tag:blogger.com,1999:blog-6718159251318954028.post4499570324197984931..comments2023-07-02T07:02:24.456-07:00Comments on Bull, Bear and Value: Buffett Partnership Investment: Alco Productsbovinebearhttp://www.blogger.com/profile/04228265833456707316noreply@blogger.comBlogger8125tag:blogger.com,1999:blog-6718159251318954028.post-60551111849347348032018-06-27T08:43:09.497-07:002018-06-27T08:43:09.497-07:00Did you find the information about the net-net ? D...Did you find the information about the net-net ? Do you still have the balance sheet?<br /><br />I think it's likely to be a net-netDrisshttps://www.blogger.com/profile/00477745461559405095noreply@blogger.comtag:blogger.com,1999:blog-6718159251318954028.post-59954495054521352042016-05-29T04:23:42.752-07:002016-05-29T04:23:42.752-07:00Where to find the copy of this Moody page? I check...Where to find the copy of this Moody page? I checked he did own share of Alco by the year end of 1962, other than PB ratio, i cannot understand why master owned it, can we have a full copy of Mooday page 1841/1842 to understand if it was a net-net reason?Brucehttps://www.blogger.com/profile/13254585464682836163noreply@blogger.comtag:blogger.com,1999:blog-6718159251318954028.post-22980494710478288302016-05-29T04:23:07.290-07:002016-05-29T04:23:07.290-07:00This comment has been removed by the author.Brucehttps://www.blogger.com/profile/13254585464682836163noreply@blogger.comtag:blogger.com,1999:blog-6718159251318954028.post-79088990633237889912015-12-28T01:26:35.795-08:002015-12-28T01:26:35.795-08:00Hi Ruther, just email me that's the name of th...<br />Hi Ruther, just email me that's the name of this blog at gmail.combovinebearhttps://www.blogger.com/profile/04228265833456707316noreply@blogger.comtag:blogger.com,1999:blog-6718159251318954028.post-57483238314418112762015-12-27T23:23:48.215-08:002015-12-27T23:23:48.215-08:00Fun post. Where do you get the list of holdings? W...Fun post. Where do you get the list of holdings? Would it be possible to get a copy of the source doc?Anonymoushttps://www.blogger.com/profile/09208604791381609010noreply@blogger.comtag:blogger.com,1999:blog-6718159251318954028.post-80981429249733264632015-11-11T12:45:28.676-08:002015-11-11T12:45:28.676-08:00Hi,
Thanks for your posts, they are very interest...Hi,<br /><br />Thanks for your posts, they are very interesting.<br /><br />Alco was in the Buffett Partnership Ltd at the 12/31/1962 ?<br /><br />I can't see the balance sheet on the moody's. What was the net tangible assets and the net current assets per share ? <br />Drisshttps://www.blogger.com/profile/00477745461559405095noreply@blogger.comtag:blogger.com,1999:blog-6718159251318954028.post-10235590916802099592015-03-09T20:31:53.974-07:002015-03-09T20:31:53.974-07:00Yes I find the Buffett early years is exactly what...Yes I find the Buffett early years is exactly what I (and presumably others like you) want to replicate...... thanks for the feedback, I am going to post more on Buffett in 1962 and on Graham from 1950's.<br /><br />Ouch I accidentally deleted your second comment but I hope you can contact me if and when you find more alco info... thanks for the link:<br /><br /><br />http://library.syr.edu/digital/guides/a/alco.htmbovinebearhttps://www.blogger.com/profile/04228265833456707316noreply@blogger.comtag:blogger.com,1999:blog-6718159251318954028.post-55793363198350564942015-03-09T18:29:59.632-07:002015-03-09T18:29:59.632-07:00Maybe it was a net net? You said they got bought ...Maybe it was a net net? You said they got bought out so maybe a merger arb?<br /><br />I would also like more info on his partnership days. There seems to be a rule for Buffett information: the more useless it is to me the more attention it gets. I have read all the partnership letters and many Buffett books to try to piece together what he was doing during the partnership, but I have only a vague idea. I guess we mostly have to settle for reading Graham since he was supposedly mostly copying him. matjonehttps://www.blogger.com/profile/15561610396121006096noreply@blogger.com