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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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2816jhg. KKD. I didn't know about that. Funny initials. In the Japanese qualPaul Senior-5/17/2001
2815my RMBS pick blew up bigtime, alas. Fortunately, I sold a lot right at the top. jhg_in_kc-5/17/2001
2814jhg, imo, you could be making a profitable bet with KREM. Stock's got thePaul Senior-5/17/2001
2813you said you'd like EMC at 25. well, it got to 25.5, or 26 not so long ago. jhg_in_kc-5/17/2001
2812jhg, Yes, where is Chuzz? I hope he is well enough to own up to some predictioRobert Douglas-5/17/2001
2811Why don't you wait until KREM hits a glitch? why, otherwise, take a chance oDavid-5/17/2001
2810I'm very interested in KREM too. When it gets to 10, let me know. You haveJames Clarke-5/17/2001
2809If you accept current analyst estimates of .70 [1/02] and 25% 5 year growth [aggBob Rudd-5/17/2001
2808In the name of Warren Buffet, what is the "margin of safety" for KREM?KevRupert-5/16/2001
2807I just spent a couple hours reading the KREM thread posts. I do think this stockjhg_in_kc-5/16/2001
2806KREM: I looked at it as a possible short due to valuation, but decided it was toBob Rudd-5/16/2001
2805To one and all, anyone have any thoughts or advice on Krispy Kreme Doughnuts, Injhg_in_kc-5/16/2001
2804Eric, That is a common occurrence isn't it? People don't want it when Robert Douglas-5/16/2001
2803That is, I guess the the other side of the coin..no pun intended..I would wonderI_C_Deadpeople-5/16/2001
2802Eric, I thought I'd try to find some numbers on the India silver holdings. Robert Douglas-5/16/2001
2801I believe that Buffett has owned his silver position for several years. The proRobert Douglas-5/15/2001
2800Found the link I was looking for gold-eagle.comI_C_Deadpeople-5/15/2001
2799Just found this thread, been a big fan of Buffett for some time. I also invest hI_C_Deadpeople-5/15/2001
2798I've always assumed that Buffett took a significant position in silver at a LauA-5/14/2001
2797WEB spent a lot of years studying the supply demand fundamentals of silver. MaybBob Rudd-5/14/2001
2796Thank you. If they were asked about it at the meeting, and refused to comment, iHarry Sharp-5/13/2001
2795Harry: I did a quick word search of the last 3 10K's and Fool discussion boaBob Rudd-5/13/2001
2794Have they ever said what they did with their huge silver position from a couple Harry Sharp-5/13/2001
2793Munger: Notes from Wesco meeting fool.comBob Rudd-5/8/2001
2792Meeting links compiled here: boards.fool.comBob Rudd-4/30/2001
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