EightTrack4

John Jacob Jingleheimerschmidt

EightTrack4’s Activity

Sun Jul 8

NL

Boards Post

EightTrack4 replied to the Last RoundUp board. 7:05 PM

Re: value trap or not

course, I'm one of those folks in the great minority who thinks that Amazon is partly a fraud, that they are insanely bad for business, and that a whole host of companies think that spending and spending is the way to go and you can [more]

Fri Jul 6

NL

Boards Post

EightTrack4 replied to the Last RoundUp board. 10:24 AM

Re: value trap or not

but the math is compelling if you can hit one or two
With the reassurance of a pretty BS and CapEx that isn't ridiculous
time will tell


One always has to take analysts with a grain of salt but I note that Merrill Lynch [more]

NL

Boards Post

EightTrack4 replied to the Last RoundUp board. 9:30 AM

Re: value trap or not

Well, greeting any idea with derision is bad form, and assuming today's valuation is a permanent state is very unwise IMO.

I was quite serious about the CHS call being an investment commercial for Amazon and QVC and Facebook and [more]

Thu Jul 5

NL

Boards Post

EightTrack4 replied to the Last RoundUp board. 10:52 PM

Re: value trap or not

no much on the call - but this years numbers are next year's compares
you just need a switch - no way to call IMO


Honestly and seriously, I'm not sure if the Q1/18 Chicos conference call makes the investment argument for [more]

Tue Jul 3

NL

Boards Post

EightTrack4 replied to the Stereo 8 board. 2:08 PM

Re: Big day for alts, several days for APO

June 30: Alts suck.

July 2-3: KKR converts, catches a bid, alts don't suck (as much).

July 4: America celebrates birthday.

July 5: Older, wiser America embraces Steve Schwarzman Blackstone valuation ... [more]

Fri Jun 29

NL

Boards Post

EightTrack4 replied to the Last RoundUp board. 1:08 PM

Re: nke

victory lap
now go and do it again...and again...


Victory laps are fun but I actually do wonder if SBUX will be a similar setup, which is why I brought it up. Maybe that's the next "Again."

Never [more]

NL

Boards Post

EightTrack4 replied to the Last RoundUp board. 10:39 AM

Re: nke

nestedlogit wrote in early Jan 2018:

some signs that poor results in NA that have been a drag on performance may turn around this Q or probably the next

international has been strong, and their greater scale means they can
[more]

Tue Jun 26

NL

Boards Post

EightTrack4 replied to the Stereo 8 board. 12:10 PM

Re: DIS - Fox at any cost

However, I don't know much about homebuilders. Tell me why I shouldn't consider the sector generally, or LEN specifically.

I don't know much about homebuilders myself but here's my 2 cents.

The knock against [more]

Tue Jun 19

Wed Jun 13

NL

Boards Post

EightTrack4 posted to the Deranged Monkey Criticism board. 10:27 AM

Cal Turner Jr. Dollar General

http://ritholtz.com/2018/06/transcript-dollar-general-cal-tu...

Barry Ritholtz interviews one of the family founders of Dollar General. Some interesting [more]

Tue Jun 12

NL

Boards Post

EightTrack4 replied to the Stereo 8 board. 1:59 PM

Re: Continued Misunderstanding of Alts

Given the nature of the company, that type of analysis is just misguided. A Q1 y-o-y decrease in revenue or net income is nearly meaningless. It just doesn't give you a good idea of the trend, and it certainly doesn't mean "financial [more]

Sun Jun 3

NL

Boards Post

EightTrack4 replied to the Stereo 8 board. 10:10 AM

Re: Alt Conference Presentations

I enjoyed ARES's presentation. The C-Corp conversion made a lot of sense for them, and I generally like their capital allocation plan. Unlike KKR, they continue to pay a significant dividend (formerly distribution). They also have a pretty [more]

Thu May 24

NL

Boards Post

EightTrack4 replied to the Stereo 8 board. 11:15 AM

Re: XPEL

Appreciate the kind words. Answers to GnV's and earslookin's questions below:

(1) The volume yesterday was a large multiple of typical volume. The stock had been trading say $20K a day, and yesterday trades many hundreds of [more]

Wed May 23

NL

Boards Post

EightTrack4 replied to the Stereo 8 board. 7:18 PM

Re: XPEL

There are a lot of moving parts to XPEL; it should be noted that it's a grey market microcap listing in the USA and trades on the Canadian TSX Venture Exchange in Canada. It trades in USD in Canada (it's weird, yes.) ...

End
[more]

Mon May 21

NL

Boards Post

EightTrack4 replied to the Stereo 8 board. 2:25 PM

Re: APO Investor Days

An unusually big move in APO. The market must have liked our posts.

Hohum's reply tomorrow will knock it back down :)

ET

NL

Boards Post

EightTrack4 replied to the Stereo 8 board. 1:19 PM

Re: APO Investor Days

1) Because of Leon Black's "we're selling everything not nailed down" APO entered 2015 with near-term potential distributable carry income. Not a surprise but it has taken a bit longer to rev up the distributions than I would [more]

NL

Boards Post

EightTrack4 replied to the Stereo 8 board. 9:29 AM

Re: APO Investor Days

It has been about 3 1/2 years since the APO 2014 investor day (December 2014 - Sept 2014 numbers). I thought I'd go back and see how things have come along. If they failed on the projections they made in 2014, why should I trust current and [more]

Fri May 11

NL

Boards Post

EightTrack4 replied to the Stereo 8 board. 11:36 AM

Re: If you had new money today

If you had new money today, how would you allocate it? Let's assume that you had new money today. The amount is significant enough that keeping it in cash would significantly increase your cash position above what you believe would like. [more]

Thu May 3

NL

Boards Post

EightTrack4 replied to the Stereo 8 board. 6:41 PM

Re: Net Cash/Investment Per Share for OAK

this is minor and not worth pondering very much, but while we as owners are unhappy - after all, we want more and more profit and the best way to do that is large increases in flows - if you are an OAK client it all sounds just right - they [more]

NL

Boards Post

EightTrack4 replied to the Stereo 8 board. 11:46 AM

Re: KKR does the ARES

Why didn't APO get a joke? Are they just not funny?

I'm still recovering from playing the Leon Black "Idiosyncratic" drinking game. Too sick to jest.

ET

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Boards Stats & Trivia

Big red star, 1000 posts Old School Fool
Board Posts 2779
Recs Received 10824
People who have rec'd these posts 1172
Recs to Posts Ratio (last 30 days) N/A
Threads Started 318
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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 83.09 %
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