BenGrahamMan’s Activity

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]

Tue Oct 18

NL

Boards Post

BenGrahamMan posted to the Brookfield Asset Management board. 3:33 PM

Quick review of 'Manlobbi's Descent'

I read the book on my Kindle, and having a preference for Kindle books over traditional, I was not disappointed. The author prefers the hard cover, but with limited tables, I saw no reason to avoid the Kindle version.

I enjoyed and agree [more]

Tue Oct 4

NL

Boards Post

BenGrahamMan replied to the Deranged Monkey Criticism board. 3:44 PM

Re: OT: recommendation for Website Builder

Thank you to everyone who either responded, read, or contacted me regarding my post.

I have conducted or set up 5 meetings with various groups, and all of your emails or posts were incredibly appreciated and helpful.


Group 1 - [more]

Mon Oct 3

NL

Boards Post

BenGrahamMan replied to the Brookfield Asset Management board. 3:39 PM

Re: BAM Meeting Notes

Excellent notes, thank you.

I have a question. Is the Kindle edition of your book acceptable for reading?

Good job,

BGM

Thu Sep 29

NL

Boards Post

BenGrahamMan posted to the Deranged Monkey Criticism board. 2:31 PM

OT: recommendation for Website Builder

Hey Guys, I am firing my web guy, as he sucks. He is using Front Page 2002, and the site looks sick (as in 'ill.') By the way, I am the web guy.

Anyway, I need to update our site, get it current, off of Front Page and someone who can [more]

Thu Sep 15

NL

Boards Post

BenGrahamMan replied to the Falling Knives board. 5:04 PM

Re: FKA: WFC

Cool. I don't necessarily agree with your value assessment in 15 years. I think the price as of yesterday, or today as a starting point, and then rate of return on that investment, including dividends, through Friday October 31, 2031. I think 15+ [more]

Wed Sep 14

NL

Boards Post

BenGrahamMan replied to the Falling Knives board. 12:04 PM

Re: FKA: WFC

The P/B of the losers is low because they are badly run businesses.

I think P/B is low because there is still lots of fear from the crisis. JPM and WFC carry a premium because of that. Interesting to hear praise of running the [more]

NL

Boards Post

BenGrahamMan replied to the Falling Knives board. 10:39 AM

Re: FKA: WFC

Price to tangible book value is not a useful metric for the value of a bank.

I disagree on that. I own banks that I think are of higher quality, produce an ROA, ROE and are selling at discounts to Book Value and often Tangible Book [more]

Fri Sep 9

NL

Boards Post

BenGrahamMan replied to the Deranged Monkey Criticism board. 12:28 PM

Re: bye itt

Other than the canine issue, this was a very interesting and helpful post. I remember researching this group years back, which you introduced me to. Very thankful I did not take positions, unlike others you have mentioned (i.e. WMT, INOV and there [more]

Thu Aug 25

NL

Boards Post

BenGrahamMan posted to the Amazon.com, Inc. board. 8:56 AM

Low ROA, ROIC, ROE & Interest Coverage Ratio

https://twitter.com/rbco/status/768477514679234561


I was surprised to see AMZN have numbers so low. I guess based on infrastructure build and presumption of future [more]

Tue Aug 2

NL

Boards Post

BenGrahamMan replied to the Deranged Monkey Criticism board. 2:20 PM

Re: MNDO - annual div announced. no one cares

August 2, 2016 ($2.06) 2Q16 earnings released

More of the same, earnings down a bit, but balance sheet remains strong.

MNDO reported 295 employees as of June 30, 2016, 319 as of March 31, 2016 and 337 as of December 31, [more]

Tue Jul 19

NL

Boards Post

BenGrahamMan replied to the Deranged Monkey Criticism board. 11:27 AM

Re: Mid year update being sent to our clients

just curious - if you like the banks, do you like the bank preferreds, esp. for fixed income? Realize it is double dipping in the same industry, but if the BS are getting stronger, then maybe this is a relevant alternative?

I actually [more]

Thu Jul 14

NL

Boards Post

BenGrahamMan posted to the Deranged Monkey Criticism board. 2:10 PM

Mid year update being sent to our clients

July 13, 2016

DJIA 18,359

S&P 500 2152

An update to our clients:




As I have mentioned in the past, we are only long term oriented investors. Our thesis is based on the assumption that for [more]

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Boards Stats & Trivia

Big red star, 1000 posts Old School Fool
Board Posts 2518
Recs Received 8828
People who have rec'd these posts 1725
Recs to Posts Ratio (last 30 days) N/A
Threads Started 1273
Threads Started Percentage 50.56 %
Most Frequent Board Liquid Lounge
Very First Post Re: Ultimately the ultimate brand. (1/26/1998)
Percentage of Posts Rec'd 71.68 %
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