PenName Dave

Berkshire Hathaway Stock Portfolio: At Risk of Resembling an Index Fund?

Silly title... risk of becoming an index fund?

Whats the risk? Index funds outperform money managers 80% of the time.

Google's Chrome OS: Are You Ready to Give Up Desktop Apps?

I'm ready

Electronic Arts Will Lead the Gaming Industry When the Time Comes

Blizzard is the best game company in the world by far... and they are part of ATVI now.

Re-occurring monthly revenue from WoW gives them a huge advantage over all other gaming companies that reply on lumpy revenues from software purchases

Warren Buffett and the Imaginary Economy

u again? I think your going to lose your feud with Buffet

Crocs' Rocky Future - Barron's

>Crocs isn't expected to make a profit in the next two years, and has >impaired inventory to work through

The CEO said they'd make a profit in 2010... for what thats worth.

Betrayed By Buffett? No Need to Be Shocked, The Game Is Indeed Rigged

All you haters must have been short the market lately. So much anger towards a good man.

Warren Buffett: The Rust on the Icon

Buffets "great quarter" is simply his index puts that he wrote to market in past quarters, having then written them down... now he will write them up.

It was never that bad for BRK, and perhaps now with these huge markups its now as "good" as it will seem.

But ... get some clicks.... good headline... except its the 4th one in 2 days. Your point is simply mis-guided and your thesis is bent.

>More stunning is the pernicious manner in which Buffett has >talked out both sides of his mouth when it comes to government >bailouts and handouts.

pernicious
pernicious... means destructive....

Buffets longterm persistent confidence in the US and its economy was, and is, a HUGE factor in the "recovery".

When Buffet did these 'pernicious' actions... you could have followed and bought GS at $64.... BRK at 72k....

You didn't... because you didn't have faith. Buffet does!

Buffett's Betrayal

Ok... lets think about this.

When you think about integrity among people in the public eye, we obviously see alot of scandal.

Would you not agree it is unthinkable that....
1. Buffet be caught in a sex scandal
2. Buffet be indicted for some financial crime or theft
3. Buffet wage a public feud where he 'ad hominen' attacks another public person
4. A BRK employee leaves in anger, and writes a scathing book blasting buffet.

We all know these would never happen to him. He MUST be a highly ethical and respected person among all he meets! If he were not... one of those 4 would be plausible. None of them are!

Read his essays, read his books, listen to what he says.

He stands by all he does, and has proven to be simply a l e g e n d.

When the history of the 20th Century is written, Buffet will represent it in a good way. How many other people will?

Buffett's Betrayal

You're all haters.

If you don't like and admire Warren Buffet, who would you put ahead of him in terms of integrity, principles and humility?

I don't think any other business leader comes close.

Ballmer: 'Nobody Gets' the Microsoft-Yahoo Deal

YHOO is just overvalued and while this deal will save them on COGS, in the long run they are giving up a big portion of their value.

Even after the stock drop of the past few days, YHOO is a 20B market cap company. Still a very high number for a company thats not a leader in any of its "spaces".

Warren Buffett Getting No Respect

Just wait!

Bada-Bing! Microsoft's New Search Engine Has Potential to Lead to Advertiser Cha-Ching

Snore... can' believe I got suckered into reading this dribble. Catchy title... but i doubt the epic advancement in right hand side navigation is gonna be a long term game changer

Why I'm Shorting Google

At what price do you plan to cover?

Berkshire's Huge Exposure? Nonsense

Excellent chart there... sums it up perfectly. Thank you for doing the calculations on premium annual return needed. Thats exactly the thinking Mr. Buffet used in making those decisions.

It amazing how quick people are to tear down and disregard people who have such a strong track record.

I recall a story about Bill Walsh, the former 49ers coach who drafted and traded for Joe Montana and Steve Young. After he retired from the NFL and was still living in the bay area he had an opportunity to get to know Jeff Garcia and see him play at San Jose state. Walsh called several teams on behalf of Jeff Garcia as the draft was approaching and told them that he though Garcia would make a good NFL quarterback and was certainly worth a draft choice.

No team drafted him.... or invited him to their camp. Jeff Garcia played several years in the CFL before he got a shot in the NFL.

No one could have done more to establish credibility in the area of NFL quarterbacking than Bill Walsh... and still no one listened.

No one could have done more to establish credibility in the area of investing than Buffet... and I see commentary about him like he's been discredited and shamed.

No one is right all the time, but some people do better than others :D

Is Berkshire a Long Run Buy?

“You can buy the stock for its liquidation value, paying zero premium for the great management and fairly dependable earnings stream …. This may not happen again for decades"

"There surely must be a premium in the shares simply because of Buffett’s reputation."

Book value is 70,000 per share... price on Monday was 72,000 per share... no Buffet premium there