phil_Buffett

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 :)

Fortress Paper and Blackberry

does someone bought a stake in Eurobank properties? interesting to hear some thoughts about the Company :)

great Quote liberty ;D ;D ;D ;D

very nice Video from mohnish :)

I see. So there is a lot of leeway to get by fraudulent conveyance. Could you please explain a bit more about the Orchard case? If I understand correctly, SHLD wanted OSH to carry a boat load of debt at the time of spin off, but worried if that would case fraudulent conveyance, so they didn't do that. Instead they waited for a year for the fraudulent conveyance case to become invalid, and then they let OSH borrow money and pay SHLD the dividend. Then OSH got into chp 11 but no one could claim fraudulent conveyance now? In addition to SHLD, I am also looking at FIATY's potential spin off. Its CEO once mentioned that in the worst case, they can spin off Ferrari and Chrysler to shareholders, and let Fiat die. So that is a bit different from the SHLD vs OSH case, because the child is the valuable one instead of the parent. How would they avoid fraudulent conveyance in that case? muscleman great Topic! iam also interesting in this question. i hold both sears and fiat, and would be interesting to hear the exact Definition.

i think it could be BYD, Fiat or CHK. i have all 3 in my Portfolio. and have for all three great expectations :)

France and Switzerland have easy groups. who'd have thought that uefa and fifa are headed by a French and a swiss guy....... ;D ;D ;D

That was interesting, though not always the best-written book. For those who want most of the ideas in a different format, there's this great podcast by the Manual of Ideas: http://seekingalpha.com/instablog/315877-the-manual-of-ideas/30189-the-manual-of-ideas-on-business-leader-henry-singleton-founder-of-teledyne-audio thanks for the link, liberty. :) i will check it out :)