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Best Of IBM |
| Shrewd'm.com Merry shrewd investors |
A merry & shrewd investing community |
Best Of IBM |
| Shrewd'm.com Merry shrewd investors |
| Author | Board | Recs | Date | |
Re: BRK loads up on LEN | rnam | Berkshire Hathaway | 5 | 09/26/26 |
Re: BRK Pabrai Blog | rnam | Berkshire Hathaway | 21 | 09/19/26 |
Progressive Combined Ratio Rises | rnam | Berkshire Hathaway | 8 | 09/18/26 |
Avoiding bonds will boost BRK | rnam | Berkshire Hathaway | 14 | 09/16/26 |
Re: Not just energy | rnam | Berkshire Hathaway | 3 | 09/08/26 |
Re: Non-US shares with management you trust | rnam | Non-US Stocks | 2 | 09/07/26 |
Re: Non-US shares with management you trust | rnam | Non-US Stocks | 3 | 09/07/26 |
Re: DKS | rnam | Falling Knives | 4 | 09/02/26 |
Re: DKS | rnam | Falling Knives | 4 | 09/02/26 |
Apple under Cook | rnam | Berkshire Hathaway | 4 | 09/01/26 |
OT Exxon robotic drilling | rnam | Berkshire Hathaway | 3 | 08/26/26 |
Alex Morris Buffett & Munger Unscripted | rnam | Berkshire Hathaway | 6 | 08/23/26 |
Re: Not Happy | rnam | Berkshire Hathaway | 3 | 08/21/26 |
Re: FKA: MKL | rnam | Falling Knives | 7 | 08/20/26 |
Re: Unite Group UTG, couple of notes | rnam | Non-US Stocks | 1 | 08/18/26 |
Re: Unite Group UTG, couple of notes | rnam | Non-US Stocks | 2 | 08/17/26 |
Li Lu adds to BRK holding | rnam | Berkshire Hathaway | 14 | 08/14/26 |
Oaktree’s UWM deal | rnam | Brookfield Corporation | 8 | 08/11/26 |
Re: Down after earnings | rnam | Markel | 6 | 08/03/26 |
Down after earnings | rnam | Markel | 6 | 08/03/26 |
Re: Jassy on AI infrastructure economics | rnam | Berkshire Hathaway | 14 | 07/31/26 |
Re: Meta's AI investments | rnam | Meta | 1 | 07/30/26 |
Brookfield Properties is now BGRE | rnam | Brookfield Corporation | 3 | 07/28/26 |
Re: PE’s latest grift, Berkshire related? | rnam | Berkshire Hathaway | 3 | 07/27/26 |
UNP earnings | rnam | Berkshire Hathaway | 6 | 07/23/26 |
CRM replaced in 2 months | rnam | Falling Knives | 2 | 07/22/26 |
Mile World Record for Brooks | rnam | Berkshire Hathaway | 18 | 07/20/26 |
Re: OT: FT article ´The next crash´ | rnam | Berkshire Hathaway | 3 | 07/18/26 |
OT Excellent earnings by Travelers | rnam | Berkshire Hathaway | 2 | 07/18/26 |
30 S&P stocks down over 30% | rnam | Falling Knives | 3 | 07/15/26 |
Re: Anyone Traveling To Europe/UK? | rnam | Travel Wanderer | - | 07/14/26 |
Re: Poorly performing value traps I am buying | rnam | Falling Knives | 5 | 07/13/26 |
Ad Moat Eroding? | rnam | Alphabet | 8 | 07/13/26 |
Re: Another Builder Acquired | rnam | Berkshire Hathaway | 8 | 07/10/26 |
Re: Our stock picks at 4 years | rnam | Berkshire Hathaway | 1 | 07/08/26 |
Private Jet Owners Getting Younger | rnam | Berkshire Hathaway | 5 | 07/02/26 |
Above $500 | rnam | Berkshire Hathaway | 2 | 07/01/26 |
Re: OXY New CEO's Challenges | rnam | Berkshire Hathaway | 4 | 06/30/26 |
OXY New CEO's Challenges | rnam | Berkshire Hathaway | 3 | 06/29/26 |
AI Rationing | rnam | Alphabet | 11 | 06/28/26 |
OT Grantham Sounding AI Alarm | rnam | Berkshire Hathaway | 4 | 06/27/26 |
BRK. to replace NKE in DJIA? | rnam | Berkshire Hathaway | 3 | 06/26/26 |
Re: “Big Short” bet against BRK | rnam | Berkshire Hathaway | 7 | 06/25/26 |
Re: “Big Short” bet against BRK | rnam | Berkshire Hathaway | 7 | 06/25/26 |
“Big Short” bet against BRK | rnam | Berkshire Hathaway | 5 | 06/24/26 |
OT Briiliant Seth Klarmen interview | rnam | Berkshire Hathaway | 9 | 06/24/26 |
Re: Bitcoin | rnam | Falling Knives | 6 | 06/22/26 |
Data Center Insurance Securitization | rnam | Berkshire Hathaway | 3 | 06/18/26 |
Re: OT: Tokio Marine in the FT | rnam | Berkshire Hathaway | 3 | 06/16/26 |
Re: De-risk a bit? | rnam | Berkshire Hathaway | 3 | 06/14/26 |
Re: Nope, Not Gonna Do It | rnam | Berkshire Hathaway | 9 | 06/09/26 |
Statistically Bizarre | rnam | Mechanical Investing | 9 | 06/09/26 |
Re: Nope, Not Gonna Do It | rnam | Berkshire Hathaway | 6 | 06/08/26 |
Re: Make Berkshire Compound Again! | rnam | Berkshire Hathaway | 4 | 06/07/26 |
BRK led by migrants | rnam | Berkshire Hathaway | 35 | 06/05/26 |
Jim, what do you think about IHI now. | rnam | Falling Knives | 6 | 06/03/26 |
Re: Make Berkshire Compound Again! | rnam | Berkshire Hathaway | 1 | 06/03/26 |
New tickers GOOGM & GOOGN | rnam | Alphabet | 6 | 06/03/26 |
Happy birthday Abel | rnam | Berkshire Hathaway | 14 | 06/02/26 |
Mag 7 which one next? | rnam | Berkshire Hathaway | 2 | 06/02/26 |
Re: Poorly performing value traps I am buying | rnam | Falling Knives | 4 | 06/01/26 |
Down 15% in last 5 weeks | rnam | Fairfax Financial | 3 | 06/01/26 |
Re: Brk in big deal with goog. | rnam | Berkshire Hathaway | 1 | 06/01/26 |
Re: Berkshire Hathaway to Acquire Taylor Morrison Home | rnam | Berkshire Hathaway | 5 | 06/01/26 |
Re: Berkshire Hathaway to Acquire Taylor Morrison Home | rnam | Berkshire Hathaway | 11 | 05/31/26 |
Re: Berkshire Hathaway to Acquire Taylor Morrison Home | rnam | Berkshire Hathaway | 6 | 05/31/26 |
OT Lesson from 19th Century Railroad Finance | rnam | Berkshire Hathaway | 7 | 05/29/26 |
Micron Future Falling Knife | rnam | Falling Knives | 4 | 05/26/26 |
Squillions | rnam | Macroeconomic Trends & Risks | 2 | 05/23/26 |
Intuit | rnam | Falling Knives | 7 | 05/22/26 |
OXY earnings reactions | rnam | Berkshire Hathaway | 8 | 05/21/26 |
Re: LULU | rnam | Falling Knives | 2 | 05/21/26 |
Re: Big Numbers! | rnam | Berkshire Hathaway | 1 | 05/19/26 |
Re: OT: Li Lu & SPGI | rnam | Berkshire Hathaway | - | 05/18/26 |
OT Big energy merger | rnam | Berkshire Hathaway | 3 | 05/18/26 |
Re: Delta a Weschler pick? | rnam | Berkshire Hathaway | 7 | 05/18/26 |
Delta a Weschler pick? | rnam | Berkshire Hathaway | 3 | 05/18/26 |
Seth Klarman on how Buffett did it | rnam | Berkshire Hathaway | 17 | 05/16/26 |
Re: Bought Alphabet, NYT, Lennar | rnam | Berkshire Hathaway | - | 05/15/26 |
Bought Alphabet, NYT, Lennar | rnam | Berkshire Hathaway | 14 | 05/15/26 |
Re: Is this the NV Energy Berkshire owns? | rnam | Berkshire Hathaway | 4 | 05/15/26 |
OT WSB response to SEC reporting proposal | rnam | Berkshire Hathaway | 6 | 05/15/26 |
Abel the right CEO for today’s BRK | rnam | Berkshire Hathaway | 16 | 05/14/26 |
Earnings Q1 | rnam | Brookfield Corporation | 6 | 05/14/26 |
Re: Progressive Auto performance | rnam | Berkshire Hathaway | 1 | 05/13/26 |
Re: Constellation Software - CNSWF | rnam | Falling Knives | 5 | 05/13/26 |
