Aquamarine Capital: Guy Spier Q2 2016

After all the excitement last quarter it seems as if Guy fell into a coma of some sort. I hope that it will not last for too long.

For the previous report please click on Aquamarine Capital: Guy Spier Q1 2016.

Conclusion: The quarter was very relaxed for Guy Spier but we should also not forget that here we only see what he holds in the US and not the companies and holdings that he has in, for instance, Europe.

Source: SEC

Berkshire Hathaway: Warren Buffett Q2 2016

Warren keeps dancing around but decided not to start any new dances for the quarter. I must say that I was a little surprised with what I saw.

For the previous report please click on Berkshire Hathaway: Warren Buffett Q1 2016.

Conclusion: I am a bit annoyed that they are now selling Deere shares again and the biggest surprise for me was they they have decreased their holding in Walmart with almost 30%! I was not expecting that to ever happen since I thought that was another Coca-Cola for Berkshire Hathaway.

Source: SEC

Dalal Street: Mohnish Pabrai Q2 2016

Mr. Mohnish has done some changes in the portfolio during the last quarter... as always nothing too radical but still.

For the previous summary please visit Dalal Street: Mohnish Pabrai Q1 2016.

The new holding was:

Aercap Holdings - An aviation leasing company that David Einhorn has been invested in since Q2 2014.

Conclusion: So I started up a new one and then he also kicked out WL Ross Holdings which is a position that he started back in Q3 2014 and he added into the position until as late as Q2 2015. I am not certain that Mohnish made a lot of money on that one...

Source: SEC

Dividend from Cez: August 2016

The Czech electricity company that I currently have some issues with paid out a dividend in the size of 4,000 CZK for my 100 shares. This got converted into 145.76 €. From this I paid 35% taxes so 51.02 € which means that I received as cash on my broker account 94.74 €.

To find out more about Cez then please visit analysis of Cez 2016 and the Stock Dividend page which will soon be updated if you want to follow my dividend progress.

Dividend from Deere: August 2016

For my 30 shares I received 18.00 USD that got converted into 16.08 €. From this I had to pay 2.41 € in taxes and I ended up with 13.67 € on my broker account as cash. The weaker euro gives me a better cash flow from my American investments.

To find out more about Deere then please visit analysis of Deere 2015 and the Stock Dividend page which will soon be updated if you want to follow my dividend progress.