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A merry & shrewd investing community |
Best Of SPG |
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| Author | Board | Recs | Date | |
Re: o/t, The Industrialization Of Fraud | rogermunibond | Berkshire Hathaway | - | 10/06/26 |
Re: When AI Gets a Body | rogermunibond | Berkshire Hathaway | 2 | 09/28/26 |
OT - new Howard Marks letter | rogermunibond | Berkshire Hathaway | 9 | 09/22/26 |
BRK loads up on LEN | rogermunibond | Berkshire Hathaway | 2 | 09/22/26 |
Trading houses stake | rogermunibond | Berkshire Hathaway | 10 | 09/17/26 |
Re: OT: Apple | rogermunibond | Berkshire Hathaway | 1 | 09/09/26 |
OT - GE acquires CPP | rogermunibond | Berkshire Hathaway | 2 | 09/08/26 |
Re: Barrons cover, AI Capex Bubble About to Burst? | rogermunibond | Berkshire Hathaway | 3 | 09/02/26 |
Re: o/t, Bill Gates has changed his mind about AI a | rogermunibond | Berkshire Hathaway | 2 | 08/26/26 |
Re: OT Exxon robotic drilling | rogermunibond | Berkshire Hathaway | 1 | 08/26/26 |
BRK-backed Tokio Marine closing in on M&A targ | rogermunibond | Berkshire Hathaway | 8 | 08/25/26 |
Re: Thompson on GOOGL | rogermunibond | Berkshire Hathaway | 1 | 08/24/26 |
Greg Abel's upcoming Tokyo trip | rogermunibond | Berkshire Hathaway | 23 | 08/19/26 |
Re: Did Dodgers Expose the Real Time Bomb? | rogermunibond | Berkshire Hathaway | 3 | 08/19/26 |
Re: Did Dodgers Expose the Real Time Bomb? | rogermunibond | Berkshire Hathaway | 2 | 08/18/26 |
OT - the wonders of modern life | rogermunibond | Berkshire Hathaway | 10 | 08/13/26 |
Comparing 100% BRK with 60/40 trad portfolio | rogermunibond | Berkshire Hathaway | 2 | 08/11/26 |
Re: OT: S&P 500 Reported Earnings | rogermunibond | Berkshire Hathaway | 1 | 08/11/26 |
Re: OT: S&P 500 Reported Earnings | rogermunibond | Berkshire Hathaway | 1 | 08/11/26 |
Re: Summary of 2Q 2026 | rogermunibond | Berkshire Hathaway | 3 | 08/10/26 |
Re: Jassy on AI infrastructure economics | rogermunibond | Berkshire Hathaway | 3 | 08/04/26 |
Re: Jassy on AI infrastructure economics | rogermunibond | Berkshire Hathaway | - | 08/03/26 |
Re: Jassy on AI infrastructure economics | rogermunibond | Berkshire Hathaway | 2 | 08/03/26 |
Re: What does this all mean? | rogermunibond | Berkshire Hathaway | 4 | 07/27/26 |
Re: What does this all mean? | rogermunibond | Berkshire Hathaway | 4 | 07/27/26 |
Re: Celebrating 250 Years in America | rogermunibond | Berkshire Hathaway | 1 | 07/07/26 |
Re: “Big Short” bet against BRK | rogermunibond | Berkshire Hathaway | 2 | 06/25/26 |
Re: “Big Short” bet against BRK | rogermunibond | Berkshire Hathaway | 2 | 06/25/26 |
Re: “Big Short” bet against BRK | rogermunibond | Berkshire Hathaway | - | 06/25/26 |
Re: Berkshire Hathaway Buys Taylor Morrison for $8.5 B | rogermunibond | Berkshire Hathaway | - | 06/24/26 |
OT: Tokio Marine in the FT | rogermunibond | Berkshire Hathaway | 3 | 06/16/26 |
Re: Alphabet Investor Presentation | rogermunibond | Berkshire Hathaway | 4 | 06/04/26 |
OT: Private-equity affiliated life insurers | rogermunibond | Berkshire Hathaway | - | 05/26/26 |
Re: Delta a Weschler pick? | rogermunibond | Berkshire Hathaway | 2 | 05/20/26 |
Re: Is this the NV Energy Berkshire owns? | rogermunibond | Berkshire Hathaway | 6 | 05/15/26 |
