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adesigar

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Posts posted by adesigar

    Buffett/Berkshire - general news

    in Berkshire Hathaway

    Posted

    Hmmm. The only people that would stay away because of this from American financial markets and New York are going to be people who would like to be able to lie/cheat. I fail to see the downside to this.

     

    I’m super happy that Berkshire decided not to take the risk financial and political. 

    Russia-Ukrainian War

    in General Discussion

    Posted · Edited by adesigar

    30 minutes ago, Luca said:

    About time we get independent from the US, especially considering what kind of presidents are voted for...is Trumpe a reliable nato partner? Absolutely not. 

     

    Germany upsizes military spending, either gets control of french nuclear weapons in an alliance between the two countries, or asks for their own (lol). 

     

    As you can see by my illustration, your nato partners already provide enough buffer space for us were you have to protect these countries before russia or china reaches us: Win Win. The rocket defense domes are produced in germany too, we shall up the spending! 

     

    image.thumb.png.c3c9290c13472085fb6e67dbd400459e.png

     

     

    With better russian relations we can built/reuse our pipelines again, start a large industrial stimulus and germany will be great again! 

     

    On top comes that we dont get drawn between the US and China, can keep china as an ally/market/ressource partner! 

     

    So in one post you went from. Trump is terrible to MGGA(Make Germany Great Again). Also the westernmost part of Russia is Kaliningrad. which is west of Lithuania and right above Poland.

    what are you selling today?

    in General Discussion

    Posted

    2 hours ago, gfp said:

     

    It's a tough call.  Berkshire was valued at something like $888 Billion at the highs today.  In this market environment I don't see any reason they shouldn't be a 20x owner earnings company.  So it's not a crazy valuation.  I think for a long time we had great results using price to book as a quick shortcut to valuing Berkshire and maybe that usefulness is waning.  There won't be high rates of growth, but some of us have large tax considerations and it really is a tough decision to reduce on valuation alone.  Maybe Charlie (munger not dealraker but not much difference in this context) said it best to his heirs, "just hold the goddamn stock."


    Operating earnings + investment portfolio gains is about 60B-70B per year. 900B market cap is still not close to fair value. I feel it should be closer to 1.2T

     

    ¿ Guess this Chart ?

    in General Discussion

    Posted

    3 hours ago, Haryana said:

    Sure. Toro (TTC) is actually far ahead with about 6300% during that period (starting Nov 99) compared to 968% for BRK.

     

    Good to see many examples of companies leaving BRK far behind because some people are brainwashed over Berkshire.

     

    image.png.5769d8f8e9295df43ccc692f55a2c761.png

       


     

    and going back to 1984. BRK has outperformed TTC by 2.5x. So what is the reason for this random comparison from an arbitrary date? 
     

     

    Oy Vey Neri!

    in General Discussion

    Posted

    Reminds me of the Warren Buffett quote

     

    “When they have any doubt about whether a particular decision or action is right or wrong, they should imagine how they would feel if it were reported the following day in their newspaper, with the assumption that the write-up is authored by a smart but unfriendly reporter and is read by their family, friends and neighbors.”

     

    Tidbits

    in General Discussion

    Posted

    KO did not perform great since 2000 but it didn’t do as badly as some people think. I think it’s about 6-7% per year total return with dividend reinvested. Not great but not as terrible as just looking at the chart would suggest. 
     

    Large house

    in General Discussion

    Posted

    When buying our house we had a max size of around 2200 sqft. We didn’t see any use for something bigger. Current house is 1700 sqft and very happy with it.
     

    A bigger house is just more money to buy, higher property taxes, higher insurance, more to furnish, more to heat/cool more to clean and maintain and we end up with more stuff. 

    India

    in General Discussion

    Posted

    32 minutes ago, Haryana said:

    Hawaii of India that almost nobody knows about - 

     

     


    I hope it stays that way. I would hate for it to go the way of Goa and Konkan beaches.

    Berkshire Q3 2023

    in Berkshire Hathaway

    Posted · Edited by adesigar

    3 hours ago, Spekulatius said:

    I think AAPL went into the coffee can, just like KO and AXP did decades ago. I don’t think they will sell.


    Yea I’m concerned that AAPL 2023 could turn out be like KO in 1998.

     

    Edit. If only AAPL would buy a bunch of BRK shares and they could swap. 

