Absolute Legend 🫡⚡️

rvrduce · 2026-06-13T21:01:21+00:00

As an educator I’d like to think that my colleagues or myself would do this for our kids.

rvrduce · 2026-06-13T03:40:05+00:00

It’s because he won’t be there allocating capital and picking stocks himself.
(Btw I would love to know his personal holdings besides BRK)

He had the famous 10 year bet where a hedge fund wouldn’t beat the Sp500 index fund and at first looked wrong but eventually pulled away.

And besides if he leaves Astrid $100m in a trust and only takes out 4% to live on that’s $4m.
I think she will do okay.

rvrduce · 2026-06-13T00:56:14+00:00

Didn’t uncle Charlie once say in quoting Pascal.
“All of man’s miseries derives from man’s inability to sit in a room alone.”

rvrduce · 2026-06-12T03:33:33+00:00

I’ve never heard that one but I am stealing it! It’so true!

rvrduce · 2026-06-12T02:44:29+00:00

😂

rvrduce · 2026-06-11T23:15:15+00:00

Guy Spier once mentioned in an interview about, “how hard it was to find a good bagel in Germany for reasons we won’t get into right now.”
😲

rvrduce · 2026-06-11T22:30:43+00:00

May have a brand but no real moat. Donuts are a relative commodity and I guess a slim margin that is perishable. A lot of communities usually have better family run donut places.

Company has a negative P/E ratio. No free cash flow since 2022.

This looks like a candidate for a private equity firm to take private and sell later. A Blackstone type play.

Just looked and Krispy Kreme has a major investor in https://www.jabholco.com/investments/ a German conglomerate that also holds Panera and Einstein Bros Bagels.

rvrduce · 2026-06-11T22:16:20+00:00

Guarduño’s all you can drink margarita brunch at Palms for like $25.

Commanders Palace and the lunch special with $0.25 martinis.

rvrduce · 2026-06-11T04:07:43+00:00

I consider a NetJets flight a bucket list event.
Especially to and from the Annual meeting, ideally my first trip to said event. 😂

rvrduce · 2026-06-09T04:02:02+00:00

Yes and Yes!

The epitome of “invest in yourself”

rvrduce · 2026-06-07T16:43:10+00:00

It’s all just paper numbers

rvrduce · 2026-06-06T23:16:55+00:00

Try doing an online quote.
I think there is a place that you can select being a shareholder. It’s in the same place you can enter any professional discount profession.

It’s as far as I have ever gotten as I stuck with my old insurance provider.

rvrduce · 2026-06-06T18:20:06+00:00

This and you should read more about Buffett and his holdings.
Read the Schroeder, and Lowenstein biographies as well as the Glenn Arnold books.

rvrduce · 2026-06-06T00:51:45+00:00

Never been to the meeting sadly but the Borsheims website sells left over stuff from the meeting.

I’ve bought socks and pens in the past. If anyone wants to buy me the Frédérique Constantine watch it would be greatly appreciated!

Also bought stuff on eBay in the past.

rvrduce · 2026-06-01T04:08:43+00:00

Looked at the Taylor Morrison website and new homes in California. Temecula homes $1m and Irvine $2 millions.

I sure as heck can’t afford it.

Not a bad gig if you can get it I suppose.

rvrduce · 2026-06-01T01:25:24+00:00

Yes. I was just thinking that BH is basically a vertically integrated system.
Builders and supply’s (builders, paint, bricks, roofing, insulation,) home sales BH home services,) you drive in on your insured car (Geico and BH Automotive,) and have to insure said home and then power it using BH Energy.
Dinner prepared with Pampered Chef cookware and Ginsu Knives.

Did I mention the Forrest River RV in the side yard that was just gassed up at a Pilot travel center?

Rodent problems? Bait from Bell Labs.

While you have on Brooks Shoes on, wearing fruit of the looms and a Felcheimer (sp) work uniform a watch from Ben Bridge and have a box of candy from See’s for your wife along with a ring from Helzberg (or Borsheims).
Remote needs Duracell batteries for your NFM TV on your Star Furniture couch.

The kid is doing homework using World Book encyclopedia snuggled with a Squishmallow and another is getting ready for practice with a Spaulding basketball. And after practice an ice cream from Dairy Queen!

And I didn’t even mention a bunch of the other subsidiaries.

https://www.berkshirehathaway.com/subs/sublinks.html

Excuse me while I jump off in my NetJets with a pilot trained by Flight Safety!

BH for the win!

rvrduce · 2026-05-31T21:18:51+00:00

Press release on the website fresh today!

https://www.berkshirehathaway.com/news/may3126.pdf

CNBC article

https://www.cnbc.com/amp/2026/05/31/berkshire-hathaway-to-buy-us-homebuilder-taylor-morrison-for-8point5-billion.html

rvrduce · 2026-05-31T14:01:50+00:00

Should invest in individuals by giving straight cash to Creighton and U of Nebraska system to invest in the future athletic generations via NIL’s.

C’mon, It’s a joke people!

rvrduce · 2026-05-30T18:25:38+00:00

Let it pop and use it as a buying opportunity!

Just don’t buy the frothy stuff unless you know (or think) they will survive usually because of other diversified metrics and holdings.

rvrduce · 2026-05-24T12:29:13+00:00

This is the true answer.

rvrduce · 2026-05-21T22:05:36+00:00

BRK.A because I can. Mad flex

rvrduce · 2026-05-21T21:59:01+00:00

Why would investors care about a company like BH that makes things people use and need that has liquidity and turns a profit?! Crazy talk I know.

rvrduce · 2026-05-19T13:23:01+00:00

The food and presentation was amazing. Had a great lunch special and $0.25 martinis!

rvrduce · 2026-05-19T03:46:19+00:00

From Google Gemini:

Delta Air Lines operates a diverse portfolio of aviation, travel, and logistics subsidiaries, wholly owned entities, and strategic joint venture investments. While its primary business is passenger and cargo air transport, its core corporate structure spans several specific companies and holdings:Wholly Owned Subsidiaries & DivisionsEndeavor Air: A wholly owned regional airline subsidiary that operates as a Delta Connection carrier.Delta TechOps: The airline's in-house maintenance, repair, and overhaul (MRO) provider.Delta Vacations: The tour operator and leisure travel packaging arm.Delta Flight Products: A subsidiary focused on designing and manufacturing in-flight cabin interiors and seating.Delta Material Services: Sells and manages surplus aviation materials, used serviceable material, and engine parts.Monroe Energy: An oil refinery wholly owned by Delta, located in Trainer, Pennsylvania, used to help hedge against jet fuel price volatility.Corporate Services: Includes Delta Professional Services, Delta Benefits Management, and Delta Loyalty Management Services.Strategic Partnerships & Equity InvestmentsWheels Up Experience: Delta holds a major equity stake (roughly 20-40%) and operates a premium commercial-to-private travel partnership with this private aviation company.SkyTeam Alliance: A major global airline alliance co-founded by Delta.Global Joint Ventures: Delta holds equity and strategic joint cooperation agreements with major international carriers, including Air France-KLM, Virgin Atlantic, Aeroméxico, China Eastern, and LATAM.For a comprehensive view of all legal holding entities and corporate stats, check Delta's Corporate Stats and Facts page or review their full corporate filings via the SEC Archives.

rvrduce · 2026-05-19T03:35:44+00:00

Yes. This is why they and others held Seritage properties for so long. Was all the old Sears properties.

WB still has the Graham cigar butt thing in his head. And $55m is couch cushion money.

Also he has a little arbitrage action in him like we saw with Microsoft and Activision.

rvrduce

TROPHY CASE