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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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2716There is a general lack of understanding of Buffett and Berkshire. Just a coupleMoominoid-1/3/2001
2715Warren Buffett's picture was in the Wall Street Journal for three straight dJames Clarke-1/2/2001
2714Message 15096043 This fits with buying building supply companies.Moominoid-12/29/2000
2713So we could have a corporate recession where profits are squeezed but jobs not? Moominoid-12/20/2000
2712Just bought another one, and took another big bite out of the asbestos apple in Bob Rudd-12/20/2000
2711This discussion in interesting here is some quick speculation: (1) cash wages Ryan Hess-12/20/2000
2710I would think unemployment spikes in every recession, no?vampire-12/20/2000
2709Don't forget to factor in employment - unless unemployment suddenly spikes (Dale Baker-12/20/2000
2708i would THINK that housing starts are up as people see the rates and start buyinvampire-12/20/2000
2707I really don't know enough about the sector to say how the dynamics work. IDale Baker-12/20/2000
2706what about the fact that if we are going into a recession, people are gonna starvampire-12/20/2000
2705A lower interest rate environment offsets the slower economy and stimulates housDale Baker-12/20/2000
2704<<I've been puzzled by Buffett buying up all these building supplies cBob Rudd-12/20/2000
2703Housing Starts Rise 2.2 Percent Wednesday December 20, 11:04 am Eastern Time HHenrik-12/20/2000
2702Perhaps we will soon be able to buy great companies at great prices (great priceDaniel Chisholm-12/20/2000
2701I've been puzzled by Buffett buying up all these building supplies companiesMoominoid-12/20/2000
2700MSFT: This article by Herb Greenberg may have greased the skids a bit: thestreetBob Rudd-12/20/2000
2699Daniel, I'm currently out of MSFT - took losses for capital gains. On a prShane M-12/19/2000
2698Dan: I sold MSFT as it broke support - I was looking for another bounce that wasBob Rudd-12/19/2000
2697Daniel, Hmm, I am so weak in valuation issues that I won't try to explain mJurgis Bekepuris-12/18/2000
2696Re: value in MSFT, Hi Shane, Jurgis and Bob, I nattered on about me "not Daniel Chisholm-12/18/2000
2695I re-entered MSFT @5O after previously buying @50 and selling within 2 day @ 60 Bob Rudd-12/16/2000
2694I purchased MSFT at $62 and today at $48. Will sell half at $70. Next purchase Jurgis Bekepuris-12/15/2000
2693Season's greetings everyone, I feel a compelling<g> need to come hereShane M-12/15/2000
2692<b>Sounds like one hell of a first hundred days legislative agenda for W&lTomato-11/25/2000
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