Progressive Auto performance | rnam | Berkshire Hathaway | 17 | 05/13/26 |
Dominant player in AI | rnam | Alphabet | 4 | 05/10/26 |
Re: FKA: SAP SE | rnam | Falling Knives | 1 | 05/10/26 |
California Billionaire Tax worse for A shares | rnam | Berkshire Hathaway | 3 | 05/10/26 |
Other income | rnam | Alphabet | 7 | 05/09/26 |
Barron’s rates it a buy | rnam | Markel | 4 | 05/08/26 |
OT Fragility Risk of Narrow Rally | rnam | Berkshire Hathaway | 3 | 05/07/26 |
OT Worse On Purpose | rnam | Berkshire Hathaway | 17 | 05/07/26 |
Re: Attendance? | rnam | Berkshire Hathaway | - | 05/06/26 |
Profile of Amex CEO Squeri | rnam | Berkshire Hathaway | 6 | 05/06/26 |
Re: IV and growth estimates | rnam | Berkshire Hathaway | 7 | 05/04/26 |
Apple signals change in cash use | rnam | Berkshire Hathaway | 5 | 05/03/26 |
Converting MLP to C-Corp | rnam | Brookfield Corporation | 4 | 05/03/26 |
Total return swaps | rnam | Fairfax Financial | 3 | 05/03/26 |
Re: In progress observations | rnam | Berkshire Hathaway | 6 | 05/03/26 |
Re: Stock Repurchases Q1 | rnam | Berkshire Hathaway | - | 05/02/26 |
Stock Repurchases Q1 | rnam | Berkshire Hathaway | 11 | 05/02/26 |
Chris Davis S&P500 distorted, banks undervalue | rnam | Berkshire Hathaway | 1 | 05/01/26 |
Add Tim Cook to BOD. | rnam | Berkshire Hathaway | 26 | 05/01/26 |
Sue Decker on CNBC | rnam | Berkshire Hathaway | 2 | 05/01/26 |
Re: OT: MKL | rnam | Berkshire Hathaway | 1 | 04/30/26 |
Jana pushes for Ventures divestment | rnam | Markel | 3 | 04/30/26 |
Morningstar on Annual Meeting | rnam | Berkshire Hathaway | 4 | 04/30/26 |
Re: OT: MKL | rnam | Berkshire Hathaway | 1 | 04/29/26 |
Re: MKL q1 | rnam | Markel | 4 | 04/29/26 |
Re: MKL q1 | rnam | Markel | 1 | 04/29/26 |
Re: MKL q1 | rnam | Markel | 1 | 04/29/26 |
Re: ADP | rnam | Falling Knives | 1 | 04/29/26 |
Mobile Home Rule Change May Boost Clayton Homes | rnam | Berkshire Hathaway | 3 | 04/25/26 |
OT Resilience of long-lived fitms | rnam | Berkshire Hathaway | 16 | 04/18/26 |
Re: ADP | rnam | Falling Knives | 1 | 04/11/26 |
Re: ADP | rnam | Falling Knives | 1 | 04/11/26 |
Re: ADP | rnam | Falling Knives | 2 | 04/11/26 |
Re: Unite Group (UTG), UK, falling knife. | rnam | Non-US Stocks | - | 04/10/26 |
Re: Brazil the cheapest? | rnam | Non-US Stocks | 2 | 04/09/26 |
Re: NKE | rnam | Falling Knives | 2 | 04/09/26 |
FT on British Student Housing Hangover | rnam | Non-US Stocks | 4 | 04/08/26 |
Brazil the cheapest? | rnam | Non-US Stocks | 2 | 04/08/26 |
Re: Buffett - zero inflation target | rnam | Berkshire Hathaway | 2 | 04/01/26 |
Buffett still investing | rnam | Berkshire Hathaway | 6 | 03/31/26 |
Re: OXY CEO to retire | rnam | Berkshire Hathaway | 4 | 03/27/26 |
BRK an AI winner? | rnam | Berkshire Hathaway | 3 | 03/27/26 |
OXY CEO to retire | rnam | Berkshire Hathaway | 8 | 03/26/26 |
Re: Fallen knives compared | rnam | Falling Knives | 2 | 03/26/26 |
Fallen knives compared | rnam | Falling Knives | 1 | 03/25/26 |
Re: SAP SE | rnam | Non-US Stocks | 5 | 03/25/26 |
Re: SAP SE | rnam | Non-US Stocks | 2 | 03/24/26 |
Re: Bought 2.5% of Tokio Marine | rnam | Berkshire Hathaway | 1 | 03/23/26 |
Re: Bought 2.5% of Tokio Marine | rnam | Berkshire Hathaway | 1 | 03/23/26 |
Re: Bought 2.5% of Tokio Marine | rnam | Berkshire Hathaway | 3 | 03/23/26 |
Bought 2.5% of Tokio Marine | rnam | Berkshire Hathaway | 14 | 03/23/26 |
Re: OT New Monaco homes | rnam | Berkshire Hathaway | - | 03/16/26 |
OT New Monaco homes | rnam | Berkshire Hathaway | 4 | 03/14/26 |
Re: Individual Investor recommendations | rnam | Berkshire Hathaway | 7 | 02/27/26 |
NVDA and MELI | rnam | Falling Knives | 9 | 02/26/26 |
Vibe Coding a Word Processor | rnam | Falling Knives | 7 | 02/24/26 |
Re: TSA PreCheck, Global Entry halted | rnam | Travel Wanderer | 6 | 02/22/26 |
Re: OT mostly: forevers | rnam | Berkshire Hathaway | 1 | 02/22/26 |
Re: OT mostly: forevers | rnam | Berkshire Hathaway | 5 | 02/22/26 |
AI Spending Debate | rnam | Falling Knives | 20 | 02/22/26 |
Earnings call | rnam | Fairfax Financial | 2 | 02/20/26 |
BN BAM divergence | rnam | Brookfield Corporation | 2 | 02/20/26 |
More cash gushing in | rnam | Berkshire Hathaway | 13 | 02/19/26 |
Re: Read All About It | rnam | Berkshire Hathaway | 5 | 02/17/26 |
Re: Read All About It | rnam | Berkshire Hathaway | 1 | 02/17/26 |
Re: Read All About It | rnam | Berkshire Hathaway | 5 | 02/17/26 |
Damodaran on business profitability | rnam | Berkshire Hathaway | 10 | 02/16/26 |
Morphing into insurance company | rnam | Brookfield Corporation | 6 | 02/15/26 |
SRCC insurance losses soaring | rnam | Berkshire Hathaway | 8 | 02/15/26 |
OT Something big is happening in AI | rnam | Berkshire Hathaway | 16 | 02/14/26 |
Re: How Capitalists Destroyed Capitalism | rnam | Macroeconomic Trends & Risks | 6 | 02/11/26 |
Re: Buying opportunity? | rnam | Fairfax Financial | 1 | 02/10/26 |
Today it is wealth management | rnam | Falling Knives | 6 | 02/10/26 |
Re: AJG? | rnam | Falling Knives | 4 | 02/09/26 |
Re: AJG? | rnam | Falling Knives | 3 | 02/09/26 |
Re: Constructing a legacy portfolio | rnam | Index Investing | 2 | 02/07/26 |
Re: OT Krugman (and WEB) on Bitcoin | rnam | Berkshire Hathaway | 22 | 02/06/26 |
Re: BN - refocusing as insurance investor ? | rnam | Brookfield Corporation | 3 | 02/05/26 |
PacificCorp appeals class action | rnam | Berkshire Hathaway | 3 | 02/04/26 |
Re: Constellation Software - CNSWF | rnam | Falling Knives | 3 | 02/04/26 |
Re: OT: Idle observations | rnam | Macroeconomic Trends & Risks | 3 | 01/31/26 |
The Kill Line | rnam | Macroeconomic Trends & Risks | 12 | 01/30/26 |
Share Buybacks Comparison | rnam | Berkshire Hathaway | 3 | 01/26/26 |
Re: Barron’s, khc | rnam | Berkshire Hathaway | 1 | 01/22/26 |
Selling Kraft Heinz | rnam | Berkshire Hathaway | 2 | 01/21/26 |
SaaS stocks down on AI fears | rnam | Falling Knives | 11 | 01/18/26 |
10-year performance by asset class | rnam | Index Investing | 2 | 01/15/26 |
10 yr performance of asset classes | rnam | Berkshire Hathaway | 9 | 01/15/26 |
GS Warns US Grids Face Power Crunch by 2030 | rnam | Berkshire Hathaway | 2 | 01/06/26 |
Largest insurance company by assets | rnam | Berkshire Hathaway | 7 | 01/05/26 |
OT Fed cash infusions to JPM? | rnam | Berkshire Hathaway | 19 | 01/02/26 |
Molina Healthcare likened to GEICO | rnam | Berkshire Hathaway | 3 | 12/30/25 |
