BenGrahamMan’s Activity

Fri Jun 24

NL

Boards Post

BenGrahamMan posted to the Brookfield Asset Management board. 1:14 PM

Chase Tower sold for $31M, BAM paid >$48M in '06

http://www.biztimes.com/2016/06/24/chase-tower-sold-for-30-5...

I have not verified the accuracy of this article.

Snips....

"The [more]

Thu Jun 23

NL

Boards Post

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

Re: Accounting 101 - Cerner

cautiousone100 - Thank you for alerting me to this. I did not know and/or remember that. Very interesting, and something cool to monitor in tech companies.

Just thinking out loud. One could monitor these metrics over time. IIRC, I have [more]

Wed Jun 22

NL

Boards Post

BenGrahamMan replied to the Deranged Monkey Criticism board. 1:38 PM

Re: Accounting 101 - Cerner

I don't know the company at all. Yet, here is my take on a quick read of only certain pages, as I searched the term 'Capitalized software development costs.'

They are including all of the costs in the Statement of Cash flows, [more]

Thu Jun 16

NL

Boards Post

BenGrahamMan replied to the Deranged Monkey Criticism board. 1:04 PM

Re: Evil corporations

I was away, and missed this whole thread till now. He didn't say "Evil Corporations." What he mentioned was a targeted tax to Soda producers. I have no opinion, but if you tax cigarettes, beer, alcohol, weed, then Soda might fit right [more]

Fri Jun 10

NL

Boards Post

BenGrahamMan posted to the Deranged Monkey Criticism board. 2:12 PM

OT: Gary Johnson

A few friends of mine have mentioned that Gary Johnson "Is a total nut job that spews crazy comments." I have spent a few hours listening to him speak, and frankly don't find anything so far that is so off-beat. He is a former two time [more]

Thu Jun 9

NL

Boards Post

BenGrahamMan replied to the Brookfield Asset Management board. 4:45 PM

Re: Difficult quarter for BAM?

Thanks for your explanation and post. Very good! I apologize that I posted my request after you had posted yours. It was only minutes apart, and I did check prior to compiling my post.

Regards

BGM

NL

Boards Post

BenGrahamMan posted to the Brookfield Asset Management board. 2:33 PM

A BAM question for Mungofitch regarding Altman Z

Mungofitch, I was hoping you would discuss your post and my response as to the following items:

The entire thread of the post is here: [more]

Tue Jun 7

NL

Boards Post

BenGrahamMan replied to the Brookfield Asset Management board. 5:06 PM

Re: Difficult quarter for BAM?

I appreciate this and all of your posts!

The linked page mentions BAM's Altman Z-Score, and its usual interpretation ranges, implying a dire outlook for the firm.

As I have admitted quite a bit, my analysis of BAM has [more]

Sat May 14

NL

Boards Post

BenGrahamMan replied to the Brookfield Asset Management board. 1:08 PM

Re: Quick BAM blurbs on quarter

My error, as I found this in BIP's 20-F.

https://twitter.com/rbco/status/731530849015975936

BAM clearly and unmistakenly owns stock as stated.

Fri May 13

NL

Boards Post

BenGrahamMan posted to the Brookfield Asset Management board. 3:50 PM

Quick BAM blurbs on quarter

I have a question, in the Supplemental filing BAM mentions on page 24, https://brookfield.com/_Global/42/img/content/F_Supplemental... "We hold a 30% interest [more]

Wed May 11

NL

Boards Post

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

Re: Judge Nixes Staples+ODP

I also do not understand the rejection of the Staples / Office Depot merger for anti trust reasons. I guess sometimes mistakes happen, even by the government.

I have been finding for a while lately that prices at Amazon are often higher than [more]

Tue May 3

NL

Boards Post

BenGrahamMan replied to the Brookfield Asset Management board. 1:25 PM

Re: Difficult quarter for BAM?

Ben, I notice that you have been posting negative commentary on BAM for roughly 10 years...I appreciate countering viewpoints, but I must ask - what is your motivation? Are you short the stock? Have hard feelings against the company for some [more]

Sat Apr 23

NL

Boards Post

BenGrahamMan posted to the Brookfield Asset Management board. 1:59 PM

Difficult quarter for BAM?

I am thinking that Blackstone and BAM are in the same field? Is that correct?

“The first quarter was a roller coaster for equity and debt markets,” Blackstone Chief Executive Stephen Schwarzman said on a conference call with analysts. [more]

Fri Apr 22

NL

Boards Post

BenGrahamMan posted to the Berkshire Hathaway board. 3:41 PM

OT: Sequoia Fund announces more changes

http://www.sequoiafund.com/RCG-April-2016-Letter.pdf


Bit of fluff, and promoting within. Son of Buffett former lieutenant , Jon Brandt is mentioned with praise. Jon and [more]

Fri Apr 15

NL

Boards Post

BenGrahamMan posted to the Brookfield Asset Management board. 12:45 PM

Is BAM affected by NYCERS

NYC's largest pension plan NYCERS halts hedge fund investments. Is BAM affected?

[more]

Tue Apr 12

NL

Boards Post

BenGrahamMan replied to the Deranged Monkey Criticism board. 11:44 AM

Re: MNDO - annual div announced. no one cares

Avg FCF $4.5M ( this year $6M)

I compute negative free cash flow.

2015 2014 2013 2012

Net Income $5,018 $5,483 $2,185 $4,278
Add: Depreciation 173 233 250 270
Less: Capex (146) (201) (240) [more]

Tue Apr 5

NL

Boards Post

BenGrahamMan replied to the Brookfield Asset Management board. 1:35 PM

Re: Barron's implies BAM IFRS values are aggress

Looks like Carson Block and James Chanos will be speaking at 21st Annual Investment Conference in NYC on May 4, 2016

http://www.sohnconference.org/new-york/

Carson [more]

Mon Apr 4

Sun Apr 3

NL

Boards Post

BenGrahamMan posted to the Brookfield Asset Management board. 3:14 PM

Barron's implies BAM IFRS values are aggressive

Very interesting article by Bill Alpert. Subscription required (I think) [more]

Wed Mar 16

NL

Boards Post

BenGrahamMan posted to the Deranged Monkey Criticism board. 6:41 PM

VRX - Some notes from recent news

Looking for constructive discussion

March 16, 2016 ($33.63 intraday) Update

Thesis:

We have owned this at an average cost of around $102.60. We had a smallish position for us of just under 2.50% allocation. [more]

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Big red star, 1000 posts Old School Fool
Board Posts 2495
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Threads Started 1267
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Very First Post Re: Ultimately the ultimate brand. (1/26/1998)
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