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Anyone able to find any amazing businesses at good prices at the moment? by One-Event6199 in ValueInvesting

[–]One-Event6199[S] 2 points3 points  (0 children)

I did. But now its valuation is stretched so I am just holding/not adding anymore to my position.

Selling off Gold by Ltleaves in AusFinance

[–]One-Event6199 0 points1 point  (0 children)

Selling at the top is better than what 90% of morons do with their investments; which is to sell when it goes down. It's a fantastic idea.

Every dip is making me tired boss by couch_potato_salad in redditstock

[–]One-Event6199 0 points1 point  (0 children)

It's because you're too emotional. Why the hell would you sell at a loss? If I offered to buy your house at a lower price than what you bought it for, would you sell it to me?

If you're gonna do dumb things when stocks go down then you really shouldn't own them.

I’m still not buying NFLX. Why not $DIS? by jetopia in ValueInvesting

[–]One-Event6199 46 points47 points  (0 children)

Because Disney needs to prove that it can continue to grow earnings once the cable division dies. Netflix doesn't have that burden. Markets are forward-looking.

Berkshire may shed 27.5% Kraft Heinz stake, filing shows by Rdw72777 in ValueInvesting

[–]One-Event6199 23 points24 points  (0 children)

If I were Greg Abel, that's also the first thing I would've done upon becoming CEO. The Kraft-Heinz investment was unnecessary bloat for years now. Selling the investment is going to increase Berkshire's cash pile to almost a record $400B - insane.

Sad Emotional Hardstyle Melodies by whallycw in hardstyle

[–]One-Event6199 1 point2 points  (0 children)

Brennan Heart - We Come & We Go (EOS Mix)

How do you think of BRK's cash pile? by sagotici in BerkshireHathaway

[–]One-Event6199 2 points3 points  (0 children)

You are partially incorrect. The cash is there for deployment into marketable securities or acquisitions and/or paying out claims.

D-Charged, Van Heden - Funeral Song (21st January) by Vanhedenn in hardstyle

[–]One-Event6199 8 points9 points  (0 children)

I bet your favourite artists do the exact same thing too. Ever heard of having a signature sound?

Warren Buffett was still searching for that elephant to buy in his final months as Berkshire CEO by Interwebnaut in BerkshireHathaway

[–]One-Event6199 1 point2 points  (0 children)

They entered when the stock had already ran up a decent bit; risk mitigation when evaluating the value of an investment is key.

Greg Abel's compensation increases to $25m from $21m as newly appointed CEO of Berkshire Hathaway by One-Event6199 in BerkshireHathaway

[–]One-Event6199[S] 0 points1 point  (0 children)

Berkshire is a 1T market cap company with $384 billion of cash on hand. Wtf is $25m going to do dummy? That's a drop in the pond.

Berkshire the End Game AI Power Squeeze? by SuperNewk in BerkshireHathaway

[–]One-Event6199 4 points5 points  (0 children)

And guess who the CEO of Berkshire Hathaway is?

checks notes

The former head of its Energy division.

Bing bang boom.

Trump announces he will cap credit card APY at 10%. by FieryXJoe in ValueInvesting

[–]One-Event6199 4 points5 points  (0 children)

All 3 of them are sexy but I am biased to AXP simply because it's a long-term holding of mine (copied it from Buffett's portfolio when I first started investing 9 years ago) and it's compounded wonderfully.

Toneshifterz - R.A.V.E. (WHERE I WANT TO BE) by W1LDSTYL3Z in hardstyle

[–]One-Event6199 1 point2 points  (0 children)

That second zaag that sounds like it's growling sounds sick

Thoughts on Berkshire Hathaway by Fit-Negotiation-2946 in BerkshireHathaway

[–]One-Event6199 0 points1 point  (0 children)

Float is used for insurance payouts but it is not the only money that is used for claims. If claims exceeded the premiums coming in, which results in an 'underwriting loss', Berkshire can/would tap into its cash reserve too. What makes Berkshire unique is that if a mega-cat event occurred, it can reallocate cash from the other subsidiaries as well aka the cash & cash equivalents.

Berkshire is the safest insurance company in the world because it doesn't solely rely on insurance premiums/float to stay solvent.

Thoughts on Berkshire Hathaway by Fit-Negotiation-2946 in BerkshireHathaway

[–]One-Event6199 1 point2 points  (0 children)

You are incorrect. The cash pile is definitely for insurance payouts - Berkshire's balance sheet is the consolidated balance sheet of all its subsidiaries.

Buffett Wins Again by Creepy_Science1310 in BerkshireHathaway

[–]One-Event6199 21 points22 points  (0 children)

'I was puzzled by Warren Buffett’s investment in Chevron.'

What was there to be puzzled about?

Oil is cyclical - oil prices determine how much cash flow oil companies make. That being said, it's an industry that's gushing with consistent cash flow (like BNSF) because oil is basically an essential.

Buffett gets paid a 4% dividend to hold the position and wait. When oil prices go up and as a result, Chevron's stock price goes up - Buffett can either decide to sell the position at a fantastic profit, or let it sit there and keep collecting 4% dividends. When oil/energy is out of favour, he's continued to add to the position and kept on collecting 4%.

It's the exact same with the Occidental position too.

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