1 36 $GOOG Super Bowl ad better than expected after hearing rumors Mon Feb 08 01:52:07 +0000 2010 valueinvestr http://a3.twimg.com/profile_images/194241245/Buffetthand_normal.png 8790188827 9571022 web GOOG @marketfolly I think $499 was used to blow away other e-readers. It is sort of a mkting price since most will use more expensive 3G $AAPL Wed Jan 27 19:32:39 +0000 2010 valueinvestr http://a3.twimg.com/profile_images/194241245/Buffetthand_normal.png 8290984817 9571022 web AAPL Eddie Lampert distributing shares of $AZO $SHLD and $AN to fund's partners http://bit.ly/82FMSo Thu Jan 14 16:14:27 +0000 2010 valueinvestr http://a3.twimg.com/profile_images/194241245/Buffetthand_normal.png 7752606835 9571022 web AN AZO SHLD Jim Grant on the demise of the dollar: http://bit.ly/7Af8my $$ Sat Dec 05 16:26:00 +0000 2009 valueinvestr http://a3.twimg.com/profile_images/194241245/Buffetthand_normal.png 6372859996 9571022 web $AAPL buys Lala.com http://bit.ly/5cMmgk iTunes Cloud here we come. Sat Dec 05 03:42:41 +0000 2009 valueinvestr http://a3.twimg.com/profile_images/194241245/Buffetthand_normal.png 6359337429 9571022 web AAPL $BAM and $SPG buying up $GGP $GGPQ debt. Positioning themselves to make bids for all or part the co: http://bit.ly/4sWf4B $SPG wants it all Thu Dec 03 22:12:59 +0000 2009 valueinvestr http://a3.twimg.com/profile_images/194241245/Buffetthand_normal.png 6316809796 9571022 web BAM GGP SPG Spinoff: $CCRT to split sub-prime auto loan division from UK and US Micro-loan biz http://bit.ly/6mcirr Thu Dec 03 20:57:13 +0000 2009 valueinvestr http://a3.twimg.com/profile_images/194241245/Buffetthand_normal.png 6314795183 9571022 web CCRT Bruce Berkowitz and Dennis Gibbs of Sweetwater on the rationale for the $BRK-A $BNI deal: http://bit.ly/7ivFng Thu Dec 03 17:46:31 +0000 2009 valueinvestr http://a3.twimg.com/profile_images/194241245/Buffetthand_normal.png 6309886994 9571022 web BNI BRK-A Goldman Sachs commodity price forecast chart: http://bit.ly/5g7XAf $GS $GLD Thu Dec 03 17:28:54 +0000 2009 valueinvestr http://a3.twimg.com/profile_images/194241245/Buffetthand_normal.png 6309417970 9571022 web GLD GS $FFH expanding insurance operations to Brazil: http://bit.ly/7wt8QV Wish there was a more direct play here. Wed Dec 02 19:47:23 +0000 2009 valueinvestr http://a3.twimg.com/profile_images/194241245/Buffetthand_normal.png 6278944702 9571022 web FFH Sardar Biglari: The Restaurant Investor http://bit.ly/72cvUD $SNS Wed Nov 25 15:44:12 +0000 2009 valueinvestr http://a3.twimg.com/profile_images/194241245/Buffetthand_normal.png 6052753486 9571022 web SNS Ackman spent $50m on $GGP stock at $1 a share that is now worth $560m and $100m in unsecured debt now worth $400m. http://j.mp/5LMXs0 $GGPQ Tue Nov 24 00:40:04 +0000 2009 valueinvestr http://a3.twimg.com/profile_images/194241245/Buffetthand_normal.png 5993185795 9571022 web GGP John Paulson on $BAC and Gold $GLD $AU : http://bit.ly/4d5joq Wed Nov 18 21:47:05 +0000 2009 valueinvestr http://a3.twimg.com/profile_images/194241245/Buffetthand_normal.png 5838257699 9571022 web AU BAC GLD Bruce Greenwald: Warren Buffett has lost his mind $BNI $BRK-A http://bit.ly/1rH3dx Tue Nov 17 17:34:15 +0000 2009 valueinvestr http://a3.twimg.com/profile_images/194241245/Buffetthand_normal.png 5801268580 9571022 <a href="http://www.tweetdeck.com/" rel="nofollow">TweetDeck</a> BNI BRK-A video: Warren Buffett on CNBC talking about the $BNI acquisition http://bit.ly/2avil4 Tue Nov 03 17:18:30 +0000 2009 valueinvestr http://a3.twimg.com/profile_images/194241245/Buffetthand_normal.png 5396393093 9571022 web BNI Warren Buffett's Berkshire Hathaway to buy $BNI in biggest acquisition ever and split $BRK.B shares Official Statement: http://bit.ly/22Q6B3 Tue Nov 03 13:15:22 +0000 2009 valueinvestr http://a3.twimg.com/profile_images/194241245/Buffetthand_normal.png 5390890391 9571022 web BNI @timmelvin $KHD make sure you look at how they record cash. I know in the past they used $ from future contracts (that were canceled later). Fri Oct 30 22:09:57 +0000 2009 valueinvestr http://a3.twimg.com/profile_images/194241245/Buffetthand_normal.png 5299167165 9571022 web KHD Sardar Biglari is using the free cash flow at $SNS to purchase 