gordo

9 Comments

    • ON: Sun Aug 3rd 22:23 PM
      Commented on:
      Buying a Buffett Portfolio
      well I chose the companies that are more within my circle of understanding ... I probobly should have included bni because I do get the economics there...I just believe there is more value in say kft right now ... with kft you are buying shares below berkshires cost where as with bni you would be paying a hefty premium to berkshires cost...but good point...
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    • ON: Sat Aug 2nd 18:41 PM
      Commented on:
      Buying a Buffett Portfolio
      Im wondering if youre an idiot to imply that buying these businesses is a bad idea because I mis spelled a word
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    • ON: Tue Jul 22nd 15:46 PM
      Commented on:
      What You Can - And Can't - Learn from Warren Buffett
      For any of you who want to learn from Warren Buffet, I suggest you read the annual reports of Berkshire...
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    • ON: Wed Jul 9th 22:17 PM
      Commented on:
      Berkshire Hathaway: At a Good Buying Opportunity
      i would mention that Berkshire is a citadel of first class businesses run by first class managers...and that to buy berkshire at a moderate to premium price would ...over time... be ok...but to buy it now at under 4,000 for a b share is really quite a good investment...
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    • ON: Mon Jun 23rd 09:37 AM
      Commented on:
      2 Safe Bets Amidst Big Banks' Worrying High Yields
      Well obviously youre right...running a bank is like running an insurance company and what really matters because youve got a commodity is the management...great risk managers who concentrate on return on equity will build a safe bank...managers who want to grow at huge cost to shareholders by making dumb deals will lead to value destruction...
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    • ON: Tue Jun 17th 23:03 PM
      Commented on:
      GE: More Bad News to Come?
      This article is very anecdotal and superficial...I dont see where there is detailed insight...one thing for sure GE has a large financial division that wont do well in the short run but we dont buy stocks for the short run...my guess is this may be time to buy some GE...but why buy GE when one can buy PG and KFT ...
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    • ON: Tue Jun 17th 12:04 PM
      Commented on:
      Will the Market Keep Falling? I Hope So
      very nice article, I like to buy exellent businesses with durable competitive advantage run by first class, honest managers at a reasonable price. When a great business like American Express can be purchased fractionally at say $44/share instead of $66/share one has a much better margin of safety inherent in their investment. I just bought AXP at $43 and change and do feel good about the investment. The real goal as an investor is to avoid buying poor businesses at what seems to be "good" prices.
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    • ON: Fri May 16th 10:03 AM
      Commented on:
      American Capital Strategies: Dividend Analysis
      Thats a fair article, I would add that this is a very competent management team and they are developing a more fee based business model also they are being unjustly prosecuted currently in that they have little exposure to mortgages - primarily they invest in private companies across senior, mezzanine, and equity capitalizations....
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    • ON: Tue Mar 11th 13:05 PM
      Commented on:
      Radio Value Opportunity Beckons: Calling Warren Buffett
      Dont you think this industry suffers from what the newspaper industry suffers from: poor economics. That is to say would radio have even existed if satellite radio and ipods and on demand media existed first? Buffet does not own a radio station to my knowledge. I would say the long term earnings power of a radio station is not as knowable as say the future earnings power of say gillette... so why invest in it. Do you have an investment in radio?
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