Re: What If Qualified Dividend Tax Rate Repealed | rnam | Berkshire Hathaway | 5 | 12/27/25 |
OT Booms and Busts | rnam | Berkshire Hathaway | 9 | 12/27/25 |
Is the Tao smarter than the Dow? | rnam | Berkshire Hathaway | 3 | 12/25/25 |
Re: India allows 100% insurance ownership | rnam | Berkshire Hathaway | 3 | 12/18/25 |
India allows 100% insurance ownership | rnam | Berkshire Hathaway | 6 | 12/18/25 |
Re: OXY below BRK's last purchase | rnam | Berkshire Hathaway | 1 | 12/17/25 |
Re: Investment portfolio | rnam | Berkshire Hathaway | 1 | 12/11/25 |
Re: Parts I'm not crazy about | rnam | Berkshire Hathaway | 4 | 12/11/25 |
Apple’s China AI struggles | rnam | Berkshire Hathaway | 2 | 12/09/25 |
OT Exxon ups forecast | rnam | Berkshire Hathaway | 3 | 12/09/25 |
Ted Weschler’s role | rnam | Berkshire Hathaway | 4 | 12/09/25 |
Apple Executive Departures | rnam | Berkshire Hathaway | 1 | 12/06/25 |
Overcharging | rnam | Dollar General | 5 | 12/03/25 |
Damodaran breakeven revenue model | rnam | Berkshire Hathaway | 21 | 12/03/25 |
Re: Unite Group (UTG), UK, falling knife. | rnam | Non-US Stocks | 1 | 12/01/25 |
Re: Growth Stalwarts marked down | rnam | Falling Knives | 1 | 11/29/25 |
Proliferation of indexes | rnam | Index Investing | 6 | 11/28/25 |
Re: Buffett/Munger have been dead WRONG on gold | rnam | Berkshire Hathaway | 27 | 11/25/25 |
Growth Stalwarts marked down | rnam | Falling Knives | 5 | 11/24/25 |
Re: Meanwhile, in sausage roll news (GRG) | rnam | Non-US Stocks | 3 | 11/24/25 |
Pool Corp | rnam | Berkshire Hathaway | - | 11/17/25 |
Chris Davis reduces BRK | rnam | Berkshire Hathaway | 4 | 11/16/25 |
Wealth Management | rnam | Brookfield Corporation | 1 | 11/15/25 |
Re: Cherry picking tariff relief | rnam | Macroeconomic Trends & Risks | 9 | 11/14/25 |
Chevron to prioritise shareholder returns | rnam | Berkshire Hathaway | 2 | 11/13/25 |
Re: future buyback opportunity? | rnam | Berkshire Hathaway | 5 | 11/12/25 |
Re: AI threat to internet advertising | rnam | Alphabet | - | 11/07/25 |
Babcock | rnam | Non-US Stocks | 1 | 11/06/25 |
AI threat to internet advertising | rnam | Alphabet | 3 | 11/06/25 |
Re: Brk, it's time to declare a 1$ quarterly | rnam | Berkshire Hathaway | 9 | 11/05/25 |
Increase in A Shares | rnam | Berkshire Hathaway | 5 | 11/05/25 |
Amazon says PacificCorp not powering data centers | rnam | Berkshire Hathaway | 2 | 11/03/25 |
WOSG and Fever Tree | rnam | Non-US Stocks | 2 | 10/30/25 |
KHC warns on worst consumer sentiment | rnam | Berkshire Hathaway | 5 | 10/29/25 |
Re: Bubble Watch | rnam | Berkshire Hathaway | 6 | 10/28/25 |
UNP CEO says BNSF backward looking | rnam | Berkshire Hathaway | 8 | 10/23/25 |
Re: AJG and BRO | rnam | Falling Knives | 1 | 10/16/25 |
Re: AJG and BRO | rnam | Falling Knives | 4 | 10/16/25 |
Ferrari crashes on guidance | rnam | Non-US Stocks | - | 10/10/25 |
Bigger than the Fed Reserve | rnam | Berkshire Hathaway | 8 | 10/09/25 |
Re: BRK - OXY | rnam | Berkshire Hathaway | 3 | 10/03/25 |
Re: BRK - OXY | rnam | Berkshire Hathaway | 4 | 10/02/25 |
Re: BRK - OXY | rnam | Berkshire Hathaway | 10 | 10/02/25 |
OT Canadian Buffett resigns, stock falls 17% | rnam | Berkshire Hathaway | 26 | 10/01/25 |
OXY selling petrochemicals | rnam | Berkshire Hathaway | 3 | 09/29/25 |
Re: Why Bonds? | rnam | Bond Investing | - | 09/06/25 |
Re: STZ plunges on lower outlook | rnam | Berkshire Hathaway | 4 | 09/02/25 |
Buffett disappointed at KHC split | rnam | Berkshire Hathaway | 8 | 09/02/25 |
Goldman says Buy | rnam | Brookfield Corporation | 9 | 09/02/25 |
STZ plunges on lower outlook | rnam | Berkshire Hathaway | - | 09/02/25 |
Re: Berkshire 3 year return | rnam | Berkshire Hathaway | 3 | 08/27/25 |
Boring is better | rnam | Falling Knives | 13 | 08/27/25 |
Mark All Read | rnam | Shrewdsmith | - | 08/25/25 |
EV Battery Swapping | rnam | Macroeconomic Trends & Risks | 5 | 08/24/25 |
Buffett's Intangible Moats | rnam | Berkshire Hathaway | 10 | 08/24/25 |
OT Progressive Insurance | rnam | Berkshire Hathaway | 8 | 08/20/25 |
Re: TGT - Target | rnam | Falling Knives | 5 | 08/20/25 |
Re: Bonds | rnam | Index Investing | 1 | 08/16/25 |
Re: Bonds | rnam | Index Investing | 3 | 08/16/25 |
Cardboard Box demand falling | rnam | Macroeconomic Trends & Risks | 5 | 08/14/25 |
Re: LSEG | rnam | Non-US Stocks | - | 08/13/25 |
OT Devon Energy | rnam | Berkshire Hathaway | 2 | 08/12/25 |
Devon Energy | rnam | Falling Knives | 5 | 08/12/25 |
Re: Davis Sold Some | rnam | Berkshire Hathaway | 3 | 08/12/25 |
Re: MELI update | rnam | Non-US Stocks | 1 | 08/05/25 |
Will data centers crash the economy? | rnam | Macroeconomic Trends & Risks | 5 | 08/02/25 |
Book value adjustment | rnam | Fairfax Financial | 5 | 08/01/25 |
Re: Nestlé... | rnam | Falling Knives | 2 | 08/01/25 |
Re: NVO down to $53 | rnam | Falling Knives | 1 | 07/30/25 |
Re: NVO down to $53 | rnam | Falling Knives | 6 | 07/30/25 |
BNSF hires GS | rnam | Berkshire Hathaway | 4 | 07/21/25 |
Fracking Wastewater Lawsuit | rnam | Berkshire Hathaway | 8 | 07/21/25 |
Small Cap Stocks | rnam | Falling Knives | 5 | 07/19/25 |
Union Pacific merger speculation | rnam | Berkshire Hathaway | 6 | 07/17/25 |
Clean energy deal with GOOGL | rnam | Brookfield Corporation | 6 | 07/15/25 |
Kraft planning split | rnam | Berkshire Hathaway | 3 | 07/11/25 |
Re: Push to Index Capital Gains | rnam | Macroeconomic Trends & Risks | 1 | 07/10/25 |
OT Push to index capital gains | rnam | Berkshire Hathaway | 2 | 07/10/25 |
Push to Index Capital Gains | rnam | Macroeconomic Trends & Risks | 5 | 07/10/25 |
Re: Hate Divs? There’s an ETF for you | rnam | Berkshire Hathaway | 2 | 07/07/25 |
Hate Divs? There’s an ETF for you | rnam | Berkshire Hathaway | 6 | 07/07/25 |
Possible Canadian acquisitions | rnam | Berkshire Hathaway | 5 | 07/04/25 |
Re: BN All Time High | rnam | Brookfield Corporation | 1 | 07/03/25 |
U of Michigan consumer survey | rnam | Macroeconomic Trends & Risks | 13 | 07/03/25 |
Re: Numbers | rnam | Berkshire Hathaway | 3 | 07/03/25 |
Re: All insurance companies down today | rnam | Berkshire Hathaway | 2 | 07/02/25 |
Re: All insurance companies down today | rnam | Berkshire Hathaway | 2 | 07/02/25 |
Re: All insurance companies down today | rnam | Berkshire Hathaway | 1 | 07/02/25 |
Re: All insurance companies down today | rnam | Berkshire Hathaway | - | 07/02/25 |
Re: WEB press release | rnam | Berkshire Hathaway | - | 06/30/25 |
Re: OT: OXY | rnam | Berkshire Hathaway | 1 | 06/25/25 |
