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ValueMaven

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Everything posted by ValueMaven

  1. Very much so...even 'predicted' what would happen to GM, when CR was pushing him why he didnt want to buy the company... best series of interviews on WEB!! Sincerely, VM
  2. First time I've seen these...Must watch for any BRK shareholder, https://charlierose.com/videos/12653 https://charlierose.com/videos/21205 Sincerely, VM
  3. https://www.dallasnews.com/business/oncor/2017/10/26/texas-regulators-askhard-questions-sempras-945-billion-deal-oncor
  4. What an amazing book!! 30 years worth of notes!! https://www.amazon.com/University-Berkshire-Hathaway-Lessons-Shareholders/dp/099840621X What are some of your favorable takeaways?! -VM
  5. Fairly important update... Let's see how this plays out...
  6. https://www.wsj.com/articles/fix-for-mortgage-giants-fannie-mae-freddie-mac-remains-on-back-burner-1505508211
  7. I cant post the report, but I thought it was very well written...I really enjoyed reading about all of the different business lines. JPM believes the B shares are worth at least $210, with upside. Sincerely, VM
  8. Agreed - I picked up XL Group on Thursday...the Storm's path has shifted materially to the western part of FL, which is less density populated then FL's eastern cost...
  9. Many Insurance + Reinsurance stocks have off between 10% - 20% this past week due to Cat 5 Irma approaching southern Florida...Starting this thread as there maybe some ideas... I've been looking at RNR and XL... Sincerely, VM
  10. wow brilliant... 87 years young... - talking Tech, Banks, Insurance, Politics, and Consumer Brands/loyalty... No wonder Berkshire hit an all-time high today :) Sincerely, VM
  11. Guess we will find out Monday... It seemed to me like it was approved...
  12. 'I'd be very surprised if court cases determined the outcome' 1000% - you nailed it! ValueMaven
  13. The Fund has lost 89% of its assets from its peak in 2011...of course to meet liquidations BB has had to sell a bit of everything...plus use cash. Worth keeping in mind.
  14. Thats b/c we all see the upside in the situation... The preferreds should be trading back at $25 par...with YEARS of coupons PAID BACK to owners. We have a damn contact with the company!!
  15. There is a lot of damning evidence here at a minimum…Nice to see the Preferred’s rallying smartly on this news. Still 3-1 upside. One has to wonder why only the NYTimes article is the ONLY press on this news…I found the Blackrock Solutions analysis very interesting…Would be interesting to know what others thought?
  16. Count me the latest bag-holder of the preferreds...(bought last week) I found this to be a very interesting talk: Let the summer bleed begin... Sincerely, ValueMaven
  17. Hi - Can someone in plain English explain to ME why one would play this through the Prefereds like Perry and Fairhome vs. the Common stock of the GSE's like Ackman and others? I've always wondered this...much thx!!! VM
  18. First person to post the letter receives a serious hat-tip!! http://www.finalternatives.com/node/35240 Sincerely, ValueMaven
  19. Hi Friends, Barron's will be running a cover story on Berkshire this weekend... Sincerely, ValueMaven
  20. Ted is wearing the Fitbit Charge 2... You wonder why he is not wearing an Apple Watch... Sincerely, ValueMaven
  21. https://finance.yahoo.com/news/warren-buffetts-money-managers-todd-combs-ted-weschler-speak-142643892.html Sincerely, ValueMaven
  22. Brilliant analysis...the best I've seen on Berkshire hands-down. Thank you for posting. Sincerely, ValueMaven
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