http://berksurehasaway.com Putting my mouth where my money is. Fri, 10 Dec 2010 04:37:49 +0000 hourly 1 http://wordpress.com/ http://berksurehasaway.com/2009/10/28/six-picks-for-your-watchlist-from-the-value-investing-congress/#comment-3 Fri, 10 Dec 2010 04:37:49 +0000 http://berksurehasaway.wordpress.com/2009/10/28/six-picks-for-your-watchlist-from-the-value-investing-congress/#comment-3 I Really Enjoyed The Blog.This will be a great resource for us. I visit the site of Value Investing Congress and I also like the blog content. Very informative site.Thanks for sharing.

]]> http://berksurehasaway.com/2009/05/08/peer-to-peer-lending-an-alternative-asset-class/#comment-4 Sun, 17 May 2009 07:08:19 +0000 http://berksurehasaway.wordpress.com/2009/05/08/peer-to-peer-lending-an-alternative-asset-class/#comment-4 It’s great to see you blogging again!

]]> http://berksurehasaway.com/2006/03/22/i_am_now_a_cont/#comment-7 Sat, 17 Jun 2006 11:51:06 +0000 http://berksurehasaway.wordpress.com/2006/03/22/i_am_now_a_cont/#comment-7 Kevin baby.. get back in the game

]]> http://berksurehasaway.com/2006/03/22/i_am_now_a_cont/#comment-6 Mon, 05 Jun 2006 15:44:59 +0000 http://berksurehasaway.wordpress.com/2006/03/22/i_am_now_a_cont/#comment-6 Thought you’d be posting considering the bashing Marchex has taken in the past month
Those puts must be close for you.
The fact that Marchex is being accused of distributing spyware can’t be good for the stock, nor is the fact that they appear to be getting sued left and right

]]> http://berksurehasaway.com/2006/03/14/marchex_mania_o/#comment-12 Fri, 12 May 2006 16:05:40 +0000 http://berksurehasaway.wordpress.com/2006/03/14/marchex_mania_o/#comment-12 Ben Edelman claims spaware delivered click fraud is rampant at Marchex.
How will that effect not only earning but their relationships with their A grade customers when they find out?
http://techlawadvisor.com/images/Revenue_Installation_Litigation.pdf

]]> http://berksurehasaway.com/2006/03/22/i_am_now_a_cont/#comment-5 Mon, 17 Apr 2006 10:24:25 +0000 http://berksurehasaway.wordpress.com/2006/03/22/i_am_now_a_cont/#comment-5 Hey Kevin, why no posts for the past month or so? Miss your work!

]]> http://berksurehasaway.com/2006/03/14/marchex_mania_o/#comment-11 Thu, 23 Mar 2006 16:04:45 +0000 http://berksurehasaway.wordpress.com/2006/03/14/marchex_mania_o/#comment-11 Jason -
Thanks! I appreciate the kudos. While my MCHX positions have not panned out yet, I feel the stock decline is inevitable. I checked your blog and I am a fan – your post on Oracle and Open source was great.

]]> http://berksurehasaway.com/2006/03/14/marchex_mania_o/#comment-10 Thu, 23 Mar 2006 16:02:01 +0000 http://berksurehasaway.wordpress.com/2006/03/14/marchex_mania_o/#comment-10 David – I don’t think Cramer has done too much due diligence on Marchex, he seems to have the Russ is my friend and is savvy, therefore MCHX is a buy. Their portfolio is good overall, but is a mix. Some of the domains will lose value over time and some will need to be sold. Overall, still their best asset but not really a long term grower

]]> http://berksurehasaway.com/2006/03/14/marchex_mania_o/#comment-9 Thu, 23 Mar 2006 14:36:58 +0000 http://berksurehasaway.wordpress.com/2006/03/14/marchex_mania_o/#comment-9 Just came across your blog vis-a-vis your comments on 10q regarding Marchex. Excellent work, and quite diligent in your crusade.
As a fellow investor and blogger, I appreciate someone that’s willing to peel back the layers, particularly when taking a contrarian stance.
Kudos.

]]> http://berksurehasaway.com/2006/03/14/marchex_mania_o/#comment-8 Wed, 15 Mar 2006 13:00:40 +0000 http://berksurehasaway.wordpress.com/2006/03/14/marchex_mania_o/#comment-8 Has Cramer read through the list of domains Marchex bought? It’s pretty shocking…

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