Truck Stops | rnam | Berkshire Hathaway | 2 | 06/20/25 |
Rail volume and service declining | rnam | Berkshire Hathaway | 1 | 06/20/25 |
Re: Drug costs $25. Sells for $25k. | rnam | Macroeconomic Trends & Risks | 5 | 06/18/25 |
Mitsubishi in $8B U.S. shale deal | rnam | Berkshire Hathaway | 5 | 06/16/25 |
Re: Price/Book same as BRK | rnam | Fairfax Financial | - | 06/16/25 |
Re: Price/Book same as BRK | rnam | Fairfax Financial | 2 | 06/16/25 |
3 stocks in deep drawdown | rnam | Falling Knives | 10 | 06/14/25 |
Re: LULU | rnam | Falling Knives | 3 | 06/12/25 |
OT The Mag 7 becomes the Mid 7 | rnam | Berkshire Hathaway | 9 | 06/08/25 |
Latin America | rnam | Non-US Stocks | 5 | 06/07/25 |
Re: MELI - Brazilian darling | rnam | Non-US Stocks | 3 | 06/06/25 |
Jack Daniels to go with Corona? | rnam | Berkshire Hathaway | 2 | 06/05/25 |
Price/Book same as BRK | rnam | Fairfax Financial | 2 | 06/04/25 |
Re: PDD | rnam | Non-US Stocks | 3 | 05/27/25 |
Re: KHC | rnam | Berkshire Hathaway | 1 | 05/23/25 |
Re: KHC | rnam | Berkshire Hathaway | 1 | 05/23/25 |
New Fracking Regulation in Permian Basin | rnam | Berkshire Hathaway | 14 | 05/22/25 |
Re: Quitting KFT Board | rnam | Berkshire Hathaway | 6 | 05/21/25 |
Quitting KFT Board | rnam | Berkshire Hathaway | 7 | 05/21/25 |
Re: Charlie Munger and Costco | rnam | Berkshire Hathaway | 2 | 05/19/25 |
OT Cistco Kirkland revenue same as PG | rnam | Berkshire Hathaway | 10 | 05/19/25 |
Re: Charlie Munger and Costco | rnam | Berkshire Hathaway | - | 05/17/25 |
Re: High ROE and ROIC best of.... | rnam | Berkshire Hathaway | 2 | 05/17/25 |
Re: Why STZ - low ROE | rnam | Berkshire Hathaway | 2 | 05/16/25 |
Re: Why STZ - low ROE | rnam | Berkshire Hathaway | 4 | 05/16/25 |
Why STZ - low ROE | rnam | Berkshire Hathaway | 6 | 05/16/25 |
Re: HSY | rnam | Falling Knives | 2 | 05/14/25 |
Re: Chris Davis Advisors sold BRK | rnam | Berkshire Hathaway | 3 | 05/14/25 |
A Buffett-Backed College Faces GOP Tax Threats | rnam | Berkshire Hathaway | 5 | 05/14/25 |
Chris Davis Advisors sold BRK | rnam | Berkshire Hathaway | 3 | 05/13/25 |
More valuable broken up | rnam | Alphabet | 2 | 05/13/25 |
Re: PDD | rnam | Non-US Stocks | 1 | 05/12/25 |
Re: PDD | rnam | Non-US Stocks | 1 | 05/12/25 |
Sued for misleading LPs by ex VC investor | rnam | Brookfield Corporation | 2 | 05/12/25 |
Fortune article on Google search | rnam | Alphabet | 3 | 05/10/25 |
After Market trades | rnam | Fairfax Financial | 2 | 05/08/25 |
Re: Fairfax annual meeting presentation | rnam | Fairfax Financial | 1 | 05/06/25 |
Another Buffett Wannabe | rnam | Berkshire Hathaway | 1 | 05/05/25 |
Re: Next letter to shareholders | rnam | Berkshire Hathaway | 10 | 05/05/25 |
Search business degrading rapidly | rnam | Alphabet | 1 | 05/04/25 |
Next letter to shareholders | rnam | Berkshire Hathaway | 7 | 05/03/25 |
OT Exxon Earnings | rnam | Berkshire Hathaway | 3 | 05/02/25 |
Gregg Warren on Berkshire AGM | rnam | Berkshire Hathaway | 4 | 05/02/25 |
Berczy Park Capital Valuation | rnam | Fairfax Financial | 4 | 04/25/25 |
Re: Pershing Sq. Valuation | rnam | Brookfield Corporation | 3 | 04/25/25 |
Pershing Sq. Valuation | rnam | Brookfield Corporation | 3 | 04/25/25 |
OT Holding is hard | rnam | Berkshire Hathaway | 12 | 04/24/25 |
Re: OT: BRK vs. S&P | rnam | Berkshire Hathaway | 13 | 04/23/25 |
The new manufacturing jobs | rnam | Macroeconomic Trends & Risks | 5 | 04/23/25 |
Re: euros | rnam | Non-US Stocks | 2 | 04/18/25 |
Re: euros | rnam | Non-US Stocks | - | 04/18/25 |
Re: is there a lot of risk in Treasury bills now? | rnam | Non-US Stocks | 1 | 04/16/25 |
Re: is there a lot of risk in Treasury bills now? | rnam | Non-US Stocks | 1 | 04/15/25 |
Milton Friedman on tariffs as per AI | rnam | Macroeconomic Trends & Risks | - | 04/12/25 |
Nobody knows yet again | rnam | Macroeconomic Trends & Risks | 3 | 04/12/25 |
All arguments for Tariffs are wrong | rnam | Macroeconomic Trends & Risks | 4 | 04/12/25 |
Re: What's on your shopping list if the slide con | rnam | Berkshire Hathaway | 3 | 04/10/25 |
Re: What's on your shopping list if the slide con | rnam | Berkshire Hathaway | 1 | 04/10/25 |
AI without advanced chips | rnam | Alphabet | - | 04/10/25 |
Re: How to get Annual Report printed copy | rnam | Berkshire Hathaway | - | 04/09/25 |
How to get Annual Report printed copy | rnam | Berkshire Hathaway | 1 | 04/09/25 |
UPS | rnam | Falling Knives | 3 | 04/08/25 |
OT Alternative to US Treasuries | rnam | Berkshire Hathaway | 3 | 04/08/25 |
Trade Deficit or Investment Surplus | rnam | Macroeconomic Trends & Risks | 8 | 04/04/25 |
Re: What Did You Buy Today? | rnam | Berkshire Hathaway | 2 | 04/04/25 |
Re: Bear Case | rnam | Alphabet | 5 | 04/03/25 |
Resilient during tariff turmoil | rnam | Fairfax Financial | 2 | 04/02/25 |
Enshittification of Internet | rnam | Alphabet | 4 | 04/01/25 |
YouTube “King of all media” | rnam | Alphabet | 7 | 03/31/25 |
Barry Ritholtz’s Investing advice | rnam | Berkshire Hathaway | 14 | 03/31/25 |
OT WR Berkley up 7% on deal | rnam | Berkshire Hathaway | 7 | 03/28/25 |
FT questions transparency of accounting | rnam | Brookfield Corporation | 6 | 03/06/25 |
OT Everyone wants to be the next Berkshire | rnam | Berkshire Hathaway | 25 | 03/05/25 |
RationalWalk on BRK Valuation | rnam | Berkshire Hathaway | 11 | 03/04/25 |
Re: OXY warrants exercise price lowered temporarily | rnam | Berkshire Hathaway | 2 | 03/03/25 |
Re: FKA: MIcrosoft | rnam | Falling Knives | 3 | 03/03/25 |
Re: OXY warrants exercise price lowered temporarily | rnam | Berkshire Hathaway | 3 | 03/03/25 |
OXY warrants exercise price lowered temporarily | rnam | Berkshire Hathaway | 1 | 03/03/25 |
Re: FKA: MIcrosoft | rnam | Falling Knives | 3 | 03/01/25 |
Rational Walk on AR | rnam | Berkshire Hathaway | 15 | 02/26/25 |
Gregg Warren’s analysis of report | rnam | Berkshire Hathaway | 2 | 02/24/25 |
Re: Berkshire Defined | rnam | Berkshire Hathaway | 6 | 02/23/25 |
Re: Earnings call | rnam | Fairfax Financial | 1 | 02/16/25 |
Earnings call | rnam | Fairfax Financial | - | 02/14/25 |
Re: WSJ article - Value investing needs a tuneup | rnam | Berkshire Hathaway | 1 | 02/12/25 |
Morningstar Analysis | rnam | Fairfax Financial | 1 | 02/11/25 |
Re: FKA: HSY | rnam | Falling Knives | 3 | 02/06/25 |
Business Review | rnam | Markel | 2 | 02/06/25 |
Re: FKA: HSY | rnam | Falling Knives | 4 | 02/05/25 |
