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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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4191Lot of investment pro's owning KO. I don't see many (only Greenblatt) Paul Senior14/8/2013
4190That deal, struck in the week following the collapse of Lehman Brothers HoldingsSr K-3/27/2013
4189Berkshire Set to Get Big Goldman Stake Deal Marks Lucrative Twist to Warren BufGlenn Petersen-3/26/2013
4188I went about twelve years back or so. The funniest part was standing in line toPete Mason13/11/2013
4187Shane - I went there about 8 years back and I would guess it is even bigger nowgumnam13/7/2013
4186Shane, As a general I dislike big crowds, but I kindof wonder if I should go tJurgis Bekepuris-3/4/2013
4185As a general I dislike big crowds, but I kindof wonder if I should go to one of Shane M-3/4/2013
4184p. 12 "Manufacturing, Service and Retailing Operations" - color me uniJurgis Bekepuris-3/3/2013
4183Coca-Cola has a problem with the not "simply" orange juice: bloomberg.Sr K13/1/2013
4182Largest position: Wells Fargo (WFC) Only position with an unrealized loss: TescSr K-3/1/2013
4181The letter: berkshirehathaway.com Business Insider's initial take: BUFFGlenn Petersen23/1/2013
4180<i>Re: One of the possible Buffett criteria is longevity of the product&lShane M-2/23/2013
4179Here's another exercise I did yesterday. One of the possible Buffett criteriJurgis Bekepuris12/22/2013
4178I guess I don't have much to add to your last two messages here. :) Jurgis Bekepuris-2/20/2013
4177<i>(I forget whether he has some externally imposed limit above which he cShane M-2/20/2013
4176"Let's say you hold stock YYYY and it goes down - should you add, sell Shane M-2/20/2013
4175OT: I have shares of several on those two lists. Fwiw, I will go for a few Paul Senior-2/19/2013
4174I think your answer was a bit diagonal to what I was asking. :) Maybe I did not Jurgis Bekepuris-2/18/2013
4173<i>3. Before I buy an new stock I try to determine a-priori if I will avShane M-2/17/2013
4172<i>OK, can we find a way to deal with this? Clearly "hold winners, seShane M-2/17/2013
4171Paul, I think we've covered our differences before, but just to recap: GreJurgis Bekepuris-2/17/2013
4170Common thread: high ROE, low valuation, somewhat longish positive earnings and gJurgis Bekepuris-2/17/2013
4169I'll briefly repeat some of my ideas which might be related to current discuPaul Senior-2/17/2013
4168Thx for the list. I'll check 'em out. Is there a common thread I shoulPaul Senior-2/17/2013
4167Here's a list of stocks that are interesting to me (not necessarily BuffettoJurgis Bekepuris-2/16/2013
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