Brief thoughts on Discovery Communications (DISCK/A)

We had blogged about Discovery communications before here. On March 20th, the stock closed at $16.87 / share with 711 fully diluted shares outstanding generating a market cap of ~$12B. The company carries debt of $15.4B. The company also generated operating cash flow of $3.4B with a net income...

Markel Corp. Equity Portfolio

Reposting with edits as the prior post is not updating online. Markel (MKL) closed at $785/share as of March 20th. Since the reported book value of MKL was $802 as of Dec 31st, I wanted to look into the equity portfolio of $MKL and see the effect on its book...

Managing Downside Risk In A Downturn!

As value investors, a lot of us are starting to find the environment to be idea rich after a long time. Finally, the valuations are compelling, the companies we have researched are cheap, the war chest is ready to crack open, ready to be used. During such times, there...

Berkshire adds index funds?

Something peculiar caught my eye in the Berkshire 13F filing this quarter. It is a very small holding and completely irrelevant given the size of the equity portfolio for Berkshire. The position is sized at a little over $25M and is too small even for...

Market Behaviour And Its Implications

Investing is easy but not simple. Investing can be skinned in many different ways creating possibilities that are extremely far off from each other yet produce similar results over the long run. Emotional equanimity through the process is a completely different animal with varied outcomes depending on the part...

Short Post On Berkshire

While there are a lot of commentators out there commenting on Berkshire’s results, here is a short different take on it. Q4 hedge fund letters, conference, scoops etc In 2018, Berkshire took a pre-tax mark to market losses of $22.4B on investments and derivatives and $17.8B on a post tax...

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