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CassiusKing1

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Everything posted by CassiusKing1

  1. BRK reports earnings this Saturday, the 6th. What is everyone expecting to hear? They've obviously been putting some cash to work this quarter AND you had BRK stock price drop into the 260's to 270's for awhile so buybacks could have happened at a good clip. Will be interesting.
  2. Methinks the "Old Man" still has it.
  3. I'm more concerned with the ownership void once all of WEB's shares our donated/sold. That's a majority shareholder that is liquidating. Putting both pressure on the stock and increasing the need to do very aggressive buybacks. Not sure what the rules are, but like I've been saying, it would be great to have the shares donated to the Foundations, then bought back in large blocks and retired. Thoughts?
  4. Picked up some BRK yesterday $284.66. Also added to INTC.
  5. “But I found out he really already knew everything. I guess he’s an avid reader, must be a speed reader, and must also have a photographic memory.” LOL!
  6. Added some more INTC @$47.15 today. Pretty much a full position now.
  7. Well, if it wasn't for Ted and Todd, chances are we would never have owned Apple. So what's that worth? And I think in reference to WEB saying that repurchases were bad for shareholders, was only if he knew the shares were very undervalued and did not disclose that prior to buying them back. He's been very transparent to how he quantifies share repurchases. Cheers!
  8. Fun Band I saw at a local brewery. Dr. Bacon, out of Asheville. https://youtu.be/6eFVigEj96Q
  9. Question: With Apple being such a large part of Berkshire now, how does everyone feel having such a large piece of BRK tied up in an asset that we have absolutely no control over? It's becoming more of a partnership than an investment. Thoughts?
  10. Will BRK underwrite the insurance coverage for these as well?
  11. The guy interviewing Munger is a hack.
  12. Charlie did a lot of talking during the show. Looked and sounded much better than 97 years old!
  13. A friend of the family, who asked me for advice a year ago, is now offering their own picks on FB for everyone to follow.
  14. So when WSB is done playing with GME, when is it time to put our shorts in place, lol.
  15. This is my sentiment exactly. Keep the current cash pile where it's at and nothing higher. Use all cash coming in to buy back stock and strike when an opportunity arises. If he does nothing but invest excess cash in BRK buybacks for the next year, we'll all be happy shareholders!
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