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Charlie

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Posts posted by Charlie

  1. Hi longinvestor,

     

    i liked his evolutionary explanations of a lot of things and also found some Buffett and Munger and other value investor quotes I didn't know.

    You will read a lot of things you already know, but a lot of ideas are thought in others directions or have good explanations.

     

    It's a good book. I think you have to read the whole book. ;)

  2. Also amazing is that Apple is at 1.663T market cap and Berkshire at 443.17B market cap.

     

    There could be a share price run up pretty soon, because of the acquisition, buyback activity, Witmer insider purchases, good earnings (the mayor investments should be earning good money) and 5% of Apple. I bought more on Friday after I read about the buyback activity.

     

    Cheers!

  3. 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.  :)

  4. 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?

     

     

     

  5. "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."    ;)

     

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