BenGrahamMan’s Activity

Thu Jan 12

NL

Boards Post

BenGrahamMan replied to the Brookfield Asset Management board. 1:28 PM

Re: Hard to read

Wonderful thread.

The following is what I would attempt to track each quarter for BAM:

1. Book Value Per Share - Remember, since this is IFRS, book value is often Fair Value. Fair Value is very subjective, and like anything [more]

Tue Jan 10

NL

Boards Post

BenGrahamMan replied to the Deranged Monkey Criticism board. 3:01 PM

Re: a site allegedly informing about Bill Ackman

That would obviously be SAC if you've ever watched it.

I don't know the histories or lives of SAC or Ackman. I have watched every episode of Billions.

Here is where I read that the series was about him. Factual? I [more]

NL

Boards Post

BenGrahamMan replied to the Value Hounds board. 12:21 PM

Re: Amazon's Alexa

someone mentioned 3% dilution rate. Where did that number come from?

1/1/13 454M shares
1/1/14 459M shares
1/1/15 465M shares

I think the annual dilution rate is ~1.5%.

However, like many other companies, stock [more]

NL

Boards Post

BenGrahamMan posted to the Deranged Monkey Criticism board. 12:07 PM

a site allegedly informing about Bill Ackman

Ouch.

http://www.therealbillackman.com/

The authors claim fake news, etc. I read that the Showtime series 'Billions' is about him. I believe also he and his wife have split [more]

Fri Jan 6

NL

Boards Post

BenGrahamMan replied to the Deranged Monkey Criticism board. 3:20 PM

Re: My year end 2016 results and blurbs

A real big thank you to all of you for reading and commenting. I plan on sending the letter out on Monday or Tuesday. I took so much of what you suggested or edited in the final draft.

If there are any glaring typos, or again, feel free to [more]

Thu Jan 5

NL

Boards Post

BenGrahamMan replied to the Deranged Monkey Criticism board. 1:42 PM

Re: My year end 2016 results and blurbs

12. As I have mentioned previously, I cannot promise positive results, but I do promise dedication and doing the best I can for you. I do not expect, but do not promise our future performances to do worse than a down market.

I [more]

NL

Boards Post

BenGrahamMan replied to the Deranged Monkey Criticism board. 1:18 PM

Re: My year end 2016 results and blurbs

Thank you very much for your great responses.

Originally, I just posted this to the Fool board, with no intentions of sending out to clients. After reading your responses, I am changing it to a letter, and I have reformatted it, using much [more]

Wed Jan 4

NL

Boards Post

BenGrahamMan posted to the Deranged Monkey Criticism board. 4:59 PM

My year end 2016 results and blurbs

2016 was the first time I beat the S&P since 2008, when I only lost 34.70% for our clients. This year our return was 13.04%. On October 31, 2016, our YTD returns were 1.09%.

You can see our annual performances and historic time weighted [more]

Fri Dec 23

NL

Boards Post

BenGrahamMan replied to the Brookfield Asset Management board. 5:54 PM

Re: BAM/BIP?

Keep in mind, that if you file US taxes, MLP income if in an IRA, and if the income produces > $1,000 in income (all MLP's aggregated), the dividends if from income and not a Return of Capital, could be subject to a UBTI tax. The tax is at the [more]

Mon Dec 19

NL

Boards Post

BenGrahamMan replied to the Last RoundUp board. 2:48 PM

Re: conference call transcript service?

Thanks. Good answer. I guess I don't use the same way, and didn't notice bugs, but now I see some of them.

Buggy:

this morning I can't access calls -but I can thru the Event tab
-the call printouts are different
[more]

NL

Boards Post

BenGrahamMan replied to the Last RoundUp board. 12:22 PM

Re: conference call transcript service?

The current offering (Eikon) I have is way too expensive and offers a lot of stuff I couldn't care less about (besides being as buggy as any investment source I've ever seen), but I need transcripts.


I use Eikon. What did [more]

Tue Dec 13

NL

Boards Post

BenGrahamMan replied to the Last RoundUp board. 5:07 PM

Re: like, really - INOV

I started the day with 36,150 shares, and ended the day with 82,095 shares. It is still less than a 2% position for us.

Here are some notes I have taken. Some might not make sense, as they might be tied into a graph or table.

My [more]

Wed Dec 7

NL

Boards Post

BenGrahamMan replied to the Last RoundUp board. 11:57 AM

Re: minor but....Stalwart operating margin

"take Mr. Highlighter on EACH and every VL sheet where they say 'operating margin' and notice it."

not just for stalwarts either - a good idea period for ALL stocks in VL....


Wondering how you do this with [more]

Mon Nov 28

NL

Boards Post

BenGrahamMan replied to the Last RoundUp board. 4:58 PM

Re: most offensive commercial - EVER?

Grandma was going to get Wi-Fi, but then she got high.

I thought the commercial was okay. It started out difficult, but ended with family love.


Here is the Afroman song I reefered to [more]

Mon Nov 21

NL

Boards Post

BenGrahamMan replied to the Berkshire Hathaway board. 1:29 PM

Re: Applied Underwriters Acquisition

This is a recent, unflattering allegation on Berkshire subsidiary, Applied Underwriters' [more]

NL

Boards Post

BenGrahamMan posted to the Brookfield Asset Management board. 10:22 AM

Some potential BAM disconnects

Hi Guys,

I apologize, but perhaps these mentions were buried in another note, or another board. I have a few issues, which I would love to hear investor responses to. Of course, I would most like to hear from Manlobbi, as he is the most [more]

Wed Nov 16

NL

Boards Post

BenGrahamMan replied to the Deranged Monkey Criticism board. 4:47 PM

Re: Handout for our 2016 annual investment conferenc

At this link, you can see my ugly mug. Luckily, the lighting sucked, and in the dark, looking at me is much more pleasant (subjective of course). Nevertheless, if you want true pain, then you can listen and watch our conference, which is 1 hour and [more]

NL

Boards Post

BenGrahamMan posted to the Deranged Monkey Criticism board. 2:40 PM

Handout for our 2016 annual investment conferenc

We had our annual investment conference last night. There were 37 attendees, of which 8 were from our company, and 12 were existing clients, I think 3 were investment professionals, and 14 were just there to learn, have fun, meet girls, oh I [more]

Tue Nov 15

NL

Boards Post

BenGrahamMan replied to the Brookfield Asset Management board. 1:11 PM

Re: Quick review of 'Manlobbi's Descent&

Thank you for commenting and for the nice words.

No, their debt is uncallable and fixed rate (usually 11 years per
contract). To take an extreme case, the prices of the properties could be decided by the market to be $0 for a series
[more]

Mon Nov 14

NL

Boards Post

BenGrahamMan replied to the Berkshire Hathaway board. 2:51 PM

Re: OT: BAM / Calling Manlobbi

In the quarterly letter, Bruce Flatt wrote,"If we liquidated our fund assets today, we would earn $1B of carried interest." Since BAM presents assets at fair value, are they perhaps aggressively assuming they will receive stated book [more]

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Big red star, 1000 posts Old School Fool
Board Posts 2530
Recs Received 8872
People who have rec'd these posts 1731
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Threads Started 1275
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Very First Post Re: Ultimately the ultimate brand. (1/26/1998)
Percentage of Posts Rec'd 71.62 %
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