Tag: Berkshire

Stream of Consciousness #3: “Gone to Cash” Carl Icahn and Ryan Cohen

In this stream I write about a move in my trend account, a Carl Icahn interview, Ryan Cohen’s BBBY 13-D, and Nelson Peltz’s JHG campaign.

In this Stream of Consciousness I am going to write about some recent moves I have made in my portfolio, a recent(ish) Carl Icahn interview, and briefly discuss Ryan Cohen’s Bed Bath and Beyond 13-D filing.

Continue reading “Stream of Consciousness #3: “Gone to Cash” Carl Icahn and Ryan Cohen”

Stream of Consciousness # 1 – Nomad Letters: Sharing Benefits and Some Potential Examples

Welcome back! I am going to try out a new “series” of posts where I just convey sort of an unformatted “stream of consciousness” about what I’m reading, listening to, or thinking. These posts can hopefully serve as sort of notes or observations for future discussion or reference.

I will stick these on a separate page for ease reference. With this format I won’t feel like I have to try and organize and polish, which can be kind of a drag when your day job is mostly drafting various sorts of formal documents

Commence Stream

State of the Stash – June 2021

Quarterly update of my personal finance and investing journal.

It is time for my personal finance and investing journal update. Let’s update the State of my Stash…

Continue reading “State of the Stash – June 2021”

Paying in Cash? Who Does That?

In the time of covid-19, paying in cash definitely seems like an anachronism. This is an investing post, however, and I’m not writing about buying items with paper money. Rather, I’m thinking about companies that do not pay their execs and boards by issuing stock.

This is probably even more rare than cash payments during covid. It could also be a telling signal about the culture of a company and its people.

Continue

Greg is Able

Is it too late to write down (type up?) some of my observations from the Berkshire annual meeting? It has only been about a week, but it seems like it has been analyzed to death (probably because of the lack of other usual distractions). Well I have a kid and real job, so I am just now getting to put together a (short) post on some of my observations, including the fact that Buffett pretty much laid out the Berkshire succession plan (for now) in about as much detail as I can recall.

Continue reading “Greg is Able”

Buying the BBB and a New Toy for Me

Wow, it feels like a lot has happened in the two weeks since my last post. The markets have sold off almost another (20%) after the ~(8%) decline in February. In this post I will briefly chronicle how I am thinking about reacting to the corona pandemic and the impact it is having on financial markets and the economy. I also found a new fantastic investing resource that I wanted to share, so you will have the chance to use it during this period of challenge (and opportunity).

Continue reading “Buying the BBB and a New Toy for Me”

Berkshire’s Cash Horde

Earlier today, YouTube served me a video of an interesting presentation by Greg Warren, the Morningstar analyst who covers Berkshire Hathaway (“BRK”). Greg said something that I had been thinking about and inspired me to get my thoughts down. So, rather than write about any of the topics I had planned, I am going to share a few thoughts on Berkshire Hathaway’s cash horde and Greg Warren’s: Five Reasons to Consider Buying Berkshire Hathaway.

Continue reading “Berkshire’s Cash Horde”

Is 2019 Berkshire Too Big to Win?

I am reviewing the most recent Berkshire annual meeting (and related press appearances). This has triggered a couple of thoughts which I now feel compelled to inflict upon you. One relates to a topic I have written about before: Is Berkshire too Big to Win? Well, Messrs. Buffett and Munger made some comments that seem to shed some light on their answers to this question.

Read On

Investing Diary: Macro Trippin’

A little trade war angst has spiced things up a bit in the markets lately.  So…I bought some stuff.  Also, Barron’s had a negative Berkshire article suggesting some dramatic changes for Buffett, complete with recommendations about how to deal with his “cash problem.” Continue reading “Investing Diary: Macro Trippin’”