Jurgis

OK, then probably you should ask him directly (via PM?) if he did it or not.

You know that on CoBF author can remove their post at any time, right? Which is somewhat a new normal based on how some discussions are going.

This thread comes up periodically: http://www.cornerofberkshireandfairfax.ca/forum/general-discussion/investing-in-india/

https://www.popularmechanics.com/space/rockets/a23508636/defense-of-elon-musk/

NO WAY!!!!!!! Crypto currency AND ForEx trading? It is simply too bad that they could not have added some amount of leverage, then they would REALLY have something! PERFECT for retirement accounts! There have to be CDS'es on these. Then we really are talking multibaggers.

OT. I'd be long Elon Musk's Neuralink, since human intelligence and knowledge acquisition in particular seem to be hitting walls dealing with complex multifaceted problems. Although I continue to be amazed by new discoveries, especially in math and physics where problems and their solutions have moved beyond being understandable by very very few.

For things without engines they move surprisingly fast. Those hippie Tesla owners must be pedaling like crazy. 8)

https://www.bloomberg.com/news/articles/2018-10-09/the-big-problem-with-machine-learning-algorithms https://www.etf.com/BUZ

These are silverfish. Pretty common in Europe and the US. Expensive buggers for Protector apparently. LOL, let's accuse Norvegians of being snowflakes. 8) From the article (Google translate): I've had (and may still have) ants, spiders, centipedes, silverfish, pantry moths, mosquitoes, flies in my house(s)/apartment(s). By this definition, I should have bankrupted Berkshire by now due to my emotional distress. 8) It's a circle of life. Deal with it. 8)

Hahahahahahahahahaha, I'm cracking up!!! Maybe you could share with the rest of us what's that funny. The new board member has no discernible automotive and as it looks not even really business experience. I think it is fair to say that she would never been elected, if she were male. What exactly does an “expert in geopolitical and macroeconomic climate” do and how is this relevant for GM, one might want to ask? Edit: Screw it. Life is too short. CoBF is completely toxic board now. Good bye and thanks for all the fish. Have fun.

Depends where you wash:

If you're in UK, I don't know if Fido allows accounts from there. Also their UK commissions would likely differ from US commissions, so US commissions rate may not be very helpful for you. If you'd open US based account with them, then you're likely suffer currency exchange twice... Fido commissions on foreign exchanges vary from $9 to $19 to higher. Whether that's expensive, depends on the size of your order. Edit: I just tried an example trade and commission shows as 35NZD. Not sure if that's variable or not. FWIW.

I heard you could buy a ring of invisibility, slightly burned, but still beautiful... my preciousss. 8)

Good post.

https://www.propublica.org/article/in-montana-a-tough-negotiator-proved-employers-do-not-have-to-pay-so-much-for-health-care

Why do you guys think this is cheap? Going with 6 month FCF, I get ~1.5B annualized and market cap of ~28B, it's trading at ~18 P/FCF and similar EV/FCF. Yeah, there was $2B termination fee, but even with that cash ~= debt. (Not looking at earnings, since P/E looks much worse). OK, it's not very expensive, but it's also a semicon, which are cyclical. ::) Does it have a moat? It's not Intel or Arm for sure.

I just have to say this: Pied Piper, is that you? 8)

See what oddballstocks says in AMZN thread: he claims that companies have to deny it by law if it's some kind of national security investigation? I have no clue if this is true. Somebody more knowledgeable in laws/etc has to comment. 8)

What do you do with service? Aren't you forced to go to original dealership for free warranty service?

I don't think he said that his hedge fund is/will be in US. Some people assumed that but I would have guessed it's not in US.

Has anyone looked at MTG in depth? I see a lot of wheeling and dealing through years, so it's tough to be comfortable and figure out what their real return is. Reminds me of Liberties. But I would not invest in Liberties without Malone. Anyone know MTG management in depth? It doesn't seem to be closely held https://www.mtg.com/leaders/ Kinnevik used to be the main shareholder, but during the summer they dividended out their shares in MTG due to antitrust issues connected to a merger in another holding. MTG was a very small part of KINV. Cristina Stenbeck is the largest owner of KINV and will therefore be the largest owner of MTG too, even if diluted by now just controlling her own shares directly. KINV also converted their A-shares into B-shares before this spinoff, presumably to prevent takeover attempts as the market was flooded with MTG shares. If Stenbeck is not intent on being a long-term owner of MTG and its future spinoff, I presume that both companies are on the auction block rather than her selling her shares. But that's just a hunch from me. OK, thanks, got it. So Cristina may be interested in good returns or she may be interested in other things or bigger fish. Wiki says she's looking more at e-commerce in recent years, but wiki might not be great info source. And who knows what she thinks about esports/MTG-after-split.

Has anyone looked at MTG in depth? I see a lot of wheeling and dealing through years, so it's tough to be comfortable and figure out what their real return is. Reminds me of Liberties. But I would not invest in Liberties without Malone. Anyone know MTG management in depth? It doesn't seem to be closely held https://www.mtg.com/leaders/ Edit: They have "Total Return" button on https://www.mtg.com/the-share/ page. It's not very impressive though better than pure share price graph. Though OTOH looking at Liberties/etc., the media space has not been doing greatly in last couple (5?) years overall.

Do you have an opinion about ISTB and FLOT vs your choices? FLOT may be superior to ICSH, I looked into it a while ago and ICSH was providing higher returns when ishares dropped the management fee but FLOT send to have closed the gap and has even less interest rate exposure. VCSH has a better yield but lower credit quality vs ISTB. VCSH isn't a free lunch and would react more to a sharp market drop, 4% standard deviation vs 1.4%. I think brokered CD ladders offer the best risk adjusted returns for individual investors. It is a market that isn't open to institutions. You get b rates on CDs issued by A to AA rated banks and FDIC insurance. Thanks.

OT? I'm gonna use this forum to complain about Fido return calculations for accounts that have positions in foreign markets (not ADRs, but full fledged foreign). Their return calculation is screwed up. When I sell foreign stock, they show it as cash deposit. And suddenly my return is negative since their return calculation says "hey your account value dropped by X. And hey, there's a deposit of X. Well your return is negative X/total %. Have a nice day". I complained, but no results so far. >:(