ValueMaven

Batteries are a critical part of EV storage. Duracell batteries are WAY WAY better then anything else on the market. It's not even close. There is also a MASSIVE market for items that need hard batteries. No way around this. The science is amazing. Frankly, I'm more interested in how Duracell is expanding into Auto and Industrial battery markets more broadly.

It's a cash alternative - I dont see the downside like you imply. If you have a life crisis (over the next 12M) and need every penny you can get ASAP - then yes, this wont help. If inflation tanks, these current i bond series wont be of much interest either as the reset rate goes lower and lower. Even still - these beat keeping idle cash in a savings account - which is how everyone is positioning these. That is really the whole point. I'll be adding another slug on 1/1/22.

WSJ article from a day or two ago on i Bonds: https://www.wsj.com/articles/treasury-has-a-i-bond-bargain-inflation-stocks-interest-rates-rebalancing-investment-11639586799

Yes - a family of 4 could in theory do $40,000 in Dec, and another $40,000 in Jan - all at the i bond rate. Unique aspect of very high CPI U and the Nov reset occurrence

Nice! It's amazing how many people are still unaware of these

Thank you for sharing. First time I've heard about the See's offer

Fairly sizable outperformance by Berkshire over the last 5 trading days. BRKB up 2.6%, while the S&P is down 1.6%

2-3% annual buyback for the next 10-15 years?!

I'm fine with it for many reasons. Frankly, it helps balance out the incorrect old-world stigma that has historically plagued Berkshire. Plus we get $1b a year in dividends, and a fairly aggressive buyback.

From Lord Bloomstran: Berkshire’s $31B Apple investment is now worth $159B. Wow. With dividends, the position has compounded at 36% a year for ~5.5 years.

Given all we know now on these i Bonds - who here is buying more on 1/1/22?? I know I will be

Well said!! @Swedish_Compounder - I totally agree

https://www.bloomberg.com/news/articles/2021-12-09/inflation-near-40-year-high-shocks-americans-spooks-washington

Started a position in Liberty Broadband today given the sharp pullback in Charter and Broadband over the past several months

https://www.bloomberg.com/opinion/articles/2021-12-07/the-secret-is-out-on-7-12-inflation-protected-bonds

Bottom line is that Buffett is sitting on a massive homerun/pool of liquidity ... think about it - Berkshire is getting $1B a year alone in dividends + Apple's buyback. I just wonder how big of a position this will grow into. It's about 45% of the equity portfolio alone.

Apple hitting another ATH right now at $171 vs. Berkshire's cost of ~$35 or so just 4 years ago. This is becoming a very high quality problem for Warren

Teleydne 2.0 - and maybe more powerful given the stability and size of the operating businesses ... and there is massive optionality with the cash pile

Just found this article for the collection as well. Very well written: https://rationalreflections.substack.com/p/earning-a-risk-free-7-return/comments

Just look at Malone's largest economic stakes. He has ~$900M in Liberty Broadband, and ~$900M in Liberty Sirius - which is about 40% of his public equity exposure is in just those two stocks. I might be off slightly on that - but I think its correct. Those are his 2 largest positions by a wide margin.

Thx - I've had trouble finding the specific reference rate as well ... outside of the update the i Series provides

What is a good site to track the reference CPI U rate here in these i Bonds?

Spot on. Well done.

LSXMK - I am very long

https://www.barrons.com/articles/apple-stock-berkshire-hathaway-51638371498?mod=hp_DAY_7