OracleofCarolina
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Posts posted by OracleofCarolina
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How was he able to get all those shares?
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http://blogs.wsj.com/deals/2010/03/03/whats-the-matter-with-dennys-just-ask-mr-dash/?mod=yahoo_hs
Dash has a brief interview in the WSJ.
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Anyone think maybe this is what Sardar was buying?
Dash is trying to get on the board.
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I thought you would be interested in the following story on WSJ.com.
In Risky Year, Buffett Looked 'Into the Abyss'
http://online.wsj.com/article/SB126056572135687829.html
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I thought you folks would be interested to know the Freakonomics guys did a write up in the WSJ yesterday of the decision to go for it....
and ..guess what???
The Patriots made the right decision to go for it based on statistical reasoning!
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Town hall at Columbia University and Buffett
will be on CNBC through out the day!
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Thanks for the heads up, I am watching now.
Charlie Rose is one of the few shows I Tivo, most
of the other "news" shows give me a headache.
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Yep, I think is a well put together primer on value investing
Even experienced investors will enjoy...I also recently read
King of Oil which is about Marc Rich. Very interesting read
as Rich pretty much invented the spot market in the oil
trade and was always portrayed as an evil tax evader who
did business with enemies of the US. The book dwelves
into the murky world of international commodities trading.
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Can Seaspan's competitor's do "slow steaming"?
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Motley Fool Conversations latest podcast is with Alice.
I'll let someone else post the link. I think you will enjoy
as I learned some new things in the 1/2interview.
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Barron's feels SHLD could go down 50%, can't say that
I would argue with them. It is going to be interesting
to watch though.
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Tariq, u sure? Cascade was Gate's personal money
and they are a reporting holder of Strategic Hotels, BEE, which
is not on this filing.
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I have also been very impressed by what Sardar has accomplished so far with WEST, FRN, and SNS, not to mention the Lion Fund.
His letters are very Buffettish, concise,clear language with not much hint of an ego.
I look forward to continue my modest : ) investments with him and I plan on going to the WEST meeting this year.
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Don't have the link, but a great story on the hard work
Howard is doing in Africa in helping the farmers.
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I reviewed the presentation, all 60+ pages.
I initiated a small holding in it on Monday at 2.32
Seems to have a favorable risk/reward tradeoff. Ackman
did a lot of digging and i am willing to foolow him
on this idea. Sure am glad i did not follow him on TGT
though, the Leucadia guys lost a couple hundred million
on that idea.
I guess i just got lucky, usually if I see a situation where Leucadia and
Ackman in an idea, i woulx jump in!
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I am concerned about the long-term value of the water rights
In that access to water is a political issue and PICO
may be forced to sell at an unfavorable price. And according to the annual letter, their equity positions lost
41% last year.
I like the concept of what PICO is doing but
not in love with it yet. There was a NYT article recently
on the water issue in Las Vegas and PICO was mentioned.
I have not found the link yet, but if i recollect; there
were lots of issues and bickering
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I am fine with the ads, i don't see any harm.
Thanks Sanjeev for all you do!
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Speaking of SNS, with the share price dropping from over $12 to around
$9, i am tempted to buy back in. I was originally in with an average
Cost in the low $7s and sold out around $11.75.
What are your thoughts?
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There was a guy named Charles Ortel on there bashing Buffett's performance since
1998, he thinks BRK should be shorted, and the derivatives are a big mistake
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Sorry, I could not find one, i have it on my dvr.
Btw Scorpion, did you recently buy something on EBay.
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::)Just watched it over at bengrahaminvesting.ca
Now that I think of it, he could be a great successor
To Buffett.
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;D
Great hour long show today, Mohnish was even on there. First
Time for me to hear David Sokol speak and I was impressed.
I think he would make a great CEO of BRK in the future.
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I would urge you to listen to the conference call replay, it should be up on IVA's web site in the next couple of days,
Charles and Chuck answered any question for about an hour. Everything from gold, Pfizer, inflation outlook, high yield bonds, selling puts, and Buffett and Munger quotes was discussed.
Both of these guys are young(40's, late 30's ?) but show lots of wisdom, I could see them being on Buffett's short list for successors, in fact I use to joke when Charles disappeared last year that he was in Omaha studying with Buffett.
They hate to lose money and always are looking at the downside risk and since I can invest without paying a load and feel comfortable placing some funds with them in case I blow up my other funds : )
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BTW, I think they were discussing the 10 billion threshold to let interested investors know they will close the funds.
I appreciate their candor and I don't think they are "money grubbing" .
I will be listening to their conference call tomorrow.
Chanticleer Holdings
in General Discussion
Posted
Another 13g filed yesterday