John Hjorth Posted January 28 Posted January 28 1 hour ago, gfp said: Don't worry Dave renovated the kitchen as soon as he bought it (also, the house I grew up in from '83 to late nineties had a stove top with no counter space on either side kind of like this and my Dad f'ing hated it) Even with a stove with columns on both sides, in Dad f'ing hated it style, it still looks like an awesome place to inhaul a case of aviation gin in good company, and experiencing a tremendous hangover next day! Awesome place, surroundings and views! - - - o 0 o - - - LBOing a LBO!? - - - o 0 o - - - Just: As usual everything Berkshire related nitpicked, drilled down to atomar level, ... - well, almost! -All good!
alpha Posted January 29 Posted January 29 Pilot announced a deal with Tesla to install EV charger infrastructure at some of its travel centres to support electric semi trucks. https://newsroom.pilotcompany.com/pilot-partners-with-tesla-on-semi-charger-network-for-fleets/
Spekulatius Posted January 29 Posted January 29 On 1/14/2026 at 10:08 PM, gfp said: That's the cloud room bro! They are going for high design. It isn't that old Looks like straight from the seventies. The colors, furniture and style.
gfp Posted February 4 Posted February 4 Just nice to see all Warren's picks killing it while he puts himself out to pasture. CB CVX KO AAPL Even some of Ted's picks are having a moment... The firm just might make it after all
CassiusKing1 Posted February 4 Posted February 4 1 hour ago, gfp said: Just nice to see all Warren's picks killing it while he puts himself out to pasture. CB CVX KO AAPL Even some of Ted's picks are having a moment... The firm just might make it after all
John Hjorth Posted February 4 Posted February 4 1 hour ago, gfp said: Just nice to see all Warren's picks killing it while he puts himself out to pasture. CB CVX KO AAPL Even some of Ted's picks are having a moment... The firm just might make it after all 5 minutes ago, CassiusKing1 said: +1
rogermunibond Posted February 4 Posted February 4 Is there a flight to quality non-digital companies? XOM, CVX, CAT, DE, GE, HON, rallying
Eldad Posted February 4 Posted February 4 20 minutes ago, rogermunibond said: Is there a flight to quality non-digital companies? XOM, CVX, CAT, DE, GE, HON, rallying Was just about to say that. The greatest collection of offline, moaty businesses is also doing pretty well today.
investmd Posted February 4 Posted February 4 I agree, we all think of BRK as a high quality stock with a tremendous track record. We have learnt a lot from Buffett and Munger. I'm wondering at today's market cap of >1 trillion dollars and with >$300B in cash, what are the rationales people in this group of value investors have for holding BRK? Is it for compounding over next one to two decades? Averaging out at 8%'ish? Is it for safety? - well diversified portfolio with better returns than fixed income growth with new strategy from new CEO? undervalued given quality of insurance business, and ability to invest float well? other? all of above? Thanks in advance for sharing, PS: I don't know yet how to create a poll in these threads
coffeecaninvestor Posted February 4 Posted February 4 6 minutes ago, investmd said: I agree, we all think of BRK as a high quality stock with a tremendous track record. We have learnt a lot from Buffett and Munger. I'm wondering at today's market cap of >1 trillion dollars and with >$300B in cash, what are the rationales people in this group of value investors have for holding BRK? Is it for compounding over next one to two decades? Averaging out at 8%'ish? Is it for safety? - well diversified portfolio with better returns than fixed income growth with new strategy from new CEO? undervalued given quality of insurance business, and ability to invest float well? other? all of above? Thanks in advance for sharing, PS: I don't know yet how to create a poll in these threads I am a little more optimistic on the operating business now that Greg is in charge. I also just use BRK to diversify away from buying more S&P500 since I already have so much in my 401k.
