Author Topic: Buffett/Berkshire - general news  (Read 772183 times)

John Hjorth

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Re: Buffett/Berkshire - general news
« Reply #960 on: November 09, 2018, 01:52:12 PM »
Nah, they'll be ok. This is how it goes. One Monday Todd walks into the office and goes.... Hey Ted, let's go talk to the old man about buying GE. Done.

See... it's not that hard.

OK, rb. My reply to Jurgis was actually about that I [in general] worry more about myself than Ted & Todd. [ : - ) ]
”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


Jurgis

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Re: Buffett/Berkshire - general news
« Reply #961 on: November 09, 2018, 02:45:28 PM »
Nah, they'll be ok. This is how it goes. One Monday Todd walks into the office and goes.... Hey Ted, let's go talk to the old man about buying GE. Done.

See... it's not that hard.

LOL.  8)
"Human civilization? It might be a good idea." - Not Gandhi
"Before you can be rich, you must be poor." - Nef Anyo
"Money is an illusion" - Not Karl Marx
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redskin

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Re: Buffett/Berkshire - general news
« Reply #962 on: November 10, 2018, 07:41:03 AM »
Berkshire's cost basis in 'Banks, Insurance, Financials' increased by $15 billion in Q3.  $5-6 billion can be attributed to the increased stake in BAC.  Will be interesting to see the additions he made.

bennycx

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Re: Buffett/Berkshire - general news
« Reply #963 on: November 10, 2018, 08:00:00 PM »
Probably USB, BK, GS

John Hjorth

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Re: Buffett/Berkshire - general news
« Reply #964 on: November 14, 2018, 01:27:46 PM »
Yes, and it seems that the prayers by globalfinancepartners and I have been heard : JPM shares for USD ~4 B. [ : - ) ]
”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

gfp

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Re: Buffett/Berkshire - general news
« Reply #965 on: November 14, 2018, 01:29:52 PM »
Look at that..  You CAN buy JPM if Todd's on the board, since it wasn't Todd buying the shares.  He's getting his banks after all.  Better late than never!

gfp

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Re: Buffett/Berkshire - general news
« Reply #966 on: November 14, 2018, 01:40:40 PM »
Extra holdings not captured by dataroma, from General Re New England Asset management -

https://www.sec.gov/Archives/edgar/data/1004244/000108514618002756/xslForm13F_X01/form13fInfoTable.xml

BAC +1.75 million shares
BK +11.063 million shares
JPM +545,000 shares
ORCL +1.287 million shares
PNC +1.1 million shares
TRV +43,000 shares

In addition to the stuff reported at Dataroma from the regular 13F:
https://www.dataroma.com/m/holdings.php?m=BRK

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So, Berkshire owns exactly 900 million shares of BAC, or 9.17%
« Last Edit: November 14, 2018, 01:51:48 PM by globalfinancepartners »

rb

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Re: Buffett/Berkshire - general news
« Reply #967 on: November 14, 2018, 02:02:20 PM »
Who the hell bought oracle?

gfp

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Re: Buffett/Berkshire - general news
« Reply #968 on: November 14, 2018, 02:09:02 PM »
Who the hell bought oracle?

In total it is 42.7 million shares of ORCL.  If it keeps getting bigger, I would guess it's Warren.  At this size (over $2 Billion), it could technically be any of the 3.

John Hjorth

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Re: Buffett/Berkshire - general news
« Reply #969 on: November 14, 2018, 02:27:53 PM »
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.
”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