Comments on: Sifting Through Buffett’s Annual Shareholder Letter http://www.peridotcapitalist.com/2008/03/sifting-through-buffetts-annual.html Chad Brand's stock market and investing blog Mon, 15 Mar 2010 23:24:23 -0600 http://wordpress.org/?v=2.8.5 hourly 1 By: Chad Brand http://www.peridotcapitalist.com/2008/03/sifting-through-buffetts-annual.html/comment-page-1#comment-844 Chad Brand Mon, 03 Mar 2008 23:10:00 +0000 http://www.peridotcapitalist.com/?p=561#comment-844 Thanks for pointing that out. I'm not educated enough on U.S. port operations to know if the government's reasoning re: UAE vs SA was solid or not, but we should certainly be consistent with our policies. Thanks for pointing that out. I’m not educated enough on U.S. port operations to know if the government’s reasoning re: UAE vs SA was solid or not, but we should certainly be consistent with our policies.

]]> By: Anonymous http://www.peridotcapitalist.com/2008/03/sifting-through-buffetts-annual.html/comment-page-1#comment-843 Anonymous Mon, 03 Mar 2008 22:26:00 +0000 http://www.peridotcapitalist.com/?p=561#comment-843 Brad, I think you're being inconsistent with the facts about ports operation. Check out the AMERICAN ports operated by the National Shipping Company of Saudi Arabia.<br/><br/>http://www.nscsaamerica.com/<br/><br/>If it's been OK for the Saudis to operate these marine terminals, then why are we worried about Dubai/UAE?<br/><br/>I'll tell you why. Ignorance of the facts (who owns what), ignorance of the real security holes, and hypocrisy. Brad, I think you’re being inconsistent with the facts about ports operation. Check out the AMERICAN ports operated by the National Shipping Company of Saudi Arabia.

http://www.nscsaamerica.com/

If it’s been OK for the Saudis to operate these marine terminals, then why are we worried about Dubai/UAE?

I’ll tell you why. Ignorance of the facts (who owns what), ignorance of the real security holes, and hypocrisy.

]]> By: James Cullen http://www.peridotcapitalist.com/2008/03/sifting-through-buffetts-annual.html/comment-page-1#comment-840 James Cullen Sun, 02 Mar 2008 20:50:00 +0000 http://www.peridotcapitalist.com/?p=561#comment-840 Chad,<br/>Primus is really interesting because they've been taken out to the woodshed on mark-to-market and general credit fears. Very volatile, but trading at around half of economic book value with very little structured finance exposure (maybe 1-2% of notional)... I'm looking into it more. Chad,
Primus is really interesting because they’ve been taken out to the woodshed on mark-to-market and general credit fears. Very volatile, but trading at around half of economic book value with very little structured finance exposure (maybe 1-2% of notional)… I’m looking into it more.

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