Author Topic: Next Berkshire acquisition speculation  (Read 13025 times)

Casey

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Re: Next Berkshire acquisition speculation
« Reply #30 on: October 04, 2019, 11:42:43 AM »
Probably some gas station chain or industrial parts company I've never heard of.


mjm

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Re: Next Berkshire acquisition speculation
« Reply #31 on: October 04, 2019, 04:52:46 PM »
bought  portion of flying j

sleepydragon

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Re: Next Berkshire acquisition speculation
« Reply #32 on: October 04, 2019, 07:37:34 PM »
GE, rolls Royce, FAST?
Rolex or some scotch maker?
A bank?
Altria ( Web bought airline stocks after all)
« Last Edit: October 04, 2019, 07:39:21 PM by sleepydragon »

DooDiligence

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Re: Next Berkshire acquisition speculation
« Reply #33 on: October 04, 2019, 08:49:52 PM »
Altria ( Web bought airline stocks after all)

 :o

IDK, airlines kill people by accident, occasionally, but Altria does it on purpose every day.

---

I still think Bucees would be a nice little purchase that could be expanded on.

The one that just opened at the Baldwin Beach Express, near Loxley, AL, is huge.
They prohibit 18 wheelers & they're mobbed up every time I've stopped in.

https://www.buc-ees.com/index.php

---

Too bad he didn't get WhatABurger.
I never see discount coupons for them.
They don't need to run specials.

https://www.nytimes.com/2019/06/20/us/texas-whataburger-chicago.html

https://fortune.com/2014/12/29/byron-trott-billionaires-banker/
Healthcare 20.8% - EW NVO // BRK.B - 22.7% // Auto's & Oil 13.2% - CLB GPC VDE

Entertainment 4.7% - DIS // Banking 10.3% - WFC // Drinkers & Smokers 6.9% - MO

%'s held @ MV 11/20/2019 minus 21.4% investable cash

i trumpet my ignorance

https://twitter.com/tunawish

sleepydragon

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Re: Next Berkshire acquisition speculation
« Reply #34 on: October 05, 2019, 08:58:24 AM »
Altria ( Web bought airline stocks after all)

 :o

IDK, airlines kill people by accident, occasionally, but Altria does it on purpose every day.

---

I still think Bucees would be a nice little purchase that could be expanded on.

The one that just opened at the Baldwin Beach Express, near Loxley, AL, is huge.
They prohibit 18 wheelers & they're mobbed up every time I've stopped in.

https://www.buc-ees.com/index.php

---

Too bad he didn't get WhatABurger.
I never see discount coupons for them.
They don't need to run specials.

https://www.nytimes.com/2019/06/20/us/texas-whataburger-chicago.html

https://fortune.com/2014/12/29/byron-trott-billionaires-banker/

But you own MO?
(I just bought 1.5% positions of MO last week)

DooDiligence

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Re: Next Berkshire acquisition speculation
« Reply #35 on: October 05, 2019, 10:33:06 AM »
Altria ( Web bought airline stocks after all)

 :o

IDK, airlines kill people by accident, occasionally, but Altria does it on purpose every day.

---

I still think Bucees would be a nice little purchase that could be expanded on.

The one that just opened at the Baldwin Beach Express, near Loxley, AL, is huge.
They prohibit 18 wheelers & they're mobbed up every time I've stopped in.

https://www.buc-ees.com/index.php

---

Too bad he didn't get WhatABurger.
I never see discount coupons for them.
They don't need to run specials.

https://www.nytimes.com/2019/06/20/us/texas-whataburger-chicago.html

https://fortune.com/2014/12/29/byron-trott-billionaires-banker/

But you own MO?
(I just bought 1.5% positions of MO last week)

I do & as it says in my signature "I trumpet my ignorance"  :D
Healthcare 20.8% - EW NVO // BRK.B - 22.7% // Auto's & Oil 13.2% - CLB GPC VDE

Entertainment 4.7% - DIS // Banking 10.3% - WFC // Drinkers & Smokers 6.9% - MO

%'s held @ MV 11/20/2019 minus 21.4% investable cash

i trumpet my ignorance

https://twitter.com/tunawish

CorpRaider

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Re: Next Berkshire acquisition speculation
« Reply #36 on: October 28, 2019, 07:26:46 AM »
I got one.  Have AXP spin off or sell the "bank" and BRK acquires the remainder of the payments network it doesn't own. Then open up both sides of the network (to all/other issuers) and mark it to a MA multiple on the books by floating 5% back out in 2023 (like John Malone or some such).  Where mah fees at?
« Last Edit: October 28, 2019, 07:28:37 AM by CorpRaider »

rogermunibond

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Re: Next Berkshire acquisition speculation
« Reply #37 on: October 28, 2019, 09:58:54 AM »
Newsom wants BRK to bid on PCG.  But he doesn't know that WEB doesn't do auctions.

https://finance.yahoo.com/news/california-governor-wants-berkshire-bid-235301474.html

rkbabang

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Re: Next Berkshire acquisition speculation
« Reply #38 on: October 28, 2019, 11:06:17 AM »
Altria ( Web bought airline stocks after all)

 :o

IDK, airlines kill people by accident, occasionally, but Altria does it on purpose every day.

---

I still think Bucees would be a nice little purchase that could be expanded on.

The one that just opened at the Baldwin Beach Express, near Loxley, AL, is huge.
They prohibit 18 wheelers & they're mobbed up every time I've stopped in.

https://www.buc-ees.com/index.php

---

Too bad he didn't get WhatABurger.
I never see discount coupons for them.
They don't need to run specials.

https://www.nytimes.com/2019/06/20/us/texas-whataburger-chicago.html

https://fortune.com/2014/12/29/byron-trott-billionaires-banker/

Correction: Altria provides the substances needed for people who choose to kill themselves to do so everyday.
It might seem like a small distinction, but it makes all of the difference.  Anyone can choose to not be in danger of being killed by Altria.

(I recently bought MO at $40.)



wabuffo

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Re: Next Berkshire acquisition speculation
« Reply #39 on: October 28, 2019, 11:07:54 AM »
But he doesn't know that WEB doesn't do auctions.

WEB is also not crazy about buying assets inside a bankruptcy process. 

He's had some disagreements with Bankruptcy judges about the miniscule size of the deal break-up fees imposed by Courts.  Buffett views it like he is being forced to offer a put option and isn't being adequately compensated for it.

wabuffo