DTBoojum

John Q Smith

DTBoojum’s Activity

Today

NL

Boards Post

DTBoojum replied to the Berkshire Hathaway board. 49 minutes ago

Re: Is the market overvalued

Jim,

Somewhere on this thread someone referred to this article, which is highly skeptical of the Schiller CAPE:

the Shiller price-earning ratio showed the stock market to be overvalued 97 percent of the time during these 25 years. [more]

NL

Boards Post

DTBoojum replied to the Apple board. 3 hours ago

Re: IDC and Gartner, again

If it simply boils down to people having to shell out $500 upfront for an iPad vs $99 for an iPhone but the latter in reality totaling to $800 or more in the form of higher cost two-year contracts - then that speaks volumes about the financial [more]

NL

Boards Post

DTBoojum replied to the Deranged Monkey Criticism board. 3 hours ago

Re: HLF

What the hell was Chapman smoking, anyway?


I think some of the personal animosity may be getting in the way of people's judgment. Sure, HLF may not get shut down or materially harmed by regulatory actions. Tilson's idea that you [more]

Yesterday

NL

Boards Post

DTBoojum replied to the Falling Knives board. 11:36 AM

Re: AMZN

Could there be hidden within the works a reminder of Enron? Is there something there that we, as stock holders just d o n ' t k n o w ?


In a way, Amazon is a reverse Enron -- Enron made up profits that didn't really exist, [more]

Thu Jul 24

NL

Boards Post

DTBoojum replied to the Deranged Monkey Criticism board. 5:57 PM

Re: HLF

Ackman's no dummy, Carl's no dummy ... yet someone is going to get hurt.


I think the downside is limited. Maybe Herbalife doesn't get busted, so how much is this company then worth? It's not just pyramid schemes that can only go [more]

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Boards Post

DTBoojum replied to the Deranged Monkey Criticism board. 4:13 PM

Re: HLF

I don't think BA is relying on Feds shutting them down, that's too stupid for him.

I think his long-term play is: tightening of rules, OR that a lawsuit occurs and in discovery many, many skeletons are found.

He is up 17% YTD,
[more]

Wed Jul 23

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Boards Post

DTBoojum replied to the Value Hounds board. 4:21 PM

Re: Ackman can't leave HLF alone

This isn’t a story of gods and monsters; good and evil, it’s a story of a shabby and exploitive company being assailed by a shabby and exploitive investor.


I think Hempton's piece was actually quite useful in one way, which is [more]

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DTBoojum replied to the Deranged Monkey Criticism board. 3:38 PM

Re: HLF

I'm sure you're exaggerating your Google beer goggles but the link has a fairly straight-forward explanation of their historical advertising model.


Haven't looked at the link yet but I had the same thought. MSFT and AAPL are not [more]

Tue Jul 22

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Boards Post

DTBoojum replied to the Deranged Monkey Criticism board. 5:39 PM

Re: HLF

Just because Bill is desperate, doesn't make him wrong though. Stock still down 14% YTD even with a ridic 25% day-bump from buybacks and panicked short-covering.



I think Ackman is wrong on this one. And I say this despite [more]

NL

Boards Post

DTBoojum replied to the Berkshire Hathaway board. 12:02 PM

Re: BRK-Liberty Mutual Deal

Float increases by close to the $3.0B
Column 1 of the 2-column proxy for Intrinsic Value increases by the same almost $3.0B, i.e., $1.8K/A share
Based on Liberty Mutual actuarial accounting of a $130M charge, if BRK's accounting treatment
[more]

Sat Jul 19

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Boards Post

DTBoojum replied to the Value Hounds board. 8:16 PM

Re: Mylan

I think the name 'blockbuster generic' is an apt description of a drug with no patent protection but with name brand recognition that is protection in itself, and Epipen is the perfect example of this, along with Tylenol or Aspirin. They are in some [more]

Tue Jul 15

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Boards Post

DTBoojum replied to the Value Hounds board. 8:47 PM

Re: losers, mergers, & one winner

Isn't the US rate 35%? Or is 5% the average state rate?

NL

Boards Post

DTBoojum replied to the Value Hounds board. 8:39 PM

Re: losers, mergers, & one winner

They also have this pesky issue of half their profits going poof next year.

NL

Boards Post

DTBoojum replied to the Value Hounds board. 10:05 AM

Re: losers, mergers, & one winner

The company that picks up the divested assets on the cheap does indeed seem like a good candidate; however, the 33 times peak earnings is a bit of a downer. Same for the other generic giant, TEVA, also a great company, also at 34 multiple. How these [more]

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DTBoojum replied to the Falling Knives board. 7:20 AM

Re: Still falling alert: SODA

I bought some more yesterday at $29.50, a bear for punishment.

Mon Jul 14

NL

Boards Post

DTBoojum replied to the Value Hounds board. 4:38 PM

Re: HFT: Michael Lewis is no Fool

I've long been a fan of IB's Peterffy (long IB) and his comments related to HFT. I think the article is correct to call him out as a 'founder' of automated and even HFT trading, though he seems to have maintained a moral [more]

NL

Boards Post

DTBoojum replied to the Falling Knives board. 3:22 PM

Re: QCOR

While I am not sure if DTB was right about whether Acthar is actually supposed to be ACTH rather than just an analogue with the right level of bioactivity, this does not seem to have bothered MNK or the other bidder mentioned in the recent 8-ks. [more]

NL

Boards Post

DTBoojum replied to the Value Hounds board. 2:44 PM

Re: HFT: Michael Lewis is no Fool

These firms are extracting billions from the market, and some people say "Oh, no problem. It's not that much, at least to me. Let the band play on."

They maybe used to, when spreads were higher, but they no longer [more]

NL

Boards Post

DTBoojum replied to the Value Hounds board. 2:00 PM

Re: HFT: Michael Lewis is no Fool

The cowardly, and self serving, Falstaff is in fact proclaiming it's better, and smarter, to fain death on the battle field than bravely fight.

The saying, "Discretion is the greater part of valor" doesn't mean what those who
[more]

NL

Boards Post

DTBoojum replied to the Value Hounds board. 11:57 AM

Re: HFT: Michael Lewis is no Fool

I can say that needless worrying can be harmful, to the extent that it distracts from relevant issues, like identifying opportunities and avoiding traps.


Sorry, that sounds pretty arrogant. You can perfectly well worry about HFT [more]

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Score -144.36
Score Change Today +31.54
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Boards Stats & Trivia

Big gold star, 5000 posts Old School Fool
Board Posts 6375
Recs Received 20487
People who have rec'd these posts 1970
Recs to Posts Ratio (last 30 days) 4.10
Threads Started 432
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Very First Post first post (10/17/2000)
Percentage of Posts Rec'd 70.87 %
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