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Berkshire Hathaway Inc. Message Board

  • asdsdf asdsdf Jul 1, 1999 2:18 AM Flag

    Skeeballer...

    <<That fucking whore Astrid Menks will
    ....>>

    What your problem? You keep posting the same message
    hoping to initiate a response. Why don't you read my
    butt lips?... NOBODY gives a shit!

    <<That
    greedy whore is biding her time and sucking the old
    man's prick until he dies.>>

    That greedy
    whore used to work at Gorats as the most beautiful
    waitress there. Everybody was chasing her, including
    Buffett. So what if she's sucking on the masters prick?
    Are you jealous or something? Not getting any lately?
    Try buying a dog....

    SortNewest  |  Oldest  |  Most Replied Expand all replies
    • <<I rate the risk as low AS LONG AS MSFT
      MANAGES IT WELL.>>

      For the first time, I
      absolutely agree with you....

      If you manage a nuclear
      explosion well, you have a cheap source of energy.... but I
      still refuse to live next to a NUKE power
      plant.

      But to be perfecty honest, my portfolio used to look
      just like yours. Bunch of high growth stocks...
      Safeway, Home Depot, Microsoft, Dell, Cisco, Best Buy,
      AOL, Yahoo, Lucent, Budweiser etc, etc. I was heavily
      diversified and they all made me great money. Then I found
      out how naive I was. Sold it all except my Berkshire
      (and BUD)...

      Ignorance is Bliss... and I want
      my blissfulness back. Being a virgin and wanting it
      is always more fun! :-)

    • 'It's not unrealistic to say MSFT has $72 billion
      in debt. YOU, my friend, is the one who is drumming
      up unrealistic scenarios by 'wishing' away COLD HARD
      FACTS. Maybe it isn't a bubble, maybe it is.... who
      knows?! I for one, don't care to sit on $70 billion
      dollars of debt, regardless of how MSFT decides to pay it
      off.

      Oh... by the way, did you know Micrsoft
      recently increased it's employee compensation by 15% and
      reduced it's options grant? I wonder why.....?????
      "

      It's unrealistic because it only is "debt" if all is
      exercised at the same time. 72 billion worth. I never said
      that it didn't have to be offset/managed(15% pay
      increase options grant decrease), but that it WAS BEING
      OFFSET to a large extent (roughly 40%) by share buybacks
      and puts. Read their 10-Q. Also, with 22 billion in
      cash they can offset alot more if necessary. It's not
      the major risk you paint it to be. You are
      MISANALYZING THE SITUATION (risk) IMHO. I rate the risk as low
      AS LONG AS MSFT MANAGES IT WELL. I think they are.
      Thanks for the info and the intelligent, civil post.

    • <<With 22 billion in cash and put income of
      roughly one billion annually (income that offsets the
      earnings dilution OBVIOUSLY), MSFT can offset much of the
      dilution EVEN IF ALL OPTIONS WERE EXERCISED AT THE SAME
      TIME.>>

      You still haven't explained to me why MSFT's stock
      option Debt is not debt. Sure MSFT can dilute
      shareholder value, but so can thousands of other
      companies....

      Let's put it another way... Why doesn't a company,
      strattled with debt, not issue more stock instead of file
      Chapter 11?

      Please explain to me how MSFT can
      continue to expect $1 Billion in PUT Options income when
      things slow down...

      <<You sound alot like
      Fardo who drums up unrealistic scenarios and calls THE
      BEST STOCKS BUBBLES.>>

      It's not
      unrealistic to say MSFT has $72 billion in debt. YOU, my
      friend, is the one who is drumming up unrealistic
      scenarios by 'wishing' away COLD HARD FACTS. Maybe it isn't
      a bubble, maybe it is.... who knows?! I for one,
      don't care to sit on $70 billion dollars of debt,
      regardless of how MSFT decides to pay it off.

      Oh...
      by the way, did you know Micrsoft recently increased
      it's employee compensation by 15% and reduced it's
      options grant? I wonder why.....?????

      I'll make
      you a promise, Joe. When Berkshire crashes, you can
      come to this board and bagger me.... but promise me
      that if Microsoft crashes you'll be man enough to come
      back and explain... :-)

    • Don't always like you but I respect you. You're good people.