Share Restructuring | rnam | Brookfield Corporation | 3 | 02/04/25 |
OT Wells Fargo’s $36 Bln punishment | rnam | Berkshire Hathaway | 1 | 02/03/25 |
Tariffs effect | rnam | Fairfax Financial | 1 | 02/02/25 |
Record Earnings | rnam | Chubb | 6 | 01/31/25 |
Valuation by Alexander Steinberg | rnam | Fairfax Financial | 3 | 01/30/25 |
Bill Gross on Buffett | rnam | Berkshire Hathaway | 21 | 01/30/25 |
Re: BRK's value post Buffett | rnam | Berkshire Hathaway | 3 | 01/29/25 |
Re: OT W R Berkley great earnings | rnam | Berkshire Hathaway | 3 | 01/28/25 |
Re: OT W R Berkley great earnings | rnam | Berkshire Hathaway | 2 | 01/28/25 |
OT W R Berkley great earnings | rnam | Berkshire Hathaway | 14 | 01/27/25 |
Re: DG = DLTR | rnam | Falling Knives | 6 | 01/25/25 |
Re: DG = DLTR | rnam | Falling Knives | 3 | 01/23/25 |
Re: DG = DLTR | rnam | Falling Knives | 7 | 01/23/25 |
Re: Brkb, very odd sell off, | rnam | Berkshire Hathaway | 1 | 01/22/25 |
Re: Brkb, very odd sell off, | rnam | Berkshire Hathaway | - | 01/22/25 |
Govt backed green energy loan for PacifiCorp | rnam | Berkshire Hathaway | 6 | 01/17/25 |
Apple drops to #3 in China | rnam | Berkshire Hathaway | 1 | 01/16/25 |
Big payday for Brookfield | rnam | Brookfield Corporation | 5 | 01/16/25 |
OT Exxon and BP | rnam | Berkshire Hathaway | 13 | 01/16/25 |
Analyzing S&P500 as a single company | rnam | Index Investing | 10 | 01/11/25 |
Re: Buying after a steep drop | rnam | Index Investing | 3 | 01/06/25 |
Buying after a steep drop | rnam | Index Investing | 6 | 01/06/25 |
Re: FKA: HSY | rnam | Falling Knives | 4 | 12/30/24 |
Looming Power Shortage | rnam | Berkshire Hathaway | 6 | 12/28/24 |
Bank Stocks | rnam | Berkshire Hathaway | 3 | 12/28/24 |
Re: BRK: Why Not XOM? | rnam | Berkshire Hathaway | 2 | 12/22/24 |
Re: BRK: Why Not XOM? | rnam | Berkshire Hathaway | 4 | 12/12/24 |
Re: OT: Hershey | rnam | Berkshire Hathaway | 2 | 12/10/24 |
BYD Apple Partnership | rnam | Berkshire Hathaway | 19 | 12/07/24 |
Re: Berkshire adding OXY? | rnam | Berkshire Hathaway | 4 | 12/07/24 |
Re: Delivery | rnam | Dollar General | 3 | 12/06/24 |
Re: FKA: DG | rnam | Falling Knives | 1 | 11/20/24 |
Re: Jason Zweig on BRK's Cash | rnam | Berkshire Hathaway | 6 | 11/20/24 |
Re: OT Cash balances keep soaring | rnam | Berkshire Hathaway | 6 | 11/19/24 |
OT Cash balances keep soaring | rnam | Berkshire Hathaway | 3 | 11/15/24 |
Re: Should I change how I invest? Confused in the U | rnam | Berkshire Hathaway | - | 11/06/24 |
Re: Should I change how I invest? Confused in the U | rnam | Berkshire Hathaway | 5 | 11/06/24 |
Cap Gains Tax Increase Unlikely | rnam | Berkshire Hathaway | 3 | 11/06/24 |
Cheapest SP500 stocks | rnam | Falling Knives | 1 | 10/23/24 |
Morningstar lowers moat rating | rnam | Berkshire Hathaway | 12 | 10/22/24 |
Re: Nestlé | rnam | Falling Knives | - | 10/18/24 |
Re: Nestlé | rnam | Falling Knives | - | 10/18/24 |
OT: The mysterious $7billion estate tax payment | rnam | Berkshire Hathaway | 3 | 10/13/24 |
OT Business Cannibals | rnam | Berkshire Hathaway | 2 | 10/12/24 |
Avoid CGT on your appreciated securities | rnam | Berkshire Hathaway | 4 | 10/07/24 |
Re: Small caps vs large caps | rnam | Index Investing | 3 | 10/01/24 |
Re: Nestlé | rnam | Falling Knives | 6 | 09/30/24 |
OT Harvard endowment’s poor returns | rnam | Berkshire Hathaway | 5 | 09/30/24 |
Power usage By AI | rnam | Berkshire Hathaway | 6 | 09/18/24 |
Re: Occidental Petroleum (OXY) | rnam | Falling Knives | 2 | 09/17/24 |
Re: Earnings | rnam | Dollar General | 2 | 08/31/24 |
OT JAB advisors reap billions | rnam | Berkshire Hathaway | 9 | 08/14/24 |
BAC - NII to decline on rate cut | rnam | Berkshire Hathaway | 2 | 08/11/24 |
Re: Reading tea leaves | rnam | Berkshire Hathaway | 3 | 08/09/24 |
Re: He sold more BAC | rnam | Berkshire Hathaway | 2 | 07/30/24 |
Re: UPS | rnam | Falling Knives | 4 | 07/23/24 |
Re: Connor Teskey Future CEO? | rnam | Brookfield Corporation | 1 | 07/19/24 |
Connor Teskey Future CEO? | rnam | Brookfield Corporation | 3 | 07/17/24 |
Taxation of Treasuries | rnam | Bond Investing | 1 | 07/16/24 |
Albematle at 4 yr low | rnam | Falling Knives | 4 | 07/09/24 |
Re: Devon Energy | rnam | Falling Knives | 4 | 07/08/24 |
Re: Devon Energy | rnam | Falling Knives | 2 | 07/08/24 |
Re: Devon Energy | rnam | Falling Knives | - | 07/08/24 |
Active hurricane season will buoy pricing | rnam | Berkshire Hathaway | - | 06/29/24 |
Re: OT Fed/Macro/Rates | rnam | Berkshire Hathaway | 6 | 06/26/24 |
Mall redevelopment falters | rnam | Brookfield Corporation | 5 | 06/24/24 |
Re: More OXY. Less Liberty. | rnam | Berkshire Hathaway | 6 | 06/20/24 |
Re: More OXY. Less Liberty. | rnam | Berkshire Hathaway | 2 | 06/19/24 |
Devon Energy | rnam | Falling Knives | 5 | 06/18/24 |
BYD in Europe | rnam | Berkshire Hathaway | 6 | 06/18/24 |
Re: Smead Capital Mangement | rnam | Berkshire Hathaway | 4 | 06/12/24 |
Manhattan offices - 70% off sale | rnam | Brookfield Corporation | 1 | 06/12/24 |
Re: Apple today | rnam | Berkshire Hathaway | 6 | 06/12/24 |
DLTR getting rid of Family Dollar | rnam | Dollar General | 7 | 06/05/24 |
Scriios Preferred Stock | rnam | Berkshire Hathaway | 2 | 06/05/24 |
Alcoholic Beverages | rnam | Falling Knives | 5 | 06/02/24 |
Chevron trades | rnam | Berkshire Hathaway | 9 | 05/18/24 |
Barrons Makes Sense to buy Chubb outright | rnam | Berkshire Hathaway | 7 | 05/17/24 |
Morningstar on Chubb | rnam | Berkshire Hathaway | 2 | 05/16/24 |
Re: 13F out tonight? | rnam | Berkshire Hathaway | - | 05/15/24 |
OT April inflation culprit | rnam | Berkshire Hathaway | 4 | 05/14/24 |
Re: Top 50 list | rnam | Berkshire Hathaway | 1 | 05/14/24 |
Chris Davis Funds slashed BRK stake | rnam | Berkshire Hathaway | 6 | 05/14/24 |
OT BYD Seagull $12K car | rnam | Berkshire Hathaway | 2 | 05/13/24 |
Re: OT Where did all the stocks go? | rnam | Berkshire Hathaway | 3 | 05/08/24 |
Re: Director votes | rnam | Berkshire Hathaway | - | 05/08/24 |
Vehicle Complexity raising repair costs | rnam | Berkshire Hathaway | 1 | 05/07/24 |
Re: BRK Annual Meeting Observations | rnam | Berkshire Hathaway | 3 | 05/06/24 |
OT Where did all the stocks go? | rnam | Berkshire Hathaway | 13 | 05/05/24 |
Will they still come? | rnam | Berkshire Hathaway | 2 | 05/05/24 |
Re: Abel upgrade: from CEO to Warren | rnam | Berkshire Hathaway | 8 | 05/04/24 |
Foreign Contingent | rnam | Berkshire Hathaway | 3 | 05/04/24 |
