adesigar

ARKK down 75% from peak, Some of the ARKK holdings are down 80-90% from their peak. Stuff like BABA, KWEB, CPNG, ETSY, SQ, PYPL, NFLX are down 70-80%. Indexes are being help up by a few stocks. I have started buying select stocks. I hope the quality names drop another 20%. I want DIS under $100, BRK under $290, PSH is at my buy because of Ackmans Interest rate swapation Hedges. Have a lot of JOE already but would love more under $40. Would also consider ARKK under $35 preferably under $30. Gregmal ETF stocks if they dropped another 10-20%. Come on Mr Market.

During the Q&A Warren Buffett seemed to be rambling.

According to those charts, San Francisco and San Jose are undervalued and Panama City FL is Overvalued.

If asked I don't think he will answer. Its got nothing to do with BRK and they don't answer questions about individual stocks.

DJCO reduced stake to 300,000 shares. https://www.sec.gov/Archives/edgar/data/783412/000143774922008649/xslForm13F_X01/rdgit041122.xml

Neither did Steve Jobs

BRK MKL COST JNJ PG DIS DVA ASML DHR

https://www.reuters.com/world/us/us-senate-approves-bill-that-would-make-daylight-savings-time-permanent-2023-2022-03-15/

Hobby board games. There’s everything from simple bluffing/party games and Cooperative games where you defeat Marvel villains or try to get Marty McFly Back to the Future or solve cases like Sherlock Holmes to running corporations competing to Terraform Mars, Train stock trading in 1800s US and Europe, Sid Meiers Civilization, Galactic Conquest, Historical games, etc etc. About 3000 new games come out each year. Walmart has some but Target and Barnes and Noble have a much better selection.

Latest Hobby is It changes every few years.

China manufacturing <---> Russia Energy.

India buys over 50% of its defense equipment from Russia. They have China on one side. They have Pakistan which is funded by the US on the other side. I'm sure you can figure out the rest.

There is no way to predict the endgame. Its way out of my (and probably anyone on this board) league. So the only thing I can think of to do is to buy defense stocks in the US and Europe and buy PetroChina which will probably benefit from XOM/BP/Shell leaving Russia.

I would say BNSF is worth more than UNP. UNP is doing PSR which forces customers to adapt to the railroad so BNSF is taking market share and volume from UNP. It’s not that BNSF can’t do PSR, it’s choosing not to.

So what you are saying is that BRK at 1.4xBook is expensive and SPY at 4.43xBook is cheap.

Depends on the size of the asteroid.

My buy or add more at the right price list BRK, JNJ, COST, DIS, GS, JPM, ASML, NPSNY, SFTBY PYPL, SHOP, SQ, TDOC, COIN, ABNB, CPNG

So since we are talking gaming related companies Here is an interesting company. Embracer Group https://en.wikipedia.org/wiki/Embracer_Group https://finance.yahoo.com/quote/EMBRAC-B.ST/

Well every day for the last week it seems like BRK is up while indexes are down so it does seem like people are moving to value.

My guess is 229. Equity portfolio went up by about 40 Billion in the quarter but we don't know how much he spent on buybacks

I think there are multiple reasons. 1. Lower gravity aka interest rates 2. Lower Taxes on companies 3. Increase in overseas earnings. You cant compare to just domestic GDP. 4. Earnings moving from small unlisted businesses to bigger listed companies. 5. Fed asset purchases Of the above 5 points only 1 and 5 will change 2,3,4 will still be the case

Happy New Year and best wishes to all for 2022. Thanks Parsad for the awesome community also thanks Gregmal for the APTS idea. Wish I had bought more than I did.

Utilities have guaranteed returns. The more a utility is asked to spend the more it makes. Railroads are basically monopolies.

Not even close to Teledyne. If Buffett made a tender offer and bought back $100-$150 Billion of BRK shares and financed it with low interest loans. Then you can compare it to Teledyne.

Aging/Declining Population. Current population is about the same as 1990