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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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4266re: However, unlike you I believe that self-driving cars are much bigger threatShane M-1/23/2014
4265One needs to look in the SEC filings (mostly the 10k) to assess the pension issuSpekulatius31/21/2014
4264I think I agree with Spekulatius on pensions. They are a possible risk. ReturniJurgis Bekepuris11/21/2014
4263So from what you say it seems that UPS has a Defined Benefit Pension Fund. <bruwin-1/21/2014
4262bruwin, I could be wrong, but what I gather from reading is UPS has to set a ceShane M-1/21/2014
4261With regard to the question of Pensions and how that affects a company's bruwin-1/21/2014
4260Thanks Spekulatius, I read back through several conf. call transcripts and mgmtShane M-1/20/2014
4259Avoid pensions at your own peril. Most managements like to downplay pensions, beSpekulatius21/20/2014
4258Hi bruwin, I think part of it might be (based on this investors presentation) hShane M-1/20/2014
4257In connection with UPS and FDX ... You said that :-<i> "I'm tryibruwin-1/20/2014
4256Hi all, Does anybody here follow UPS and/or to a lesser degree Fedex(FDX)? IShane M-1/20/2014
4255<i>"He has done a bunch of astute investments that were pretty much bbruwin-1/1/2014
4254I sort of agree with you that it is possible to duplicate Buffet's methods, Spekulatius-12/31/2013
42534 Years ago, to the day, I happen to make mention of a book .... Message 26211bruwin212/31/2013
4252Yeah, as us old guys get up in age flow improvers become more important.Mark Marcellus112/30/2013
4251Oddball stocks had a discussion some time ago whether to Buffett or not to BuffJurgis Bekepuris-12/30/2013
42505:00PM Berkshire Hathaway to acquire Flow Improver business from Phillips 66 ( BSr K-12/30/2013
4249Bingo! You are completely right. IMHO, Damodaran also tries to pin that in his Jurgis Bekepuris-12/29/2013
4248well, I typed up a longer post but the internet ate it. The central theme was tShane M-12/29/2013
4247So basically you, the author of SA article, and even Brooklyn Investor are all sJurgis Bekepuris-12/27/2013
4246I thought this was an insightful article reflecting on the study mentioned here Shane M-12/27/2013
4245Hmm, yeah, I never used margin, but my expectation was similar to what EKS says Jurgis Bekepuris-12/15/2013
4244At Schwab margin rates are very high! [graphic] I used my Home Equity Line of E_K_S112/15/2013
4243Regarding: The only access of cheap money for private investors is either a morPaul Senior-12/14/2013
4242Going on margin as a private investor is very different from leveraging your busJurgis Bekepuris-12/14/2013
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