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- Must read for Berkshire Hathaway fans
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Monthly Archives: September 2011
Buffett started buying Berkshire – I sold some puts
I sold a couple of Berkshire Hathaway puts (strike 65, Jan 2013). I got in average 700 US$ for each. I think that a price of 58 (65-7) for class b stocks is quite below the point where Buffett would … Continue reading
Interactive Brokers’ owner: Thomas Peterffy
Excellent article, written by the end of 2005, a rare piece of information about someone who gives no interviews. A must read IIMag_InteractiveBrokers_Nov_2005 about the founder of Interactive Brokers, the strongly accented Hungarian immigrant who came to the United States … Continue reading
Stock market is getting better & better
I keep on adding shares of my favorites companies (Wells Fargo, Berkshire Hathaway, Posco, Munich Re), here are the weekly additions: BOT 7 MUV2 Stock 78.500 EUR CHIXDE SEP 23 07:50:52 4.00 BOT 10 BRK B Stock 66.50 USD ISLAND … Continue reading
Book review: Margin of Safety by Seth Klarman
Extremely expensive book, I was expecting more of it given the price tag. But its not bad, most of it I already knew it via some previous books I read and recommended. I had the impression it was written very … Continue reading
Bought United States Gypsum bonds
This past week I bought some bonds, at 77% of face value, I bought 3k of them for 2300 USD. They expire in Nov 2016, and yield quite more than 10%. I am expecting that USG will survive this period … Continue reading
How to calculate the effects of backwardation
Knowing the 1st and 2nd vix futures values and the days remaining to expiration of the 1st future you can calculate a weighted average sum of those two futures to obtain the 30 day future for any given day. I … Continue reading
When should the VXX be shorted ?
If you want to short safely, my recommendation is to do it only if the following conditions are simultaneously met: 1) VIX reaches very high historical levels 2) Both 1st and second month futures are very high and backwardation starts … Continue reading
Panic yes…! But panic for buying …
I have more and more “panic” that the market recovers before I can deploy the 45% cash left I have , I know how I’d feel in the case I missed a good opportunity… I’d like the market to fall … Continue reading
