rogermunibond

http://www.ft.com/intl/cms/s/0/f8faf4f6-b6f1-11e4-95dc-00144feab7de.html Small deal 400 million euro for a German biker gear retail chain

Witmer used to have 13F filings through Witmer Asset Management and Eagle Value Partners, but as of Sept 2013 they haven't filed anymore. Anyone know the story? Have they gone offshore. And Witmer's definitely not Eagle Capital. That's a completely different fund managed by Boykin Curry. Being that it's hard to figure out if Witmer actually has an active money management biz, I wonder if she'd sign on as a third CIO and work for WEB rather than be a board member.

http://money.cnn.com/2014/10/16/technology/theranos-elizabeth-holmes/ Anyone in California or Ariz have xperience with Theranos testing centers in walgreens?

http://www.duracellpower.com/backup-power/uninterrupted-power/powersource-1800.aspx

Are you using a "small big" tactic of creating danger/controversy to elicit interest ? ;)

V and MC are amazing stocks. Though never appearing to be values, they've compounded for their shareholders like nobody's business. The MA ipo in 2005 was something I could never get my head around. Didn't buy at $50 in July 2005 and have regretted ever since. The metrics just never made it look cheap.

http://www.bloomberg.com/news/2014-09-25/centerpoint-berkshire-said-to-explore-bids-for-oncor.html $17B would qualify as an elephant, if not a highly regulated elephant

Oaktree manages VCVSX.

Thanks for posting. Maybe unfortunately, the meme of the innovator's dilemma is out there and influencing Ceos and board rooms.

http://www.cornerofberkshireandfairfax.ca/forum/investment-ideas/hkg0656-fosun-international-limited/ It's been briefly discussed.

The Businessweek writer somehow feels obligated to call the Berkshire AGM the "Coachella for investors" rather than go with the tried and true Woodstock for capitalists. This makes both sad for such a ham-handed attempt to be current and old since it is probably true that a certain generation doesn't know what Woodstock is/was.

Forbes.com has turned into a veritable click farm kind of like Investopedia or Ehow. Really unreadable.

*puts down reading glasses and throws 10-K to the floor*

EPM Evolution Petroleum CEO Robert Herlin has basically turned $1 million in equity to a $400 million market cap company from a royalty interest in the Delhi oil field in Louisiana, in which they partnered with Denbury. Now they're shifting to building out an artificial lift technology that can help declining oil fields bounce back from 5-10 b/day to about 100 b/day. They plan to earn a share of the increased production or sell/install the lift equipment on service contracts.

http://blogs.wsj.com/moneybeat/2014/04/08/buffett-will-steer-investors-to-airbnb-to-avoid-price-gouging-by-omaha-hotels/?mod=yahoo_hs Airbnb has a new fan: Warren Buffett. The billionaire investor is planning to mention the website at Berkshire Hathaway Inc.'s upcoming annual shareholders’ meeting on May 3 as a low-cost alternative for shareholders who don’t want to pay the jacked-up rates that Omaha hotels charge while the gathering is taking place every year.

Great John Ruskin quote (or at least attributed to him). “It's unwise to pay too much, but it's worse to pay too little. When you pay too much, you lose a little money - that's all. When you pay too little, you sometimes lose everything, because the thing you bought was incapable of doing the thing it was bought to do. The common law of business balance prohibits paying a little and getting a lot - it can't be done. If you deal with the lowest bidder, it is well to add something for the risk you run, and if you do that you will have enough to pay for something better.” I remember it whenever my wife goes to the dollar store to buy an inexpensive item that breaks before we get home. I used to try to be pathologically cheap emulating Buffett, but then realized I was too old and not good enough an investor to emulate him. Plus, my palate was infinitely more sophisticated. Now, I enjoy in moderation the finer things, but truly in moderation. Still will never fly first or business class.

Sighting in the Maldives would put it way off the Inmarsat ping location along the outer arc. But since we don't know if the pilot had made some special fueling request, does anyone know for sure if the plane could not have reached Somalia. Route over Maldives would but it toward trying to reach the Horn.

Hard commodities deflating. WSJ had a piece about ag commodities seeing 3.5% increases this year. Not as bad as 2008 but definitely soft commodity inflation pressures.

That's pretty awesome. I bow down to you, sir! :D

CNBC is a business right? They've always made the Buffett interviews hard to access since it serves them well to break it into 3 minute clips and play lots of ads before each segment. I'm sure a transcript will pop up in a few days from someone who DVRed the whole three hours.

His summation applies to legacy DVA. I think he has to take mgmt at its word that they can wring efficiencies and lower costs from HCP. It makes sense that the primary care part of medicine is going to lower costs overall for the healthcare system but its harder to realize this. Unlike dialysis, the patients who come into a primary care office are pretty wide open with the ailments and processes they may need at the time of the visit. For the most part, primary care medical offices have reduced cost by substituting nurse practitioner or physician asst time for MD time. This does not always improve outcomes though.

http://www.cnbc.com/id/101453957 CNBC Ask Warren next monday. To be joined by Ted, Todd, and Traci.

Default within two years, no. I think they have too many options with selling off assets, privatizing Japan Post and other assets, taxation changes, legislating corporate reform, or even god forbid for them, immigration policy reform. As a last resort, Abe could always resort to nationalism. The guy uses Yasukuni deliberately as a way to distract his critics and to make his right wingers link economic reform to national strength.

http://timesofindia.indiatimes.com/tech/tech-news/software-services/How-Asian-messaging-apps-LINE-and-WeChat-are-threatening-Google-Apple-and-Facebook/articleshow/30682063.cms

Some of the Asian chat apps like WeChat, KakaoTalk, and LINE are approaching the 250+ million active user threshold. Puts a real asterisk under Tencent valuation which owns WeChat.