Berkshire Hathaway (Seite 71)

[soleil1504]

Antwort auf Beitrag Nr.: 42.005.135 von jerobeam am 26.08.11 08:59:31

Kass kann rechnen:

August 25, 2011, 5:58 PM ET.
Bank of America: Kass Likes the Stock, Hates Buffett Deal

http://blogs.barrons.com/stockstowatchtoday/2011/08/25/bank-…

[jerobeam]

Antwort auf Beitrag Nr.: 42.005.113 von soleil1504 am 26.08.11 08:54:11

ja, der Markt ist ziemlich dumm.
Pusht BofA hoch und Berkshire 'runter, obwohl BofA jetzt wahrscheinlich eine Monster-Kapitalerhöhung durchziehen wird mit Warrens "seal of approval" (so wie bei GS und GE geschehen)

[soleil1504]

Antwort auf Beitrag Nr.: 42.004.552 von jerobeam am 25.08.11 23:13:01

Bank of America gives Buffett a $3 billion gift

http://www.reuters.com/article/2011/08/25/bankofamerica-buff…

... und der Kurs fällt.

[jerobeam]

vom 5.8. ...

Zitat von jerobeam: Bei so vielen Schnäppchen hat Onkel Warren wohl gerade schlaflose Nächte um zu überlegen was er kaufen soll
Oder er fragt sich von wem er als nächstes 10%+ verlangen kann + ein paar gratis-warrants.

[jerobeam]

here we go again.
Diesmal BofA. Irgendwie hatte ich es ja schon geahnt (siehe posting vor ein paar Tagen)

[jerobeam]

wichtigste Passage 41:20
"Last monday we spent more money in the stock market, buying, than any day this year"

yesss

[jerobeam]

Interview bei Charlie Rose
http://www.charlierose.com/view/interview/11845

[jerobeam]

13-F ist raus.

Bewegungen:
Dollar General (neu), Kraft (abgebaut), Mastercard (zugekauft), Verisk Analytics (neu), Wells Fargo (zugekauft)

[jerobeam]

http://www.nytimes.com/2011/08/15/opinion/stop-coddling-the-…
mal wieder ein NYT Op-Ed, diesmal bzgl. Steuern.

[soleil1504]

Perlen von Warren Buffett:

We will continue to ignore political and economic forecasts which are an expensive distraction for many investors and businessmen. Thirty years ago, no one could have foreseen the huge expansion of the Vietnam War, wage and price controls, two oil shocks, the resignation of a president, the dissolution of the Soviet Union, a one-day drop in the Dow of 508 points, or treasury bill yields fluctuating between 2.8% and 17.4%. But surprise: None of these blockbuster events made even the slightest dent in Ben Graham's investment principles. Nor did they render unsound the negotiated purchases of fine businesses at sensible prices. Imagine the cost to us, if we had let a fear of unknowns cause us to defer or alter the deployment of capital. Indeed, we have usually made our best purchases when apprehensions about some macro event were at a peak. Fear is the foe of the faddist, but the friend of the fundamentalist."
http://seekingalpha.com/article/286584-warren-buffett-was-ri…

"Look," he says, with his usual confident laugh. "You could take all the gold that's ever been mined, and it would fill a cube 67 feet in each direction. For what that's worth at current gold prices, you could buy all -- not some -- all of the farmland in the United States. Plus, you could buy 10 Exxon Mobils (XOM), plus have $1 trillion of walking-around money. Or you could have a big cube of metal. Which would you take? Which is going to produce more value?"
http://seekingalpha.com/article/286749-it-may-be-time-to-sho…