phil_Buffett

http://video.cnbc.com/gallery/?video=3000272515 Charlie munger on exporting nat gas

currently iam reading poor charlie´s almanack. great book from Charlie. enjoy it very much :)

gary iam with you, and think it is a bet on greece return to normalcy. greece is not that great as ireland for example. still huge huge debt, completly false structure in the System, no good tax System and so on. but it was beaten so hard, so any Little step to a improvment will reward the stocks allot and especially then Eurobank here as a bank.

interesting gary as you mentioned, wilbur said better to come late into the game. now with their next Investment Eurobank in greece they invested now. so iam very interested in it. ross didnt put as much as into bank of ireland (only 37mio) but still he invests. fairfax put in Eurobank 400mio. i think greece will recover and Eurobank will be not the same as IRE but will also come back strong. thoughts on this?

http://www.valuewalk.com/2014/04/wilbur-ross-lessons-ire-saga-ben-graham-centre-2014-value-investing-conference/

+1 thats the Point i also dont get. and thats the Point i will not invest in fairfax. he sells j&j, wells Fargo and prem says that the ultimative Crash will come (because of his big hedges) and then buys a greek bank ;D ;D ;D the safest Thing on earth. if a Depression will come in europe, greece is the first Thing with this high debt load who will Crash. makes no sense. btw iam thinking that this not will happen so iam optismtic for europe and us. and would invest in Eurobank here. in fairfax not!

thanks sanjeev :). they talk about the stock Subsea. which is the last year really big down. has someone a stake in it?

http://www.valuewalk.com/2014/04/imco-joins-chorus-against-fannie-mae-freddie-mac/

AIQ, altius, alderon, GM, Sberbank, Horsehead, BYD, RJET, Sprint, Clarke

It looks like a Russia company. PE is about 5. What is your opinion on its operate governess? i heard that pharmstandard wanted to take the Company private last year, something like that for a very low Price. but they get a lot of headwind and in the end doesnt do it. but the stock Price was fallen very much. russia company´s are very hated and in Panic mode right now. i like an basekt Approach. like: lukoil gas/oil pharmstandard pharma ctc media media sistema conglomerat sberbank bank that would be my basket

thank you JoelS very very much. great site with a lot of new article´s for me. great!!! :)

does someone has pharmstandard in his Portfolio? Francis argues that it is very very cheap on fcf basis

great presentation from Eurobank properties. i like the depressed Situation in greece and the Management talk in there presentation a lot about graham and buffett, which are also good factors. http://www.bengrahaminvesting.ca/Outreach/2014_Conference/PPT/Chryssikos.pdf

thanks for the posting. great letter. Francis is a great guy.

thats absolutely true obtuse. i didnt want to compare them do directly. i only mean that one of the two best Investors have different approaches to this Topic. and my interest is what are the superinvestors of Corner of berkshire and fairfax think and do on this Topic. my investing Approach is more like Walter schloss

it would be interesting to hear your thoughts on this Topic. Walter schloss was always every year fully invested. seth klarman in contrast has right now a lot of cash. and is hoarding cash. so what is your take on this. are you fully invested?, or have you Little cash and when you find new ideas you invest and dont take much interest on macro stuff or market valuations? . or are you hoarding cash and do not invest in company´s even if they are cheap today and wait for a correction. would be interesting to hear the thoughts of the superinvestors of the Forum. iam right now fully invested.

for me it makes absolutely no sense to sell us bank and wells Fargo and Holding bank of ireland. when a big 1 a lifetime crash Comes, ireland will be over. i would be happier to hold wells Fargo than bank of ireland. i dont believe that bank of ireland and ireland itself will survive a Crash today.

thanks cardboard very much for your answer. i bought a first stake yesterday at $7,5 and today more

cardboard are you still on board at pennwest?

iam often to unpatient and sell after a gain and miss the big gain. for example i sold a stock with a 35% gain after a very short time, but then the stock goes up to a 100% gain. i have very often the same Problem. what do you do to be more Patient?

I was going through one of Pabrai's presentations which had info on this company. There's also this write-up: http://seekingalpha.com/instablog/1666291-Martim-Macedo/1329061-Sonae-Capital-A-Portuguese-Company-In-Which-Pabrai-Invested Anyone looked at it all? in the comment section of the instablog they write that pabrai sold already

nice write up about Eurobank properties. stock is higher since then but still a very good idea, i think. http://de.scribd.com/doc/168974175/Vanshap-ValueInvestingCongress-131709

i think the same bmichaud. after they will Merger completly with chrysler the re-valuation of the Company Shares will go on. and they will starting the engine.

Will release my analysis after I build my position in TEO ;) great thank you very much LowIQinvestor :)

@LowIqinvestor i would be interested in your idea :) Telecom argentina. would be very nice :)