BenGrahamMan’s Activity

Fri May 1

NL

Boards Post

BenGrahamMan replied to the Deranged Monkey Criticism board. 11:22 AM

Re: MNDO Q1 2015

Here are some quick and uneventful notes.

Founder and CEO Monica Iancu owns 17.34% of the ordinary shares.

Renaissance Technologies, LLC owns 1,372,489 shares, or 7.15%.

360+ employees worldwide.

Operating margin [more]

Wed Apr 29

NL

Boards Post

BenGrahamMan replied to the Deranged Monkey Criticism board. 4:29 PM

Re: MNDO Q1 2015

I wrote too soon.

MNDO paid dividends totaling $13,581 from 2012-2014.

NL

Boards Post

BenGrahamMan replied to the Deranged Monkey Criticism board. 11:32 AM

Re: MNDO Q1 2015

Shareholders' Equity was greater in 2010, than it was at end of 2014. Here are some comparisons. Thoughts?

Metric 2010 2014

Cash 17,582 8,100
Working Capital 18,119 14,993
Shareholder Equity 23,983 [more]

Tue Apr 14

NL

Boards Post

BenGrahamMan posted to the Amazon.com, Inc. board. 5:11 PM

Cool vidie by L2 founder Scott Galloway

This is a really cool video. I apologize if this has been posted already. Not a positive perspective of Amazon.


DLD15 - The Four Horsemen: Amazon/Apple/Facebook & Google--Who Wins/Loses (Scott Galloway)

Many [more]

Sat Apr 11

NL

Boards Post

BenGrahamMan replied to the Deranged Monkey Criticism board. 1:17 PM

Re: Newest Account just turned 10

Tax deferred or taxable account. Nice work either way!

Thu Apr 2

NL

Boards Post

BenGrahamMan replied to the Deranged Monkey Criticism board. 1:39 PM

Re: NWLI - Updated Thesis

Thanks for all the input. I actually had sold the day before my question to the board.

March 23, 2015 (253.45) Eliminated position


With potential regret, I eliminated our NWLI position at $253.45 today. I am slightly [more]

Sun Mar 29

NL

Boards Post

BenGrahamMan replied to the Value Hounds board. 10:28 AM

Re: Seadrill CEO interview

Thanks. I have a small holding too, near 2% of assets, with an average cost of $12.40. Here are some quotes from the March 12, 2015 Moody's report.

"We revised Seadrill Partners LLC's outlook to negative to reflect increased risk [more]

Sat Mar 28

NL

Boards Post

BenGrahamMan replied to the Value Hounds board. 11:29 AM

Re: Seadrill CEO interview

Hohum, Your shipping work has been much appreciated for years. Would you mind mentioning if you are long SDRL?

I am concerned with some recent outlook changes to negative from S&P and Moody's. These were for Partners and Operating. The [more]

Thu Mar 26

NL

Boards Post

BenGrahamMan replied to the Deranged Monkey Criticism board. 12:45 PM

Re: John Hillery's shareholder letters

http://www.hilleryvaluecommentaries.com/Commentaries

Not only was the site interesting and awesome, but I looked at the books to read list, and found one I never read. [more]

Tue Mar 24

NL

Boards Post

BenGrahamMan replied to the Deranged Monkey Criticism board. 6:39 PM

Re: NWLI - Updated Thesis

Thanks for your response. NWLI has sold well below book, even before 2011 when this issue became known. Thanks for the interpretation from a legal perspective.

NL

Boards Post

BenGrahamMan replied to the Deranged Monkey Criticism board. 4:04 PM

Re: NWLI - Updated Thesis

Thanks for answering. Some quick comments:

They have been around since 1957. They seem conservative on all approaches. I think the lawsuit you cited was not reflective of the company as a whole. AM Best cites NWLI's conservative business [more]

NL

Boards Post

BenGrahamMan replied to the Deranged Monkey Criticism board. 10:17 AM

Re: NWLI - Updated Thesis

But there was discussion on VIC on this issue and here was one poster's opinion:

"To the extent that this represents an actual risk to NWLI, I am not the least bit worried - I think it is clear there is no practical way the fines are
[more]

NL

Boards Post

BenGrahamMan replied to the Deranged Monkey Criticism board. 10:13 AM

Re: NWLI - Updated Thesis

Do you know how much of their business is tied to policies to Brazilian residents?

Around $39M in F2014, and probably similar to that every year.

would need to be understood in my mind before I would own [more]

NL

Boards Post

BenGrahamMan replied to the Deranged Monkey Criticism board. 9:33 AM

Re: NWLI - Updated Thesis

Opinions requested

NWLI has an ongoing footnote with Brazil. Brazil has been looking to fine them since 2011 for $6B. NWLI has contended that they have no representation in Brazil, and that the complaint is not valid. NWLI states they [more]

Fri Mar 20

NL

Boards Post

BenGrahamMan replied to the Value Hounds board. 3:23 PM

Re: Hansson pens a letter (2015)

Thanks for sharing. Do you own?

Thu Mar 12

NL

Boards Post

BenGrahamMan posted to the Brookfield Asset Management board. 12:17 PM

Fitch downgrades BAM 'BBB-'

Fitch Downgraded Brookfield Asset Management's IDR to 'BBB-'; Outlook Stable on March 11, 2015. Fitch Ratings has downgraded the long-term IDR and senior unsecured debt ratings of Brookfield Asset Management Inc.(BAM) to 'BBB-' from 'BBB'. The Rating [more]

Wed Mar 11

NL

Boards Post

BenGrahamMan replied to the Deranged Monkey Criticism board. 9:15 PM

Re: NWLI - Updated Thesis

Some updates to my last notes on NWLI. Best to read at this link http://1drv.ms/1wfLF0W

NWLI is our 4th largest holding with a 5.12% portfolio position. Our 2nd largest position is A 5.29% position. NWLI [more]

Tue Mar 3

NL

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

NL

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]

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Boards Stats & Trivia

Big red star, 1000 posts Old School Fool
Board Posts 2398
Recs Received 8503
People who have rec'd these posts 1676
Recs to Posts Ratio (last 30 days) N/A
Threads Started 1244
Threads Started Percentage 51.88 %
Most Frequent Board Liquid Lounge
Very First Post Re: Ultimately the ultimate brand. (1/26/1998)
Percentage of Posts Rec'd 71.73 %
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