BenGrahamMan’s Activity

Fri Dec 1

NL

Boards Post

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

Re: Our Annual Investment Conference is on Nov. 14

Thank you everyone for all your comments and such. This is an awesome place.



We had our 2017 annual investment conference on November 14, 2017. Please read our notes which have a plethora of investment information, including [more]

Tue Nov 14

NL

Boards Post

BenGrahamMan replied to the Deranged Monkey Criticism board. 12:35 PM

Re: Our Annual Investment Conference is on Nov.

Thanks to you as well GNV! I think I properly changed all the "pair down" and others. I will publish finished one in a couple of days.

Very much appreciated again!

NL

Boards Post

BenGrahamMan replied to the Deranged Monkey Criticism board. 10:45 AM

Re: Our Annual Investment Conference is on Nov.

You like truisms. Of course he makes the rules. The guy asked for feedback, and here you are shooting it down. Last word from me - go ahead and say "It is what it is", or whatever you want.

I asked for constructive [more]

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Boards Post

BenGrahamMan replied to the Deranged Monkey Criticism board. 9:51 AM

Re: Our Annual Investment Conference is on Nov.

Thanks so much GMX! I will definitely explore that for the future and our year end reporting. Much appreciated as always. That looks like really good advice, and one I never thought of, yet so obvious!

Mon Nov 13

NL

Boards Post

BenGrahamMan replied to the Manlobbi's Descent board. 4:02 PM

Re: Tools to help find high IV10/price firms

I think your $27b estimate is way too high, for what they got for those shares; I imagine it is less than half of that.

I don't know the amount, as I haven't looked. IIRC, you can get the information for each year, or [more]

NL

Boards Post

BenGrahamMan replied to the Deranged Monkey Criticism board. 1:14 PM

Re: Our Annual Investment Conference is on Nov. 14

The link has been working intermittently. This new link should work just fine.


[more]

NL

Boards Post

BenGrahamMan posted to the Deranged Monkey Criticism board. 10:05 AM

Our Annual Investment Conference is on Nov. 14

Hey Guys,

I am having our annual conference tomorrow. This is how we would try and get people to attend.

"We are having our annual free dinner, drinks and investment conference on Tuesday, November 14th. It is typically a [more]

Sun Nov 12

NL

Boards Post

BenGrahamMan replied to the Berkshire Hathaway board. 12:01 PM

Re: ot: favorite metrics

To find a good firm, I like ROE.
I go at it like this:
If leverage is not clearly at a low and safe level, I skip to the next firm.
If leverage is OK, I then forget it for all future calculations.
My ideal is a high ROE. ROE not
[more]

Tue Nov 7

NL

Boards Post

BenGrahamMan replied to the Last RoundUp board. 2:57 PM

Re: FKA: BGFV

Thanks for the response. Very much appreciated. More on that in a second.

do ROEs and past PEs mean anything in retail given well-understood changes there? (just asking)

You would know more than me, as I am very weak in [more]

Sun Nov 5

NL

Boards Post

BenGrahamMan replied to the Last RoundUp board. 10:25 AM

Re: FKA: BGFV

you don't think it could be a $0 eventually.

Sure has risk to it, especially as debt comes die in 2022. Plus growing inventory could pose issues. I have only read a Q or two, and some reports, so my research is very weak here. [more]

Thu Nov 2

NL

Boards Post

BenGrahamMan replied to the Last RoundUp board. 4:36 PM

Re: FKA: BGFV

I spent some time looking at the company, and did purchase it last week. So thanks for the idea.

Here are some notes I took:

We initiated a 1% portfolio position last week, with a cost of $7.10. The 3Q17 earnings were [more]

Wed Nov 1

NL

Boards Post

BenGrahamMan replied to the Manlobbi's Descent board. 7:20 AM

Re: CBI Latest IV10 Analysis

You indicate that CBI will earn at least $2.50 per year fairly easily, and that should reward shareholders with a P/E of 10ish. With that mentioned I have some comments and questions.

1. You indicate that just earning the same amount every [more]

Fri Oct 27

NL

Boards Post

BenGrahamMan replied to the Last RoundUp board. 4:05 PM

Re: FKA: BGFV

i stopped following it due to the BS having net debt...

Perhaps I am misunderstanding, but I don't see in their history where they didn't have debt > cash since at least 2002.


[more]

Mon Oct 16

NL

Boards Post

BenGrahamMan replied to the Last RoundUp board. 6:50 PM

Re: question

has anyone here ever bought shares as a gift to a kid (not yours)? if so, any recommendations on the best/easiest path (assume no existing custodial brokerage account exists)?

OMG, As I think of this, I did this 27 years ago. I'm [more]

Tue Sep 12

NL

Boards Post

BenGrahamMan replied to the Brookfield Asset Management board. 12:58 PM

Re: BAM prepared to exit palladium stake

I meant 'if and when' the sale is closed, I didn't mean to imply that this was a done deal.

If and when the sale is closed?

There is no buyer, none announced in the works, a mere statement and article [more]

Sat Sep 9

NL

Boards Post

BenGrahamMan replied to the Brookfield Asset Management board. 11:18 AM

Re: BAM prepared to exit palladium stake

And perhaps we will find out more after the quarter when the sale closed

I must have misread or missed something. Is there an announced or even implied buyer? I thought they were merely putting it up for sale. I guess they could [more]

Fri Sep 8

NL

Boards Post

BenGrahamMan replied to the Brookfield Asset Management board. 10:08 AM

Re: BAM prepared to exit palladium stake

Classic Brookfield playbook. Sell into optimism for the asset.

Looking to exit, correct? Try to sell into optimism? Anyone know how much BAM and or BBU carry this investment at?


The following is a collection of [more]

Wed Aug 23

NL

Boards Post

BenGrahamMan replied to the Last RoundUp board. 7:49 AM

Re: How will Disney's Streaming Service be J

According to CloudSource

I was trying to locate and couldn't. Not spot checking you, but would like to review the site. Link?

Fri Aug 18

NL

Boards Post

BenGrahamMan posted to the Brookfield Asset Management board. 1:15 PM

Abertis clarification question

I am confused here, and probably just missing something, so please someone clarify this.

As we know The WSJ had an article several weeks ago, questioning the presentation of certain assets on BAM's financial statements.

Here is [more]

Wed Aug 16

NL

Boards Post

BenGrahamMan replied to the Brookfield Asset Management board. 12:26 PM

Re: Q2 2017

This idea has been pretty thoroughly demolished.

I disagree. I continue to believe it is a Work in Progress, and my gut feeling is that there is fire somewhere in the smoke. Yet, I have no info to prove such, and of course, as I have [more]

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