zero h, interesting read.
lol, I have no idea who that is I must have iggyed it long ago. years ago todd taught me how to paste and post my iggy list it was in the 100s when that KKracKKhead was using new IDs every 10 minutes, lmfaooooooo. too funny, I wonder what ever happened to the KKhead maybe he was forced to stop changing his ID by yahoo and he went to rehab ?
perhaps uncle warren will make a few changes going forward ? Lean on worthless overpaid politicians in BOTH parties and maybe speak up against overpaid corporate gangbangers ? its never too late to make a difference uncle, well done !!
not a bad group to hang out with, ok, I admit I would prefer jena and pam, go figure.
using the iggy feature !! have a grand day bud.
funny thing about market experts. I have read that 60 billion in IPOS has been sucked out of the markets BUT where is the most important number that i'm trying to find ? HOW MUCH $$$$$$$$$ have insiders raised from sales the past 2 years from IPOs ? WHO has absorbed this selling ? In TOTAL is it 100 BILLION plus ? FB alone must be 30 billion plus, its AMAZING the job Zuckerberg and team FB has done generating DEMAND for FB, providing liquidity to its partners, truly amazing. tho i'm sure buffett and munger still think unlimited supply FOREVER doesn't matter. IF buffett ever did a real interview I would LOVE to ask him a simple question ? IF, ibm buying back its stock is bullish because it reduces the issued and outstanding and the FLOAT, how can KO taking all that equity via gangbanging option grants NOT be bearish long term for shareholders of KO ? YYY wasn't he outraged ?
that buffett sold 10 million shs or more of ibm into this rally, I know, I know, I was dreaming. i'm hoping for a miracle, I doubt we get it with this dow doggy ? ibm over brk, go figure ?
morning jad, thanks bud. The problem is very smart guys with little common sense are very dangerous. Lets talk the obvious. At this point i'm no longer wildly exposed to aapl, here's why. amzn finally came with its smart phone, it has zero chance, zero, at the price points they started with. Samsung is getting hurt by several smart phone makers with lower price points for quality phones. amzn will be selling its phone 50 % cheaper by year end, maybe lower, Samsung will have to drop prices to compete, can all this go on while aapl maintains its market share and its margins ? looking out 10 years aapl with any certainty might cause buffett to choke on his breakfast. What's happening in the cloud space ? What's happening to margins ? What's happening in the reinsurance space and pricing ? IF, IF, the gop doesn't blow the lay up and the gop gets 51 senate seats the americon spring may be 2 years away, IF its Hillary and not liz. BTW, WHERE are the smart experts, all I hear is 30,000 kids have walked across the border, YIKES, has it occurred to anyone that a few 100 bad adults may have walked across too ? ANY RISK there ? the GOP is a party of MORONS, who else is walking across the border, is anyone asking that question ?? THATS YYY we have to control the border and who is walking in ?? shameful.
BTW, HOW many knew aapl STOCK would be better off without JOBS ? If jobs was still there aapl might have 200 billion in the bank, no div no buyback. IF buffett did the right things in 2006 brkb would never have broken 1.3 xs BV and it might be trading at 1.8 xs BV today. WHO KNOWS what idiotic things very smart guys may do out 10 years ? SPY bro, in the aggregate most companies in the spy will be shareholder friendly , and be FORCED to do the right thing if they don't , see aapl !! Have a cheerful day bud.
what happened to Meredith Whitney she was early but still may prove to be spot on ? Meanwhile this Franklin muni fund has a load, high fees, what broker puts his clients in this garbage, shameful ? maybe PRES liz warren would shut this sheet down, end of story ?
brkb the very biggest winner, again !! its a beautiful thing.
yo balty, how can u be so wrong AFTER the fact ? r u saying being all in spy the past 5 years has been a bad move ? Do u watch Cramer to make these great picks ? How many boats can a broker like U, buy from a client like me ? how many times have you turned your book the past 40 years ? churn em and burn bro, do your thing !
ny times if you missed it.
reits, mlp ?
++ The total market capitalization to GDP ratio, which Warren Buffet described as “probably the best single measure of where valuations stand at any given moment”, also confirms that stocks are in bubble territory:++
call buffett on a day your idiot partner takes the day off so that kernen cant take the discussion off topic, thank you.
some compelling stuff.
doesn't he read hussman ?
morning syz and mne, seems to me bill gross has put his career on the line with his latest call. IF the 10 year moves toward 3 % over the next 6-9 months he's dead wrong, again, 10s of billions will flow out, and spy might be in trouble. IF gross is right and the 10 year stays down here its harder to see a 20 % sell off. The shocking thing is all the talk about 30,000 kids walking across the border, who else may be walking in ?? What can 100 bad guys do ? its nuts ??
balty, due dili, don't make me laugh. IF not for david winters would buffett even know KO was robbing him blind ? how much due dili did buffett and munger do ? PLUS, once buffett was educated on the issue, what did he do ? pathetic.