LightWhale

Thanks a lot jimjam, Both for the work & for the detailed instructions. It makes Yahoo Finance friendly & usable. The only drawback is that without the blocker, the right side of Yahoo Finance homepage shows all portfolios at once. Now this feature is gone. Any easy way to bring it back?

apologies for the deep ignorance, but where do I type in this code? TIA

Thanks Petec, Fairfacts and TwoCities, I'll start digging in on the weekend.

Has any of you had a look at Eurobank? Trading at 1/4 to book, Prem in the letter argues it's one of the cheaper stocks in the world

Still works for me https://finance.google.com/finance

Do you know this one? http://www.eurekahedge.com/Products/europe-hedge-fund-database

Thanks for sharing

frommi, how far out of the money are you buying the puts?

15.2% pre tex, 13.5% after tax, trailing my benchmark by 470 basis points (EFV/2+VOO/2) :'( and trailing most board members...Well done guys, fantastic returns (12000% by Fat Pitch, wow). Biggest winners: CK Assets 1113 HK (51%), Plus500 PLUS LN (81%), PBF Energy (66%), Visa (45%) and Tembec >400% but tiny position :( Biggest losers: permanent loss of capital on RTK (B/R) which cost me 6% performance in 2017, and currencies shaved 7% of overall returns, but that's part of the game. Also down -15% on Antero resources stock, a great company in a saturated market, and hesitating if to double down. Would be glad to hear from other shareholders on this.

Overstock? Thanks, I'll have a look at their latest reports

IF crypto bubble blows up, what would be the best way to make money out of it? Are there any legit blockchain companies that when blowing up with everything else, will become a good investment? something like Amazon in 2001?

Same here, I use google finance portfolios daily. Unlike other websites, there's no limit on the number of portfolios or stocks within a portfolio. Visually, all stocks across all portfolios are visible in one scroll, showing daily price movement. And within each portfolio, there is a variety of stats and charts. the features in FT are quite limited. Can anyone recommend a good substitute?

Lots of valid points. I do think certain elements of the subject have been ignored, but since both of you say that the cost differential of rail/truck is 1:3, then the threat of AV to BNSF in the visible future is small, and the threat to BRK even smaller. The option to have such shared discussions and quickly reach a conclusion is invaluable. Thanks for the inputs.

Good point. the WFC position illustrates it well. WEB hasn't sold much since the scandals popped up, but through investing in other positions, WFC's weight in the portfolio halved. However, implicit in my remark about private cars was that Geico could get battered at the same time. So these are two major revenue sources for BRK. How do you reach this conclusion? If it works for short lags, why should it not be extended? Why not assume the opposite, that long routes might be the first where driverless will be deployed. That's where we see a shortfall of human drivers. It's a financially unrewarding job for the driver (train crews earn double their salary), with little sleep, and far away from home. points 2&3 equally applied to cab drivers until 3-4 years ago. Changes are slow to come, but quick to materialise when they do eventually come. If big players find value opps, there could easily be a consolidation, just like in any other industry that develops technologically. I know little about the industry but read that for the same volume, train cost is 100$ vs. trucking 130$ (though trucks have the door-to-door advantage). If the driverless convoy eliminates both fuel and personnel costs, a 30%-50% reduction in expenses seems reasonable, which means cost advantage can flip. With coal, its volume comprises about 18% of BNSF's freight revenues, so that's quite substantial. Yet on the other end BRK compensates for that through its MidAmerican Energy sub and clean energy initiatives.

Attached is an article from today's FT about autonomous lorries, which should become widespread well before private cars. This will reduce shipping costs dramatically, and I'm wondering how it may affect Burlington's pricing power. If I'm not mistaken, BNSF contributes about 15% of BRK's net earning and above 12% of book value, so any effect on BNSF can be dramatic for the holding-co. Curious about your thoughts on this one, TIA. Self-driving_lorries_to_be_tested_in_UK_next_year.pdf

Longleaf funds picked up at least 500,000 shares in the 2nd quarter (about 292m CAD worth of stocks) They seem to have bought it on TSX rather than OTCMKTS.