Munkin itu bedanya Trader sama Value Investor.
Patient.

2008/11/24, Tommy Jayamudita <[EMAIL PROTECTED]>:
>
>    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 <[EMAIL PROTECTED]>
> *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<[EMAIL PROTECTED]>
> > wrote:
>
>>      Berkshire Hathaway Down Almost 50% From All-Time High As Stock Sinks
>> Again
>>  Posted By:Alex Crippen<http://us.mg2.mail.yahoo.com/id/15837548/cid/97555>
>> Topics:Warren Buffett<http://us.mg2.mail.yahoo..com/id/15837548/cid/97344>
>> Companies:Berkshire Hathaway 
>> Inc.<http://us.mg2.mail.yahoo.com/id/15837548/cid/103655>
>>
>> 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 <http://us.mg2.mail.yahoo.com/id/27596402/>* 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 <http://us.mg2.mail.yahoo.com/id/27810126/>*.
>>
>> 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?*<http://blogs.wsj.com/marketbeat/2008/11/20/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?*<http://www.reuters.com/article/reutersEdge/idUSTRE4AJ83K20081120>
>> 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 <http://www.tilsonfunds.com/>*
>>  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<http://seekingalpha.com/article/107153-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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