ValueMaven
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Posts posted by ValueMaven
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@Parsad are these new? I dont think so .. they are not time stamped ... I thought these were written for the 50th year anniversary ... might I be mistaken?
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He was also unaware of the article - which is odd for a corporate board member.
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Total BS and I am sure there is a logical answer here re: personal trading.
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First Citizens has two interesting series A and C preferreds which are yielding about 7%, and trading about -20% below their par value of $25. Fairly interesting and safe option imho.
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@crs223 I view i bonds as emergency/retirement cash as well ...
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I view i bonds as forced savings and retirement $$ ... I max out everything, 401K, HSA, and even do my employers ESPP which has a -15% discount at time of purchase. For the past 5 years I've been allocating to i Bonds on 1/1 of the new year. Not everything in life is about squeezing out the last 100bps ... at least for me anyhow.
VM!
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Utterly ridiculous ... well said @gfp
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I was blown away by Todd's interview. You can see why WEB and Charlie hired him. Same for Ted. These guys are unique and PERFECT for the culture at Berkshire.
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Bought more NEE today
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13 minutes ago, lnofeisone said:
What's your thinking here, specifically around NEE/NEP vs. BIP?
I dont like anything BN related ... sooo ...
BIP is really just an Infrastructure PE firm - they flip everything. Plus I dont buy LPs ... and BIPC has too high of a C-Corp spread
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Bought NEE
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Grants Interest Rate has a very compelling piece on the reinsurance industry and the hard pricing market current occurring. While FFH is not specifically mentioned, there are some interesting nuggets in the article.
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Yea - this is a great asset for sure. Would have love if they bought Oncor several years back ... but BHE is really turning into a componding jewel within Berkshire. Between the D pipeline assets, these LNG assets plus natural growth capex - BHE is a growth engine for sure. So glad Charlie finally let BYD go. What an epic investment
BTW - at some point over the next 12-24 months expect BIP to try and monitize its stake in Clove Point (asset rotation) -- so its likely over the next few years BHE will own 100% of this asset. Wow.
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Ted or Todd most likely
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@treasurehunt big issue there has been GEICO - so not really comparing apples to apples imho
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MU was up BIG yesterday ...
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Has anyone looked at the JNJ-KVUE swap? It's an interesting one.
You buy 99 shares of JNJ and swap it into KVUE at a meaningful discount. It's about a 17% return in 2 weeks time.
If you buy 100 shares you want be guaranteed a full swap, and if you buy 99 shares and don't allocate the full 99 shares, then you will lose out as well. KVUE also has sold off and seems cheap to me given its business and moat. Hedge Funds cant do this (99 share issue) and most retail is unaware of the transaction.
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wow - no trim in Apple at all! ~$180B equity position!
Approximately 78% of the aggregate fair value was concentrated in five companies (American Express Company – $26.4 billion; Apple Inc. – $177.6 billion; Bank of America Corporation – $29.6 billion; The Coca-Cola Company – $24.1 billion and Chevron Corporation – $19.4 billion).
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Did Warren trim $40B from Apple?? As of 6/30: the Apple stake was $119B
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Anyone have a transcript that I can read? I cant seem to find one
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Added to my position this AM
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From Everest RE's most recent quarter:
“The property cat pricing remains strong, and the 2023 hard market has now surpassed the post-Hurricane Andrew [1992] market” "there’s simply been no meaningful capital formation to tip the supply demand imbalance"
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Mid-August historically. It will be an interesting quarter
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