soooo relate to this...

+26.9% as of now, but I've had one day swings of 7% (both ways) so I'm not holding my breath. At one point in November I just touched 40% Ytd. But then it came tumbling down. http://i.imgur.com/QhsGXMf.jpg

In his case the girl had a hand in his success- in a way that is difficult to quantify.

Bbby isn't bbry

doesn't the same thing come in to play after 2 years of cohabitation?

Is there any reason why eldorado might be expected to take share from competitors? Their direct/delivery plan? Is the distribution channel worth anything to DPS (given dps is already massive)? EDIT: looking at their pricing for delivery, it seems really expensive per .5L case versus other brands -I guess they are meant to compete with the smart water/VOSS of the world? http://www.walmart.com/ip/Jana-European-Artesian-Water-50.7-oz-Pack-of-12/17197760 http://www.walmart.com/ip/Eternal-Artesian-Naturally-Alkaline-Water-20.2-oz-Pack-of-24/17197299 http://www.bottledwaterweb.com/bottlersdetail.do?k=615 From what I understand, Artesian water is its own category so think VOSS/Fiji. haha my first thought was "they're going to need an original looking bottle if they're going to be taken seriously in the artesian water space." I guess when you're looking at 100 baggers the common refrain for viewing science fiction movies is also required: one has to allow some suspension of disbelief? Not to pick on you but I'm actually looking at the idea with genuine interest - I mean I could see a water pure-play trading from 6mm to 600mm. Are they overlooked or are they doing something that will cause them to take share from competitors? Or is it that due to the relative scarcity of naturally occurring source for potable water they are worth more than their current market cap - these guys own the access right to the aquifer?

Is there any reason why eldorado might be expected to take share from competitors? Their direct/delivery plan? Is the distribution channel worth anything to DPS (given dps is already massive)? EDIT: looking at their pricing for delivery, it seems really expensive per .5L case versus other brands -I guess they are meant to compete with the smart water/VOSS of the world?

There is an idea that allowing insider trading leads to more accurately priced securities -> more efficient markets.

Rolls royce holdings is selling off something fierce.

I played around with this thought too - that private capital has a short memory. The rejoinder, I think, may be that the required return demanded by private capital and the available quanitity are the conditions (at attractive terms) you only get one bite at.

The narrative is closer to fiction. Many of the events are exaggerated and the people portrayed are sometimes composite characters with no single real life counterpart. Some of the named puas are curiously gun shy in person and reluctant to demonstrate any ability whatsoever...

Ah and Uncle Carl "still hasn't sold a share."