Re: So my question is… | rnam | Berkshire Hathaway | 4 | 05/03/24 |
Re: So my question is… | rnam | Berkshire Hathaway | 3 | 05/03/24 |
Elliott buying Sumitomo | rnam | Berkshire Hathaway | 3 | 05/02/24 |
DeVita Share Sale Agreement | rnam | Berkshire Hathaway | 2 | 05/02/24 |
Poised for extraordinary run | rnam | Fairfax Financial | 3 | 05/02/24 |
Renewable Energy deal with Microsoft | rnam | Brookfield Corporation | 5 | 05/01/24 |
Re: FT Series BRK after Buffett | rnam | Berkshire Hathaway | 12 | 05/01/24 |
Gregg Warren's Estimate | rnam | Berkshire Hathaway | 10 | 05/01/24 |
Did Buffett buy the wrong oil major? | rnam | Berkshire Hathaway | 5 | 04/27/24 |
BNSF Derailment and Fire | rnam | Berkshire Hathaway | 5 | 04/27/24 |
OT Large Growth Small Value Divergence | rnam | Berkshire Hathaway | 7 | 04/27/24 |
Munger Tolles Olson lawyers depart | rnam | Berkshire Hathaway | 8 | 04/25/24 |
Re: Amex excels in Q1 | rnam | Berkshire Hathaway | 2 | 04/19/24 |
Re: Amex excels in Q1 | rnam | Berkshire Hathaway | 2 | 04/19/24 |
Amex excels in Q1 | rnam | Berkshire Hathaway | 2 | 04/19/24 |
Re: Liberty SiriusXM Group | rnam | Berkshire Hathaway | 2 | 04/13/24 |
Itochu up on investment boost | rnam | Berkshire Hathaway | 4 | 04/03/24 |
Re: OT: Hershey | rnam | Berkshire Hathaway | 4 | 04/03/24 |
Re: Why I sold my entire Berkshire stake | rnam | Berkshire Hathaway | 1 | 03/27/24 |
Re: Why I sold my entire Berkshire stake | rnam | Berkshire Hathaway | 3 | 03/27/24 |
Re: BRK proxy | rnam | Berkshire Hathaway | 3 | 03/21/24 |
Re: Ulta Beauty at 20x 2024 earnings | rnam | Ulta Beauty | 2 | 03/15/24 |
Re: DG: Theft | rnam | Dollar General | 1 | 03/15/24 |
Re: DG earnings | rnam | Dollar General | 5 | 03/15/24 |
Cat Bonds | rnam | Berkshire Hathaway | 5 | 03/13/24 |
OT Oil Production Record | rnam | Berkshire Hathaway | 7 | 03/11/24 |
Store Visits Growth | rnam | Dollar General | 10 | 03/11/24 |
Mystery Financial Stock | rnam | Berkshire Hathaway | 5 | 03/11/24 |
Re: HSY getting hammered | rnam | Berkshire Hathaway | 3 | 03/05/24 |
13F Financial Stock still a mystery | rnam | Berkshire Hathaway | 1 | 02/14/24 |
Strong organic growth for Coke | rnam | Berkshire Hathaway | 8 | 02/13/24 |
Valuation by Damodaran | rnam | Alphabet | 8 | 02/09/24 |
Re: BN 2023 Q4 Earnings | rnam | Brookfield Corporation | 3 | 02/08/24 |
Re: Relative valuations vs observable performance | rnam | Markel | 3 | 02/02/24 |
Hollub predicts oil shortage 2025 onwards | rnam | Berkshire Hathaway | 8 | 01/17/24 |
Increasing Japanese investments | rnam | Berkshire Hathaway | 9 | 01/16/24 |
Re: $362.87B | rnam | Berkshire Hathaway | 2 | 01/13/24 |
BLK Infra acquisition | rnam | Brookfield Corporation | 1 | 01/12/24 |
DJIA changes speculation | rnam | Index Investing | 3 | 01/05/24 |
Re: Dividends | rnam | Berkshire Hathaway | - | 01/05/24 |
S&P500 facing valuation wall | rnam | Index Investing | 3 | 12/31/23 |
Re: OT: Hershey | rnam | Berkshire Hathaway | 5 | 12/22/23 |
Another Pivot | rnam | Alibaba | 1 | 12/20/23 |
Barron’s picks for 2024: BRK, BABA, GOOGL | rnam | Berkshire Hathaway | 3 | 12/15/23 |
OT: Macy's Real Estate | rnam | Brookfield Corporation | 1 | 12/15/23 |
A B spread 2.35% | rnam | Berkshire Hathaway | 1 | 12/14/23 |
Munger’s Daily Journal Portfolio | rnam | Berkshire Hathaway | 7 | 11/29/23 |
PayTM sold | rnam | Berkshire Hathaway | 4 | 11/24/23 |
Re: FKA: HSY | rnam | Falling Knives | 8 | 11/24/23 |
Growth of Insurance | rnam | Brookfield Corporation | 4 | 11/20/23 |
Re: Barrons, Bary guess what's HE buying, | rnam | Berkshire Hathaway | - | 11/17/23 |
Re: Barrons, Bary guess what's HE buying, | rnam | Berkshire Hathaway | 1 | 11/17/23 |
Re: Barrons, Bary guess what's HE buying, | rnam | Berkshire Hathaway | 1 | 11/17/23 |
Re: Barrons, Bary guess what's HE buying, | rnam | Berkshire Hathaway | 2 | 11/17/23 |
Re: Barrons, Bary guess what's HE buying, | rnam | Berkshire Hathaway | 1 | 11/17/23 |
Re: 13F not yet filed? | rnam | Berkshire Hathaway | 6 | 11/15/23 |
Re: 13F not yet filed? | rnam | Berkshire Hathaway | 5 | 11/14/23 |
13F not yet filed? | rnam | Berkshire Hathaway | 1 | 11/14/23 |
Re: 100k to 1m in 10 years? | rnam | Berkshire Hathaway | 5 | 11/14/23 |
Electricity demand rising | rnam | Berkshire Hathaway | 8 | 11/13/23 |
Re: Pfizer a permanent presence | rnam | Falling Knives | 4 | 11/11/23 |
Pfizer a permanent presence | rnam | Falling Knives | 5 | 11/11/23 |
OXY Earnings Call | rnam | Berkshire Hathaway | 6 | 11/10/23 |
New BNSF Intermodal Service | rnam | Berkshire Hathaway | 5 | 11/10/23 |
Re: Buffett's stock selection screen | rnam | Berkshire Hathaway | 2 | 11/08/23 |
Buffett's stock selection screen | rnam | Berkshire Hathaway | 2 | 11/08/23 |
Lower buyback prices in Oct | rnam | Berkshire Hathaway | 7 | 11/06/23 |
Re: Brk Q 3 recap, | rnam | Berkshire Hathaway | 2 | 11/04/23 |
Move to Nationalizie Private Utilities | rnam | Berkshire Hathaway | 1 | 11/04/23 |
OT Banks vs Tech vs S&P500 | rnam | Berkshire Hathaway | 4 | 11/03/23 |
Tracking "10-5-1" Target | rnam | Markel | 3 | 11/03/23 |
2023Q3 earnings | rnam | Markel | 1 | 11/03/23 |
Re: OT: Hershey | rnam | Berkshire Hathaway | 1 | 11/02/23 |
Re: Just stating the obvious | rnam | Brookfield Corporation | 2 | 11/02/23 |
Re: BFH - why so unloved? | rnam | Falling Knives | 2 | 11/01/23 |
OT How Bridgewater makes money | rnam | Berkshire Hathaway | 16 | 11/01/23 |
Re: NAR lawsuit | rnam | Berkshire Hathaway | 2 | 11/01/23 |
Re: More BYD sold | rnam | BYD | 1 | 11/01/23 |
More BYD sold | rnam | BYD | 3 | 11/01/23 |
Gregg Warren's Q3 estimates | rnam | Berkshire Hathaway | 16 | 10/31/23 |
Magnificent 7 + BRK | rnam | Berkshire Hathaway | 8 | 10/28/23 |
Re: BFH - why so unloved? | rnam | Falling Knives | 5 | 10/27/23 |
Re: Below June repurchase price | rnam | Berkshire Hathaway | 2 | 10/27/23 |
Below June repurchase price | rnam | Berkshire Hathaway | 3 | 10/27/23 |
Re: Pilot owners suing BRK | rnam | Berkshire Hathaway | - | 10/27/23 |
Government Bailout for Office Properties | rnam | Brookfield Corporation | 4 | 10/27/23 |
Re: More OXY | rnam | Berkshire Hathaway | 2 | 10/26/23 |
Re: More OXY | rnam | Berkshire Hathaway | 4 | 10/26/23 |
Re: Bottom? | rnam | Dollar General | 4 | 10/25/23 |
Compare DG, BRK, MSFT | rnam | Dollar General | 7 | 10/25/23 |
OT AZO and Stock Compensation Cost | rnam | Berkshire Hathaway | 16 | 10/21/23 |
American Express | rnam | Falling Knives | 6 | 10/20/23 |
