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Strategies & Market Trends
Buffettology
An SI Board Since December 1997
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Emcee:  Michael Burry Type:  Unmoderated
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2766More on BRK's float from one of my favorite Yahoo posters... "Imagine Jacques Newey-2/9/2001
2765Steven, I had forgotten about that. I OWN msft but didn't short the QQQ. I hcfimx-2/7/2001
2764Did you try the long MSFT short QQQ/DELL/CSCO hedge? siliconinvestor.comsjemmeri-2/7/2001
2763I agree with James Clarke that DELL was now attractive at a much lower price. ThMoominoid-2/4/2001
2762The reason I bought Dell in the teens is the same reason I didn't in the 50sJames Clarke-1/30/2001
2761here is this jhg guy you used to argue with. I am back. I had some major problemjhg_in_kc-1/29/2001
2760I would like to add my two cents to this float discussion. Generally, it is a Freedom Fighter-1/28/2001
2759Shane, sorry for my previous long rant. Typing it out helped me organize the raJacques Newey-1/23/2001
2758Both you and Jacques make sense to me. Some other people's discussions of flMoominoid-1/23/2001
2757Any well run insurance company will have the same. Buffett is just better at invMoominoid-1/22/2001
2756Jacques, Wow, long post <g> I understand what you're saying (correctShane M-1/22/2001
2755David, Re: "But there is nothing more to it than that. Very cheap, free, orJacques Newey-1/22/2001
2754Shane, I am not an expert on float. Nor am I an expert on the insurance businessJacques Newey-1/22/2001
2753That's what has puzzled me about the corporate strueture expecially when it Moominoid-1/22/2001
2752I think I read something about that recently also. I'm thinking it was in JBrendan O'Connor-1/22/2001
2751It's only off 3/16 at the moment. The mania has returned.Moominoid-1/22/2001
2750Dell just warned. will be cheaper todayMadharry-1/22/2001
2749I'm just wary of people on Yahoo etc claiming new float is somehow "earMoominoid-1/22/2001
2748Good argument David. Maybe I oversimplified my analysis, and you saw right throJames Clarke-1/21/2001
2747Just dropping in for some help. I am looking for a quote where Buffett makes a cMichael Burry21/21/2001
2746From what I understood Buffett to say float is like a cheap or negative cost loaMoominoid-1/21/2001
2745My interpretation of how to value BRK has two components: 1) the stocks + operaJames Clarke-1/21/2001
2744<I>All float is not created equal. </I> Jacques, could you elaboraShane M-1/20/2001
2743If the combined ratio is less than 1 then the float is like a loan with a negatiMoominoid-1/20/2001
2742David, two posts you may find interesting regarding BRK’s P/E. messages.yahooJacques Newey-1/20/2001
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