|
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)
Caution: Always remember to apply a strong filter to everything that you read on an internet discussion board. If you find something of interest, consider it a good lead for your own investigation.... rather than a replacement for your own homework. |
|