Charlie

Bought some Berkshire b shares. Value up through acquisition, price still cheap. :)

Sold Davita shares for my parents and bought some Berkshire b shares.

Why Berkshire Hathaway Stock Has Rarely Been This Cheap https://www.barrons.com/articles/berkshire-hathaway-stock-has-rarely-been-this-cheap-51589191243 I agree and bought more B shares. ;)

Melinda Gates says Trump Administration's COVID response is 'costing lives' https://finance.yahoo.com/news/melinda-gates-says-trump-administrations-covid-response-is-costing-lives-120013294.html

Good warm-up for the Annual Meeting: https://finance.yahoo.com/news/warren-buffett-influencers-transcript-2020-120042697.html :)

I bought more Berkshire b shares over the week. No Berkshire Hathaway run-up in the shares this year before the annual meeting. It will be interesting to see what Buffett bought and how the big businesses are doing. However Berkshire shares are cheap and safe. :)

https://www.barrons.com/articles/oil-futures-fall-below-1-for-first-time-ever-51587406408?siteid=yhoof2&yptr=yahoo

What is the best way to profit from this oil price?

It's much more simple to own just Berkshire and enjoy life. There's a diminishing marginal utility to earning money if you have already enough money and especially if you don't enjoy the work or the work is unhealthy. I liked his focus. One of the best Buffett-Imitators. Anyone know his long-term track record?

Barrons has stolen the question from this thread: https://www.barrons.com/articles/stick-with-berkshire-hathaway-stock-even-if-warren-buffett-has-gone-quiet-51586542320 ;)

2019 annual letter is out: http://www.givernycapital.com/en/doc/236/Giverny_Capital_-_Annual_Letter_2019_web_.pdf Cheers! :)

Added more Berkshire b shares.... I hope Buffett find some great bargains with the cash hoard. :)

Bought some more Berkshire B shares. :) Today morning it looked like some panic selling. Help them when they want desperately to sell. ;)

"really horrible write-up on Berkshire in Barrons this weekend as a cover story. Basically calling for a breakup and a dividend...one of the worst piece I've seen on Buffett and Berkshire for sometime." +1 He should have read Buffetts´ comments on the topics.... That doesn't stop him to congratulate himself: "We like to think that Barron’s provides the best coverage of Berkshire anywhere." ;)

I bought some Berkshire b shares over the week. Results should be very good and the Apple shares did perform quite well. P/B is 1,41.

Merry Christmas everyone and a Happy New Year! :)

"Some of us around here should be experiencing the said joys ourselves with an unnamed stock ownership ;) We are the book, no?" OK, just buy the unnamed stock, experience the joy and forget the book. :)

Thank you for the information. :)

It sounds like an interesting book, but it is out of order at Amazon. Anybody who has read it and does know where I can buy it?

Bought some Berkshire b shares today. The results on Saturday should be good, the big equity positions are up nicely and Berkshire´s share price is underperforming. A good combination. :)

- Aldi - Lidl - Lindt & Sprüngli - Ferrero - Engel & Völkers - Hannover Rück - Ikea The strong US dollar would be a nice tailwind for European acquisitions. :)

I also bought some Berkshire B shares. Nice prices before a probably good earnings release and I liked the Apple results. :)

Allan Mecham increased his Berkshire stake by 55,05%. https://www.dataroma.com/m/holdings.php?m=AV Cheers!

I find Mr. Rochon doings and writings always interesting, too and always learn something. :) I thought his arguments about the index investing were a little bit weak and his comparison with 1998. He wants to keep his clients. ;) I have no idea, but it looks like he bought the additional US banks in 2019. As a Buffett student I would guess he bought BAC, US Bancorp and Wells Fargo.

2018 annual letter is out: http://www.givernycapital.com/en/doc/224/Giverny_Capital_-_Annual_Letter_2018_web_.pdf Cheers!