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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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4341Mark, Also, I haven't run numbers on any of this, but I would expect that iETF1-3/5/2014
4340Completely agree. I don't know why the heck they keep Joe Kernen there.Jurgis Bekepuris33/5/2014
4339BRKA usually is strong around Buffett's letter publication and annual meetinJurgis Bekepuris-3/5/2014
4338Shane M, I enjoyed the conversation (with exception of cringing over Joe KernenETF1-3/5/2014
4337much of the conversation tended to cover similar ground. There seemed to be fewJurgis Bekepuris13/5/2014
4336BRKA got within $150 of its all-time high, in a down market. It's been up 5 Sr K-3/5/2014
4335<i>However, that's not the subject I'm addressing.</i> FairMark Marcellus-3/5/2014
4334"That was a great 3 hours of CNBC with Warren Buffett this morning" IShane M-3/5/2014
4333Nice reply Paul, thoughtfulETF1-3/5/2014
4332Like any oracle, what he says can be interpreted many ways. "Anybody wouPaul Senior23/5/2014
4331Mark, you're quite correct about the math being the same regardless, and youETF1-3/5/2014
4330You're missing the point. The math is the same regardless of the amount. IMark Marcellus23/5/2014
4329Thanks for the links. Those are good reads. Complicated companies.Shane M-3/4/2014
4328Spekulatius wrote: "The average person would just increase the size if theETF1-3/4/2014
4327The average person would just increase the size if the cash buffer, based on theSpekulatius13/4/2014
4326Not a problem for Buffett's wife, due to the likely very large dollar amountETF1-3/4/2014
4325Buffet mentioned that the 10% cash buffer is for drawdowns, to make sure that hiSpekulatius13/4/2014
4324Sr K: This is what he said on television yesterday, per the CNBC transcript, whETF1-3/4/2014
4323From page 20 of the Annual Report: My money, I should add, is where my mouth iSr K-3/4/2014
4322This is what Warren Buffett said on CNBC, per direct quotes from the CNBC transcETF1-3/4/2014
4321He said why. If the S&P 500 index fund pays 3-4 percent of principal each yeSr K13/4/2014
4320Paul, what I have been doing is running two portfolios, in 2 different accounts tsigprofit13/4/2014
4319I wondered about this also, but it must be a very large amount of money. In thattsigprofit-3/4/2014
4318Also depends on risk tolerance and goals (spending and inheritance). I find myPaul Senior13/4/2014
4317Yes, definitely two different scenarios depending on how much money is in the poETF1-3/4/2014
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