Value Investing News - BRKa - Comments

Re: "Reverse" Arbitrage

George — Fri, 03 Oct 2008 13:00:31 -0400

What the margin of safety on doing a "reverse arbitrage" if I were to short the stock if it trades over the buyout price? There is the potential that EDF or another buyer will bid high enough to cause CEG to consider their bid. That would result in a serious loss to a short position.

That said, I could see your "reverse" arbitrage work in other situations.

"Reverse" Arbitrage.

rwmcpar — Fri, 03 Oct 2008 12:36:42 -0400

George, Whats you take on a "reverse" Arbitrage. I.e. Shorting the stock if it perhaps trades over buyout price?

Vote of confidence on solid franchise financials

Meiko Acebo — Sat, 13 Sep 2008 01:12:43 -0400

Regardless of whether the moat of both American Express and Wells Fargo has widened or narrowed, the price has become so attractive for Warren to pass out on this.

At a time when valuations do not matter, Warren Buffett has his vote confidence on franchise financials.

True to his words a two decades ago, "Be fearful when others are greedy; greedy when others are fearful."

buffett

Dividend Growth Investor — Wed, 13 Aug 2008 15:44:29 -0400

I do agree that Buffett tends to buy businesses/stocks that he has previously mentioned in a positive way ( Pritzker family business is one that comes to mind)

Buffett on the mark

dami99 — Thu, 26 Jun 2008 05:48:46 -0400

Agree with Buffetts comments re inflation threat - the Fed has thin line to tread. Also good to see him dimissing the 'speculation' theories behind the high oil price..

Buffett originally wanted 10 hedge funds

Chungst — Mon, 16 Jun 2008 18:44:25 -0400

Buffett gave up significant edge when he agreed to 5 hedge funds.

Here's the logic, statistical fluctations accumulate, they do not average out or cancel out as commonly assumed. Therefore, when you have 10 companies facing enormous drag due to fees, that creates a lot of statistical fluctuations. 10 funds times 10 years gives Buffett 100 fund-years of results where the drag from investment fees would work against them. The other party to the trade was smart to get 5 funds meaning it now faces 50 fund years (of performance drag), which is a smaller sample size.

Please share any blog posts

George — Sat, 03 May 2008 18:52:27 -0400

Please share any blog posts or other articles by people attending the Berkshire Hathaway Annual Meeting.

Thanks,
George

good read

greg — Tue, 04 Mar 2008 05:04:14 -0500

good read

I nominate this post of the

alexg — Sun, 24 Feb 2008 00:21:07 -0500

I nominate this as post of the month!

http://www.contrarianvalueinvesting.com/

Unconvinced

minas — Tue, 12 Feb 2008 07:35:41 -0500

I'm not so sure about that, it really can't be him, but I'm willing to keep an eye on the profile. Would be interesting if it really was him, wouldn't it? california drug rehab

nice post

alexg — Mon, 04 Feb 2008 13:59:56 -0500

nice post but verrrrrrry long

http://www.contrarianvalueinvesting.com/

Geoff we are on the same

billytickets — Fri, 21 Dec 2007 11:01:29 -0500

Geoff we are on the same page .Please check out http://www.valueinvestingnews.com/storylink/1294 .You will see my website in which most of these stories appear caters to high net worth individuals who are knowledgable and have actually made money in the market

Thanks

Geoff — Mon, 17 Dec 2007 10:48:19 -0500

Thanks. I agree completely with the idea we may disagree on a few minor points. Also, intrinsic value estimates will vary. I just wanted to write a post following Barron's piece that made it clear getting in at today's price is likely to leave you doing as well or as poorly as Berkshire (the business) does for the period you hold it. The stock is not overpriced the way some mega-caps were around 2000 - where buying into a great business could have left you none the richer five or even seven years later, though the business may have continued to do just fine. My one main point is exactly what you said "BRK/A while not underpriced is not overpriced".

Hi geoff nice article. Like

billytickets — Sun, 16 Dec 2007 23:39:10 -0500

Hi geoff nice article. Like all good chefs we make disagree on a few "minor points" but the general theme is the same that BRK/A while not underpriced is not "overpriced .Check this article out I wrote at the end of July http://www.atfreeforum.com/billyticketswin/viewtopic.php?t=8&sid=d7b8d76add96e7c70fd00fea4fb35c04&mforum=billyticketswin

Please check out the billytickets forum which is the place where high net worth investors socialize with the new young superstars of investing and those who are studying from the guys like yourself with more experience. email me at ticketbill@aol.com we will list your articles and post your link to your blog. George the owner here and myself and others are using synergy to promote like minded value investors like yourself. peace

warren buffett

kenkid — Wed, 28 Nov 2007 18:42:29 -0500

http://youtube.com/watch?mode=related&v=xWC5KRHtJu0

there's 7 parts