Re: Downgrade from buy to hold | rnam | Berkshire Hathaway | 2 | 10/20/23 |
Re: VW (Volkswagen) | rnam | Falling Knives | 3 | 10/20/23 |
OT UK's Corner Shops | rnam | Dollar General | 1 | 10/20/23 |
No Carry on New Private Credit Funds | rnam | Brookfield Corporation | 2 | 10/11/23 |
OT Charles Feeney Obituary | rnam | Berkshire Hathaway | 11 | 10/10/23 |
Re: Before this cycle ends | rnam | Brookfield Corporation | 2 | 10/03/23 |
Pilot EV Charging Investment | rnam | Berkshire Hathaway | 5 | 10/02/23 |
Re: Berkshire's stock price | rnam | Berkshire Hathaway | 1 | 09/16/23 |
Re: FKA: DG | rnam | Falling Knives | 3 | 09/11/23 |
Re: Dealraker made a point worth contemplating: " | rnam | Berkshire Hathaway | 66 | 09/09/23 |
Re: Pfizer PFE at 34.30 | rnam | Falling Knives | 1 | 09/06/23 |
BHE & PCC invest in coal country | rnam | Berkshire Hathaway | 12 | 09/05/23 |
Re: DISNEY | rnam | Berkshire Hathaway | 3 | 09/02/23 |
OT Store clears brands from shelves | rnam | Berkshire Hathaway | 2 | 09/02/23 |
Re: Dealraker made a point worth contemplating: " | rnam | Berkshire Hathaway | 2 | 09/01/23 |
Re: Dealraker made a point worth contemplating: " | rnam | Berkshire Hathaway | 35 | 09/01/23 |
Re: DG Earnings...not pretty | rnam | Berkshire Hathaway | 1 | 08/31/23 |
Maui fire inverse condemnation | rnam | Berkshire Hathaway | 3 | 08/22/23 |
OT GMO to launch ETF of quality stocks | rnam | Berkshire Hathaway | 2 | 08/21/23 |
Re: OT All about the QQQs | rnam | Berkshire Hathaway | - | 08/21/23 |
OT All about the QQQs | rnam | Berkshire Hathaway | 1 | 08/21/23 |
Re: DG on sale today | rnam | Berkshire Hathaway | - | 08/18/23 |
Re: DG on sale today | rnam | Berkshire Hathaway | 2 | 08/17/23 |
Sachin Shah Brookfield Reinsurance profiled | rnam | Brookfield Corporation | 1 | 08/16/23 |
Re: Berkshires 13f | rnam | Berkshire Hathaway | 8 | 08/15/23 |
Re: Gates Foundation has a big problem | rnam | Berkshire Hathaway | 23 | 08/12/23 |
Re: OT Billion $ Vaccuums | rnam | Berkshire Hathaway | 1 | 08/11/23 |
OT Billion $ Vaccuums | rnam | Berkshire Hathaway | 1 | 08/11/23 |
Re: The Berkshire Problem | rnam | Berkshire Hathaway | 3 | 08/08/23 |
Re: The Berkshire Problem | rnam | Berkshire Hathaway | - | 08/08/23 |
Gregg Warren's FVE | rnam | Berkshire Hathaway | 1 | 08/07/23 |
Lifting insurance sector | rnam | Berkshire Hathaway | - | 08/07/23 |
Re: 2nd Quarter result | rnam | Berkshire Hathaway | 10 | 08/06/23 |
Japanese trading firms post solid earnings | rnam | Berkshire Hathaway | 4 | 08/03/23 |
Union letter on BNRE portfolio risk | rnam | Brookfield Corporation | 4 | 08/03/23 |
2023Q2 Earnings Call | rnam | Markel | 2 | 08/03/23 |
Low ROE Holdings | rnam | Berkshire Hathaway | 5 | 08/01/23 |
Re: Way OT :Johnson & Johnson/Kenvue Tender Offer | rnam | Berkshire Hathaway | 5 | 07/31/23 |
OT Nomad Investment Letters | rnam | Berkshire Hathaway | 4 | 07/31/23 |
Re: Way OT :Johnson & Johnson/Kenvue Tender Offer | rnam | Berkshire Hathaway | 8 | 07/29/23 |
Bank Excess Capital Wipe Out Coming | rnam | Berkshire Hathaway | 6 | 07/26/23 |
Energy Lowest PE Highest Cash Flow | rnam | Berkshire Hathaway | 13 | 07/25/23 |
Gayner on Coke BOD | rnam | Berkshire Hathaway | 1 | 07/21/23 |
Gayner on Coke BOD | rnam | Markel | 2 | 07/21/23 |
Re: OT: big companies | rnam | Berkshire Hathaway | 10 | 07/20/23 |
Re: OT: big companies | rnam | Berkshire Hathaway | 8 | 07/20/23 |
Re: Strategy - covered calls in retirement | rnam | Berkshire Hathaway | 1 | 07/18/23 |
New Glut City | rnam | Brookfield Corporation | 3 | 07/18/23 |
Re: Verizon | rnam | Falling Knives | 7 | 07/17/23 |
Barrons lauds BHE as one of Buffett's biggest wins | rnam | Berkshire Hathaway | 11 | 07/13/23 |
OT Exxon acquisition | rnam | Berkshire Hathaway | - | 07/13/23 |
BAC - Junk Fees & Fake Accounts | rnam | Berkshire Hathaway | - | 07/11/23 |
Re: Target Maturity Funds (TMFs) | rnam | Bond Investing | 2 | 07/09/23 |
Re: Target Maturity Funds (TMFs) | rnam | Bond Investing | 2 | 07/08/23 |
Re: SBUX | rnam | Falling Knives | 8 | 07/08/23 |
Re: SBUX | rnam | Falling Knives | 3 | 07/07/23 |
All big banks pass Fed's stress test. | rnam | Berkshire Hathaway | 2 | 06/29/23 |
OT Apple Valuation by Katselnelson | rnam | Berkshire Hathaway | 8 | 06/29/23 |
Re: Done buying OXY? | rnam | Berkshire Hathaway | 1 | 06/29/23 |
World's most acquisitive investment firm | rnam | Brookfield Corporation | 4 | 06/28/23 |
OT First Horizon Preferred Series D | rnam | Berkshire Hathaway | 3 | 06/23/23 |
Re: Car Shipping Issues | rnam | Berkshire Hathaway | 4 | 06/23/23 |
Re: Done buying OXY? | rnam | Berkshire Hathaway | 2 | 06/23/23 |
Re: Done buying OXY? | rnam | Berkshire Hathaway | 2 | 06/22/23 |
Re: Done buying OXY? | rnam | Berkshire Hathaway | 2 | 06/22/23 |
OT New Land Grab by Oil Giants Is Deep Underground | rnam | Berkshire Hathaway | 2 | 06/22/23 |
Done buying OXY? | rnam | Berkshire Hathaway | 4 | 06/22/23 |
OT Value Metrics - P/B works best | rnam | Berkshire Hathaway | 1 | 06/18/23 |
OT BAC blew $93B on share repurchases | rnam | Berkshire Hathaway | 6 | 06/12/23 |
Re: DG on sale today | rnam | Berkshire Hathaway | 1 | 06/12/23 |
Inflation Winner AJ Gallagher | rnam | Berkshire Hathaway | - | 06/09/23 |
Re: More OXY | rnam | Berkshire Hathaway | - | 05/31/23 |
Re: Bruce move? | rnam | Brookfield Corporation | 1 | 05/23/23 |
American Express | rnam | Berkshire Hathaway | 20 | 05/23/23 |
OT AI sparks bubble | rnam | Berkshire Hathaway | 6 | 05/22/23 |
Re: BRK Overvalued Now? | rnam | Berkshire Hathaway | - | 05/20/23 |
Re: OT: Regional Banks | rnam | Berkshire Hathaway | 3 | 05/17/23 |
Re: Where did everyone go? | rnam | Berkshire Hathaway | 10 | 05/17/23 |
Re: Where did everyone go? | rnam | Berkshire Hathaway | 3 | 05/16/23 |
Re: BN fair value | rnam | Brookfield Corporation | 9 | 05/16/23 |
Another LA property default. | rnam | Brookfield Corporation | 5 | 05/16/23 |
Re: Value Fund | rnam | Berkshire Hathaway | 3 | 05/12/23 |
OXY investment | rnam | Berkshire Hathaway | 1 | 05/06/23 |
Re: Warren's Questions for Buffett | rnam | Berkshire Hathaway | 1 | 05/06/23 |
OT Free Site for Preferred Shares | rnam | Berkshire Hathaway | - | 05/05/23 |
Re: Tom Russo on BRK's OXY Bet | rnam | Berkshire Hathaway | - | 05/05/23 |
Warren's Questions for Buffett | rnam | Berkshire Hathaway | - | 05/04/23 |
Morningstar estimate | rnam | Berkshire Hathaway | 5 | 05/03/23 |
