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JohnCLeven (39.29)

December 2012



5 yr avg returns on capital by sector

December 27, 2012 – Comments (2) | RELATED TICKERS: PM , KO , SBUX

“Over the long term, it's hard for a stock to earn a much better return that the business which underlies it earns. If the business earns 6% on capital over 40 years and you hold it for that 40 years, you're not going to make much different than a 6% return - even if you originally buy it at a huge discount. Conversely, if a business earns 18% on capital over 20 or 30 years, even if you pay an expensive looking price, you'll end up with one hell of a result.” – Charles Thomas Munger   [more]



Opinions on Ackman vs Herbalife?

December 20, 2012 – Comments (13) | RELATED TICKERS: HLF

I find this Ackman/Herbalife story very interesting.   [more]



JW-A's recent selloff may provide a solid value oppurtunity

December 19, 2012 – Comments (4) | RELATED TICKERS: JW-A

I think this recent 27% selloff in the past few weeks is overdone.   [more]



A visualization of Berkshire's potential appreciation over the next decade

December 07, 2012 – Comments (2) | RELATED TICKERS: BRK-B , BRK-A

Here's a little chart I made that shows the price of shares of Berkshire Hathaway, Inc (BRK.B) that one could logically anticipate over the next decade, based on a number of assumptions, including that the "price floor" buyback policy remains intact. It's obvious very simple stuff, but that dosen't mean there's anything wrong with it.   [more]



The Beginning of a Long Journey [originally written 6/6/12]

December 06, 2012 – Comments (2) | RELATED TICKERS: BRK-B , BRK-A

[Originally written June 6th, 2012]   [more]

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