Waktu Buffet beli Coca Cola, harga sahamnya juga masih turun skitar 6 bulan 
baru naik tinggi, belakangan semua orang memujinya sebagai value investor yang 
hebat. 

Apakah tidak terlalu pagi menilai kinerja Buffet?

 
  ----- Original Message ----- 
  From: Betty Cantik 
  To: [email protected] 
  Sent: Monday, November 24, 2008 11:38 AM
  Subject: Bls: Bls: [saham] Berkshire Hathaway Down Almost 50% From All-Time 
High As Stock Sinks Again



  Today value is finish? seharusnya Today Buffet had been sold out his stock?




------------------------------------------------------------------------------
  Dari: Betty Cantik <[EMAIL PROTECTED]>
  Kepada: [email protected]
  Terkirim: Jumat, 21 November, 2008 16:44:36
  Topik: Bls: [saham] Berkshire Hathaway Down Almost 50% From All-Time High As 
Stock Sinks Again



  Buffet is a Best man, He is a great man but Soros is a worst man. Today value 
is finish?




------------------------------------------------------------------------------
  Dari: Mr. Boen <mr.boenjamin@ gmail.com>
  Kepada: [EMAIL PROTECTED] com
  Terkirim: Jumat, 21 November, 2008 15:48:23
  Topik: Re: [saham] Berkshire Hathaway Down Almost 50% From All-Time High As 
Stock Sinks Again


  May be the best is George Soros ..

  regards




  On Fri, Nov 21, 2008 at 3:32 PM, Hendrik Limbono <hendrik_lwww@ yahoo.com> 
wrote:


    Berkshire Hathaway Down Almost 50% From All-Time High As Stock Sinks Again
    Posted By:Alex Crippen
    Topics:Warren Buffett
    Companies:Berkshire Hathaway Inc.
    After falling for nine straight days, shares of Warren Buffett's Berkshire 
Hathaway have dropped almost 50 percent from their all-time closing high set 
last December.

    Berkshire closed today at $77,500 a share, down $6,500, or 7.7 percent.  
It's a fresh three-year low.

    That's down 48.1 percent from the all-time closing high of $149,200 set on 
December 10, 2007.


         

    Berkshire fell as low as $74,100 in today's session.  At that point, it was 
51.1 percent below its all-time intraday high of $151,650.

    The stock has ended lower for nine straight days, following Berkshire's 
third quarter earnings report on November 7, which revealed lower operating 
profits and big paper losses for stock option contracts.  Berkshire has lost 
almost a third of its value since that date.

    Yesterday's 12 percent plunge was the stock's worst day since Black Monday 
in 1987.

    Warren Buffett's reputation as the world's greatest investor means the 
stock's big fall is getting lots of attention.

    The Wall Street Journal's Marketbeat blog asks Would Buffett Find Berkshire 
a Value?

    Harry Rady of Rady Asset Management in San Diego answers, "The insurance 
business, which is a significant portion of their earnings, is a very cyclical 
business.  With everything else at an extremely significant discount, I see a 
lot more downside. There is so much opportunity to buy assets for 50 cents on 
the dollar, why buy a dollar for a dollar because Warren Buffett runs it?"

    Reuters has a news analysis piece headlined Is Warren Buffett Losing His 
Touch?  It quotes Vahan Janjigian, the author of the recent book Even Buffett 
Isn't Perfect.  "Everything you're seeing that affects other companies is 
eventually going to catch up with Berkshire.  I'm not saying Berkshire is not 
well-run, but that even well-run companies will be hit in a severe recession."

    Reuters quotes Buffett-fan Whitney Tilson as saying "we're buying Berkshire 
like crazy."  He argues that "investors are looking at the derivative exposure, 
seeing Berkshire marking losses, and it reminds them of AIG and other companies 
whose derivative exposures got them into trouble. They are coming to the insane 
conclusion that Berkshire faces similar risks."

    Tilson expands on his Buffett defense in a detailed Seeking Alpha post 
headlined Berkshire Hathaway Credit Risk, Index Puts Are Overblown Worries.  He 
writes, "It's impossible to rule out unexpected surprises for any company, but 
anyone who's studied Buffett will surely take comfort in his 50+ years of 
conservatism and openness with his investors."

    His conclusion: "Berkshire's freefall in the past few weeks is certifiably 
crazy – and a buying opportunity that will long be remembered."









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