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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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3291SLE keeps dropping, and I keep adding. IF (That's <b>IF</b>) eaPaul Senior-5/2/2003
3290Don't you mean the wholesale distribution of groceries to Wal-Mart as well aFredman-5/2/2003
3289After the purchase of McLane, is there any doubt about Buffett's thoughts onLauA-5/2/2003
3288If I bought in at 1,500 and sold at 2,200, how did I not make money on it ?Fredman-4/30/2003
3287in the last five years, you did not make any money in BRKB: finance.yahoo.com hLarry S.-4/30/2003
3286Buffett's Berkshire Hathaway Raises PetroChina Stake Hong Kong, April 28 (Julius Wong-4/28/2003
3285FWIW, I'm voting my 3000 shares against the sale to BRKA. I'm tired of hLauA-4/19/2003
3284Here's a somewhat different view of Berkshire's asset allocation - Note Bob Rudd-4/18/2003
3283Clayton Homes, Inc. To Be Acquired By Berkshire Hathaway Larry S.-4/1/2003
3282That, and CAG is based in Warren's home town, which is where I am as well.Fredman-3/21/2003
3281food - no half baked ideas here... I will second the SLE, CAG. And I also mentiGrommit-3/21/2003
3280Food Stocks: Paul -- I too have been buying SLE below $20. I have also been buy249443-3/21/2003
3279SLE was discussed here positively by several posters a few years ago. My opinioPaul Senior-3/21/2003
3278The person you're thinking of is Lou Simpson of Geico, his portfolio holdingMark Marcellus-3/18/2003
3277This may not be Buffett's position. A transcript of one of the shareholder mbozwood-3/18/2003
3276thanks for the post. does anyone that follows follows Buffett's holdings knShane M-3/18/2003
3275Buffett's recent buys and current largest holdings from Forbes: forbes.comdstange-3/17/2003
3274Jurgis Bekepuris: re: CPC. I haven't looked at how Tilson calculated IPKPaul Senior-3/15/2003
3273Paul, Do you know how Tilson calculated high teens ROE on IPK (ref. article bacJurgis Bekepuris-3/15/2003
3272Paul, I got halved with along with you on CPC. I'm still holding mine and Shane M-3/14/2003
3271Short or avoid. My pick of CPC has been about halved since I mentioned it. AndPaul Senior-3/14/2003
3270Any views on IPK now Paul?KevRupert-3/14/2003
3269another issue is that Buffett and Munger don't operate the company for gaap cfimx-3/13/2003
3268Dstange, I am 100% invested - as always :-) - SP500, value funds, stocks. Cash?Jurgis Bekepuris-3/12/2003
3267I am trying to get a sense of what others "value" investors on the thrdstange-3/12/2003
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