Jurgis

Email. I try to get my inboxes to ~50 messages weekly or so. Sometimes I succeed. Work email is now at 600+, home is only at 150+. I know where my weekend will go :)

I want to +1 this. Nobody else acknowledged it. Great one rpadebet 8) Most people already said things I do. However, overall, I don't save time for saving time. I save time for doing things I wanna do. ;) So, for example, short to no commute, cause I hate driving/stress. Though overall, I am not good at saving time. I do a lot of stuff "for fun" that are not really time efficient. IMO, if you try to make time for something and then you hate doing it (like researching stocks too much), then it might be better to have less time for it but still like it when you do it. :) One thing that I did not see people mention was "hold forever" stocks. This saves a lot of time, since you don't need to be thinking every day if you should sell and if you should buy something else. :) Also cutting down the number of stocks that I research. If previously I was "relooking" at ~20 stocks per Barron's issue and possibly 20+ other stocks per week. Now I am down to 3-5 maybe. (In the past I have looked at ~5K stocks briefly and ~1K in detail, though some of these are not updated/relooked for years).

bilbo, you should really talk to oddballstocks. :)

Agreed with Travis. (Though I did not finish)

tl;dr 8)

I think I used the wrong term, sorry. I meant that your short of FNMAT could be subject to forced buy in. Not sure if you understood it that way.

Since it's not liquid, you also risk being called in at a bad time. Others might know other issues though.

Try it. Good luck. ;) These things are not liquid. I'm not sure they are shortable at all.

For full disclosure: I own some BRK and I have added recently.

Right, I don't know Miami at all and I don't think I expressed opinion about the building at all. IMHO it looks OK on paper. I'll let the locals discuss who's wrong or right regarding the building. I still think that pushing office as a museum might have rubbed some people wrong way. Sure, it is partially museum, but it does seem primarily an office. :)

Let me see: so the fact that California provided incentives and tried to attract BYD is now considered as "anti-business" and uncompetitive. Boggles the mind. What are you going to consider "pro-business" and competitive? Allowing BYD to pay $1.5 per hour to workers in yuan?

Both BRK and FFH outperformed SP500 a lot last year, so there is some "reason" for the underperformance this year. OTOH, it might be opportunity to add.

Not that much outperformance in last 10 or 20 years: http://www.cornerofberkshireandfairfax.ca/forum/berkshire-hathaway/50-years-of-brk-wall-print-%28new-letters-book%29/30/ I like BRK at current valuation vs SP500. I might be wrong though.

I believe the jokes are mostly at his self-promotion, not at his art and charitable endeavors. Unfortunately, the Miami building is a mix: yes, it brings art, but it's also an office building for his company. So you might consider the criticism against it a criticism on art/charity, but others might see at as criticism of office that tries to be built under the guise of museum...

Yes. +1

Although I have invested in the past in WDC/STX on the same premise: that the competition is down because of "oligopoly", I think it's a bit risky premise. In case of memory, you have Samsung who does not have to behave rationally. (Or they might behave rationally from their side, dumping memory to get marketshare and make money from other chips). It still might be that MU is cheap enough here now. I'll have to look. I think this is also a risky premise for airlines. Disclosure: no positions in any of the above.

I won't contribute analysis, because the result of this will be: - It's not that different from what has been discussed before - None of the bulls will agree with it - The responses will be as discussed above by me and Merkhet - I have no dog in this fight although I have analyzed the company multiple times. I don't need to get into another fight just because I have an opinion. It won't improve my investing results or my quality of life, etc. BTW, I pretty much agree with the private post thepupil sent to you. Take care

Good. Then you can share your analysis of the company and tell us the flaws in the thesis of those who are positive on the company. No, I won't. See post by Merkhet. Good luck.

Thanks merkhet.

Yes I have.

And the fanboys basically post that anyone with negative opinion is a moron, don't understand VRX/Pearson/etc. Pot calling kettle.

The lack of symmetry is not interesting because there is no symmetry. The fact that someone thinks negatively about a company does not mean that they should or will short it. For example, some people don't short at all. Also shorting, as you might know, is not really "mirror image" of going long for variety of reasons. Also, I'll go Buffett on you. You should be cheering anyone with negative opinion because they are possibly lowering the price at which you can buy more shares. Conversely by "fighting" against anyone with negative opinion, you have two risks: that the shares will become overpriced because of unmitigated enthusiasm (although perhaps you want that in a roll up ;) ); that you gonna strengthen your ownership bias to the point where you can no longer be unbiased in your evaluation of the company. Take care

Character assassination? What should I call the following?

What's point of posting anything except jokes on this board anyway? The fanboys come out in force and do the character assassination immediately. I should ban myself from this board too. Also BH and AAPL.

http://finance.wikia.com/wiki/Castle-in-the-Air_Theory http://reflexivityfinance.blogspot.com/2009/01/reflexivity-in-financial-markets-its.html http://financetrain.com/ma-earnings-per-share-the-bootsrap-effect/ ;D Good links. +1 8)