    • RE: MSFT's tracking stock

      ``It would also
      give them options on those tracking shares that would
      help them attract good talent.''

      At least they
      are going to stick to their core competancy - options
      granting and speculating.

      "Microsoft executives
      long have complained the company's stock price does
      not reflect the full value of its Internet
      investments compared with ``pure play'' rivals like Yahoo!
      Inc."

      Since they are approaching 5% of the TOTAL stock market
      cap and 10% of GDP, I guess the company is probably
      significantly undervalued right now with everyone not valuing
      their money losing net businesses :)

    • <<Check out DELL chart, it is all hyped up.
      I am shorting at the opening about 200K
      .....>>

      Next Internet Rally, I'm shorting the hell out of
      Ebay, AMZN, and a shit load of other internuts. Don't
      know what I'm doing, so I plan to d-i-v-e-r-s-i-f-y.

    • "No matter how you slice it, debt is debt.
      Although most companies pay off their debts by stealing
      from their shareholders, it can not be perpetuated
      infinitely unless growth continues infinitely. Just print
      more money? This type of pyramid scheme works fine
      when business is brisk and the stock keeps heading up,
      but once you plateau and sales drop off, you're in
      deep ka-ka. Just ask Donald
      Trump....

      Microsoft, IMO, is a bubble waiting to burst. "

      The
      worst case scenario is about 15% earnings dilution,
      ASSUMING MSFT DOES NOTHING TO OFFSET IT. With 22 billion
      in cash and put income of roughly one billion
      annually (income that offsets the earnings dilution
      OBVIOUSLY), MSFT can offset much of the dilution EVEN IF ALL
      OPTIONS WERE EXERCISED AT THE SAME TIME. WHICH WON'T
      HAPPEN. You sound alot like Fardo who drums up
      unrealistic scenarios and calls THE BEST STOCKS BUBBLES. Wait
      till Buffett steps down, then you'll see a bubble
      burst!

    • Hey, thanks for the notes, as always so
      refreshing...

      As to my position, I am 100% cash right now, it is
      easy to be that way if you own one or two stocks. If
      you have Nasdaq stocks be careful. Nasdaq is already
      up 30% YTD, what do you expect 60% end of
      year?

      Anyway, I took DEll short position yesterday but I
      covered it when I learned they are holding shareholders's
      meeting today. But, I am definitely coming back to short
      DELL today. I guess it is part of my personality, I
      just hate computer hardware stocks. What is the best
      thing can happen during the shareholdrs meeting today?
      DELL introducing psychedellic computer? Check out DELL
      chart, it is all hyped up. I am shorting at the opening
      about 200K .....

      How am I doing? I am little
      over 1500% YTD. I am shooting for, I don't know. What
      I know is I am going long term investing after this
      year. You can't have normal life being a short term
      trader.

      good luck

    • Don't tell me you are AngryTrader? Holy shit!
      When you were Art of Shorting, you didn't have an
      attitude. Then came AngryTrader with an attitude..... well,
      at least you're back to

      normal!

      <<You know what makes me come back here? To read your
      postings. >>

      Glad you find them
      entertaining.... if not educational.

      <<Mainly, I am
      trying to learn about investor's life n suff.
      >>
      Do you remember when Napart was spilling his guts
      out? Now that was entertainment! I really enjoyed is
      mushroom rides....

      As far as my life goes... it's
      boring. Lost interest in everything except sex and
      investing. I don't buy anything anymore. I have a $100k
      salary and I save almost $50k of it, even after paying
      $30k in taxes. I don't even know why I work... I think
      it's due to my have-to-have-a-career pride problem.
      You remember my EMAK, and CPCL? They're up 110% and
      120% now. Another one I have, CLCX is starting to
      break out too. Up a mediocre 40%, so far. NDB has
      stagnated (still holding), and I sold NSM at $25. My BUD,
      CHD and SWY are doing so-so. Only thing that sucks so
      far is Brk! But my investment life is doing me good
      this year.... now if I could only say the same for my
      sex life... up up and away!!!!

      <<I am
      in college now. Believe it or not, I got into
      University.>>
      Congratulations! I guess you're going to quickly learn the true
      meaning of the copy machine! :-)

      Howz your
      performance? Are you still kicking ass?

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