Author Topic: Buffett/Berkshire - general news  (Read 418198 times)

james22

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Re: Buffett/Berkshire - general news
« Reply #1170 on: May 03, 2019, 02:13:32 AM »
 :o
25% BRK l 25% BAM l 8% SV (VSIAX) l 8% EM (VEMAX) l 4% FNMA/FMCC l 4% FNMAS/FMCKJ l 25% Stable Value


John Hjorth

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Re: Buffett/Berkshire - general news
« Reply #1171 on: May 03, 2019, 02:27:24 AM »
James,

Take it easy! That "one guy at the office" "only" has an investment mandate of USD 13 B, at the moment -& counting! [ ; - D]
”In the race of excellence … there is no finish line.”
-HH Sheikh Mohammed Bin Rashid Al Maktoum, Vice President and Prime Minister of the United Arab Emirates and Ruler of Dubai

mwtorock

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gfp

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Re: Buffett/Berkshire - general news
« Reply #1173 on: May 09, 2019, 05:41:56 AM »
Good news for BRK - sounds like Chevron is bowing out and the OXY deal with BRK will go through

https://www.wsj.com/articles/chevron-won-t-increase-offer-for-anadarko-11557405500?mod=hp_lead_pos4

DooDiligence

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Spekulatius

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Re: Buffett/Berkshire - general news
« Reply #1175 on: May 11, 2019, 02:05:49 PM »
Couldn’t help but post this buffet quote:
Quote
Buffett says: "You know how our life span depends on how long our parents live? Well, I watch my mother's exercise and diet very carefully. She has 40,000 miles on her bike." Chuckling, he dives into sides of hash browns and spaghetti.
https://www.latimes.com/archives/la-xpm-1991-04-07-tm-354-story.html
To be a realist, one has to believe in miracles.

alpha

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Re: Buffett/Berkshire - general news
« Reply #1176 on: May 11, 2019, 03:29:25 PM »
https://www.theledger.com/news/20190503/highland-homes-sold-to-berkshire-hathaway-subsidiary

Quote
is on a pace to build more than 7,000 homes this year, including Highland Homes’ total.

Wow Clayton is building enough housing for an entire town in 1 year!

Charlie

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Re: Buffett/Berkshire - general news
« Reply #1177 on: May 15, 2019, 06:42:12 AM »
Allan Mecham increased his Berkshire stake by 55,05%.

https://www.dataroma.com/m/holdings.php?m=AV


Cheers!

james22

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Re: Buffett/Berkshire - general news
« Reply #1178 on: May 17, 2019, 09:59:02 PM »
The Occidental deal looks very nice to me.  Long term value participation, or just take the money if not interested in a decade.  I think these sorts of deals are way better than rebuying shares.  To be hoped for: another nine such opportunities!

Or just one (of size). I'm hoping for an opportunity to recapitalize FNMA and FMCC.

Don't expect they'd be allowed to invest more than $20B or so, but Buffett could ride off into the sunset if he was able to invest the entire required $135B+.
25% BRK l 25% BAM l 8% SV (VSIAX) l 8% EM (VEMAX) l 4% FNMA/FMCC l 4% FNMAS/FMCKJ l 25% Stable Value

gfp

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Re: Buffett/Berkshire - general news
« Reply #1179 on: May 24, 2019, 04:24:45 PM »
I get this trade magazine in the mail.  It came today and had this long article about Clayton & Berkshire (Clayton is their "builder of the year")

https://www.builderonline.com/builder-100/strategy/clayton-homes-earns-2019-builder-of-the-year-award_o