BenGrahamMan’s Activity

Thu Dec 18

NL

Boards Post

BenGrahamMan replied to the Deranged Monkey Criticism board. 5:17 PM

Re: off-hand remark

The tyranny of the market is life cycle indifferent to the solo, professional fund manager. If you manage other people's money and the undulations don't drive you quietly insane for totally inappropriate reasons on a fairly regular basis, you [more]

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Boards Post

BenGrahamMan replied to the Deranged Monkey Criticism board. 5:07 PM

Re: off-hand remark

That is a cool report! Up until recently, I did not realize you used big position sizes. I know you mentioned sizes change quickly in the report, but interesting (to me) you had 4 positions making up 45.8% of your portfolio. EV 14.4%, HOTT 12.3%, NDN [more]

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Boards Post

BenGrahamMan replied to the Deranged Monkey Criticism board. 2:42 PM

Re: Baupost

Seth owns 17% of THRX

They also own about the same % of Theravance BioPharma (TBPH). I looked at the recent 10Q's of both THRX and TBPH and can't make any heads or tails of it. But, WTF do I know as compared to Baupost for sure. [more]

Mon Dec 15

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BenGrahamMan replied to the Deranged Monkey Criticism board. 1:23 PM

Re: Baupost

Seth owns 17% of THRX, and it has gone from 40+ to $13 in a year.

You probably know this already, but as of 9/30 filing, they reduced 570,073 shares and as of 9/30 owned 19,815,983 shares.

[more]

Tue Dec 2

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BenGrahamMan replied to the Deranged Monkey Criticism board. 5:21 PM

Re: I am presenting an investment conference tonight

Here is a video of the conference. My son did the video. http://1drv.ms/12lhFae

Fri Nov 21

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Boards Post

BenGrahamMan replied to the Deranged Monkey Criticism board. 1:31 PM

Re: Tweed: Questions for BJM

The following could be incorrect on my part, and interpretation. On November 21, 2014, Tweed disclosed to me that they did have 15,000kg production allowance by Health Canada which expired this month. The license was renewed during November 2014 with [more]

Thu Nov 20

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Boards Post

BenGrahamMan replied to the Deranged Monkey Criticism board. 3:21 PM

Re: Tweed: Questions for BJM

Tweed’s license to cultivate and sell 3,500 kg of marijuana over the next year has just been renewed. 3,500 kg is the present build out production capacity. The first crop will be ready for sale in December. The second growing cycle will begin in [more]

Sat Nov 15

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Boards Post

BenGrahamMan replied to the Deranged Monkey Criticism board. 8:08 AM

Re: Dilution question

what share count do you use on your evaluations?
1 - why don't they match. I know, I could go look up the definition of a dilutive count but I was hoping for a simple easy to understand explanation even I can understand.

2 - what
[more]

Fri Nov 14

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Boards Post

BenGrahamMan replied to the Deranged Monkey Criticism board. 4:15 PM

Re: I am presenting an investment conference tonight

Thanks for reading and recommending the post.

It was a lot of fun. Our revised handout is located at this link. We had 50 non-staff attendees. Of the attendees, 38% were not clients.



[more]

Thu Nov 13

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BenGrahamMan posted to the Deranged Monkey Criticism board. 3:15 PM

I am presenting an investment conference tonight

Hey guys, I don't mean to spam or anything like that. I just thought some might find it interesting. If anyone wants to attend in Garwood NJ, just give the word, via email and I will put you on the list. Free food, free beer, free wine, free soft [more]

Wed Nov 5

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BenGrahamMan posted to the Deranged Monkey Criticism board. 3:30 PM

Overstock.com (OSTK) My Investment Notes

Full notes with tables and pictures are here. Please read disclaimer. http://1drv.ms/1y4J4r9



November 5, 2014 (23.93)



I am fairly meticulous on the stocks we own, and notes [more]

Sat Nov 1

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BenGrahamMan posted to the Deranged Monkey Criticism board. 2:14 PM

TASR - Investment Notes

Full notes with tables and pictures are here. Please read disclaimer. http://1drv.ms/1qa1yCv

“TASER International makes communities safer with innovative public safety technologies. Founded in 1993, [more]

Tue Oct 21

NL

Boards Post

BenGrahamMan replied to the Deranged Monkey Criticism board. 5:11 PM

Re: Do you use price targets?

I keep a spreadsheet which includes two tabs. Companies I own, and Companies on my watch list.

I keep a workbook of all companies I own, and several which I would look to buy. On the ones I am looking to buy, I have a "Price I would [more]

Tue Sep 30

NL

Boards Post

BenGrahamMan replied to the Value Hounds board. 4:25 PM

Re: Barron's: bond CEF bargains

One day in the future, investors and/or speculators will be dumping bonds, both of quality and garbage. Perhaps, like the mid to late 90's, we will see discounts of >15% in these CEF's and for a patient investor, those could be profitable [more]

Mon Sep 22

NL

Boards Post

BenGrahamMan replied to the Deranged Monkey Criticism board. 6:41 PM

Re: ancedotal Walmart Stories

I am such a bad barometer, as I choose my foods by what is on sale,am proud that the mini van I gave my wife as a birthday present 15 years ago (which she discarded and I took) just hit 180K, but I love shopping at Walmart. I have seen better stores [more]

Mon Sep 15

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BenGrahamMan posted to the Deranged Monkey Criticism board. 3:35 PM

Fairway Markets - FWM

I am by no means a retail expert, but here are my notes on FWM. I would love to invest in this company, and have looked at it twice this year, but I see no reason to invest. Am I missing anything. HR, you are very generous to this board (and hence to [more]

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Boards Stats & Trivia

Big red star, 1000 posts Old School Fool
Board Posts 2368
Recs Received 8451
People who have rec'd these posts 1673
Recs to Posts Ratio (last 30 days) N/A
Threads Started 1239
Threads Started Percentage 52.32 %
Most Frequent Board Liquid Lounge
Very First Post Re: Ultimately the ultimate brand. (1/26/1998)
Percentage of Posts Rec'd 71.66 %
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