Re: Bloomstran on TIP podcast | rnam | Berkshire Hathaway | - | 05/01/23 |
SF Office Tower 80% off | rnam | Brookfield Corporation | 7 | 04/27/23 |
2023Q1 earnings | rnam | Markel | 3 | 04/27/23 |
Re: Manhattan Office Vacancy Hits Record | rnam | Brookfield Corporation | 3 | 04/26/23 |
Shale 4.0 | rnam | Berkshire Hathaway | 10 | 04/24/23 |
Re: Pabrai: Berkshire Oxy Investment | rnam | Berkshire Hathaway | 2 | 04/18/23 |
Re: OT - De-dollarization | rnam | Berkshire Hathaway | 1 | 04/15/23 |
Progressive Combined Ratio Worsens | rnam | Berkshire Hathaway | 6 | 04/13/23 |
Re: You would think a HK newspaper, South China Mornin | rnam | Berkshire Hathaway | - | 04/13/23 |
You would think a HK newspaper, South China Mornin | rnam | Berkshire Hathaway | - | 04/13/23 |
More BYD sold | rnam | BYD | 2 | 04/13/23 |
OT German Mittelstand | rnam | Berkshire Hathaway | 8 | 04/13/23 |
Louisiana Pacific Valuation | rnam | Berkshire Hathaway | 4 | 04/11/23 |
Re: Warren & Greg on CNBC tomorrow | rnam | Berkshire Hathaway | - | 04/11/23 |
Re: Sort of OT: OXY CEO interview | rnam | Berkshire Hathaway | 1 | 04/07/23 |
Bard Plagiarizes, Apologizes, Denies | rnam | Alphabet | 10 | 04/03/23 |
OT WinApp Market | rnam | Berkshire Hathaway | 1 | 04/01/23 |
Big Banks to pay for bank failures | rnam | Berkshire Hathaway | 2 | 03/29/23 |
Distress rises in high-end office properties | rnam | Brookfield Corporation | 2 | 03/29/23 |
OT CS Director Michael Klein | rnam | Berkshire Hathaway | 12 | 03/28/23 |
Re: BOA | rnam | Berkshire Hathaway | 5 | 03/25/23 |
Re: Berkshire Proxy: How I voted | rnam | Berkshire Hathaway | - | 03/23/23 |
Re: Berkshire Proxy: How I voted | rnam | Berkshire Hathaway | 4 | 03/23/23 |
OT CS Bondholders behind Shareholders | rnam | Berkshire Hathaway | 9 | 03/20/23 |
Re: Warren Buffett in Contact With Biden Team on Banki | rnam | Berkshire Hathaway | - | 03/19/23 |
Re: Dozens of private jets heading to Omaha? | rnam | Berkshire Hathaway | 2 | 03/18/23 |
OT Big S&P Sector Changes | rnam | Berkshire Hathaway | 7 | 03/17/23 |
Portfolio Turnover after Buffett | rnam | Berkshire Hathaway | 1 | 03/17/23 |
Two BNSF train derailments | rnam | Berkshire Hathaway | 1 | 03/17/23 |
Progressive growth pickup | rnam | Berkshire Hathaway | 2 | 03/16/23 |
Re: More OXY | rnam | Berkshire Hathaway | 1 | 03/16/23 |
OT Why intuition fails in investing | rnam | Berkshire Hathaway | 5 | 03/15/23 |
Commercial RE in distress | rnam | Brookfield Corporation | 6 | 03/15/23 |
Re: Are Berkshire Shares Safe? | rnam | Berkshire Hathaway | 8 | 03/14/23 |
Re: Pfizer / pounding the table. | rnam | Falling Knives | 2 | 03/14/23 |
Re: Pfizer / pounding the table. | rnam | Falling Knives | 6 | 03/13/23 |
Re: Are Berkshire Shares Safe? | rnam | Berkshire Hathaway | 3 | 03/13/23 |
OT Bank series L Preferreds | rnam | Berkshire Hathaway | 15 | 03/13/23 |
Perfect Environment for BRK | rnam | Berkshire Hathaway | 7 | 03/11/23 |
Re: SVB | rnam | Falling Knives | 2 | 03/10/23 |
OT Adam Seessel on valuing tech companies | rnam | Berkshire Hathaway | 6 | 03/10/23 |
OT Damodaran on Buybacks and Dividends | rnam | Berkshire Hathaway | 7 | 03/09/23 |
Re: More OXY | rnam | Berkshire Hathaway | 2 | 03/08/23 |
OT 0DTE Options could cause crash | rnam | Berkshire Hathaway | 3 | 03/07/23 |
Roger Lowenstein on buybacks | rnam | Berkshire Hathaway | 10 | 02/28/23 |
Re: Pfizer / pounding the table. | rnam | Falling Knives | 8 | 02/28/23 |
OT Jim Chanos interview | rnam | Berkshire Hathaway | 16 | 02/27/23 |
Electric Generation Shortfall Predicted | rnam | Berkshire Hathaway | 1 | 02/26/23 |
Re: Rational Walk summary | rnam | Berkshire Hathaway | - | 02/26/23 |
Re: Rational Walk summary | rnam | Berkshire Hathaway | 4 | 02/26/23 |
Wa Post Oped on Railroad Safety | rnam | Berkshire Hathaway | 5 | 02/26/23 |
Apple's hold on Gen Z | rnam | Berkshire Hathaway | 2 | 02/23/23 |
TSMC investment rethink | rnam | Berkshire Hathaway | 2 | 02/22/23 |
Big fall in LPX after Q4 earnings | rnam | Berkshire Hathaway | 9 | 02/21/23 |
BP pays huge premium for Pilot competitor | rnam | Berkshire Hathaway | 4 | 02/16/23 |
Re: Munger : BRK a pretty damn good bet | rnam | Berkshire Hathaway | 1 | 02/15/23 |
New England Asset Management | rnam | Berkshire Hathaway | - | 02/15/23 |
Munger : BRK a pretty damn good bet | rnam | Berkshire Hathaway | 11 | 02/15/23 |
Re: Purchasing More OXY | rnam | Berkshire Hathaway | 1 | 02/15/23 |
Defaults on LA properties | rnam | Brookfield Corporation | 4 | 02/15/23 |
Re: Brk 13 f out, | rnam | Berkshire Hathaway | 3 | 02/14/23 |
Squishmallow | rnam | Berkshire Hathaway | 2 | 02/14/23 |
Re: BAM/BN arbitrage | rnam | Brookfield Corporation | 6 | 02/14/23 |
2022Q4 Shareholder Letter | rnam | Brookfield Corporation | 7 | 02/10/23 |
Re: Valuation using Gayner's model | rnam | Markel | 4 | 02/06/23 |
Re: OXY Repay Preferreds & Buyback Stock | rnam | Berkshire Hathaway | 3 | 02/06/23 |
OXY Repay Preferreds & Buyback Stock | rnam | Berkshire Hathaway | - | 02/06/23 |
Valuation using Gayner's model | rnam | Markel | 8 | 02/05/23 |
Re: Byd, has traded well this month, | rnam | BYD | 4 | 02/04/23 |
OT Constellation Software & Topicus | rnam | Berkshire Hathaway | 1 | 02/04/23 |
Re: Chevron Buyback & Dividend Raise | rnam | Berkshire Hathaway | 4 | 01/30/23 |
Chevron Buyback & Dividend Raise | rnam | Berkshire Hathaway | 5 | 01/25/23 |
Goldman Sacks trimming alt investments | rnam | Brookfield Corporation | 3 | 01/23/23 |
Stephen Framton's Analysis | rnam | Brookfield Corporation | 5 | 01/23/23 |
OT CEO pessimism on survival | rnam | Berkshire Hathaway | 6 | 01/16/23 |
Re: Getting logged out | rnam | Shrewdsmith | 4 | 01/04/23 |
OT Staying Logged In Permanently | rnam | Berkshire Hathaway | 8 | 01/04/23 |
Re: Year End | rnam | Berkshire Hathaway | 5 | 12/31/22 |
Re: BN versus BAM | rnam | Brookfield Corporation | 3 | 12/29/22 |
Primer on Brookfield and alt asset peers | rnam | Brookfield Corporation | 1 | 12/28/22 |
Re: TSLA | rnam | Falling Knives | 8 | 12/28/22 |
Re: Diversifying away from Berkshire | rnam | Berkshire Hathaway | - | 12/27/22 |
Stock of the year OXY | rnam | Berkshire Hathaway | 7 | 12/27/22 |
Re: KMX | rnam | Falling Knives | 1 | 12/23/22 |
Re: Cost basis post split | rnam | Brookfield Corporation | 2 | 12/22/22 |
Re: New Board Member (at Berkshire) | rnam | Berkshire Hathaway | 6 | 12/19/22 |
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