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  • silvmich 2013-11-14 11:18
    VGM - in case you are interested, my next article on GNK was published.  I anonymously referred to you, was not sure if you wanted me to mention you by name (user id).
  • silvmich 2013-11-04 08:02
    VGM,

    I responded to your post with some comments, just wanted to make sure you saw.

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All vgm's Activities

  • vgm commented on Kyle Ferguson's article 1 hr ago
    Lou Simpson Adds to Valeant Stake
    Guru Lou Simpson (Trades, Portfolio) ran the Geico insurance, a subsidiary of Berkshire Hathaway (BRK.A) (BRK.B) for more than three decades with...
    View all 3 comments
    vgm 02-07 18:17
    • Thanks, Kyle.

      I think we're saying the same thing. Lou is one of the greats, as Buffett said. To me, his longstanding and (now) increased VRX investment speaks volumes for Valeant and its business model - despite the overt criticism of VRX from many directions, and in particular from Charlie Munger (Trades, Portfolio), another investing 'great'. As I've commented in another thread, it would be enlightening to hear Lou and Charlie exchange views on VRX.
  • vgm commented on Kyle Ferguson's article 3 hr ago
    Lou Simpson Adds to Valeant Stake
    Guru Lou Simpson (Trades, Portfolio) ran the Geico insurance, a subsidiary of Berkshire Hathaway (BRK.A) (BRK.B) for more than three decades with...
    View all 1 comment
    vgm 02-07 16:51
    • I think it's important to be very clear here: Lou increased his VRX holding in Q4 by almost 40% during and/or following the tsunami of short attacks and negativity around Valeant. He has owned it for several years, and maintains it as a top holding in his (highly concentrated) SQ fund.

      It demonstrates his belief and confidence in Valeant and its business model. 
  • vgm commented on Omar Venerio's article 02-05 16:24
    Valeant's Share Price Continues to Decline
    Valeant Pharmaceuticals Inc. (VRX), one of the best specialty drugmakers, has been trading down since September 2015 when the last rally was seen....
    View all 1 comment
    vgm 02-05 16:24
    • I think it's more accurate to say the stock remains down. It has come back significantly to the $90-100 range from its low of under $70, but still way off its $260 high.

      And yet, despite all the negativity, the great Lou Simpson (Trades, Portfolio) increased his VRX holding by about 40% in Q4:

      http://www.sec.gov/cgi-bin/browse-edgar?company=Sq+advisors&owner=exclude&action=getcompany
  • vgm commented on Holly LaFon's article 02-02 14:19
    Quarterly 'What Did Warren Buffett Buy?' Contest Begins
    It’s time for GuruFocus’ quarterly ‘Guess What Warren Buffett (Trades, Portfolio) Bought’ contest. To play, enter three stocks with...
    View all 13 comments
    vgm 02-02 14:19
    • IBM - at multiyear lows and well below Berkshire's cost basis; share buybacks continue to increase value; misunderstood by Mr Market; appreciated by WEB for the long haul.

      GM - remains arguably undervalued; share buybacks continue to increase value; overall performance has solidly improved; Weschler likes concentration.

      SU - one of Berkshire's few energy holdings (they sold NOV and most of CBI); has inevitably become cheaper; has become a consolidator; I believe this to be a Weschler and/or Combs stock.

      I see that many are suggesting PSX. Although several additions were made in January 2016, as far as I know, no purchases were made in Q4:

      http://blogs.rhsmith.umd.edu/davidkass/uncategorized/berkshire-hathaway-increases-stake-in-phillips-66-by-570-million/
  • vgm commented on Holly LaFon's article 01-26 18:26
    Seth Klarman Blames Market, Investments for Rare Down Year
    One of the most widely followed and profitable value investors, Seth Klarman (Trades, Portfolio) told investors that in 2015 his firm Baupost Group...
    View all 1 comment
    vgm 01-26 18:26
    • Valuewalk has a piece with a few additional quotes from Klarman's Letter:

      http://www.valuewalk.com/2016/01/seth-klarman-2015-letter/?utm_source=mailchimp&utm_medium=email&utm_campaign=EMAIL_DAILY&utm_content=quick_link
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