Sandman's Favorite Posts From
The Motley Fool's Berkshire Board

Year: 1997   
(Listed In No Particular Oder)   

Valuing BRK - Weaselboy2    

Intrinsic Value $85-90K A shares - TMFRalegh   



Year: 1998   
(Listed In No Particular Order)   

Berkshire's price - TMFRalegh   

BRK-GRN Meeting Notes - rrockw   

Calling All Bears - ctm   

Calling All Bears - ctm    

New Thread--Intrinsic Value
- ctm   

New Thread--Intrinsic Value - Langame    

New Thread--Intrinsic Value
- ctm   



Year: 1999  
(Listed In No Particular Order)   

Long Term Investing and Berkshire - dukesnider   

Making Easy Things Difficult - AnandaFool   

Big Al and The Bubble Machine - rclosch   

Marign Buying - DerekG   

IV Calculation of BRK- Page 3 - Oppermann   

Float vs. Margin - DerekG   

IV: elias, ctm and other - graywolfool (Great Thread)   

Intrinsic Value - paladinvest   

Irrationality - Oppermann   

101 Reasons To Own Berkshire Hathaway Index - Hunzi   



Year: 2000  
(Listed In No Particular Order)   

Berkshire 2010 -  jkish   

Durability of competitive advantage -  WBplc   

The Changing Nature of Impermanence - EliasFardo   

Reinsurance Accounting - EliasFardo   

The Three Laws of Moats - EliasFardo   

Option Games - rclosch   

The Blue Chip Investor-December 2000
- RoughlyRight    

Did Buffett Really Apologize? - Oppermann   

Mrs. Rose Blumkin - rrockw   

Build It and They Will Come - rclosch   



Year: 2001   
(Listed In No Particular Order)   

Berkshire Hathaway, Then and Now - EliasFardo   

Acquisitions - EliasFardo    

Fair Value of Berkshire - EliasFardo    

Moats - Retailing - rclosch   

Buy and Hold? - It All Depends
- rclosch   

Berkshire 2000 annual report - EliasFardo   

Second Quarter, 2001 - EliasFardo    

The 450,000 Sq. Ft. Furniture Store - rclosch   

Annual meeting notes - Tiddman   

Other Peoples Money - rclosch   

Option Grants - RoughlyRight   

The Berkshire Model - EliasFardo    

Digging The Moat Deeper - EliasFardo    

Berkshire Meeting Notes - bvalue    

Costco's Moat -- ever expanding - gdefelice   

Float Valuation -  howardroark 



Year: 2002   
(Listed In No Particular Order)    

Please lie to me - EliasFardo  

Defensive Investing - EliasFardo  

In Praise of Active Management
- UsuallyReasonabl   

My Notes - Zamboni   
(
Part 1)  (Part 2)  (Part 3) (Part 4)    

Omaha Cash Flow - rclosch   

The General Re De-Merger - bsilly   

Recovery from WTC events - Tode   

Kick the Can Option Grant Analysis
- RoughlyRight   

Why options should NOT be expensed - EliasFardo  

The Bottom Line - rclosch  

Buffett speaks at Columbia - BigPimpyGuy  
(
Part 1)  (Part 2)  

13% hurdle part 1: GEICO... - jmls (Great Thread)    

Buffett and Memory Useage - texirish  

Scott Fetzer IRR: great purchase indeed.... - jmls   (great Thread)   

Scott Fetzer IRR: great purchase indeed.... - EliasFardo   
(
Part 1)  (Part 2) (Part 3)    



Year: 2003     
(Listed in no particular order)   

The Lesson -  EliasFardo   

The Munger Investment Process - hartmanbirge   

Focused Investing; a cure for efficient markets? - EliasFardo   

Berkshire Hathaway 8-Year Numbers!
- Parsad   

GRN Deal Reflections - texirish   

Anatomy of a purchase - rclosch   

KO - Tode   

Quick BRK Valuation
- Tode   

Buffett will never pay a dividend - EliasFardo   

Free Operating Cash Flow -  EliasFardo (Great Thread)   

Things I learned in Omaha - rclosch (Great Thread)   



YEAR: 2004

Changes in Owner's Manual
- Tode 

Goodbye, Scott Fetzer - EliasFardo 

Honest Suffering - EliasFardo 

Munger's Investment Temperament - hartmanbirge 

Being of Two Minds? - texirish 

Patterned Irrationality
- rclosch 

Warren Buffett's Intrinsic Value Formula
-  texirish 

A Problem with Intrinsic Values? -  EliasFardo 

Future of the Cult - Tode 

2003 Thoughts - Tode 

Thoughts on the Chairman's Letter - DeliLama 

The Know-Nothing Investor - MadCapitalist 



YEAR: 2005

No one looks good - EliasFardo 

Basics of Finite Reinsurance (1) (2) (3) - reinsurance101 

KO in 1934 - Tode 

Gen Re - neuroberks 

It's all the same thing - EliasFardo 

Hello, this is Warren Buffett
- EliasFardo 

Loss from catastrophes - neuroberks 

More Price/IV Ratios - jkish 

Still More Price/IV Ratios
- jkish 

Re: Still More Price/IV Ratios - jkish 

Prices vs IV after Succession
-  texirish 

Prices vs IV after Succession - Tode 

Buffet Foundation legal issues - Tode 

The Essential Munger - hartmanbirge 

Mass and Audacity - Spirit of the Offense!!
- hartmanbirge 

BRK undervaluation - neuroberks 

The Succession Game - Tiddman 

There and Back Again: Day 3 - Borsheim's - WBuffettJr 

Ben Keaton - TheSandman 



Yellow BRK Club    

Intrinsic Value #1- paladinvest (Great Thread)   

Intrinsic Value - Float - paladinvest (Great Thread)   

Operating Cash flow - neuroberk (Great Thread)   

Cash flow based IV - neuroberks (Great Thread)   

Another yard stick - cash flow - neuroberks   



The Motley Fool's "Best Of" List
- (99 Of The Most "Recommended" Posts)   


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