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The 10 Most Recent Messages By rclosch

Take me back to where I was.
  • Date: 8/1/19 6:58 AM
  • Number: 244235
  • Recommendations: 16
Two really excellent interviews with Stanley Druckenmiller one the late spring of 2018, and the second in June of this year.

2018

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  • Date: 7/12/19 11:27 AM
  • Number: 243642
  • Recommendations: 7
Slack is a real company with a real company and is disrupting the way communications happen. It has over 10 million daily users and growing. Revenues of $150m/quarter and growing rapidly and has a clear vision and clear demonstrated value with
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  • Date: 7/11/19 8:38 PM
  • Number: 243631
  • Recommendations: 52
What follows is my analysis of a sector that seems to me to present a good deal of risk, a risk that if present trends continue may spread to the entire stock market. Indeed, for me the Unicorns maintain strong echoes of the dot com bubble in March,
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  • Date: 2/26/12 6:15 PM
  • Number: 375253
  • Recommendations: 0

 

 

If "the market economy learns from its mistakes", why isn't everything better after the disaster of 2007-2008? (Continued...)

  • Date: 3/11/18 3:27 AM
  • Number: 235106
  • Recommendations: 5
I think that there is a good chance that instead of sitting on their hands, they will be more likely to find something to do with 3G.
  • Date: 3/11/18 3:23 AM
  • Number: 235105
  • Recommendations: 6
"What is less understood is that over the past decade Mr Buffett’s company, Berkshire Hathaway, has sharply altered its strategy. For its first 40 years Berkshire mainly invested in shares and ran insurance businesses, but since 2007 it has
(Continued...)
  • Date: 2/12/18 6:04 PM
  • Number: 234450
  • Recommendations: 1
Provision/pre-tax income (all GAAP of course) is the correct thing for effective tax rate because
the only difference between this and actual cash taxes paid is one of timing. Over a long (in
Berkshire's case very very long) period

(Continued...)
  • Date: 2/12/18 2:41 PM
  • Number: 234443
  • Recommendations: 4
Note 16 on page 95 of last year’s 10k indicates Berkshire current Income tax expense for 2018 was $6,5. Billion. In 2015 it was $ 5.4 Billion, 2014 it was $3.3 Billion. This indicates an effective tax rate of 19.1%, in 2016, 8.6% in 2015, and 6.4%
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  • Date: 1/24/18 10:28 PM
  • Number: 234062
  • Recommendations: 1
One of the big banks, I think it was Barclay's raised their recommendation on McDermott and CBI this morning, with a very bullish report labeling it a strong by, and saying the issues where behind the company.
  • Date: 12/7/17 11:28 PM
  • Number: 233147
  • Recommendations: 1
Laughing at Buffett's quote now a couple years back, "don't worry though, I won't be putting any of our reserves in bitcoin."

Old geezer misses all the great returns.


I have some rally nice tulip bulbs
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Take me back to where I was.
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