Comments on: This Saturday – Warren Buffett’s Annual Letter to Shareholders http://streetcapitalist.com/2009/02/23/this-saturday-warren-buffetts-annual-letter-to-shareholders/ Wisdom on such diverse topics as: spin-offs, merger arbitrage, post-bankruptcy equities, global macro commentary and short ideas. Thu, 10 Feb 2011 04:28:00 +0000 hourly 1 http://wordpress.org/?v=3.2 By: David http://streetcapitalist.com/2009/02/23/this-saturday-warren-buffetts-annual-letter-to-shareholders/comment-page-1/#comment-2937 David Wed, 25 Feb 2009 17:40:19 +0000 http://streetcapitalist.com/?p=465#comment-2937 Thanks for the heads up. Communications from Warren and Charlie are always interesting. Couldn't help noting however, the irony of this recent headline from Bloomberg about Berkshire hitting a five year low on derivative worries (article's original wording): http://www.bloomberg.com/apps/news?pid=20601087&sid=a0szT47ICxRY&refer=home The stock market bets that Buffett took on require Berkshire to take a writedown in quarters where the markets fall/volatility increases (so says Bloomberg). Still, I guess they have till 2019 until those derivative bets on S&P 500 and other indexes expire. They do have time (and inflation) on their side. Thanks for the heads up. Communications from Warren and Charlie are always interesting.

Couldn’t help noting however, the irony of this recent headline from Bloomberg about Berkshire hitting a five year low on derivative worries (article’s original wording):

http://www.bloomberg.com/apps/news?pid=20601087&sid=a0szT47ICxRY&refer=home

The stock market bets that Buffett took on require Berkshire to take a writedown in quarters where the markets fall/volatility increases (so says Bloomberg).

Still, I guess they have till 2019 until those derivative bets on S&P 500 and other indexes expire. They do have time (and inflation) on their side.

]]> By: David http://streetcapitalist.com/2009/02/23/this-saturday-warren-buffetts-annual-letter-to-shareholders/comment-page-1/#comment-5735 David Wed, 25 Feb 2009 17:40:00 +0000 http://streetcapitalist.com/?p=465#comment-5735 Thanks for the heads up. Communications from Warren and Charlie are always interesting. Couldn't help noting however, the irony of this recent headline from Bloomberg about Berkshire hitting a five year low on derivative worries (article's original wording): http://www.bloomberg.com/apps/news?pid=20601087&sid=a0szT47ICxRY&refer=home The stock market bets that Buffett took on require Berkshire to take a writedown in quarters where the markets fall/volatility increases (so says Bloomberg). Still, I guess they have till 2019 until those derivative bets on S&P 500 and other indexes expire. They do have time (and inflation) on their side. Thanks for the heads up. Communications from Warren and Charlie are always interesting.

Couldn’t help noting however, the irony of this recent headline from Bloomberg about Berkshire hitting a five year low on derivative worries (article’s original wording):

http://www.bloomberg.com/apps/news?pid=20601087&sid=a0szT47ICxRY&refer=home

The stock market bets that Buffett took on require Berkshire to take a writedown in quarters where the markets fall/volatility increases (so says Bloomberg).

Still, I guess they have till 2019 until those derivative bets on S&P 500 and other indexes expire. They do have time (and inflation) on their side.

]]>