ValueMaven
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Posts posted by ValueMaven
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I wonder if BRK is going to do a rescue deal with SIVB? Todd ran a financials fund for sometime ... and it would be similar to what they did with Home Capital? SVB halted pending news (down another -70% premarket) ...
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Everytime I look at FFH - I'd default to just wanting to increase my exposure in Markel and Berkshire....
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15 hours ago, ValueArb said:
As a shareholder, isn't this what you like to see? Stay out of favor and cheap to maximize your gains from the buybacks?
Yes - agreed. The pace of buybacks has been really interesting given the decline in the stock. Capital allocation here is the best in the group IMHO ...
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Let's hope BNSF is able to take some market share from UNP
Union Pacific also has drawn scrutiny from the Surface Transportation Board, the regulator overseeing U.S. freight railroads. The STB in December held a hearing singling out Union Pacific’s soaring use of embargoes—restrictions that rail operators place on the amount of cargo that can be transported—that the regulator said had sparked complaints from shippers and worsened supply-chain issues.
Soroban+-+Letter+to+Union+Pacific's+Board+of+Directors.pdf Soroban+-+Presentation+to+Union+Pacific's+Board+of+Directors.pdf
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Results were not terrible recently - but the space is totally out of favor. They keep buying back stock.
It's really interesting to see how this whole space has gone out of favor over the past several quarters.
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5 minutes ago, aws said:
I was hoping there would be another Greg Abel letter in this year's report. I guess last year was a one off.
Yes - great point ... very odd
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Letter was unusually short and lacking detail ... even compared to the prior years...honestly, I was a little disappointed!
Hope there are a bunch of negative headlines and it trades below $300 - which has always been a buy range for me.
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Happy Apple $AAPL Dividend Day to Warren Buffett Warren Buffett's Berkshire Hathaway just received a dividend check for $205,881,319.79 from Tim Cook
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Berkshire Hathaway Is Worth How Much? BRK Valuation Masterclass
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@Salukiwhat is your source of the Schroeder investing book?
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The idea behind Marmon, PCP, and Alleghany - is that all three could do a lot of bolt on deals ... in different industries ... which are immaterial to Berkshire HQ - but overtime could be sizable to the organization. The results are still out on this - but frankly, as mini-serial acquires these have been so-so. Marmon was a solid double, PCP is mixed so far ... and Alleghany is really interesting.
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Who cares about any of this stuff where Jain lives?? More interesting is the recent acquisition by Marmon, but only 2 people commented about this. Buffett has said that Jain has created 'more than $50B of value at Berkshire' ... leave the gut alone and let him be!!!
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Thank you @gfp the idea is that Marmon, PCP, Alleghany, can do a lot of these 'bolt' on deals ... that overtime it may add up at the Berkshire level.
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Chris is extremely thoughtful with his time and is anchored in VALUE. I am a fanboy
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Terrible article - wow ... for example with SNOW and NU - BRK got in at pre-IPO prices.
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Looks like the 2022 Investor Day slides have been posted.
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He is a thoughtful analyst - and I always enjoy his commentary and valuation work. He values Berkshire the way it should be valued IMHO.
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Greg Warren of Morningstar put own an awesome analysis of Berkshire a few days ago!! $370 price target. Well worth the read if you can get access.
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1 hour ago, RedLion said:
I think shorter duration TIPS look like a really good alternative to I-bonds right now. You're getting about 140 more basis points of yield without any penalty. Even if rates keep going up the short duration should minimize any short term mark to market losses. The big risk to this would be the CPI going negative in a big way over the next few years. Even this can be mitigated by buying the 5 years treasuries at auction or close to the initial price without inflation adjustments since the TIPS will always be worth the original price at a minimum.
Here's one maturing 1/15/26, 2% TIPS, trading at $100.38 pricing, YTM is 1.87% plus inflation. Cusip 912810FS2
Thank you @RedLion - I still dont fully understand TIPS however.
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Anyone looking forward to 1/1/23 to add more I Bond exposure?
I've been reading that you can buy an additional $5,000 in paper-bonds with a US Tax Return. Although it is a process to convert those paper-bonds into electronic forum at Treasury Direct.
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37 minutes ago, stahleyp said:
Is this even legal?
No - it is likely an African or Chinese scam-site. The website needs to be shutdown ASAP.
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Ingersoll Rand would be an awesome company inside of BRK. Growing fast, great management, lots of possible additional smaller bolt-on deals. Very high quality company and reasonably priced.
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Great! I missed this part ... thank you for sharing
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Abel > Sokol ... all day long !!!
SIVB Bank Failure
in General Discussion
Posted
Expect a big rally on this ...