Re: Progressive Auto performance | rogermunibond | Berkshire Hathaway | 3 | 05/13/26 |
Re: Progressive Auto performance | rogermunibond | Berkshire Hathaway | 1 | 05/13/26 |
Re: OT Worse On Purpose | rogermunibond | Berkshire Hathaway | - | 05/08/26 |
Re: Just a few thoughts on the AM | rogermunibond | Berkshire Hathaway | 1 | 05/08/26 |
McLane autonomous truck project with Aurora | rogermunibond | Berkshire Hathaway | 3 | 05/06/26 |
Re: Data centers? | rogermunibond | Berkshire Hathaway | 4 | 05/04/26 |
Re: Data centers? | rogermunibond | Berkshire Hathaway | - | 05/01/26 |
Re: Add Tim Cook to BOD. | rogermunibond | Berkshire Hathaway | 2 | 05/01/26 |
Re: insurance q | rogermunibond | Berkshire Hathaway | 1 | 04/16/26 |
OT - factors increasing retail electric rates | rogermunibond | Berkshire Hathaway | 4 | 04/13/26 |
Berkshire back for yen funding | rogermunibond | Berkshire Hathaway | 2 | 04/02/26 |
Buffett - zero inflation target | rogermunibond | Berkshire Hathaway | 2 | 03/31/26 |
OT nonprofits & foundations | rogermunibond | Berkshire Hathaway | 4 | 03/31/26 |
Re: Barron’s on Tokio Marine | rogermunibond | Berkshire Hathaway | 10 | 03/24/26 |
Re: Bought 2.5% of Tokio Marine | rogermunibond | Berkshire Hathaway | 2 | 03/23/26 |
Re: OT: SAP | rogermunibond | Berkshire Hathaway | 4 | 03/20/26 |
Re: Private equity collapse opportunity? | rogermunibond | Berkshire Hathaway | - | 03/05/26 |
OT strong demand for US assets | rogermunibond | Berkshire Hathaway | 8 | 03/02/26 |
Minority ownership of acquisitions | rogermunibond | Berkshire Hathaway | 2 | 03/02/26 |
Re: Hopes, for Greg’s first letter? | rogermunibond | Berkshire Hathaway | 1 | 02/26/26 |
Re: Hopes, for Greg’s first letter? | rogermunibond | Berkshire Hathaway | 4 | 02/26/26 |
Re: OT mostly: forevers | rogermunibond | Berkshire Hathaway | 4 | 02/24/26 |
Re: OT mostly: forevers | rogermunibond | Berkshire Hathaway | 4 | 02/24/26 |
Re: OT mostly: forevers | rogermunibond | Berkshire Hathaway | 3 | 02/24/26 |
Precision Castparts goodwill impairment | rogermunibond | Berkshire Hathaway | 4 | 02/19/26 |
Re: Read All About It | rogermunibond | Berkshire Hathaway | 3 | 02/18/26 |
Re: Abel making moves… | rogermunibond | Berkshire Hathaway | 1 | 02/17/26 |
Re: Abel making moves… | rogermunibond | Berkshire Hathaway | - | 02/17/26 |
Re: New post from Brooklyn investor | rogermunibond | Berkshire Hathaway | 4 | 02/16/26 |
Re: New post from Brooklyn investor | rogermunibond | Berkshire Hathaway | - | 02/16/26 |
New post from Brooklyn investor | rogermunibond | Berkshire Hathaway | 9 | 02/13/26 |
Re: The "Buffett Indicator" LOL... | rogermunibond | Berkshire Hathaway | - | 02/11/26 |
Re: brk, and front running shareholder | rogermunibond | Berkshire Hathaway | 3 | 02/04/26 |
Re: Value, when to buy | rogermunibond | Berkshire Hathaway | 1 | 01/28/26 |
Long dated BRK debt | rogermunibond | Berkshire Hathaway | 1 | 01/20/26 |
Re: OT Exxon ups forecast | rogermunibond | Berkshire Hathaway | 7 | 12/09/25 |
JGB yields moving up | rogermunibond | Berkshire Hathaway | 4 | 11/19/25 |
BNSF argues against UP-NSC merger | rogermunibond | Berkshire Hathaway | 3 | 10/01/25 |
Re: Inside 100 days | rogermunibond | Berkshire Hathaway | 8 | 09/30/25 |
Re: o/t, terrific 8 minute interview with Whitney | rogermunibond | Berkshire Hathaway | 3 | 09/23/25 |
