BenGrahamMan’s Activity

Yesterday

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Boards Post

BenGrahamMan posted to the Brookfield Asset Management board. 10:47 AM

Fitch - BAM outlook negative

Fitch placed Brookfield Asset Management (BAM) to outlook negative on February 24th.Fitch currently rates BAM 'BBB.'

"The primary factor that could lead to a negative rating action is a determination that the quality of the [more]

Mon Mar 2

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Boards Post

BenGrahamMan replied to the Deranged Monkey Criticism board. 7:25 AM

Re: Syntel - some 10-K notes

hey, by the way

Thanks for this idea (synt). You are clearly the source and I appreciate your fine work on it and more importantly your willingness to share your ideas and thinking behind them. I owe you one.


Ditto from me. [more]

Wed Feb 18

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Boards Post

BenGrahamMan replied to the Reading Financial Statements board. 10:59 AM

Re: Financial Data in% for five years or more

Morningstar is awesome. This site will give you historicals back to 1993. Here is an example with AAPL [more]

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BenGrahamMan replied to the Berkshire Hathaway board. 10:32 AM

Re: 13-F is out

Bill and Melinda Gates Foundation also sold 100% of XOM shares as of 12/31/14. http://www.dataroma.com/m/holdings.php?m=GFT

Fri Jan 16

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BenGrahamMan replied to the Deranged Monkey Criticism board. 11:42 AM

Re: Some updates and a question

Martian knows I am real appreciative of his efforts in this thread and others.

Of course, the author (me) is thrilled you posted al you did, and helped me. So, selfishly, I am thrilled of the thread till this last post, where you are [more]

Mon Dec 22

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BenGrahamMan replied to the Deranged Monkey Criticism board. 6:21 PM

Re: I am presenting an investment conference ton

Thanks Martian. We use cross reference report each month, on all accounts to calculate ROI's, both Arithmetically and Time Weighted. People see the result in our presentation, but that is the one on page 14.

I think I am going to just [more]

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BenGrahamMan replied to the Deranged Monkey Criticism board. 4:57 PM

Re: I am presenting an investment conference ton

The math is the following:
[(1+0.05)*(1+0.075)*(1+0.112)*(1+0.001)*(1+0.011)-1] = 27.025%


Ahh, that is what I thought, and you explained it well, thanks!

The formula for calculating the cumulative return must involve [more]

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BenGrahamMan replied to the Deranged Monkey Criticism board. 4:17 PM

Re: I am presenting an investment conference ton

Yet on page 13 you state that the total RBS return is 157.3% versus 137.82%. I believe you just added the return percentages for each year in your Excel spreadsheet. Calculating the returns using the annual numbers provided produce your 7.9% CAGR [more]

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BenGrahamMan posted to the Deranged Monkey Criticism board. 3:02 PM

Peter Lynch - One Up - On P/E Ratio

Martian gave good advice to reread Chapter 13. After all these years I wonder how relevant this comment is.

"The P/E ratio of any company that's fairly priced will equal its growth rate. I'm talking about growth rate of earnings [more]

Sun Dec 21

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Boards Post

BenGrahamMan replied to the Deranged Monkey Criticism board. 12:55 PM

Re: Oil Play for Dummies

I can't get myself to accept that valuations should be higher since interest rates are low ( i dont have enough experience to know how interest rates and P/Es relate to each other..)..

I am not answering your statement, just [more]

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BenGrahamMan replied to the Deranged Monkey Criticism board. 12:50 PM

Re: I am presenting an investment conference ton

ET4 - Wow, thank you for the complementing words and for your analysis.

http://www.rbcpa.com/2014_Investment_Conference_corrected_ve...


Page [more]

Thu Dec 18

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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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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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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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Boards Post

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 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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Boards Post

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]

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Big red star, 1000 posts Old School Fool
Board Posts 2381
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Threads Started 1242
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Very First Post Re: Ultimately the ultimate brand. (1/26/1998)
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