9.9% of $FMMH http://bit.ly/3RQEWZ Mon Oct 26 23:13:32 +0000 2009 valueinvestr http://a3.twimg.com/profile_images/194241245/Buffetthand_normal.png 5185916715 9571022 <a href="http://www.tweetdeck.com/" rel="nofollow">TweetDeck</a> SNS RT @marketfolly: fyi, Bill Ackman of Pershing Square pitching $CXW at value investing congress Tue Oct 20 20:26:48 +0000 2009 valueinvestr http://a3.twimg.com/profile_images/194241245/Buffetthand_normal.png 5026613840 9571022 <a href="http://www.tweetdeck.com/" rel="nofollow">TweetDeck</a> CXW @marketfolly my guess is that with a company like $VRSK you have to hope for a AmEx Salad Oil type crisis where you see an overreaction. Mon Oct 19 20:25:42 +0000 2009 valueinvestr http://a3.twimg.com/profile_images/194241245/Buffetthand_normal.png 4999641560 9571022 <a href="http://destroytwitter.com/" rel="nofollow">DestroyTwitter</a> vrsk RT @footnoted: RT @atask: Julian says shorting bonds a better inflation hedge than gold. $GLD $TBT #mkt #VIC Mon Oct 19 19:51:50 +0000 2009 valueinvestr http://a3.twimg.com/profile_images/194241245/Buffetthand_normal.png 4998916695 9571022 <a href="http://destroytwitter.com/" rel="nofollow">DestroyTwitter</a> GLD TBT RT @abnormalreturns: [Post] What do the restaurant business and investing have to do with each other? http://bit.ly/2lWEfA $$ Mon Oct 19 16:29:22 +0000 2009 valueinvestr http://a3.twimg.com/profile_images/194241245/Buffetthand_normal.png 4994646685 9571022 <a href="http://destroytwitter.com/" rel="nofollow">DestroyTwitter</a> RT @marketfolly: Julian Robertson interview talking about gold, qualities of a winning fund manager... http://bit.ly/3pFN6H $$ Mon Oct 19 16:29:07 +0000 2009 valueinvestr http://a3.twimg.com/profile_images/194241245/Buffetthand_normal.png 4994641399 9571022 <a href="http://destroytwitter.com/" rel="nofollow">DestroyTwitter</a> @marketfolly probably $SNS 5 yrs you'd want a good jockey and Biglari seems to be good at both ops and investing. Wed Oct 14 21:06:18 +0000 2009 valueinvestr http://a3.twimg.com/profile_images/194241245/Buffetthand_normal.png 4871683899 9571022 <a href="http://destroytwitter.com/" rel="nofollow">DestroyTwitter</a> SNS Headline here seems bad because it looks as if $BAC managed to get out of paying $4bn if so... that's a great deal. http://bit.ly/LPoW5 Tue Sep 22 01:38:57 +0000 2009 valueinvestr http://a3.twimg.com/profile_images/194241245/Buffetthand_normal.png 4161458420 9571022 <a href="http://destroytwitter.com/" rel="nofollow">DestroyTwitter</a> BAC $FFH buys 15% stake in Chinese insurance co Alltrust. Maybe trying to repeat their ICICI deal in India, now India's largest insurance co. Tue Sep 01 15:00:15 +0000 2009 valueinvestr http://a3.twimg.com/profile_images/194241245/Buffetthand_normal.png 3689749660 9571022 <a href="http://destroytwitter.com/" rel="nofollow">DestroyTwitter</a> FFH $LSR arb situation worth looking at? http://bit.ly/10TfbN going private situation. spread seems to be 10%ish Mon Aug 24 17:25:51 +0000 2009 valueinvestr http://a3.twimg.com/profile_images/194241245/Buffetthand_normal.png 3516459962 9571022 <a href="http://destroytwitter.com/" rel="nofollow">DestroyTwitter</a> LSR ICIC Lombard to IPO? Could shed light on what true bv is for $FFH and $ORH since the unit is currently recorded at cost. http://bit.ly/944xO Mon Aug 24 17:18:34 +0000 2009 valueinvestr http://a3.twimg.com/profile_images/194241245/Buffetthand_normal.png 3516323149 9571022 <a href="http://destroytwitter.com/" rel="nofollow">DestroyTwitter</a> FFH ORH @fooltoby haven't had too much time to look into $SOPK but I'd expec some bumps with these smaller companies. $FIGI having difficulty too. Mon Aug 17 16:18:50 +0000 2009 valueinvestr http://a3.twimg.com/profile_images/194241245/Buffetthand_normal.png 3363929373 9571022 <a href="http://destroytwitter.com/" rel="nofollow">DestroyTwitter</a> FIGI $WEST and $SNS to merge.Biglari seems to be consolidating ops to make things easier for targeting new acquistions. http://bit.ly/11xj0I Thu Aug 13 13:57:28 +0000 2009 valueinvestr http://a3.twimg.com/profile_images/194241245/Buffetthand_normal.png 3286332569 9571022 <a href="http://destroytwitter.com/" rel="nofollow">DestroyTwitter</a> SNS WEST