what's wrong with a , returning capital to shareholders metric ? what about a shrinking, FLOAT metric ? understanding supply vs DEMAND, metric ?
THIS is what tops are made of bro !!
== When that larger ship goes down, BRK has no choice but to follow it.===
VERY WRONG, old bud. IF, IF, uncle makes the right moves short spy long brkb would be the correct play, BUT, BUT, uncle warren can stay stubborn and wrong for longer then my life expectancy !! IF IF uncle stepped down and called me, the FIRST move I make ??
call GS and find me a seller of 10-20 BILLION brkb calls out 10 years, yep, I want to buy brkb calls with our money out 10 years . Know why ? what would my second move be, any one else want to play while jad gets up off the floor by my first move ?? lol, beach you playin ?
bro, I worry about you. for how many more days, weeks, months, YEARS are you going to claim only an idiot like me would have a 401k and 529 all in spy ? bro, if this continues doc drew may show up at your door, PRE PAID, by me !! THINK bro, THINK !!
bro, remember in buffett's less informed days, he refused to split the stock and said he didn't want brkb in an index ? now, when a dollar is invested in spy, what % of THAT dollar goes into brkb and brk holdings ? where would brkb be TODAY without the split and the authorized buyback, gimmick ? here is the top 15 stocks in spy,
SPY — Stock Holdings Page 1 of 25
Stock Weight Amount
Apple 2.89% $4,526,025,630
Exxon Mobil 2.50% $3,914,087,562
Google INC. Class A 2.04% $3,204,628,862
Microsoft 1.73% $2,712,687,018
Johnson & Johnson 1.56% $2,442,939,317
General Electric Company 1.54% $2,411,451,677
Wells Fargo & Company 1.32% $2,064,773,693
Chevron 1.32% $2,075,899,164
J.P. Morgan Chase & CO. 1.31% $2,052,880,501
Procter & Gamble Company 1.28% $2,005,537,819
Berkshire Hathaway INC. Class B 1.23% $1,923,068,389
Pfizer 1.23% $1,935,095,288
International Business Machines 1.14% $1,780,043,640
Bank of America
lol, you lost it old bud. we agree, brkb should be 50 % tsla, on margin !!
btw, anyone care to offer an opinion of YYY DEMAND for spy, the benchmark buffett uses, not me, WHY DEMAND for spy continues to exceed DEMAND for brkb ? size ? fox news ? global warming, why ?
the foundations are enjoying 500k to 1 million less a DAY in lost proceeds from sales of your life's work, DAILY !! over time it adds up old bud. stubborn and WRONG are very costly mistakes. do the right thing even if you and munger still don't understand YYY, you have to !! as always, I'm here for you, your favorite partner, hc.
btw, it's HEART BRAKING to read my favorite old bud in foolsville he still doesn't get it, shocking really, but I do like the guy. also, rational stopped posting over there I guess he got tired of the fruitcakes, lol. I wish he would join us and just iggy the nut jobs and the hopeless , I respect him and the fact that he allowed me to
exchangewith him on his blog ,too bad he left foolsville, he added value. oh well. hey, was missed arrested, again ? yo missed, do we have to raise bail money for you ??
that uncle is slow but over time, he gets it !! well done uncle.
I ask, are ibm, xon, wmt small start ups ? couldn't he make brk 20 billion smaller by buying back brk over ibm ?
bro, do u think todd and ted are going to reduce turnover ? lets keep it real or this will feel like fooolsville light.
bro, this is what happens when you site buffett quotes from the 1800s. how much would it cost u to buy 1000 brkb ?
never made or avoided an investment based on tax CONsequences ? Tricky dude that uncle warren, no ? WARNING, buffett and munger can be stubborn and very WRONG for a lot longer than many loyal mainlining children of the brkville madrassa can stay solvent. The next time I'm at micky Ds getting a vanilla cone dipped in chocolate, yep, i'm hooked, I might ask, how many employees own brkb ? how many of you read the experts at seeking a, or in foolsville who told you the past 5 years that brkb would trade back to 1.7 xs book wth NO div and a 1.2 xs book buyback limit, while the foundations have 100,000 shs a DAY to go FOREVER ?? seriously, I'm sad to say its a form of investor abuse to repeat silly nonsense learned in the madrassa. nice guys , they mean well, they are just very confused. uncle , call me, I'm here for you.
thanks, so being all in goog would have been bad ? that makes the case for buying brkb even stronger, no ?
I'm guessing u agree with selling out of the money calls into these valuations ? IF uncle can find buyers for 40 BILLION long dated index puts im sure he can find buyers for long dated calls. btw, yo axp, IF buffett didn't buy all that ibm would U have sold the 200, 190, 180 ibm puts ? thanks.
he hires todd and ted to beat the spy and brk, going forward , go figure ??
beach, im talkin selling way out calls like the puts are. IF hussman, grantham, and JAD are right, selling calls out 5-10 years may look brilliant OR is the market CHEAP today looking out 5 -10 years and JAD and hussman are sniffing glue ?
bro, im not talking ONE YEAR time tables, over the next 5-10 YEARS will ibm, wmt, xon, outperform spy ? does ko look like a monster grower to you ? could he sell the calls out 5 years or longer like he sold the puts out 15 years plus ? you like to make up your own questions and answer as if I asked them. I asked 2 years ago YYYY ibm over buying brkb, no ?
Y do you think these major holdings will outperform spy going forward ? Y not just own the index and spend your time watching shuffleboard on ice on cnbc ? PLUS, you can sell calls etc vs spy , and help to push our puts OUT of the money, nice and liquid. I'm here for you.
++ Regulators have noticed and have successfully pushed Buffett for more disclosure as it relates to insurance
operations. “The fact that they wouldn’t on their own reflects an attitude of very, very limited disclosure,” says Shields.++ from that piece,
I don't make this stuff up.