Masterofnone Posted February 4 Posted February 4 7 minutes ago, investmd said: I agree, we all think of BRK as a high quality stock with a tremendous track record. We have learnt a lot from Buffett and Munger. I'm wondering at today's market cap of >1 trillion dollars and with >$300B in cash, what are the rationales people in this group of value investors have for holding BRK? Is it for compounding over next one to two decades? Averaging out at 8%'ish? Is it for safety? - well diversified portfolio with better returns than fixed income growth with new strategy from new CEO? undervalued given quality of insurance business, and ability to invest float well? other? all of above? Thanks in advance for sharing, PS: I don't know yet how to create a poll in these threads Many hold positions because of huge embedded gains that we don't want the tax man to access. There is little real long-term down side, the accounting is conservative, most surprises will be pleasant and the enterprise will become more valuable in times of stress.
charlieruane Posted February 4 Posted February 4 (edited) Yeah, it's anti-fragile, tax-efficient, low-basis, honest... and it beats cash. Would I rather hold (or buy), like, Amex at 14x normalized earnings, though? Any day of the week. Edited February 4 by charlieruane
longlake95 Posted February 4 Posted February 4 This is the lowest risk - 10% compounder out there. I'm slightly more bullish now - contrary to public opinion - I think BRK does better in the next ten years. A young energetic Captain with his hand on the tiller - I think we get positive surprises. But - I'm biased.
Masterofnone Posted February 4 Posted February 4 I'm not interested in buying more at these prices. Buying new and selling long-appreciated have different math. At $445 I'd sniff.
Xerxes Posted February 10 Posted February 10 Does anyone know where is the last interview the CNbC (life and legacy) release late in Jan it is not in CNBc archive and YouTube has something that someone uploaded but seems to jump around (cut)
yesman182 Posted February 10 Posted February 10 From google AI overview: In March 2020, Berkshire Hathaway sold its BH Media Group publications and The Buffalo News to Lee Enterprises for $140 million in cash. The deal included 30 daily newspapers, 49 weekly publications, and 32 other print products. Berkshire acted as the sole lender for the transaction, providing $576 million in 9% interest financing to Lee to pay for the acquisition and refinance existing debt. Lee has had a change in control and a private placement for equity. As part of that process Berkshire has lowered the interest to 5% for the next 5 years. Lee's still owns Berkshire around $450 million. I guess I wouldn't have thought WEB would lower the interest, but I guess he wants to the papers to survive and doesn't want to retake ownership. https://investors.lee.net/news-releases/news-release-details/lee-enterprises-reports-strong-first-quarter-results-and-closing From Press release: “A key component of the transaction is an amendment to the Company’s credit agreement that reduces the annual interest rate on the Company’s outstanding debt to 5% from 9% for a five-year period. This rate reduction is expected to result in interest savings of approximately $18 million annually or up to $90 million over the five-year period, further improving the Company’s capital structure and strengthening the balance sheet,” added Bekke.
Charlie Posted February 11 Posted February 11 Any good estimates how big the Alphabet position from Berkshire is now? Hoping for a positive surprise.
flesh Posted February 11 Posted February 11 8 hours ago, Charlie said: Any good estimates how big the Alphabet position from Berkshire is now? Hoping for a positive surprise. https://www.cnbc.com/berkshire-hathaway-portfolio/
gfp Posted February 11 Posted February 11 My assumption is that Charlie was wondering if they added or subtracted shares to their last disclosed ownership position. CNBC just does the math on Q3 disclosures x today's price
CassiusKing1 Posted February 11 Posted February 11 Curious as well to see if there was any buyback nibbling done in the $470's.
marazul Posted February 11 Posted February 11 In a recent interview, Elon Musk mentioned how part of the AI related backlog is due to the gas turbines and related castings. Precision Catparts might be the leader in the industry. At least believe it was prior to going into Berkshire. Took a look at Howmet, what used to be Arconic/subisidiary of Alcoa I think, and it now has a +$90bn market cap! it was a tenth of that size 5 years ago or so. Think PCC would be highly valued if it were a public company, which would be a turnaround given all the problems since the acquisition. Besides the AI boom, the market for engines is also doing just fine.
Charlie Posted February 11 Posted February 11 (edited) 28 minutes ago, gfp said: My assumption is that Charlie was wondering if they added or subtracted shares to their last disclosed ownership position. CNBC just does the math on Q3 disclosures x today's price That´s right! I am dreaming of something like an Apple-like size position. Buybacks or large additions to Chubb would be wonderful, too. Edited February 11 by Charlie
Intelligent_Investor Posted February 11 Posted February 11 Doubt they added much to Google as its no longer cheap anymore.
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