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yesman182

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  1. He also said Berkshire shouldn't own the TSA. That comment kept me from investing in Clear Secure.
  2. Any specific reason you think it will be blocker? Or simply that they seem to want to block everything including two handbag companies.
  3. Quatr is terrific for listening to calls, reading transcripts or earning releases.
  4. I don't know what he will buy, probably more of what he already owns. I doubt he is raising this money, just for the sake of raising the money.
  5. More yen bonds being issues. looks like the old man found something to do! https://finance.yahoo.com/news/buffett-berkshire-targets-narrower-spreads-203000948.html
  6. That’s seems nearly impossible to prove. Wouldnt that be like someone having a heart attack and then suing where they just had a burger and fries. how do you know the contamination wasn’t already in the tank? I don’t down that they might have gotten bad fuel, but it seems like the defense will easily be able to blame it on lack of maintenance or something similar.
  7. I agree that WEB might not want to own a company with deep water wells, but he didn’t say that he likes oxy because of the deep wells. The income from OXYs deep water wells is small. He could easily buy oxy and divest the deep wells and keep the upside of carbon capture and Vickie’s ability to separate oil from rock.
  8. I agree that WEB might not want to own a company with deep water wells, but he didn’t say that he likes oxy because of the deep wells. The income from OXYs deep water wells is small. He could easily buy oxy and divest the deep wells and keep the upside of carbon capture and Vickie’s ability to separate oil from rock.
  9. It was interesting hearing him be thankful for the men and woman working outside on the railroad in Montana and ND.
  10. Charlie’s trust. Much like warrens kids.
  11. @gfp how do you think Peter Liegl of Forest river gets the cash for that purchase. Obviously forest river makes a lot of money, but I doubt they keep 300M around for a potential purchase. It seems like Greg has implement more of a sweep account system. Do you think Peter calls Warren and ask for the money or does he call Greg?
  12. I assume so. Buffet has long said if he thought he could make money trading oil futures he wouldn’t need to operate a railroad that requires billions of capex. I assume that carries over to pilot as well.
  13. Do we have guesses who will take Charlie’s seat on the board? Would Warren not have asked Charlie who he would like to replace him? Not really a fun conversation to have with Charlie, but it probably isn’t easy now either.
  14. I’m hoping they came up will a price, WEB paid it and we can watch the haslams run their pro teams into last place.
  15. As always thanks for sharing. 31.4billion is a lot more than I would have thought. Do you think a 8% annual return on this investment is a reasonable estimate?
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