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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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3041Re: JHG's commentary. That was classic. Too funny. Thanks. God Bless.hoyasaxa-4/18/2002
3040room222, I have no knowledge of the particular convertible. I don't know enPaul Senior-4/9/2002
3039Paul would appreciate what you know about the convert. I didn't know they hacfimx-4/8/2002
3038Thanks room222. I looked at Chieftan, and, fwiw, I see they're both (BH andPaul Senior-4/8/2002
3037Oaul, I think that this is Simpson's pick, a fairly longstanding holding. Btcfimx-4/8/2002
3036Can anyone here describe Berkshire Hathaway's involvement with Shaw CommunicPaul Senior-4/8/2002
3035re. GCI. I'll start to take a few GCI chips off the table as GCI approachePaul Senior-3/19/2002
3034>> tempered by severe losses, disciplined by a hard and bitter struggle tocfimx-3/7/2002
3033If that isn't irrational exuberance, I don't know what is....LOL!doug5y-3/7/2002
3032Let us not talk about our losses, but look forward to our gains. Ask not what yojhg_in_kc-3/7/2002
3031jhg? The jhg_in_kc? Going here from Krispy Kreme to Rambus to now old white-sPaul Senior-3/6/2002
3030re: CGI (from the Quicken screen) The Commerce Group is by far largest automobiPaul Senior-3/6/2002
3029re: DNEX. I occasionally have been tempted to buy but there are some questions Paul Senior-3/6/2002
3028PPD Has been criticized by short sellers on a number of quality of earnings issuBob Rudd-3/6/2002
3027I saw the same thing and did these notes on TSS for myself, FWIW: Total System - with a K-3/5/2002
3026Jurgis: Thanks for your comments. I will take a close look at DNEX as well as aDavid-3/5/2002
3025I bout some JPM at 29 last week. I offer the article below for the thread's jhg_in_kc-3/5/2002
3024David, From the companies you mentioned, I follow DNEX and know about PPD and Jurgis Bekepuris-3/5/2002
3023From time to time I look at the Quicken Site to review the listing of Strong IntDavid-3/5/2002
3022According to Munger they were very concerned about the amount of leverage coupleLauA-2/25/2002
3021Jacques Newey, I would never bet against Buffett, but don't you think peopletechreports-2/25/2002
3020"Fan and Fred ..poorly run hedge funds" Probably why Buffett had beenJacques Newey-2/20/2002
3019'Fannie Mae Enron,' an editorial in today's WSJ, is having and impacBob Rudd-2/20/2002
3018Fwiw, article on Buffett-type stocks: businessweek.comPaul Senior-2/16/2002
3017IMHO this is a great value stock: Message 17059645 I am long from 83 cents in Moominoid-2/14/2002
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