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wescobrk

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  1. I don’t know but that’s a great question! I hope someone responds with some info.
  2. Charlie said it was a miracle in 2008 but I can’t seem to find any books about BYD. Anyone know of a decent ones? Also, in English and not mandarin. Thanks!
  3. Ever since I read Charlie’s quote how they should have made a lot of money on pharma, but of course they didn’t, I’ve been thinking of some good pharma etfs until I can do the work to find individual companies. i would appreciate any ideas from the board.
  4. Buffett didn’t mention the gates foundation with the most recent shares given to his children, also, Gates of course isn’t on the Berkshire board anymore (I don’t recall the year he resigned) and didn’t even attend the annual meeting in Omaha last year, at least not that I’m aware.
  5. What did you think? i really liked it but have a couple of minor criticisms (such as anticlimactic ending and the restaurant scene didn’t make sense exposing himself like that) but other than that I wish I could watch a sequel. has anyone read the book?
  6. Anyone know list of when spacs will despac?
  7. I just placed my order. If someone else has already posted about this book, let me know and I will delete this link. ‘Foreword by Buffett, also, Todd is one of the contributors.
  8. Last request, would you mind sending me a pm of the database? thanks.
  9. Interesting, I didn’t think he would do another interview with cnbc as it has been over 3 years, I’m looking forward to tomorrow. 92 and still going strong!
  10. Sky harbour warrants…the common is almost at 9 but the warrants are only 45 cents with 4years almost to ge to $11.90
  11. Did Buffett ever sell some shares of oxy, i can’t recall. I didn’t buy oxy as I was guilty of only doing what Buffett does if I bought the warrants I’d be up over 10x. Seems so obvious in hindsight when oil went negative, I had concerns about servicing the debt but this was a no brainer to put a small amount of one’s net worth in. I wonder if Buffett regrets buying this so late as he did. At least he got the warrants in 2019.
  12. I was disappointed in the letter as well, either Buffett doesn’t have the energy now due to his age (certainly I don’t blame him at 92) or he feels as he has already written about every topic and has nothing new to say. this letter is still better than anything Charlie wrote at Wesco, I don’t think Munger has ever written anything for the Daily Journal shareholders so at least he writes a letter (Buffett).
  13. Can anyone share great web sites for case studies other than HBS? thanks
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