Parsad Posted May 8, 2014 Share Posted May 8, 2014 Terrific notes by Peter Boodell of Boodell & Co. Thanks to David for sending it! Cheers! Peter_Boodell_-_Berkshire_Hathaway_Annual_Meeting_May_3_2014.pdf Link to comment Share on other sites More sharing options...
nikhil25 Posted May 8, 2014 Share Posted May 8, 2014 Thanks guys! Link to comment Share on other sites More sharing options...
fareastwarriors Posted May 8, 2014 Share Posted May 8, 2014 Thanks. I spent the whole morning reading it. I got no work done. lol Link to comment Share on other sites More sharing options...
JGBRK Posted May 8, 2014 Share Posted May 8, 2014 Thank you, John Link to comment Share on other sites More sharing options...
Mephistopheles Posted May 8, 2014 Share Posted May 8, 2014 Thanks "When we bought HD bonds at 15 we should have bought the stock, but that will always be the case." Is this a typo or did Buffett really buy HD bonds? And did they really trade down to 15? Link to comment Share on other sites More sharing options...
gg Posted May 8, 2014 Share Posted May 8, 2014 Thanks "When we bought HD bonds at 15 we should have bought the stock, but that will always be the case." Is this a typo or did Buffett really buy HD bonds? And did they really trade down to 15? I'd assume that if he's talking about Home Depot, then he means 15 as in 15% yield to maturity, but haven't looked into it Link to comment Share on other sites More sharing options...
PlanMaestro Posted May 8, 2014 Share Posted May 8, 2014 Harley Davidson Link to comment Share on other sites More sharing options...
Mephistopheles Posted May 9, 2014 Share Posted May 9, 2014 Harley Davidson Ah! Of course. Thanks! Link to comment Share on other sites More sharing options...
Kiltacular Posted May 9, 2014 Share Posted May 9, 2014 Harley Davidson Ah! Of course. Thanks! http://www.marketfolly.com/2009/02/warren-buffett-buys-tiffanys-and-harley.html Link to comment Share on other sites More sharing options...
Mephistopheles Posted May 9, 2014 Share Posted May 9, 2014 Harley Davidson Ah! Of course. Thanks! http://www.marketfolly.com/2009/02/warren-buffett-buys-tiffanys-and-harley.html Thanks. I knew about the HOG deal, I was just thrown off by the shorthand "HD" which is also the ticker for Home Depot. Link to comment Share on other sites More sharing options...
Priyankar Posted May 9, 2014 Share Posted May 9, 2014 Many thanks for sharing this. Really appreciate it. Link to comment Share on other sites More sharing options...
adesigar Posted May 9, 2014 Share Posted May 9, 2014 Thanks nice notes Answer to Question 9 Buffett says "We are spending close to $3bil on a Canadian company, and we will be better off and that was best thing to do that day with that $3bil." Interesting Link to comment Share on other sites More sharing options...
petec Posted May 9, 2014 Share Posted May 9, 2014 CM really is great: "I realised what I needed to do is compete against idiots, and luckily there is a large supply". :) Link to comment Share on other sites More sharing options...
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