BenGrahamMan’s Activity

Mon Dec 22

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Boards Post

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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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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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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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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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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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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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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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

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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]

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Boards Stats & Trivia

Big red star, 1000 posts Old School Fool
Board Posts 2374
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Threads Started 1240
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Very First Post Re: Ultimately the ultimate brand. (1/26/1998)
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