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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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4416" Also, one thing that is clear is that really good investments jump out Jurgis Bekepuris-5/15/2014
4415Tren Griffin, the author of that piece, is working on a book on Charles Munger. Glenn Petersen-5/15/2014
4414Glenn, thanks for posting. I liked this part: Charlie Munger sets the stage onShane M25/15/2014
4413Jurgis, The Alice Schroeder thing on reddit was good. my favorite quote fromShane M-5/15/2014
4412After reading "Snowball" I agree with Economist. Not about BRK breakupJurgis Bekepuris-5/15/2014
4411A Dozen Reasons why Berkshire’s Moat will Survive the Departure of Warren BuffetGlenn Petersen15/15/2014
4410I won't argue about the psychological side with you. For me that's actuaJurgis Bekepuris-5/15/2014
4409Cool find! reading nowShane M-5/15/2014
4408To be fair, examples of both CF and NEU would be considered on the momentum end Shane M-5/15/2014
4407Alice Schroeder IMA on reddit. Some good insights into Warren and the businessJurgis Bekepuris35/15/2014
4406Shane, With all respect... I have a tons of issues with the paper and with yourJurgis Bekepuris-5/14/2014
4405I'm only part-way through reading this paper - but it has good summary aboutShane M15/14/2014
4404<i>" ... if I take a <b><u>snapshot</u></b> bruwin-5/8/2014
4403I would use the # of shares at the end of the period, not the average diluted shSpekulatius15/7/2014
4402<i>" ... only the company divided by avg diluted shares (around 110m)bruwin-5/7/2014
4401bruwin, I think the company is calculating it very close to how you did in yourShane M25/7/2014
4400So how do you view INVESTOPEDIA's recommendation for the calculation of &quobruwin-5/7/2014
4399I am pretty sure I've seen this accounted as debt too, but I'd have to dJurgis Bekepuris-5/7/2014
4398AXS book value 47.13$ I believe that's using weighted number of shares, whicJurgis Bekepuris-5/7/2014
4397The preferred are counting towards equity, but you can't count it towards boSpekulatius-5/7/2014
4396<i>"It only matters for my purposes for consistent approach to match bruwin-5/7/2014
4395bruwin, That'd be another approach. I really have less than an opinion on Shane M-5/6/2014
4394Based on Investopedia's definition of Book Value per common share .... [grabruwin-5/6/2014
4393weighted average common shares outstanding - (pg 30)That's one issue. You arJurgis Bekepuris-5/6/2014
4392Jurgis, I could be wrong. I just picked up this bullet from the summary of theShane M-5/6/2014
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