Comments on: Bruce Greenwald: Buffett has lost his mind http://streetcapitalist.com/2009/11/17/bruce-greenwald-buffett-has-lost-his-mind/ 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: Travis http://streetcapitalist.com/2009/11/17/bruce-greenwald-buffett-has-lost-his-mind/comment-page-1/#comment-4875 Travis Thu, 26 Nov 2009 21:11:09 +0000 http://streetcapitalist.com/?p=784#comment-4875 I think the main thing is the Inflation hedge. If you look as the properties of a dream inflation hedge they are all there. Huge moat, steady earnings, asset based, a lot of leverage, and potential for growth. to me the energy part comes as a minor point under the potential for growth. And given Buffett's focus on the slaughtering of the dollar I suspect that's whats on his mind as well. I think the main thing is the Inflation hedge. If you look as the properties of a dream inflation hedge they are all there. Huge moat, steady earnings, asset based, a lot of leverage, and potential for growth. to me the energy part comes as a minor point under the potential for growth. And given Buffett's focus on the slaughtering of the dollar I suspect that's whats on his mind as well.

]]> By: Travis http://streetcapitalist.com/2009/11/17/bruce-greenwald-buffett-has-lost-his-mind/comment-page-1/#comment-4861 Travis Thu, 26 Nov 2009 13:11:09 +0000 http://streetcapitalist.com/?p=784#comment-4861 I think the main thing is the Inflation hedge. If you look as the properties of a dream inflation hedge they are all there. Huge moat, steady earnings, asset based, a lot of leverage, and potential for growth. to me the energy part comes as a minor point under the potential for growth. And given Buffett's focus on the slaughtering of the dollar I suspect that's whats on his mind as well. I think the main thing is the Inflation hedge. If you look as the properties of a dream inflation hedge they are all there. Huge moat, steady earnings, asset based, a lot of leverage, and potential for growth. to me the energy part comes as a minor point under the potential for growth. And given Buffett's focus on the slaughtering of the dollar I suspect that's whats on his mind as well.

]]> By: JeffBarden http://streetcapitalist.com/2009/11/17/bruce-greenwald-buffett-has-lost-his-mind/comment-page-1/#comment-4857 JeffBarden Tue, 17 Nov 2009 15:43:50 +0000 http://streetcapitalist.com/?p=784#comment-4857 That makes sense; Thank you for responding; You guys are much smarter than me, and I enjoy the learning. That makes sense; Thank you for responding; You guys are much smarter than me, and I enjoy the learning.

]]> By: Tariq http://streetcapitalist.com/2009/11/17/bruce-greenwald-buffett-has-lost-his-mind/comment-page-1/#comment-4856 Tariq Tue, 17 Nov 2009 15:31:33 +0000 http://streetcapitalist.com/?p=784#comment-4856 Jeff I think you are right. The hedge like properties and long term business prospects are probably good enough to make BNI generate decent returns for Berkshire that are resistant to inflation. <br>I think for Greenwald, this type of deal doesn't compute because they are gunning for 50% discounts on stocks. Jeff I think you are right. The hedge like properties and long term business prospects are probably good enough to make BNI generate decent returns for Berkshire that are resistant to inflation.
I think for Greenwald, this type of deal doesn't compute because they are gunning for 50% discounts on stocks.

]]> By: JeffBarden http://streetcapitalist.com/2009/11/17/bruce-greenwald-buffett-has-lost-his-mind/comment-page-1/#comment-4855 JeffBarden Tue, 17 Nov 2009 15:10:33 +0000 http://streetcapitalist.com/?p=784#comment-4855 Is there value not only in as an energy play [hedge], but also as a geo-political play, as the world trends toward eco-friendly and alternative energy?<br><br>What may seem intangible and merely socially responsible today, might become prudent business tomorrow.<br><br>disclosure: I used to own B shares; just a little guy. Is there value not only in as an energy play [hedge], but also as a geo-political play, as the world trends toward eco-friendly and alternative energy?

What may seem intangible and merely socially responsible today, might become prudent business tomorrow.

disclosure: I used to own B shares; just a little guy.

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