AJB96

ukvalueinvestment, Thanks for your offer to help. I will send you a DM.

I would like to speak to anyone on this forum who is based in Poland (please reply to this thread or DM me). In exchange for local market insights, I will share one of the most interesting investments with you that I have found in a long time (as long as you keep it confidential). Alex

My friends and I get a place using AirBnB every year and I highly recommend it. We rent an entire home to stay in and each get our own room for less than $100 each for the entire weekend. Total no brainer vs the overpriced hotels during the Berkshire weekend.

Pabrai discusses what the 3 things were at the 3:40 mark in the following video: "It was during his meeting with Munger, that Munger said, “If an investor just did three things, the end results would be vastly better than the rest.”

Great interview! Thanks for posting.

Thanks for posting this Eric! I've heard you talk about this for many years and you are very passionate about the subject. Alex

If you are planning to join us for the Yellow BRKers party you can find more information and register here: http://yellowbrkers.com Yellow BRKers Party Friday May 5th 4 PM - 7 PM DoubleTree by Hilton Omaha Downtown 1616 Dodge Street Omaha, NE 68102 Alex

I just read Ghangis Khan and the Making of the Modern World as well. It's fascinating and well worth a read. Alex

Yes there will! The 2016 Yellow BRKers will be held Friday, April 29th, 2016 at the DoubleTree Hotel in Omaha, starting at 4:00 pm and you can linger until 7:00 pm. There will be a short program at approximately 5:30. This is a casual atmosphere. It's a "happy hour" type of gathering - not a formal dinner or anything of that sort. The DoubleTree is located on 16th and Dodge. There may be some street parking, otherwise, one can use the parking garage with an entrance from the South at 16th & Dodge street, just east of the First National Bank. Please register in advance here: Yellowbrkers.com A $10 donation is suggested at the door to defray costs of putting on this event. There were many COBF board members there last year and I look forward to seeing you all again!

Ted - Here is a searchable database of public companies by geographic location: http://www.atlasofpublicstocks.com/ It was created by Miguel Barbosa who is familar to many in the value community. Alex

Merry Christmas and happy holidays. Alex

Great interview of Keith by the Manual of Ideas. The ideas he finds are very interesting. Thanks for being so willing to share your ideas with the rest of us. Alex

The latest 13F from the Pabrai Funds is out: http://www.sec.gov/Archives/edgar/data/1549575/000154957515000004/xslForm13F_X01/infotable.xml http://whalewisdom.com/filer/dalal-street-llc http://www.dataroma.com/m/holdings.php?m=PI Sold: All of BAC and BRK Most of Citi and a small portion of FCAU Bought: Repurchased his Posco stake General Motors warrants and added to WLRH

Sold directly by Berkshire to avoid scalpers: http://www.ebay.com/itm/Berkshire-Hathaway-Inc-2015-Shareholders-Meeting-/171727280077 Alex

Check out AirBnB. My friend got a nice place for $70 a night. Alex

I just took a look at the RSVP list for the Yellow BRKers and I noticed a bunch of people from this board. The Yellow BRKers is Friday May 2nd at the Downtown Double Tree Hotel on 1616 Dodge Street. If you are going to Omaha for the Berkshire Annual Meeting you are welcome to attend the event. Please RSVP under the 'Register' tab at www.yellowbrkers.com I look forward to seeing many of you in person!

Thanks for posting Parsad! The Yellow BRKers is in Omaha during the Berkshire Hathaway annual meeting weekend. Last year I saw many board members there and I hope to see many of you there again this year. For those of you that have not been to the event before, this is a great way to meet other value investors. If you are attending please register with the link above. Alex

This is very interesting. Thanks for sharing Parsad. I'm looking forward to buying shares in his company. Alex

The recognition is well deserved. Congratulations on the great results. And thanks for your contributions to the board. I've learned a lot from your thoughts over the years.

It would be great to see you and many others from this board at the Yellow BRKers! Remember you can register here: http://yellowbrkers.com/

Here is the letter: http://www.berkshirehathaway.com/letters/2012ltr.pdf Alex

infinitee00, I think you misread the notes from his speech. He said 75% of the portfolio should be allocated towards such stocks. He didn't say allocate 75% into just one stock. From my close observation, Mohnish allocates at most 10% of the fund in one stock.

I update the post to include the correct link. Again its http://yellowbrkers.com/.

Txlaw, The Yellow BRK'ers Meet and Greet is a great event for a first timer and anyone else: Berkshire Hathaway shareholders from all online communities are welcome to an unofficial gathering on Friday, May 4th, 2012. You are invited to join as fellow shareholders unofficially gather on Friday, May 4th, 2012 at the DoubleTree Hotel in Omaha to meet and have fun, starting at 4:00 pm and you can linger until 7:00 pm (or longer). There will be a short program at approximately 5:00 or 5:30. This is a casual atmosphere, with light snacks available. It's a "happy hour" type of gathering - not a formal dinner or anything of that sort. The DoubleTree is located on 16th and Dodge. There may be some street parking, otherwise, one can use the parking garage with an entrance from the South at 16th & Dodge street, just east of the First National Bank. To register for the event: http://yellowbrkers.com/

Berkshire Hathaway shareholders from all online communities are welcome to an unofficial gathering on Friday, April 29, 2011. You are invited to join as fellow shareholders unofficially gather on Friday, April 29, 2011 at the DoubleTree Hotel in Omaha to meet and have fun, starting at 4:00 pm and you can linger until 7:00 pm (or longer). There will be a short program at approximately 5:00 or 5:30. This is a casual atmosphere, with light snacks available. It's a "happy hour" type of gathering - not a formal dinner or anything of that sort. The DoubleTree is located on 16th and Dodge. There may be some street parking, otherwise, one can use the parking garage with an entrance from the South at 16th & Dodge street, just east of the First National Bank Yellow BRKer Details and Registration: http://www.amiando.com/YellowBRKer.html?page=490225