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Strategies & Market Trends
Buffettology
An SI Board Since December 1997
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Emcee:  Michael Burry Type:  Unmoderated
Introduction Compact
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2491 The biggest move Berkshire made to manage its Coke exposure was the least underJames Clarke-5/20/2000
2490 James, Berkshire has bought Cort and that little insurance company this year. Ecfimx-5/20/2000
2489 The collapse (finally) of Coca Cola Enterprises (and I don't think its doneJames Clarke-5/20/2000
2488 Another Buffett's pal: money.com JurgisJurgis Bekepuris-5/19/2000
2487 Shane, MSFT is ~10 points away from the buy price. I know, I know... It may ruJurgis Bekepuris-5/12/2000
2486 Jurgis, I feel like MSFT falls into the buy area now for technology. You mighShane M-5/12/2000
2485 In todays markets,Dell must now be considered as the rare and much desired &quojhg_in_kc-5/12/2000
2484 Sold MAT and bought more TSG. Holding ANF, although the report was very so-so. Jurgis Bekepuris-5/10/2000
2483 Bob, I don't want to pretend I have vision in this because I don't. BShane M-5/7/2000
2482 Twister:<<wouldn't you want to be the low cost provider, a la Geico&gBob Rudd-5/5/2000
2481 if insurance is turning into MORE of a commodity, wouldn't you want to be tcfimx-5/5/2000
2480 Of course no acknowledgement from the true believers what question Dan was askiJames Clarke-5/5/2000
2479 Your questions drew this response on the EMC thread: <<<To: jhg_in_kc jhg_in_kc-5/5/2000
2478 Hi jhg, <i>"Storage capacity has increased 1,100 times this decade,Daniel Chisholm-5/5/2000
2477 Shane: <<P&C insurers...are beginning to shift away from price competBob Rudd-5/5/2000
2476 I recommend EMC as a rock solid investment. It is now my biggest long-term holdjhg_in_kc-5/4/2000
2475 Let's think for a little bit what that quote means. It is kind of pithy atJames Clarke-5/4/2000
2474 James, what a lovely quote -- Charlie Munger's no fool. <g> I'm Terry Maloney-5/4/2000
2473 To All, Andrew Smithers just sent me a copy of his new book called "ValuiFreedom Fighter-5/4/2000
2472 Yeah, I'm positive looking forward on ALL, but my opinion is driven in larShane M-5/4/2000
2471 re: D&B "Moody's is a little like Harvard, its a self-fulfillingJames Clarke-5/4/2000
2470 Shane, Thanks. That's been my feeling too. I have significant exposure to Freedom Fighter-5/3/2000
2469 Wayne, I've changed my views to optimistic on P&C insurers. I work Shane M-5/3/2000
2468 Guys, You know how I hate touting my own positions (ha ha ha) but I think you Freedom Fighter-5/3/2000
2467 Jim: Clayton / Berkshire Hedge When Floyd II comes thru, BRK takes a supercat hBob Rudd-5/1/2000
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