Bill ✓
@wabuffo · Bikini Bottom · joined 01 May 2010
1) If you have no edge, correct position size is 'don't buy”. 2) Position sizing is determined by downside. 3) All great investing records employed leverage.
36 040Followers
1 932Following
13 395Posts total
267.4KViews on collected posts
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Aggregate employment income (using Federal payroll tax withholding remits) is final for Aug.
The total July-Aug pacing still slow but rebounding a little in the last 2 weeks of August.
FWIW. https://t.co/bZnJYTGVTG
11.4K views · 145 likes
· 12 reposts · 5 replies
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Given the surprise labor market data of a couple of weeks ago... I said I would give a flash after 2 weeks of August are in the books.
The key is to look at the very bottom row outside the table that combines July with Aug mtd.
The headline - employment earnings still looks h
23.6K views · 170 likes
· 15 reposts · 15 replies
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My feelings about the $HQI CEO this morning: https://t.co/wuQjjvRuFo
6.3K views · 11 likes
· 0 reposts · 3 replies
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GIF
This morning's 10-Q confirms what you had first heard here 3 weeks ago. $BRK bought back ~$7.2B of common stock in Q2+July (0.8% of common o/s).
A very positive development. https://t.co/Q6zjg2Xdpi
46.8K views · 119 likes
· 12 reposts · 15 replies
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@wabuffo I also have weakness in June that continues in July. https://t.co/i96HSsMSji
3.9K views · 7 likes
· 0 reposts · 0 replies
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@wabuffo I had a very different result than you fwiw
2.6K views · 5 likes
· 0 reposts · 2 replies
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@wabuffo interesting. mix shift possibly? https://t.co/ocgohTijHg
1.2K views · 4 likes
· 3 reposts · 0 replies
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I wanted to wait for a couple of days after July month-end to post Federal tax withholding data to get around a small timing issue.
The last day of any month (for which tax amounts show up on the first business day of the next month + Mondays are typically big collection http
77.5K views · 217 likes
· 28 reposts · 12 replies
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lower-income wage growth, once again pacing the field
secularly tight labor market will have that effect https://t.co/VeuUXM7FTq
2.6K views · 10 likes
· 2 reposts · 0 replies
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@wabuffo 12,651 Class A equivalents bought back during May, June, July means it could have cost $9 billion.
Dunno if buy backs were A or B shares, but $9 billion is the approximate cost.
933 views · 4 likes
· 0 reposts · 1 replies
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@wabuffo My nose had it in a zone, looking forward to the 10Q, thanks for posting this, well done!
1.4K views · 6 likes
· 0 reposts · 0 replies
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@wabuffo They need to be if buffet’s gonna dump his holdings sooner than originally stated to give to his charities.
1.1K views · 5 likes
· 1 reposts · 0 replies
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I haven't seen this $BRK tidbit picked up on, but buried inside Buffett's annual giving 13D disclosure is something very interesting...
https://t.co/0B3bmY0QKj
Using WEB's 13.2% economic ownership, it looks to me like the total $BRK share count (using equivalent B-shares https:/
68K views · 217 likes
· 23 reposts · 14 replies
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Last 10 years, Berkshire $BRKB vs. $SPY, the last time we were at these levels vs. the market there were heavy repurchases, euphoria vs. the market when Buffett retired https://t.co/kMSi2A53SE
1.8K views · 2 likes
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На фоне аккаунтов своего размера
14 постов за последние 90 дней рядом с диапазоном 10K–100K подписчиков. показывается широко, но откликается мало кто.
Медианные просмотры5 072этот аккаунт924медиана для 10K–100K
Охват, %14.07%этот аккаунт3.62%медиана для 10K–100K
Вовлечённость, %0.44%этот аккаунт1.52%медиана для 10K–100K
| Показатель | Этот аккаунт | Медиана для 10K–100K | Отношение |
|---|---|---|---|
| Медианные просмотры на пост | 5 072 | 924 | 5.49× |
| Охват (просмотры ÷ подписчики) | 14.07% | 3.62% | 3.89× |
| Вовлечённость | 0.44% | 1.52% | 0.29× |
Другие в этом диапазоне → Сравнить с другим аккаунтом → Как считаются эти ориентиры →
Growth & engagement
How the posts we collected actually performed: views and reaction rate post by post, what the audience did with them, and where the follower count goes.
Views per post
68K16 Jul
1.1K
1.4K
933
2.6K5 Aug
77.5K
1.2K
2.6K
3.9K6 Aug
46.8K8 Aug
18.3K
6.3K11 Aug
23.6K17 Aug
11.4K31 Aug
Last 14 collected posts, oldest on the left. The scale is logarithmic: one post can outrun the rest a hundred times over.
Engagement rate per post
0.37%16 Jul
0.53%
0.42%
0.54%
0.46%5 Aug
0.33%
0.58%
0.27%
0.18%6 Aug
0.31%8 Aug
0.74%
0.22%11 Aug
0.85%17 Aug
1.42%31 Aug
Reactions — likes, reposts, replies and quotes — divided by views. Median for 10K–100K accounts is 1.52%.
What the audience does
Likes74.4%1 046 in total
Reposts7.5%105 in total
Replies5.0%70 in total
Bookmarks13.2%185 in total
Share of every reaction we collected for this account. Replies mean argument, reposts mean endorsement, bookmarks mean the post was worth keeping.
The follower curve appears once this account has two daily snapshots — we take one a day, and this one is on its first.
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