Thursday, January 18, 2024

Off The Blog -- January 18, 2024

Locator: 46579READING10K.

Breaking: Spirit Airlines -- on the way to bankruptcy?

I have a luncheon date, but when I get back it will be time to take a look at tech, but I will leave you with this chart. Several points to be made:

  • this chart is a one-year look, but no matter what time-frame one looks, it's a disaster for BRK-B (three months; six months; one year; five years)
  • we all had the same information one year ago; perhaps not five years ago, but a year ago, "everyone" knew; TSM was the big stock in the news today;
  • Warren bought, then quickly sold TSM some months ago;
  • this is why it's so important to read 10-Ks.


Josh: has it exactly right -- why the consumer is so resilient. LOL. 

March, 2024, rate announcement: absolutely matters now.

Re-Posting

Link here.



Also, when I bought JNJ years ago I never knew about JNJ's talcum powder issue. But other than that, the 10-Ks have been very helpful. LOL.

Oh, that's right ... there was also the Texaco fiasco -- involving Paul Getty or something along that line ... I’ve long forgotten ... but other than that the 10-Ks have been very helpful. 

Oh, yes, the whole thing with Lucent decades ago...

Oh, another one ... 3M ... multiple lawsuits, including the biggie -- the hearing protection issue -- I never even knew 3M was involved with hearing protection ... yeah, reading those 10-Ks have been a real hoot.

Now, back to Shakespeare and The Merchant of Venice --- which, by the way, also involves a lawsuit. LOL.

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