Re: Rail Announcement | rogermunibond | Berkshire Hathaway | 4 | 08/25/25 |
OT - UNP in early talks with NSC | rogermunibond | Berkshire Hathaway | 3 | 07/18/25 |
Re: Why Not O&G? Is it the IEA Energy Outlook_ | rogermunibond | Berkshire Hathaway | 4 | 07/14/25 |
Re: Rails consolidation | rogermunibond | Berkshire Hathaway | 4 | 07/11/25 |
Rails consolidation | rogermunibond | Berkshire Hathaway | 3 | 07/11/25 |
Re: All insurance companies down today | rogermunibond | Berkshire Hathaway | 1 | 07/02/25 |
Deep dive on private equity and insurance | rogermunibond | Berkshire Hathaway | 4 | 06/27/25 |
Re: P&C Pricing Softening? | rogermunibond | Berkshire Hathaway | 2 | 06/25/25 |
Re: OT: Highest Life Expectancy Countries | rogermunibond | Berkshire Hathaway | 2 | 06/09/25 |
Re: Jack Daniels to go with Corona? | rogermunibond | Berkshire Hathaway | 1 | 06/05/25 |
Re: BRK Energy Bonds | rogermunibond | Berkshire Hathaway | 3 | 06/04/25 |
Re: BRK Energy Bonds | rogermunibond | Berkshire Hathaway | 1 | 06/04/25 |
Re: PE Lending & Bank Lending | rogermunibond | Berkshire Hathaway | 1 | 05/28/25 |
Re: PE Lending & Bank Lending | rogermunibond | Berkshire Hathaway | 1 | 05/28/25 |
Re: Why STZ - low ROE | rogermunibond | Berkshire Hathaway | - | 05/19/25 |
Re: Charlie Munger and Costco | rogermunibond | Berkshire Hathaway | 2 | 05/19/25 |
Re: Charlie Munger and Costco | rogermunibond | Berkshire Hathaway | 1 | 05/19/25 |
Re: Why STZ - low ROE | rogermunibond | Berkshire Hathaway | 2 | 05/16/25 |
Re: OT— USD diversification | rogermunibond | Berkshire Hathaway | 1 | 04/11/25 |
Re: Spy down another 4 percent, | rogermunibond | Berkshire Hathaway | 1 | 04/11/25 |
Re: OT: might get "interesting" today | rogermunibond | Berkshire Hathaway | - | 04/09/25 |
Re: How to get Annual Report printed copy | rogermunibond | Berkshire Hathaway | 1 | 04/09/25 |
Re: What about buying OXY AND Chubb? | rogermunibond | Berkshire Hathaway | 2 | 04/04/25 |
PCP value rises - CAM removed | rogermunibond | Berkshire Hathaway | 8 | 03/28/25 |
Re: OT: BYD fast charging battery development | rogermunibond | Berkshire Hathaway | 4 | 03/19/25 |
OT: BYD fast charging battery development | rogermunibond | Berkshire Hathaway | 9 | 03/19/25 |
BRK ownership of Japanese trading houses | rogermunibond | Berkshire Hathaway | 6 | 03/17/25 |
Re: OT also: FT on investment taxes | rogermunibond | Berkshire Hathaway | 1 | 03/14/25 |
Re: OT also: FT on investment taxes | rogermunibond | Berkshire Hathaway | 1 | 03/14/25 |
Re: OT: GillianTett Interview on tariffs etc | rogermunibond | Berkshire Hathaway | - | 03/14/25 |
Re: OT: GillianTett Interview on tariffs etc | rogermunibond | Berkshire Hathaway | 3 | 03/14/25 |
Re: Advanced talks to sell RE Brokerage to Compass | rogermunibond | Berkshire Hathaway | 1 | 03/13/25 |
Re: Income from BH subsdiarie debt | rogermunibond | Berkshire Hathaway | 4 | 03/10/25 |
Income from BH subsdiarie debt | rogermunibond | Berkshire Hathaway | 9 | 03/10/25 |
Re: Mars News | rogermunibond | Berkshire Hathaway | 9 | 03/07/25 |
Look back at recent acquisitions | rogermunibond | Berkshire Hathaway | 2 | 02/26/25 |
OT - Catastrophe bond ETF coming soon | rogermunibond | Berkshire Hathaway | 1 | 02/21/25 |
