gfp

trade surpluses, no?

Tomorrow is New Year's eve! Who's got some juicy end of year tax-loss harvesting candidates that are trading especially weak into the flip of the calendar year?

Weird that the article says December 29th but says the stock trades around $1750 usd

Is he a smart guy? I remember him as like a 17 year old who sounds like McLovin

You think the father and son are IDF and this was a false flag attack? This forum is really going off the rails lately. Y'all crazy

It always goes back down! Even in a gas bull market this thing would find a way to go down

Is this a reference to drone strikes or am I missing another mass casualty event caused by Obama?

Keeping it classy in the oval

Can you be more precise with these numbers please? They are all jumbled up so I can't tell if you even have the correct numbers because they are out of order. Yes, obviously NCML has been a losing investment. For Sanmar it looks like you are mixing in bonds they used to own and comparing that to a current mark for equity only.

Personally I think large pickup trucks driven by humans will remain on US roads for our entire lifetimes. The use case of towing, loading equipment, specialized tool storage, hard hauling, dumping, loading ladders and lumber - none of that is going full self driving in our lifetimes. Nobody is going to launch a boat with autonomous driving. Jury is out on wether they are allowed to tow at all under FSD software rules (not talking about semis here). Luckily for Ford, GM and Ram - these are the profitable parts of their business. Otherwise they would be in a really bad place. As for full self driving cars being expensive or ubiquitous? They will be cheap like a current Tesla and even cheaper if Chinese vehicles are somehow allowed in. We essentially have already cracked full self driving. Waymos are too expensive and too few in number. There will be millions of hardware capable teslas on the road and a tesla is not out of line on price with the price of a comparable ICE vehicle. We have more and more tenants who don't own their own cars. No insurance bill (very expensive in Louisiana), no auto payment or associated purchase price, no worries that the windows are going to be smashed in the night. One is a touring musician and he just rents a car when he's in town and needs one. He and others also use uber to fill in here and there. Many young people are already treating cars like SaaS. And it is already saving them money and headaches.

I don't think anyone envisions a $7 Billion chunk of IDBI going into FIH. FIH will own some, but there are going to have to be financial partners like the pension funds and help from FFH parent. If FIH "gets" IDBI I assume they will merge CSB in to it.

NetJets Clayton Homes IMC BNSF is debatable depending on the metric Precision Castparts is probably dominant in their actual field, despite criticisms of their performance. Ajit's entire operation - call it National Indemnity

Can we crescendo this bearishness for Tuesday next week please? I'm waiting on a check

Someone just cleared a 150k share block while y'all are bellyaching

My understanding is that criminals who were tried and convicted of crimes were sentenced just like home-grown criminals and did their time. This complaining about them not honoring ICE detainers is for what happened after they were tried, convicted and served their sentence. After they were released. We release criminals back into society every day. After they have been sentenced and served their time. The talk around this makes it sound like you guys believe they didn't serve their time for the crimes they were convicted of. Why are these immigrants any worse than a poor black kid that did the same horrible crimes but happened to be born in the USA?

Todd's letter to GEICO associates: GEICO Associates, As I reflect on today's news and my time with GEICO, I feel an overwhelming sense of gratitude and pride. It has been my privilege to serve as your CEO since early 2020, and to work alongside the people who have made this company what it is today. I believe strongly in GEICO and in the vision that drives its ongoing transformation. As our company and our industry have continued to grow and evolve, you have brought your talent, dedication, and innovation to your work every day. Together, we've built an organization ready to meet the challenges and opportunities of the future with tremendous momentum - and that momentum belongs to you. What gives me the greatest confidence as I step into a new role at JPMorganChase is the strength of our leadership team - and especially the strength of your new CEO. Nancy Pierce is the right leader for this company, and she is uniquely qualified to lead GEICO to the next level and continue the gains that have been achieved. Thank you for your trust in our team and our strategic vision. Most of all, thank you for your energy and hard work on behalf of our customers and one another. It has been my honor to be part of this organization. With sincere appreciation, Todd

I assume they are referencing

We are strictly global down here in south Louisiana treasurehunt. Nothing past that is the rule

of course not I'm not sure about it!

Thanks for the heads up. So that should put the share count below 21 million, eh?

I have always attributed the V and MA holdings to Todd Combs and he did a great job of not interrupting those positions with action. I'll bet Todd has a better track record for BRK than most here give him credit for. Maybe we will find out some day when he writes a book.

Data centers in space sounds bonkers until you consider how much better solar energy is when almost all of it isn't being blocked by our atmosphere and it can be a 24/7 resource. Cooling is also simpler up 'dere. The rest of it I have no clue about but I heard there is a lot of energy up there in that big fireball that we are missing out on down here.

https://www.insuranceinsiderus.com/article/2fpag9w4jb9qrxs9t47i8/lines-of-business/d-o-directors-and-officers/berkshire-hathaway-leads-300mn-d-o-tower-for-first-brands Berkshire Hathaway leads $300mn D&O tower for First Brands The policy includes a $200mn limit with an additional $100mn for side A coverage.

In case some missed it, Pacificorp has a plan to raise capital without piercing the corporate veil. Selling its interest in an unfinished transmission line to a BHE subsidiary who can finance the completion of the line and lease the use of the line back to Pacificorp long-term. https://www.oregonlive.com/environment/2025/12/pacificorp-wants-to-sell-its-share-of-300-mile-power-line-to-related-company.html