OracleofCarolina Posted March 22, 2009 Share Posted March 22, 2009 30% Contango 30% Western Sizzlin 10% LUK 10% BRKb 10% SNS 10% cash and small positions in stuff like BAC PRXI Link to comment Share on other sites More sharing options...
CassiusKing1 Posted March 24, 2009 Share Posted March 24, 2009 20% BerkHathaway 15% Procter & Gamble 25% TIPS 15% Cash 10% Leucadia 10% Fairfax 5% Misc others. Link to comment Share on other sites More sharing options...
Uccmal Posted March 24, 2009 Share Posted March 24, 2009 Oracle, What is 30% Contango Link to comment Share on other sites More sharing options...
JAllen Posted March 24, 2009 Share Posted March 24, 2009 Oracle, What is 30% Contango I think he is referring to Contango Oil and Gas (MCF) Here is a brief summary but I'm sure you're already familiar with the company. http://blog.valueinvestingcongress.com/2009/03/12/contango-oil-gas-mcf-insane-value-by-aaron-edelheit/ Link to comment Share on other sites More sharing options...
naboo Posted March 24, 2009 Share Posted March 24, 2009 95% of my entire asset in FFH, 5% in cash. Link to comment Share on other sites More sharing options...
gordoffh Posted March 24, 2009 Share Posted March 24, 2009 24 % oil and gas ( pwt,bnk,oil) 51 % gold ( yri,goz,smf,clh,rmx) 5 % FFH 6 % Forestry ( sfk,cfx) 10 % BMO 4 % ge ,bac leaps and spy Will be moving some gold back into ffh Link to comment Share on other sites More sharing options...
OracleofCarolina Posted March 24, 2009 Share Posted March 24, 2009 Oracle, What is 30% Contango [/quote Yes, that's right MCF Link to comment Share on other sites More sharing options...
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