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Gamecock-YT

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Everything posted by Gamecock-YT

  1. Didn't Michael Burry buy a bunch of almond farms?
  2. Every recession there's ever been. The first thing that airlines do is cut capacity. http://www.wsj.com/articles/SB124027676645937525
  3. The one thing that's interesting to me coming from an aviation background is the talk of an aircraft bubble forming with narrow-body aircraft. You get any type of recession/oil shock and suddenly airlines are dumping aircraft in the desert, no longer performing C and D checks, and maybe scrapping planes for parts. Just my 30,000 ft view. I've followed TDG, watched most of the presentations/investor days, but too big a pond for me to fish in.
  4. Twentieth KO in a row for Golovkin. Had 2 knockdowns in the 2nd almost a 3rd, but took until the 6th for the TKO. Only lost one round. He's the guy people should be watching instead of Floyd. 33-0 30 KOs
  5. I think it was the great philosopher Charlie Schulz that said: happiness is a warm puppy. Though Lennon's happiness is a warm gun, might apply as well. :o
  6. I'd like to see Golovkin-Mayweather. My guess is Floyd ducks him just like he did the pacman in his prime. But Golovkin has said he's willing to drop weight to fight him.
  7. This. Floyd is just too quick. Going to have to do something against the grain to throw Floyd off, you fight him straight up it's over.
  8. It's really the smaller companies and more obscure pieces of information that are difficult. If a system is able to pull original source data digitally I'd trust it the most. The problem is sometimes humans do need to get involved. I know of one company in this industry that outsources a lot of the work to Asia. Seems to cut down on costs. There is also a system in place that pulls filings off sedar/edgar/etc. that gets formatted by hand once and is set up to be done automatically after the original.
  9. It looks like the only one in that period is the 1994 report. Berkshire_-_1994.pdf
  10. You guys are welcome. I'm happy to help.
  11. Part 6. There was a gap from 79-86. I think 86 was his last year? Teledyne_-_1979.pdf Teledyne_-_1986.pdf
  12. Part 5 Teledyne_-_1977_AR.pdf Teledyne_-_1978.pdf
  13. Part 4 Teledyne_-_1974.pdf Teledyne_-_1975.pdf Teledyne_-_1976.pdf
  14. Part 3 Teledyne_-_1971.pdf Teledyne_-_1972.pdf Teledyne_-_1973.pdf
  15. Part 2 Teledyne_-_1969.pdf Teledyne_-_1970.pdf
  16. Had a request for the Singleton-era Teledyne reports. These are ~50 MB files so pardon the next few posts. Teledyne_-_1967.pdf Teledyne_-_1968.pdf
  17. Looks like it skips around a bit: Coke_-_1975.pdf Coke_-_1977.pdf Coke_-_1982.pdf Coke_-_1983.pdf
  18. Part 2 Berkshire_-_1967.pdf Berkshire_-_1968.pdf Berkshire_-_1969.pdf Berkshire_-_1970.pdf Berkshire_-_1971.pdf Berkshire_-_1972.pdf
  19. Berkshire AR 55-73 Berkshire_-_1955.pdf Berkshire_-_1956.pdf Berkshire_-_1957.pdf Berkshire_-_1958.pdf Berkshire_-_1959.pdf Berkshire_-_1960.pdf Berkshire_-_1961.pdf Berkshire_-_1962.pdf Berkshire_-_1963.pdf Berkshire_-_1964.pdf Berkshire_-_1965.pdf Berkshire_-_1966.pdf
  20. Looks like 1970-1983 Blue Chip Stamps Moody's Manual pages are the only thing in the database. Berkshire Annual reports 1955-1973, then picks up again in 1994.
  21. Someone requested the 1975 Kmart annual report. S.S._Kresge_1975.pdf
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