Re: OT - Warren nd Charlie bot | rogermunibond | Berkshire Hathaway | 3 | 02/12/25 |
Re: OT - Warren nd Charlie bot | rogermunibond | Berkshire Hathaway | 1 | 02/12/25 |
OT - Warren nd Charlie bot | rogermunibond | Berkshire Hathaway | 2 | 02/12/25 |
Marubeni to partner with Lyft | rogermunibond | Berkshire Hathaway | 6 | 02/10/25 |
Re: BRK: Why Not XOM? | rogermunibond | Berkshire Hathaway | 3 | 02/07/25 |
Re: OT Exxon and BP | rogermunibond | Berkshire Hathaway | 1 | 01/17/25 |
Re: L.A. Fires | rogermunibond | Berkshire Hathaway | 1 | 01/09/25 |
Latest from Howard Marks | rogermunibond | Berkshire Hathaway | 4 | 01/07/25 |
Re: OT - EV battery discussion - solid state batteries | rogermunibond | Berkshire Hathaway | 1 | 12/17/24 |
OT - EV battery discussion - solid state batteries | rogermunibond | Berkshire Hathaway | 7 | 12/16/24 |
Re: BRK: Why Not XOM? | rogermunibond | Berkshire Hathaway | 6 | 12/16/24 |
Re: Jason Zweig on BRK's Cash | rogermunibond | Berkshire Hathaway | - | 11/20/24 |
Class I railroads | rogermunibond | Berkshire Hathaway | 2 | 11/18/24 |
Re: tarriff threat | rogermunibond | Berkshire Hathaway | - | 11/06/24 |
Re: BAC and other Banks | rogermunibond | Berkshire Hathaway | 1 | 11/06/24 |
Re: BHE-BYD update | rogermunibond | Berkshire Hathaway | 1 | 11/05/24 |
Re: BRK Organization After Buffett? An Opinion | rogermunibond | Berkshire Hathaway | 4 | 10/30/24 |
Re: BRK acquires 20% BHE stake | rogermunibond | Berkshire Hathaway | - | 10/01/24 |
BRK acquires 20% BHE stake | rogermunibond | Berkshire Hathaway | 3 | 10/01/24 |
Re: OT: Hurricane Strength and Damage | rogermunibond | Berkshire Hathaway | 3 | 09/26/24 |
Re: Some serious criticism of Todd Combs | rogermunibond | Berkshire Hathaway | 18 | 09/24/24 |
Re: brk and BV relevance, | rogermunibond | Berkshire Hathaway | 13 | 09/10/24 |
Re: Is BRK going to buy Chubb? | rogermunibond | Berkshire Hathaway | 5 | 09/04/24 |
Re: OT JAB advisors reap billions | rogermunibond | Berkshire Hathaway | 3 | 08/14/24 |
Re: Home insurers record loss | rogermunibond | Berkshire Hathaway | 1 | 07/29/24 |
Home insurers record loss | rogermunibond | Berkshire Hathaway | 2 | 07/29/24 |
Re: He sold more BAC | rogermunibond | Berkshire Hathaway | 2 | 07/25/24 |
Re: o/t, debtors and creditors, | rogermunibond | Berkshire Hathaway | - | 07/01/24 |
Re: o/t, debtors and creditors, | rogermunibond | Berkshire Hathaway | - | 07/01/24 |
Re: Semi OT: the weather | rogermunibond | Berkshire Hathaway | - | 06/24/24 |
Re: S&P Free Cash Flow growth | rogermunibond | Berkshire Hathaway | - | 06/17/24 |
Re: Apple today | rogermunibond | Berkshire Hathaway | 2 | 06/12/24 |
Re: Another Pacificorp settlement | rogermunibond | Berkshire Hathaway | 1 | 06/05/24 |
OT: BYD introduces hybrid with 1300 mile range | rogermunibond | Berkshire Hathaway | 5 | 05/29/24 |
Re: Did Buffett buy the wrong oil major? | rogermunibond | Berkshire Hathaway | 2 | 04/30/24 |
Re: Kraft Heinz | rogermunibond | Berkshire Hathaway | 2 | 04/09/24 |
Re: 20% Job Cut at Geico Highlights Challenges | rogermunibond | Berkshire Hathaway | 1 | 04/08/24 |
Re: NAR settles realtor lawsuit | rogermunibond | Berkshire Hathaway | 2 | 03/18/24 |
Re: Cost-plus model: COST, IBKR, KMX - any others? | rogermunibond | Berkshire Hathaway | - | 03/06/24 |
