BenGrahamMan’s Activity

Tue Jul 19

NL

Boards Post

BenGrahamMan replied to the Deranged Monkey Criticism board. 11:27 AM

Re: Mid year update being sent to our clients

just curious - if you like the banks, do you like the bank preferreds, esp. for fixed income? Realize it is double dipping in the same industry, but if the BS are getting stronger, then maybe this is a relevant alternative?

I actually [more]

Thu Jul 14

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BenGrahamMan posted to the Deranged Monkey Criticism board. 2:10 PM

Mid year update being sent to our clients

July 13, 2016

DJIA 18,359

S&P 500 2152

An update to our clients:




As I have mentioned in the past, we are only long term oriented investors. Our thesis is based on the assumption that for [more]

Mon Jul 4

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BenGrahamMan replied to the Security Analysis -- the book board. 11:08 AM

Re: The Chapter they removed after the 4th ed (1962)

This section of my web page has some cool Ben Graham notes and such.

http://rbcpa.com/benjamin_graham/ben_graham.html

He explains his core valuation reasonings in this [more]

Fri Jun 24

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Boards Post

BenGrahamMan posted to the Brookfield Asset Management board. 1:14 PM

Chase Tower sold for $31M, BAM paid >$48M in '06

http://www.biztimes.com/2016/06/24/chase-tower-sold-for-30-5...

I have not verified the accuracy of this article.

Snips....

"The [more]

Thu Jun 23

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Boards Post

BenGrahamMan replied to the Deranged Monkey Criticism board. 3:44 PM

Re: Accounting 101 - Cerner

cautiousone100 - Thank you for alerting me to this. I did not know and/or remember that. Very interesting, and something cool to monitor in tech companies.

Just thinking out loud. One could monitor these metrics over time. IIRC, I have [more]

Wed Jun 22

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BenGrahamMan replied to the Deranged Monkey Criticism board. 1:38 PM

Re: Accounting 101 - Cerner

I don't know the company at all. Yet, here is my take on a quick read of only certain pages, as I searched the term 'Capitalized software development costs.'

They are including all of the costs in the Statement of Cash flows, [more]

Thu Jun 16

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Boards Post

BenGrahamMan replied to the Deranged Monkey Criticism board. 1:04 PM

Re: Evil corporations

I was away, and missed this whole thread till now. He didn't say "Evil Corporations." What he mentioned was a targeted tax to Soda producers. I have no opinion, but if you tax cigarettes, beer, alcohol, weed, then Soda might fit right [more]

Fri Jun 10

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BenGrahamMan posted to the Deranged Monkey Criticism board. 2:12 PM

OT: Gary Johnson

A few friends of mine have mentioned that Gary Johnson "Is a total nut job that spews crazy comments." I have spent a few hours listening to him speak, and frankly don't find anything so far that is so off-beat. He is a former two time [more]

Thu Jun 9

NL

Boards Post

BenGrahamMan replied to the Brookfield Asset Management board. 4:45 PM

Re: Difficult quarter for BAM?

Thanks for your explanation and post. Very good! I apologize that I posted my request after you had posted yours. It was only minutes apart, and I did check prior to compiling my post.

Regards

BGM

NL

Boards Post

BenGrahamMan posted to the Brookfield Asset Management board. 2:33 PM

A BAM question for Mungofitch regarding Altman Z

Mungofitch, I was hoping you would discuss your post and my response as to the following items:

The entire thread of the post is here: [more]

Tue Jun 7

NL

Boards Post

BenGrahamMan replied to the Brookfield Asset Management board. 5:06 PM

Re: Difficult quarter for BAM?

I appreciate this and all of your posts!

The linked page mentions BAM's Altman Z-Score, and its usual interpretation ranges, implying a dire outlook for the firm.

As I have admitted quite a bit, my analysis of BAM has [more]

Sat May 14

NL

Boards Post

BenGrahamMan replied to the Brookfield Asset Management board. 1:08 PM

Re: Quick BAM blurbs on quarter

My error, as I found this in BIP's 20-F.

https://twitter.com/rbco/status/731530849015975936

BAM clearly and unmistakenly owns stock as stated.

Fri May 13

NL

Boards Post

BenGrahamMan posted to the Brookfield Asset Management board. 3:50 PM

Quick BAM blurbs on quarter

I have a question, in the Supplemental filing BAM mentions on page 24, https://brookfield.com/_Global/42/img/content/F_Supplemental... "We hold a 30% interest [more]

Wed May 11

NL

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BenGrahamMan replied to the Deranged Monkey Criticism board. 11:11 AM

Re: Judge Nixes Staples+ODP

I also do not understand the rejection of the Staples / Office Depot merger for anti trust reasons. I guess sometimes mistakes happen, even by the government.

I have been finding for a while lately that prices at Amazon are often higher than [more]

Tue May 3

NL

Boards Post

BenGrahamMan replied to the Brookfield Asset Management board. 1:25 PM

Re: Difficult quarter for BAM?

Ben, I notice that you have been posting negative commentary on BAM for roughly 10 years...I appreciate countering viewpoints, but I must ask - what is your motivation? Are you short the stock? Have hard feelings against the company for some [more]

Sat Apr 23

NL

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BenGrahamMan posted to the Brookfield Asset Management board. 1:59 PM

Difficult quarter for BAM?

I am thinking that Blackstone and BAM are in the same field? Is that correct?

“The first quarter was a roller coaster for equity and debt markets,” Blackstone Chief Executive Stephen Schwarzman said on a conference call with analysts. [more]

Fri Apr 22

NL

Boards Post

BenGrahamMan posted to the Berkshire Hathaway board. 3:41 PM

OT: Sequoia Fund announces more changes

http://www.sequoiafund.com/RCG-April-2016-Letter.pdf


Bit of fluff, and promoting within. Son of Buffett former lieutenant , Jon Brandt is mentioned with praise. Jon and [more]

Sun Apr 3

NL

Boards Post

BenGrahamMan posted to the Brookfield Asset Management board. 3:14 PM

Barron's implies BAM IFRS values are aggressive

Very interesting article by Bill Alpert. Subscription required (I think) [more]

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Boards Stats & Trivia

Big red star, 1000 posts Old School Fool
Board Posts 2498
Recs Received 8743
People who have rec'd these posts 1695
Recs to Posts Ratio (last 30 days) N/A
Threads Started 1268
Threads Started Percentage 50.76 %
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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