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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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3991Nice review. Maybe not as much buying as expected. That's as regards BerksPaul Senior-8/15/2008
3990<i>The most interesting thing is what Buffett did not buy even with stocksElmer Phud-8/15/2008
3989I went through the most recent Buffett 13F. The most interesting things are not Jurgis Bekepuris-8/15/2008
3988DOW JONES NEWSWIRES Berkshire Hathaway Inc. (BRKA), investor Warren Buffett'Elmer Phud-8/15/2008
3987<b>Authorized Warren Buffett biography due September 29</b> Mon AuGlenn Petersen-8/11/2008
3986I like SEIC for its consistently high profit margins and roe. "SEI InvestmPaul Senior-7/8/2008
3985This excerpt doesn't include the numerous chart that go with it (I couldnstevenallen-6/22/2008
3984I've got a buy order in on Sothebys BID. Have tried to buy several times wiShane M-6/22/2008
3983I'm adding a little more SNY as it continues to drop.Paul Senior-6/18/2008
3982I'll add more to positions in UNH and SNY now as they approach 12-mo. lows.Paul Senior-6/11/2008
3981<b>The Dangers of Over-Diversification.</b> I came across an interebruwin-5/25/2008
3980<b>KFT.</b> I see there's been several exchanges regarding thisbruwin-5/22/2008
3979Jurgis re KFT - you are correct, I looked at KFT last earnings report and their Spekulatius-5/20/2008
3978KFT - Spekulatius, I am very unsure if KFT does indeed have pricing power in infJurgis Bekepuris-5/20/2008
3977KFT - contrary to many value investors WEB has no problem with goodwill. one empSpekulatius-5/19/2008
3976ADP - it looks OKish, but not very exciting. Somewhere in the hold area. If it wJurgis Bekepuris-5/19/2008
3975What you say could be so. I found this part of Barron's article on ADP insiPaul Senior-5/19/2008
3974<i>Recent insider sales have spooked me</i> I would not put a lot oMarc Hyman-5/19/2008
3973ADP. Well so much for my attempt to have a five-year perspective on ADP: I'Paul Senior-5/19/2008
3972I feel the same way about railroads. I'd like to pick some up but they'rElmer Phud-5/16/2008
3971After a lot of soul searching, I have bought small positions in IR and UNH - botJurgis Bekepuris-5/16/2008
3970Jurgis - I tend to agree with you about KFT but Buffett must know or see somethElmer Phud-5/16/2008
3969KFT - I am sorry, but I still don't see what Buffett sees in this one. BalanJurgis Bekepuris-5/16/2008
3968If WFC does not jump a lot, I will probably add to my position in it too. I don&Jurgis Bekepuris-5/16/2008
3967Thanks Sr K, but how does Bloomberg get this information? There are no new filinElmer Phud-5/15/2008
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