Will Buffett buy AA or SWA?
02-23-2017, 02:41 PM
#31
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Posts: 428
Originally Posted by DrJekyll MrHyde
86 years old, I was just thinking the same thing. His "long game" can't be as long as it once was, he hasn't much time left. Sometimes it makes you wonder if these old investors will take one final swing for the fence!
02-23-2017, 05:20 PM
#32
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Joined APC: May 2016
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Posts: 146
Originally Posted by Macjet
Agreed. This happened at NetJets and I didn't see it as a positive. A BK A share is $100,000+ each. BK investors want their 6% return. Now. Tomorrow. And forever. 5.9% won't cut it. So, that means you will work more, harder, for less, and with less. Suck it up buttercup, perform for uncle Warren.
02-24-2017, 03:38 AM
#33
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Joined APC: Feb 2006
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Originally Posted by adebord
That's not how Berkshire works.
Ichan was an LBO flipper. Buffett buys and holds forever. He buys companies that he think can produce a small stable check forever. It would be great for an airline as opposed to current management which focuses on the next quarterly report.
Ichan was an LBO flipper. Buffett buys and holds forever. He buys companies that he think can produce a small stable check forever. It would be great for an airline as opposed to current management which focuses on the next quarterly report.
02-24-2017, 08:39 AM
#34
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BK will go for Delta.
Buffet obviously liked what Grinstein did to BNSF. I suspect he thinks Grinstein's faux-bankruptcy at Delta was a great feat.
Delta stock has stalled at the $50 level. I wonder what even a rumoured BK play will do to it.
Buffet obviously liked what Grinstein did to BNSF. I suspect he thinks Grinstein's faux-bankruptcy at Delta was a great feat.
Delta stock has stalled at the $50 level. I wonder what even a rumoured BK play will do to it.
02-24-2017, 10:40 AM
#36
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Joined APC: Mar 2006
Position: 320 CA
Posts: 5,574
Originally Posted by adebord
Are private companies subject to M&A regulatory oversight from the DOJ?
Buying two of them and merging would be huge.
Buying two of them and merging would be huge.
02-25-2017, 09:14 AM
#38
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Originally Posted by jcountry
I doubt he could afford either. (Or at least wouldn't want to risk that big of a bet.)
I doubt regulators would be cool with any private fund controlling such a large share of the US market.
I'd look for him to possibly buy something like Jet Blue.
I doubt regulators would be cool with any private fund controlling such a large share of the US market.
I'd look for him to possibly buy something like Jet Blue.
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