DooDiligence

WEB hates cash! At Geico "you can almost hear the checks hitting the mailbox..." Housing strong but people holding off on furniture. Apple borrowing $ from US to buy back shares (until repatriation - my words not his) Modest hiring of RR employees. Disclosed the IBM sale (good call doing it before 13F & the meeting) & said he should've bought the S & P instead of IBM. Picking losses for future harvest. Still uses a flip phone.

Up over 20% on RGR & holding & would love to see it go 20% below what I paid for it (now, of course...) or Careful what you wish 4...

Contemplating ROH tickets (who's in?)

I shouldn't disturb that near perfect ending but... Hey Scott, Were you compensated for product placement by Monster Bev in your “make America great vidi?” <del>What’s the significance of the Langley lat long?</del> What happens if you give a pig a pancake? Where can I find the recipe for Uncle Sidney’s Snickerdoodles if I don’t want to buy the book? Did you get a woody when Vince McMahon said FU to his distributors? (quitting should always be an option…) Did you become an Agora affiliate because they sold Razor’s? Do you think ROH is the crown jewel of Sinclair & does the BC shirt in any way allude to this <em>(OK that may have been ridiculous, I know, you're just a fan.)</em> (follow up: was the shirt freshly washed in the vidi?) <del>Are you still sleeping on the air mattress or is it back to the floor</del> & does Patchwork sleep on or near your face? I have a Fortune Telling 8 ball that lies to me constantly so I ordered the 2000 ed of Walker’s Manual of $0.01 Stocks (is the 4th ed of Unlisted Stocks still usable?) Also ordered B $ Kiss & 1856 (will this be sufficient to juice my returns?) Can you disregard my previous question “do you do vidi?”

We hold these truths to be self-evident, that all AI's are created differently... Well, of course. Slick marketing aside, all intelligences are. That was my point bro (and yours too kinda?)

We hold these truths to be self-evident, that all AI's are created differently...

Nail, head...

This is claimed based on stock prices 5 days ( ! ) from the posting. "Strategies" based on sentiment are really crappy IMO ("buy when someone posts positive sentiment on stock, sell when someone posts negative sentiment"). It would be great if they got some long-er term stock return results. But then it's very difficult to research: what is "long-er term"? When would you buy/sell/etc.? Breaking News: Shocking new research shows that online discussion board posters can not accurately predict the 5 day movement of stock prices!!!!! How do they do a decade out? I say they as though we are not they...

http://www.tunawish.com/heinlein-musk.jpg

Bumping up an excellent re-read (thanks to John Hjorth for pointing it out...) Where in the world is ericopoly?

Damn straight.

The more businesses BRK buys, the less BS earnings calls we have to listen to. PDF's on a Paperwhite are OK (just can't resize fonts...)

Nuggets, mmmmm...

Dream job, huh?

http://catalyst.nejm.org/is-value-based-drug-pricing-compatible-with-pharma-innovation/ The part about enabling payers to migrate the costs of care when the patients themselves move & the burden on payers to manage this risk is interesting...

The 1st coffeeshop I ever visited in Amsterdam was the Free 1 on Reguliersdwarsstraat around the late 90's. They had ICP "F the World" blaring out of the place & a bunch of sullen looking punks lounging around inside. I copped & hung around for a bit but nobody wanted to socialize (didn't get beat up or arrested so not as interesting as your story.) I remember when Ajax was in town there'd be parades of guys in the street in front of Smokey, singing & appearing all fearsome. I feel lucky to have been able to see Van Gogh's, Vermeer's & Rembrandt's (and of course Anne Frank's) in situ... The Dutch & the Thai's are super cool!

My abundace of luck makes up for a distinct lack of skill...

Paper or electronic? (I smell a content marketing deal!)

ESRX (because I'm a dumbass...)

the horror...

Chinese love of old, wise and rich men! WEB is sort of the 21st century Buddha. Ayup...

If they say synergy more than 5 times when touting an acquisition, run the other way...

I thought it was very good. I'm not a trained financial analyst (holdings in signature will bear witness...) Reading through the history of the Dempster Mill deal was cool (I loved the painted inventory level line in the warehouse - simple but effective.) The book also gives a nice intro to Generals, Workouts & Controls. Worth reading & anybody who say's otherwise is just itchin' for a fight...

Thanks... Did you take notes? (sounds interesting but my book pile is friggin stratospheric...) I posted excerpts I found interesting on my Twitter, if you feel like digging those up.

The perfect match for WEB since he doesn't like being "O cara empunhando o machado"