    India

    in General Discussion

    Posted

    3 hours ago, Xerxes said:

    I am big fan of India. A united India. 
     

    But disgusted and disturbed by allegations of its spy agencies conducting assassination of Canadians on our very own soil. 
     

    It is one thing to push back on allegations and expelling diplomats, but when you stop issuing VISAs to everyday folk that says more about you ….

     

    I am not a big fan of Trudeau who constantly needs to throw his liberal values on other countries, but here he did the right thing if this is true. 

     

    I am disgusted and disturbed by allegations without any proof. Why should anyone believe what the Canadians say? They are acting like the world should believe what they spout because they are a rich western country.

     

    Also why should the Indian embassy keep issuing visas to Canadians? That says more about you. Seems you think getting an Indian visa is right. 

     

    I am extremely happy with the response from India. 

    OT - Sleep training a baby

    in General Discussion

    Posted · Edited by adesigar

    10 hours ago, Sweet said:


    Cool - lots of anecdotes.
     

    Co-sleeping in the Western countries is associated with a higher risk of SIDS, that’s a fact.

     

    It could be different in Asia.  1) Do you have a comparison of co-sleeping vs cot sleeping?  2) Do you know what’s the cause of the difference?

     

    (Note - babies normally sleep in a cot beside the parents bed, not as some of you seem to imagine at the other end of the house).
     

    Most people in other countries don’t let their baby cry?  That’s an extraordinary claim - why should I believe you?  And most people in other countries don’t sleep train their babies - evidence please?

     

    Is sleep training needed?  I can’t speak for everyone so I won’t because I have no idea.


    I do know this, from our case of twins, one was a great sleeper the other a very light sleeper.  The light sleeper would briefly wake during sleep cycles and cry, wouldn’t take the bottle, just didn’t like to be alone.  Ferber method allows the baby to cry for a bit, but lets them know they aren’t alone by picking them up at planned intervals.  Two days of this (yes only two) and he slept much better then on, he was more rested during the day, cried way less, and mum was better rested and could provision better care.  But apparently we are terrible parents even though all results in our case suggest it’s beneficial for our baby.

     

    Sleep training is not just ‘letting your baby cry’ - that’s cruel.

     

     

     

    Cool -Lots of questions that could have been answered with simple online searches.

     

    Most people in other countries do let their baby cry?  That’s an extraordinary claim - why should I believe you?  And most people in other countries do sleep train their babies - evidence please?

     

    Google is your friend. Learn to use it.

     

    https://www.bbc.com/future/article/20220322-how-sleep-training-affects-babies#:~:text=In global terms%2C the idea,some form of the technique.

     

    https://www.bbc.com/future/article/20220131-the-science-of-safe-and-healthy-baby-sleep

     

    Edit: Added more links for people to read.

     

    https://www.babysleepsite.com/sleep-training/baby-toddler-sleep-cultural-differences/

     

    https://greatergood.berkeley.edu/article/item/how_cosleeping_can_help_you_and_your_baby#:~:text=Cosleeping and SIDS&text=The American Academy of Pediatrics took their cue%2C and all,where cosleeping is most common.

     

     

    https://www.naturalchild.org/articles/james_mckenna/cosleeping_world.html#:~:text=For the overwhelming majority of,and babies routinely share sleep.

     

     

     

    OT - Sleep training a baby

    in General Discussion

    Posted · Edited by adesigar

    On 8/22/2023 at 8:42 PM, Sweet said:


    Co-sleeping is strongly associated with Sudden Infant Death Syndrome in young children.  There are probably safer ways to co-sleep but the risk of SIDS is still higher.  Reason enough to not co-sleep because dead kids definitely don’t develop well.  Not sure why all the talk about co-sleeping parents caring more then.

     

     

     

    Co-sleeping is very common in Asia and most babies sleep with their parents. There is a very low incidence of SIDS in Asia compared to US and most other western European countries.

     

    Why is "sleep training" not needed in the vast majority of countries around the world?  People in most countries don't let their babies cry and they don't need to or try to "sleep train" them.  

     

     

    ¿ Guess this Chart ?

    in General Discussion

    Posted

    3 hours ago, John Hjorth said:

    I think we should be asked to guess the language for how to type and read the topic title :

     

    "¿ Guess this Chart ?"

     

    too! [I've seen it before, can't really recall in which context!]

     

    The inverted Question mark before I think is Spanish.

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