Author Topic: Buffett/Berkshire - general news  (Read 324831 times)

boilermaker75

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Re: Buffett/Berkshire - general news
« Reply #980 on: November 15, 2018, 04:54:11 AM »
The exposure to US banks is now enormous - about USD 70 B [getting to USD 67.8 B alone from Dataroma, exclusive New England Asset Management]. It better go well.

I sure hope so! My four largest holdings are

1. BRKB
2. WFC
3. BAC
4. BK

How funny. These are my top 4 holdings too, and at the same order. There only difference is these four are also my Only holdings.

They essentially are my only holdings also. Just a few other rather small positions. BRKB is about 50% of my holdings.


John Hjorth

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Re: Buffett/Berkshire - general news
« Reply #981 on: November 15, 2018, 05:24:03 AM »
... BRKB is about 50% of my holdings.

I speculate Mike's more or less constantly selling Berkshire puts is a side gig closely related to Mike's primary occupation: Eternal waiting for the marshmallow #2. [ : - ) ]
”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

boilermaker75

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Re: Buffett/Berkshire - general news
« Reply #982 on: November 15, 2018, 05:32:02 AM »
... BRKB is about 50% of my holdings.

I speculate Mike's more or less constantly selling Berkshire puts is a side gig closely related to Mike's primary occupation: Eternal waiting for the marshmallow #2. [ : - ) ]

Charlies' sit on your ass investing

Mischel, W., & Ebbesen, E. B.(1970). Attention in delay of gratification.
Journal of Personality and Social Psychology, 16, 329–337

John Hjorth

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”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

globalfinancepartners

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Re: Buffett/Berkshire - general news
« Reply #984 on: November 28, 2018, 06:26:03 AM »
https://www.bloomberg.com/news/articles/2018-11-28/ge-s-money-pit-how-a-15-billion-hole-could-get-costlier-to-fix

Bloomberg article on Culp's efforts to get rid of GE's toxic Long Term Care and other undesirable insurance liabilities still on GE Capital's books.

Berkshire would charge a fortune to take on this business but I'm sure Ajit would be interested - at his price.

"GE has also held talks with Warren Buffett’s Berkshire Hathaway Inc. about absorbing its insurance liabilities, two people said.

“It’s very difficult to sell” these types of policies, said GB Taglioni, North American leader of Boston Consulting’s insurance practice. He declined to talk about GE’s situation specifically. “There have been a lot of sellers and there have been, up until now, very few buyers.”

A GE spokeswoman declined to comment beyond recent filings and public comments, while Athene and Apollo also declined to comment. A Berkshire representative didn’t respond to requests for comment."

John Hjorth

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”In the race of excellence … there is no finish line.”
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globalfinancepartners

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globalfinancepartners

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Re: Buffett/Berkshire - general news
« Reply #987 on: December 03, 2018, 06:54:55 AM »
« Last Edit: December 03, 2018, 06:58:09 AM by globalfinancepartners »

DooDiligence

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Re: Buffett/Berkshire - general news
« Reply #988 on: December 03, 2018, 06:46:18 PM »
Clayton bought another traditional homebuilder.  This one sounds like it is fairly large compared to some of their other bolt-on deals -

https://markets.businessinsider.com/news/stocks/clayton-properties-group-acquires-mungo-homes-1027775617

https://www.builderonline.com/builder-100/berkshire-hathaways-clayton-strikes-again-landing-its-biggest-deal-yet-mungo-homes_o

Nice!

Growing the housing segment.

I'll bet everything they build gets Benjamin Moore paint jobs as well as other related pieces & parts.

More listings for all those realtors that are getting added to the fold on a regular basis too.
Healthcare 40.8% - ABC BBH CVS DVA EW NVO // BRK.B - 14.7% // Media & Communication 12.7% - CHTR CMCSA DIS

Drinkers & Smokers 13.5% - ABEV MO // Auto's & Oil 13.8% - CLB GPC VDE // Tech & Comms 4.4% - AAPL SFTBY

%'s held @ MV 11/23/2018 minus $$$ 4 skool

ready 2 wait

https://twitter.com/tunawish

globalfinancepartners

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Re: Buffett/Berkshire - general news
« Reply #989 on: December 07, 2018, 06:30:45 AM »
Various news reports out this morning talking about these potential Berkshire deals -

"WARREN BUFFETT BUYS UP MAC INSURANCE BOOK
The “Oracle of Omaha”, Warren Buffett, is looking for more business opportunities in South Australia after swooping in to acquire the insurance book of the Motor Accident Commission."

- rest of article in The Advertiser is subscriber only, but it sounds like Ajit bought a book of business in South Australia.

And also speculation without confirmation that Berkshire could be taking a stake in Kotak Mahindra Bank -
https://www.businesstoday.in/current/economy-politics/buffett-berkshire-eyes-stake-in-kotak-mahindra-bank-report/story/298448.html

and a denial by the company that there is anything to report:
https://www.livemint.com/Money/wQ3oPQcsCilv1XC5HM1bYP/Kotak-Bank-shares-jump-8-on-report-of-Berkshire-investment.html
« Last Edit: December 07, 2018, 06:34:59 AM by globalfinancepartners »