Re: Mr Bloomstran now at $479/B share IV | rogermunibond | Berkshire Hathaway | 9 | 02/25/24 |
Re: From the FT | rogermunibond | Berkshire Hathaway | 2 | 02/24/24 |
HomeServices liability | rogermunibond | Berkshire Hathaway | 2 | 02/24/24 |
Re: sobering quote on BHE | rogermunibond | Berkshire Hathaway | 7 | 02/24/24 |
BHE - Salton Sea lithium potential | rogermunibond | Berkshire Hathaway | 3 | 01/24/24 |
Petrochina | rogermunibond | Berkshire Hathaway | - | 12/19/23 |
Has Buffett written about YTM discounted bond math | rogermunibond | Berkshire Hathaway | 1 | 12/07/23 |
Looks like BRK got into business with snakes | rogermunibond | Berkshire Hathaway | 7 | 11/29/23 |
Re: Rational Walk on retained earnings test | rogermunibond | Berkshire Hathaway | 4 | 11/20/23 |
Re: PacificCorp wildfire litigation | rogermunibond | Berkshire Hathaway | - | 11/06/23 |
PacificCorp wildfire litigation | rogermunibond | Berkshire Hathaway | 6 | 11/06/23 |
Re: More BYD sold | rogermunibond | BYD | 3 | 11/02/23 |
Re: NAR lawsuit | rogermunibond | Berkshire Hathaway | 2 | 11/01/23 |
Re: NAR lawsuit | rogermunibond | Berkshire Hathaway | 1 | 11/01/23 |
Re: NAR lawsuit | rogermunibond | Berkshire Hathaway | 1 | 11/01/23 |
NAR lawsuit | rogermunibond | Berkshire Hathaway | 1 | 10/31/23 |
Re: PacifiCorp liabilities | rogermunibond | Berkshire Hathaway | - | 09/19/23 |
Re: Looks like Ajit picked the wrong year to ... | rogermunibond | Berkshire Hathaway | 5 | 08/11/23 |
BHE/Pacificorp long dated debt | rogermunibond | Berkshire Hathaway | 1 | 08/08/23 |
Re: Climate Change Could Cause Home Insurance Meltdown | rogermunibond | Berkshire Hathaway | 1 | 07/24/23 |
Re: Climate Change Could Cause Home Insurance Meltdown | rogermunibond | Berkshire Hathaway | - | 07/24/23 |
Re: Seth Klarman on CNBC | rogermunibond | Berkshire Hathaway | - | 06/27/23 |
Re: DG on sale today | rogermunibond | Berkshire Hathaway | - | 06/20/23 |
Re: DG on sale today | rogermunibond | Berkshire Hathaway | - | 06/02/23 |
Buffett inflation targeting | rogermunibond | Berkshire Hathaway | 2 | 05/08/23 |
Re: Shale 4.0 | rogermunibond | Berkshire Hathaway | - | 04/25/23 |
Re: Pabrai: Berkshire Oxy Investment | rogermunibond | Berkshire Hathaway | - | 04/17/23 |
Re: Bloomstran Interview | rogermunibond | Berkshire Hathaway | 2 | 04/04/23 |
Re: Berkshire Proxy: How I voted | rogermunibond | Berkshire Hathaway | 1 | 03/22/23 |
Re: Wonder how Warren | rogermunibond | Berkshire Hathaway | 1 | 03/22/23 |
Re: SVB bailout | rogermunibond | Berkshire Hathaway | 1 | 03/21/23 |
Re: OT CS Bondholders behind Shareholders | rogermunibond | Berkshire Hathaway | 1 | 03/20/23 |
FT reporting UBS deal for CS at $2B+ | rogermunibond | Berkshire Hathaway | 5 | 03/19/23 |
Re: SVB bailout | rogermunibond | Berkshire Hathaway | 6 | 03/17/23 |
Re: More OXY | rogermunibond | Berkshire Hathaway | - | 03/16/23 |
Re: Repurchases vs. other stocks | rogermunibond | Berkshire Hathaway | - | 03/03/23 |
Re: Itching for Market Correction | rogermunibond | Berkshire Hathaway | - | 03/01/23 |
Re: A railroad primer | rogermunibond | Berkshire Hathaway | 5 | 03/01/23 |
Re: Annual Letter? | rogermunibond | Berkshire Hathaway | - | 02/25/23 |
Power of AAPL | rogermunibond | Berkshire Hathaway | 7 | 02/21/23 |
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