Author Topic: Buffett's Early Investments  (Read 12414 times)

randomep

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Re: Buffett's Early Investments
« Reply #20 on: July 04, 2014, 09:28:32 AM »
I believe TNP was Texas National Petroleum - a merger arbitrage position.

EDIT:  yes, here is some more color on this arb:
http://books.google.com/books?id=hOmE143gjMIC&pg=PA93&lpg=PA93&dq=Buffett+Partnership+TNP&source=bl&ots=3GLf55TsfX&sig=aINU_95iYCgqFbO2JlxHg47nIdM&hl=en&sa=X&ei=5Mi1U87KD4-VyAS8moLIBg&ved=0CCsQ6AEwAg#v=onepage&q=Buffett%20Partnership%20TNP&f=false


thanks yet another book on Buffett I didn't know about


Hi Folks, please help me here. I am looking at the aforementioned Buffet holdings in 1962. But the handwriting is hard to read (and I may need to get a kindle copy for better resolution), Can anyone tell me what are the following holdings?

BCP
TNP
LNC   (I doubt it is Lincoln National Corp because the price is too different)
Murray ??? There are many companies that start with Murray, but Murray what??

Thanks!
ps. these are not trivial holdings, all are more than 1% of portfolio.


mn_gophers1

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Re: Buffett's Early Investments
« Reply #21 on: July 04, 2014, 09:28:02 PM »
LNC Corp was formed from the reorganization of Lehigh Coal & Navigation Co. on May 31, 1962. The total assets acquired had a book value of $32,000,000 subject to debt of $8,800,000. Company issued 2,202,127 shares to Lehigh Coal & Navigation in exchange for assets received under reorganization plan. 

marodq

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Re: Buffett's Early Investments
« Reply #22 on: July 05, 2014, 01:07:23 AM »

Oh dang, I was dreading that, well if you can send me the pages with just the table of holdings I would be grateful.

If that is not feasible, can someone give an idea of which page/section that table is in? I ask because the kindle version is broken into 3 parts so I'd like to buy just the part I need.

That's what I love about this forum, people trying to save every penny. Truly value conscious!
 ;)
The good Buffett books are worth every cent, so $30 for the kindle version sounds like a good deal.
 :)

Hehehe, yeah, although... I did splurge myself with the three kindle books. ;D I think they are the 2010 version. They are big beasts and have still not encountered what you guys are looking for (not even half-way thru book I).

I can loan a kindle book from my library for 14 days, so if any of you guys are interested, shoot me with a PM.  ;)
« Last Edit: July 05, 2014, 02:46:23 AM by marodq »

marodq

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Re: Buffett's Early Investments
« Reply #23 on: July 05, 2014, 02:44:28 AM »
2012 version of OPV. There is no 2014 version that I'm aware of... http://www.andykilpatrick.net/The%20Books.html


peter1234

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Re: Buffett's Early Investments
« Reply #24 on: July 05, 2014, 04:57:38 AM »

marodq

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Re: Buffett's Early Investments
« Reply #25 on: July 05, 2014, 08:34:51 AM »
He released a 2014 edition in paper. Hopefully it will be on kindle soon as well.
 :)
http://www.amazon.com/Of-Permanent-Value-Buffett-Endless/dp/157864867X/ref=sr_1_sc_1?ie=UTF8&qid=1404561373&sr=8-1-spell&keywords=kilpatrick+of+permanen+value

Cool! Thats good to know. I guess I'll try to loan this one before splurging once again... Hehe.

Thank you Peter. :)

mn_gophers1

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Re: Buffett's Early Investments
« Reply #26 on: July 05, 2014, 08:41:44 AM »
BCP is surely British Columbia Power, this stock was mentioned as an arbitrage done by Charlie Munger in the Snowball.

http://valueprax.wordpress.com/2012/06/24/notes-the-snowball-by-alice-schroeder-part-iii-chap-20-33/


randomep

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Re: Buffett's Early Investments
« Reply #27 on: April 13, 2015, 09:32:24 PM »

Hi all,

I finally gotten around to making a list of Buffett's partnership investements.  The follow is the start, I'll add entries as I find them....

http://bovinebear.blogspot.com/2015/04/warren-buffett-partnership-investments.html

comments are appreciated.....



Morgan

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Re: Buffett's Early Investments
« Reply #28 on: April 14, 2015, 12:15:19 PM »

Hi all,

I finally gotten around to making a list of Buffett's partnership investements.  The follow is the start, I'll add entries as I find them....

http://bovinebear.blogspot.com/2015/04/warren-buffett-partnership-investments.html

comments are appreciated.....

Great list! Thank you for putting that together!

rukawa

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Re: Buffett's Early Investments
« Reply #29 on: December 03, 2017, 09:01:13 AM »
Thought I would revive this since I'm pretty interested in Buffett's early investments since that is the style of investment I'm pursing. Any new info on this?