Value Investing News - BRKb - Comments

Re:Wally Weitz on Berkshire Hathaway and Dell

sathyan — Sun, 16 Nov 2008 07:27:12 -0500

Walleys views on Mr.buffett of Berkshire hathaway is good and so is the opinion he has on Dell.but it could have been better if the video has been directly loaded in this site.
----
sathyan

Unconvinced

minas — Tue, 12 Feb 2008 07:35:32 -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?

He has money invested in a

JohannaBartley — Wed, 02 Jan 2008 21:15:54 -0500

He has money invested in a Dryer Parts plant, right? I wanna invest in that as well. That's something you'll always need so it's always gonna be there.

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

Yes marine Iagree.Thats why

billytickets — Thu, 13 Dec 2007 08:05:07 -0500

Yes marine Iagree.Thats why I disagreed with his investment in Delta Financial this summer BEFORE IT DECLARED BANKRUPTCY. The subprime mess was "real" when he invested but instead of staying clear of it he seems to like UNCERTAINTITY which a value investor like Buffett would never do.

I think Pabrai make some

galin — Thu, 13 Dec 2007 07:08:46 -0500

I think Pabrai make some very insightful points: return of capital is more important than return on capital, low risk and high uncertainty approach, looking for Value, day-to-day fluctuations are mostly noise and more.

Buffett

bsdwork — Mon, 03 Dec 2007 14:07:29 -0500

Who is this Buffett guy ?:-? Well if he's so known, I've got a question for him: what does he think about unsecured loans?

Too much money!

JohannaBartley — Fri, 30 Nov 2007 12:00:43 -0500

Buffet is a smart man. A really smart man. I'm sure in the future his name will be in the same book with Nostradamus, Davinci, Napoleon...etc...I'm just curious if Warren owns some proprieties of the National Marine Engineers Beneficial Association. Oh well, we'll probably hear that he owns half of the moon or something.

warren buffett

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

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

there's 7 parts

Who is Warren Buffett?

JohannaBartley — Wed, 28 Nov 2007 14:45:14 -0500

Never heard of the dude. So if I bet a huge sum of money (for a good cause) and win I get to have lunch with the guy? Do I have to pay the money up-front or pay a cash advance and then some monthly payments?

Buffett Succession

Nick — Sat, 20 Oct 2007 12:15:12 -0400

George, I'm surprised too. WEB looked offended when asked if he was retiring and he seemed a bit uncomfortable talking about the succession plan.

Re: Toolbar location

George — Sun, 19 Aug 2007 15:16:51 -0400

Look at the bottom of any page on Value Investing News and you will see a banner for the VIN Toolbar. Click it and then follow the directions for installing the browser toolbar. It includes a quick VIN login button, submit story link, SEC quick search features, live VIN News, latest annual report filings, and a few additional tools such as spellcheck.

There's a toolbar?

kenkid — Sun, 19 Aug 2007 13:04:37 -0400

There's a toolbar?