EightTrack4

John Jacob Jingleheimerschmidt

EightTrack4’s Activity

Sat Apr 12

NL

Boards Post

EightTrack4 replied to the Value Hounds board. 8:19 PM

Re: Dare to be great

Regarding OAK, what is involved in owning shares of an LLC? Is it a lot of work/paperwork at tax time? Tax time is already unpleasant enough...

As Hohum777 stated, you will receive a K-1 from Oaktree.

Last year Oaktree [more]

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Boards Post

EightTrack4 replied to the Value Hounds board. 7:40 PM

Re: momentum losing momentum

I do agree he wasn't addressing these specifically, but it seemed like his comments can be applied rather broadly and it answers the nagging question of why momentum stocks can become horrible investments as they go mainstream. [more]

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Boards Post

EightTrack4 replied to the Value Hounds board. 3:29 PM

Re: momentum losing momentum

Not sure what this can do to shape the individual investor --maybe you all have some conclusions about early adoption, investing in the unloved and outperformance?

If you would allow me a moment of presumption and perhaps arrogance, [more]

Fri Apr 11

NL

Boards Post

EightTrack4 replied to the Deranged Monkey Criticism board. 2:42 PM

Re: Oh No! Another Amazon Post

Moving into that over-55 Active Adult Community too??

Ha ha ha.

Yes, Nevada has a number of over-55 Active Adult Communities.

No, Sun City EightTrack is not in the near future.

However, given that April [more]

Thu Apr 10

NL

Boards Post

EightTrack4 replied to the Deranged Monkey Criticism board. 11:02 PM

Re: Oh No! Another Amazon Post

Do you live in Vegas? Have you seen the Downtown Project?

I live in a boring city full of dull people near Las Vegas.

Technically The Strip is located in unincorporated Clark County; the City of Las Vegas is a smallish [more]

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Boards Post

EightTrack4 replied to the Value Hounds board. 9:07 PM

Re: Stillwater - BBSI

The company will report a loss as it always does in this quarter. I will be watching for growth in revenues, what they say about forward growth, client add etc. I see no reason why their strong past growth should not continue. On a longer term [more]

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Boards Post

EightTrack4 posted to the Deranged Monkey Criticism board. 7:22 PM

Oh No! Another Amazon Post

Mr. Bezos released his annual shareholder letter today. A few interesting nuggets:

[more]

Wed Apr 9

NL

Boards Post

EightTrack4 replied to the Deranged Monkey Criticism board. 5:30 PM

Re: Advisory Fees?

I don't mean to sound ignorant but is there any actual evidence that alternatives do better than - alternatives? Not anecdotal evidence from specific funds but what are the structural basis for making these better than - say - an index? [more]

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Boards Post

EightTrack4 replied to the Deranged Monkey Criticism board. 2:38 PM

Re: Advisory Fees?

I'm somewhat skeptical that we will see a massive switch from percent of AUM to retainer based fees. I think larger accounts do take more work simply because they can be more demanding on your time. Also the retainer based fees don't work for [more]

Sun Apr 6

NL

Boards Post

EightTrack4 replied to the Deranged Monkey Criticism board. 12:51 PM

Re: Rotating Speculation

I agree this is not yet as bad as 1999. I had no internet companies by the way and was largely in fixed income at the time. But we are getting there...

[more]

Fri Apr 4

NL

Boards Post

EightTrack4 replied to the Deranged Monkey Criticism board. 4:18 PM

Re: omg Dan Loeb!!1!!

Beyond the compensation levels themselves, the CEO’s perquisites are throwbacks to a bygone era. He receives a $25k annual personal automobile allowance, his country club dues are paid for, and his financial planning fees are covered by [more]

NL

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EightTrack4 replied to the Deranged Monkey Criticism board. 3:18 PM

Re: My Visit to Wonderland

3. REITS - Sounds like Inland America. Here is a note I had with a client today.

The untraded REITs are a disaster.

An elderly friend of the family, now deceased, cashed out all his mutual funds (Janus) after they [more]

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EightTrack4 replied to the Deranged Monkey Criticism board. 1:42 PM

Re: My Visit to Wonderland

*How often do you meet with clients? A LOT. A LOT. Once client calls him almost every day, sometimes multiple times a day - it is driving him crazy ("about to pull my hair out")

[more]

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EightTrack4 posted to the Deranged Monkey Criticism board. 12:29 PM

Earnings!

Earnings! I guess they matter. Who would have thunk it?

http://www.bespokeinvest.com/thinkbig/2014/4/3/no-earnings-b...

Bespoke published a [more]

Sat Mar 29

NL

Boards Post

EightTrack4 replied to the Value Hounds board. 2:14 PM

Re: Sticker Shock

Where are you guys getting the complete list of holdings? From SEC filings or somewhere at the website?

From the Fool Funds website ... below is the link to their Great American Fund holdings. Click on "All Holdings" to [more]

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Boards Post

EightTrack4 replied to the Value Hounds board. 11:02 AM

Re: Sticker Shock

This fund can't be managed by the Gardner brothers. There is no Amazon (AMZN), Netflix (NFLX), 3D Systems (DDD), or Middleby (MIDD), or LinkedIn (LNKD) among its holdings - I want my money back ;)

[more]

Thu Mar 27

NL

Boards Post

EightTrack4 replied to the Deranged Monkey Criticism board. 3:11 PM

Re: apparel retailers

fwiw, any exchange where I appear to be disagreeing with roark ought to be thrown into the wastebasket - my portion at least!

No, not true at all! Your points are quite valid. Admittedly the thread I linked to contrasts Martian2003 [more]

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Boards Post

EightTrack4 replied to the Deranged Monkey Criticism board. 1:36 PM

Re: Investor meeting presentation... feedback welcom

A few thoughts:

1) Your slide deck is aesthetically challenging. You want the look of your presentation to reinforce your argument, not distract from it. The black and white theme is amateurish.

Your website has a colorful top bar [more]

Wed Mar 26

NL

Boards Post

EightTrack4 replied to the Hohum's RollerCoaster Ride board. 10:40 PM

Re: Mar 2014

I realize REED seem to be having micro-cap inexperience issues. But the results themselves were not as ugly as the ensuing price whack. Revenue actually went up. I realize cash went down, but they were trying something quite aggressive with the [more]

NL

Boards Post

EightTrack4 replied to the Deranged Monkey Criticism board. 5:24 PM

Re: apparel retailers

None of this is really new, but the internet has perhaps changed everything, cause it creates enduring doubt as to whether a decline is cyclical or permanent - esp. on the edges.

The trials and tribulations of retail in general and [more]

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Boards Stats & Trivia

Big red star, 1000 posts Old School Fool
Board Posts 1787
Recs Received 7663
People who have rec'd these posts 1091
Recs to Posts Ratio (last 30 days) 7.60
Threads Started 211
Threads Started Percentage 11.81 %
Most Frequent Board Liquid Lounge
Very First Post Only fear is AXA itself... (2/5/2001)
Percentage of Posts Rec'd 80.92 %
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