EightTrack4

John Jacob Jingleheimerschmidt

EightTrack4’s Activity

Yesterday

NL

Boards Post

EightTrack4 replied to the Stereo 8 board. 10:33 PM

Re: Morningstar take on alternative asset manage

Would like to find the reason why AUM didn't grow last year.

Apollo's three buckets are private equity, credit and real estate. The private equity group shrunk in 2014.

In 2013 APO raised their new flagship Fund VIII. [more]

Fri Mar 27

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Boards Post

EightTrack4 replied to the Last RoundUp board. 2:02 PM

Re: Anyone like AXP?

One more concern about Visa and Mastercard, which I neglected to mention, is the trend towards growing rebates/incentives during customer renewals.

Just as Costco clearly demanded a higher percentage of the Costco credit card value creation, [more]

Thu Mar 26

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Boards Post

EightTrack4 posted to the Deranged Monkey Criticism board. 7:38 PM

MTY Food Group: Fishin' with Chip

http://microcapclub.com/2015/03/mty-food-group-a-case-study-...

Another superb piece from bonechip2 about the 100x run in MTY. Bravo!

[more]

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EightTrack4 replied to the Stereo 8 board. 5:45 PM

Re: Morningstar take on alternative asset managers

Morningstar has a very different approach than other alt manager analysts.

Because of their DCF focus, their valuation of Apollo for example is much higher than Morgan Stanley. Morningstar thinks APO is a five star value ($40 or more) and [more]

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Boards Post

EightTrack4 replied to the Last RoundUp board. 1:18 PM

Re: Anyone like AXP?

For those of you that hold V and or MA does AXP have any interest

I own MA and V and AXP. It is pretty clear now that MA and V's network model is superior to the AXP closed-loop model; at the very least Mr. Market has consistently [more]

Wed Mar 25

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Boards Post

EightTrack4 replied to the Last RoundUp board. 6:21 PM

Re: ice

another not much to say - I have a residual of a much larger position and don't plan to sell it - this is very good high FCF biz linked of course to trading activity. With all the changes going on recently this is one annual that I probably need [more]

Tue Mar 24

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Boards Post

EightTrack4 replied to the Deranged Monkey Criticism board. 3:48 PM

Re: NWLI - Updated Thesis

I've looked at nwli but never realized what they sold.

Course, last I checked sales of non-traded REITS continue to be strong....


To be fair, my concerns about NWLI are below "circumstantial evidence" level of [more]

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Boards Post

EightTrack4 replied to the Deranged Monkey Criticism board. 12:53 PM

Re: NWLI - Updated Thesis

And if you owned it, would you sell it? Again, my largest concern is the US courts getting involved and recently issued a subpoena for records.

I briefly - emphasis on briefly - looked at NWLI. The discount to BV is intriguing but [more]

Tue Mar 17

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Boards Post

EightTrack4 replied to the Deranged Monkey Criticism board. 6:51 PM

Re: First Interest Rates Hike Since 2004

Amazing that the term "Shadow Banking" wasn't even coined until 2007 and the only folks back in 2004 that knew about QE and liquidity traps were Krugmanites and macroeconomic monetary policy wonks.

I'm going to ignore [more]

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Boards Post

EightTrack4 posted to the Deranged Monkey Criticism board. 1:23 PM

First Interest Rates Hike Since 2004

If as expected the Federal Reserve hikes the Federal Funds Rate later this year, we will embark on the first tightening cycle since June 2004.

While we all wait impatiently for the removal of the word patient, here are a few nuggets from [more]

Sun Mar 15

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Boards Post

EightTrack4 replied to the Deranged Monkey Criticism board. 1:05 AM

Re: My Theme-based Motley Investment Philosophy

Yep Fanuc is on my Robotics theme investment list and is a very successful player.

[more]

Fri Mar 13

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Boards Post

EightTrack4 replied to the Deranged Monkey Criticism board. 3:31 PM

Re: My Theme-based Motley Investment Philosophy

As Mr. Loeb puts it,

Fanuc is a unique company with a long history of being the best and fastest to market in everything it does. Its visionary founder describes the Company’s mission as “walking the narrow path,” which refers to its
[more]

Thu Mar 12

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Boards Post

EightTrack4 replied to the Last RoundUp board. 5:45 PM

Re: Five Below (FIVE)

Weird nooks-and-crannies stock:

SCLN ... nice pop today!

From a Feb 4, 2015 email I wrote (SCLN $7.55 at time):

SciClone is a Chinese version of Biosyent but with some additional hair on it (old 2010 SEC investigation still [more]

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Boards Post

EightTrack4 replied to the Last RoundUp board. 5:02 PM

Re: Five Below (FIVE)

You've got to force yourself to look at stocks with 20 to 30 PEs if they have a long run-way for growth.

Excellent advice and I would be a gold-plated ET if I did this consistently in all markets regardless of the age of the bull or [more]

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Boards Post

EightTrack4 replied to the Last RoundUp board. 10:29 AM

Re: Five Below (FIVE)

http://kerrisdalecap.com/commentary/2014/06/12/five-inc-five...

Above link to part 1 of a multipart series on the Kerrisdale short argument for FIVE. Of course, FIVE [more]

Thu Mar 5

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Boards Post

EightTrack4 replied to the Stereo 8 board. 11:01 PM

Re: OAK Public Offering

L (Loews)
- "Cheap" on a book value basis, but it doesn't matter if you can't increase book value at any significant rate.


Don't own it and haven't studied it closely.

However, I think the problem with Loews [more]

Tue Mar 3

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Boards Post

EightTrack4 replied to the Stereo 8 board. 4:31 PM

Re: limited attention....

http://qz.com/349926/your-genes-help-determine-how-much-mone...

Now, there’s a new attempt to explain the human propensity to squirrel away savings, [more]

Mon Mar 2

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Boards Post

EightTrack4 replied to the Stereo 8 board. 5:06 PM

Re: OAK Public Offering

The company issues more shares, but the public owns a greater percentage of the business. So, theoretically, I should own the same percentage of the business, though who I own it with changes (more public shares outstanding, less private insider [more]

Fri Feb 27

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Boards Post

EightTrack4 replied to the Deranged Monkey Criticism board. 7:14 PM

Re: Limits to Indexing

I have come to the conclusion that Indexing is wrong for most people.

http://time.com/money/3616433/retirement-income-401k-new-sol...

If I had [more]

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Boards Post

EightTrack4 replied to the Deranged Monkey Criticism board. 1:59 PM

Re: Limits to Indexing

I can agree with the idea that indexing is superior to active management. But what's puzzling is that cap-weighted indexing seems to be practically the only kind of indexing that has any popularity, and yet most of the other kinds of indexing [more]

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Boards Stats & Trivia

Big red star, 1000 posts Old School Fool
Board Posts 2170
Recs Received 9394
People who have rec'd these posts 1151
Recs to Posts Ratio (last 30 days) 8.00
Threads Started 257
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Most Frequent Board Liquid Lounge
Very First Post Only fear is AXA itself... (2/5/2001)
Percentage of Posts Rec'd 82.95 %
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