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    Friday, April 26, 2019

    Value Investing Warren Buffett: ‘I’m having more fun than any 88-year-old in the world’

    Value Investing Warren Buffett: ‘I’m having more fun than any 88-year-old in the world’


    Warren Buffett: ‘I’m having more fun than any 88-year-old in the world’

    Posted: 25 Apr 2019 08:08 PM PDT

    Berkshire's portfolio leverage

    Posted: 25 Apr 2019 01:45 PM PDT

    At Dec 31, 2018, BRK had $122B in "float," $102B of quoted equity securities (at cost), and a total of $250B investments from its insurance businesses.

    Is there any way to calculate what portion of its stock portfolio is financed by float vs retained earnings?

    submitted by /u/youxbe
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    Kyle Bass - Currency PEG - USDHKD

    Posted: 25 Apr 2019 08:16 PM PDT

    Anyone read Kyle Bass's piece on Hong Kong? I know the guys been massively bearish on China for what seems like forever but with Trump and trade I find his thinking quite compelling. Anyone here care?

    https://www.zerohedge.com/news/2019-04-25/quiet-panic-kyle-bass-hong-kongs-looming-financial-political-crisis

    submitted by /u/Moric
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