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villainx

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  1. Yep, I sensed you meant it more in this way. And you are right that 39 age onward - done right - should be wonderful. The example I gave definitely applied to me, I levered around dot com bust, and it took me awhile to recover as well as the awareness to get back into the market. Right in time for the GFC, but that ended up being a blessing. A bit older, I was able to keep a more level head about things.
  2. That's too harsh. The lost opportunity from past was fine tuning your sensibility and biases. And you got a strong base from the play it safe approach. You never know, a bad trade at a young age might have meant taking a long break in the market. But glad we are all here now, trying to squeeze out some nice gains.
  3. I had in my notes to look at AOS more closely when it goes under 20 trailing p/e.
  4. Was it around this price level? I've been thinking of adding here. It's not outsize expensive historically.
  5. Thanks. I still have a little bit but hadn't followed super closely. Might get back in again. Dec decision could be short term catalyst, but if it's not what shareholders want, it could only be a brief setback until May? There is some margin of safety at this level.
  6. I didn't know this was you! Very enjoyable watch. Think I'll look for way to add more JOE.
  7. Sounds like you should add more in anticipation of the 1.7+ BV! Just kidding. It's a tricky spot to be in. I've been thinking about this type of situation. But for myself, it seems hold and worry about it later type of situation. Kind of with Costco, BRK, and Apple.
  8. You have a great podcast voice too.
  9. At September 30, 2024 there were 21,990,603 common shares effectively outstanding. At June 30, 2024 there were 22,181,619 common shares effectively outstanding. seems like repurchase pace slowed?
  10. The thing is who will take over for Greg Abel. 62 isn't old but it's more likely that Abel reign will be less than 10 years than over.
  11. I really enjoyed it when executives in the subs got shout out in prior annual letters. Seems less prominent these days.
  12. I'm trying to get a sense whether the issues at Geico, BHE, BNSF and or others are viewed as systemic problems that will lead to big decline or perhaps serious problems that can or should be corrected. Is it correct to say that this is a bad as Berkshire has been in a long time, and the failure to address things earlier is surely a sign of deep problems. Or it's normal course of business to hit on dry spells, and it's bad coincidence that the problems are hitting kind of all at once.
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