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Gruntilda6517

Gruntilda6517
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  • Intel Loses The Galaxy Tab (Part II) [View article]
    Believing in Intel is like believing in The Great Pumpkin. I'm long INTC but I increasingly feel like Linus.
    Jan 21, 2014. 10:05 PM | Likes Like |Link to Comment
  • My bid for Berkshire (BRK.A, BRK.B) would be about 20% lower than the current price, says Michael Price in an outstanding presentation on the process of value investing. GE has 1K tax lawyers figuring out taxes in 100 different countries, says Price, but Berkshire (also operating in 100 countries) has 20 people in the entire home office ... "I don't know how that works?" Unlike a lot of large companies, Berkshire gives little light on its pension liabilities. "There are lots of questions that will come up in the next 5 years there." The video also sheds a good deal more color on two Price longs: Hospira (HSP) and Hess (HES). [View news story]
    "GE has 1K tax lawyers figuring out taxes in 100 different countries, says Price, but Berkshire (also operating in 100 countries) has 20 people in the entire home office ... "I don't know how that works?" "
    Well, that's more than a bit exaggerated. Berkshire's subsidiaries have many people managing taxes. Also, I contend that having more lawyers in a company isn't necessarily a sign of a superior business or good for productivity.
    Jun 16, 2013. 01:14 PM | 3 Likes Like |Link to Comment
  • This Picture Is Worth 1,000 Words [View article]
    Suggestion - plot the values on a log scale.
    May 26, 2013. 11:56 AM | Likes Like |Link to Comment
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