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DooDiligence

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DooDiligence last won the day on April 17 2023

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About DooDiligence

  • Birthday 05/06/1962

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  1. I did add an "albeit repetitive" but my point was that it seems like a fair-ish AI generated bit of Berkshire content. Agreed, it could have said the same thing in just a few paragraphs. How do you get these AI's to understand that brevity is the soul of everything?
  2. Sorry for spamming things up here but would this be reasonably accurate (albeit a bit repetitive)? https://brk-b.com/no-room-for-romance-the-unwinding-of-berkshire-hathaway-s-stake-in-markel-the-baby-berkshire_240216.html
  3. OK, which one of you did this? Because it's friggin' brilliant. Not sure how I feel about the bare bones presentation layer, but the (quasi-AI generated) content is compelling. https://brk-b.com Sample: https://brk-b.com/bloomstran-s-tip-insights-for-berkshire-hathaway-2024_240423.html Sample: https://brk-b.com/farmland-berkshire-hathaway-to-align-with-buffets-vision_240420.html Sample: https://brk-b.com/the-hartford-berkshire-s-next-strategic-move_240331.html Disclaimer: Images on this page are largely generated by artificial intelligence. They are not actual fotos and may not be confused with real people, although they might look very familiar. === Also, check out the photonics101.com link at the bottom, + links to platform tools.
  4. 3% position in Hershey. Anchored to a price now and would buy more if it dropped. HSY + DPZ + NVO = $
  5. Valuation and low growth are legit concerns wrt potential returns. This a mission critical software and piracy seems to be the biggest hindrance to growth. There's the possibility of incrementally onboarding accounts running pirated versions. Probably won't produce dramatic increases any time soon though. https://schnitgercorp.com/2020/03/09/autodesks-anti-piracy-efforts-finally-pay-off-oh-and-the-looming-end-of-maintenance/ Here's a small sampling of pirating efforts: === BIM and facilities management seems like a good growth avenue. I particularly like the Innovyze acquisition. === edit: not buying today. I already own enough ADSK (3.6%).
  6. Possibly, but price increases could easily offset. This is a small expense for an engineering firm in comparison to the revenues they bring in. Your point is valid nonetheless.
  7. More like an opportunity for them to reduce headcount(s) for clients. https://aecmag.com/features/autodesk-laying-the-foundations-for-ai/ On an unrelated note, a buddy of mine said his firm just added Revit because more and more clients want 3D now. BIM will likely be next.
  8. https://www.amazon.com/gp/product/1578644011/ref=ox_sc_act_title_1?smid=A3F9RG8498JSW1&psc=1
  9. My man. This thing swings like a pendulum do.
  10. https://billmoyers.com/series/joseph-campbell-and-the-power-of-myth-1988/
  11. “I could end the deficit in five minutes,” Buffett said. “You just pass a law that says that any time there’s a deficit of more than three percent of GDP, all sitting members of Congress are ineligible for re-election.” His proposal, though delivered with a chuckle, carried an undeniable logic – by directly tying lawmakers’ political futures to the nation’s fiscal health, they would have a powerful incentive to rein in spending and balance the budget.
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