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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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3316I don't understand the meaning of selling 1/3 of the position, and announcinLauA-5/28/2003
3315Now I see a Buffett entity has sold a substantial amount of GMT. (Usual disclaiPaul Senior-5/27/2003
3314good for you paulcfimx-5/17/2003
3313Okay, I'll take on a small exploratory position in MRH. You have some ofPaul Senior-5/17/2003
3312Right. And I AM trying to buy ALL that he has bought. As long as I can get rouPaul Senior-5/14/2003
3311If you could buy ALL of what he has bought, you'd (obviously) be making moneFredman-5/14/2003
3310study the selling to make sure its not major. this company has a good thing goincfimx-5/14/2003
3309I'll look at MRH. Thanks for the suggestion, room222. I see there's Paul Senior-5/14/2003
3308paul might want to look at mrh. the valuation might be more reasonable and is bacfimx-5/14/2003
3307Good article for WEB-style followers: Fairholme's 15 Faves, From Berkshire Dale Baker-5/12/2003
3306I'll start a small position in RNR. I really don't like stepping up forPaul Senior-5/12/2003
3305You picked an unfair time period. Try 10 years, any time from 1965.Sr K-5/11/2003
3304You know, I don't want to say the emporer has no clothes, but here is a charLarry S.-5/11/2003
3303Is the new independent board member Donald Keough the former top executive of CoSr K-5/11/2003
3302I wanted to followup on the board here concerning Best Buy BBY which we discusseShane M-5/9/2003
3301Regarding: "Yes, he(Buffett) has made some errors." This comes up herPaul Senior-5/9/2003
3300ROTFLMAO! :-)))))))))) Quiet and mild-mannered JurgisJurgis Bekepuris-5/8/2003
3299OT: Ah, Warren Buffett's secrets finally revealed. And knowing when to takPaul Senior-5/7/2003
3298One thing to consider, SLE: who is their competiton (and there is a LOT of it), Fredman-5/7/2003
3297Berkshire Hathaway's Buffet Reports Strong Profit Growth Larry S.-5/3/2003
3296The big question is: Will management succeed in divesting non-core businesses atMarc Fortier-5/3/2003
3295SLE -- Given that SLE says that they will earn .36 to .38 this qtr, the 1.60 eGrommit-5/3/2003
3294Yes, SLE debt is large and has been increasing. A big negative, imo. I'm ePaul Senior-5/3/2003
3293Paul, don't you think that SLE's debt load is a bit heavy?Marc Fortier-5/3/2003
3292re: SLE I have a modest position in SLE. I haven't added to it yet -- but n249443-5/2/2003
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