redhots

https://finance.yahoo.com/news/berkshire-hathaway-amends-share-repurchase-220400739.html

You can assume its BYD by comparing the fair values in the 2015 and 2016 10-K and see that they closely align with BYD share price. From the latest 10-K So we know they spent $5,013,000 since the cost went up. If you look at end price and it is in fact BYD then they bought 929,224 shares at $5.39 a share. It looks like purchased those around Dec 2016/Jan 2017. (just looking at closing prices). So an increase of 19%. BYD is 25% of their portfolio as of 9/30/2017.

Ask about BYD! (They bought more in 2017) How will all of the EV competition effect BYD? Is their vertical integration a competitive advantage? Can they be the low cost producer?

Merry Christmas all! Love the community. Keep it up!

Technical Error Blocks Fidelity Customers from Online Accounts https://blogs.wsj.com/moneybeat/2017/11/29/technical-error-blocks-fidelity-customers-from-online-accounts/

Parsad, are you still going to post your annual report?

Nice discussion on low volatility here. http://www.cornerofberkshireandfairfax.ca/forum/general-discussion/a-2q-letter/msg305614/?topicseen#msg305614 Anyone looking at hedging at this point?

Congrats Packer on the new fund! http://www.prnewswire.com/news-releases/keith-smith-and-willow-oak-asset-management-announce-the-launch-of-the-bonhoeffer-fund-300487909.html https://bonhoeffercapital.com/

Very cool. Thanks for sharing. Looking forward to reading this.

I don't know. I am thinking great economics that the business can maintain for a long time and then just sit on my ass. Munger was quoted as saying.

Warren Buffett recently had a meeting with MBA students in which he stated the following. https://blogs.rhsmith.umd.edu/davidkass/ What would be your 4 stock portfolio and why?

Wow. My spidey sense is off the charts with him as well.

http://www.berkshirehathaway.com/2009ar/2009ar.pdf 225,000,000 shares at a cost of $232 million.

Yes thanks so much for your insight Merkhet and Cherzeca. Super educational.

Here is the audio.