EightTrack4

John Jacob Jingleheimerschmidt

EightTrack4’s Activity

Yesterday

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Boards Post

EightTrack4 replied to the Deranged Monkey Criticism board. 7:01 PM

Re: I am presenting an investment conference ton

Our revised handout is located at this link. We had 50 non-staff attendees. Of the attendees, 38% were not clients.


[more]

Fri Dec 19

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EightTrack4 replied to the Deranged Monkey Criticism board. 1:52 PM

Re: Oil Play for Dummies

it is a different way of managing money
I'm not smart enough for sum of parts type analysis like they do
my first instinct is to rebel when I see things like that
not a positive - just reality


Obviously the old fallback [more]

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EightTrack4 replied to the Deranged Monkey Criticism board. 12:37 PM

Re: Oil Play for Dummies

I looked at the top 10 for that fund (Small Cap Ops) and 4 was Jarden (JAH) which has done incredibly well for them.

But....it is hard to muster the energy to look a lot further. Or...when did it get this hard?


JAH is a [more]

Thu Dec 18

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EightTrack4 posted to the Stereo 8 board. 4:04 PM

Oil: Nobody Knows Nothing

http://fivethirtyeight.com/features/the-conventional-wisdom-...

From a former WSJ reporter:

In July 2008, my Journal colleague [more]

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EightTrack4 posted to the Deranged Monkey Criticism board. 2:35 PM

Oil Play for Dummies

Just purchased a dink of Texas Pacific Land Trust. TPL may be a good Oil Play for Dummies because the nature of the business is so straight-forward.

[more]

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EightTrack4 replied to the Stereo 8 board. 12:17 AM

Re: declines in business investment and PE

a recurring theme is finding sectors or niches where access to capital or willingness to invest is limited due to structural factors of different kinds. The alternative managers' better risk assessment tools and their large pools of capital, [more]

Wed Dec 17

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EightTrack4 replied to the Deranged Monkey Criticism board. 10:48 PM

Re: Investing approach

When Warren Buffett loaded up on Coca-Cola, the P/E was 18 and the ROE was 40%. What you should do is look for companies whose P/Es are low in relation to their ROEs. The lower the P/E, the less Mr. Market thinks of the company's future [more]

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EightTrack4 replied to the Stereo 8 board. 6:18 PM

Re: declines in business investment and PE

The alternative managers' better risk assessment tools and their large pools of capital, combined with their ability to invest long-term as their assets under management are locked up in long-term agreements, allow them to enter these markets [more]

Tue Dec 16

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EightTrack4 replied to the Deranged Monkey Criticism board. 8:12 PM

Re: Russia

(see my unwritten 40 page post on how the world will eventually view Germany's inflation phobia of the last four years as one of the most damaging economic acts in history, and that's only if the consequences don't get much worse from here; number [more]

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EightTrack4 replied to the Deranged Monkey Criticism board. 7:11 PM

Re: Russia

Turkey was under severe stress early in the year with currency depreciating significantly. Then the central bank came out with a bazooka and essentially doubled the interest rate. At the time, I thought it would wreak the domestic economy and [more]

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EightTrack4 replied to the Deranged Monkey Criticism board. 1:22 PM

Re: I heart Gundlach

http://www.forbes.com/sites/schifrin/2014/11/05/jeffrey-gund...

From Forbes [emphasis added]:

Original backer Oaktree Capital, which has [more]

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EightTrack4 posted to the Stereo 8 board. 1:30 AM

Knowledge is Power, Except When It Isn't

I take pride in doing research. It gives me confidence to a) invest, b) hold the position, and c) increase the position or liquidate as the story changes.

Perhaps it is not a surprise that I am impressed by others with "deep [more]

Mon Dec 15

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EightTrack4 replied to the Stereo 8 board. 6:30 PM

Re: Cruise lines

There seems to be an industry push to improve return on invested capital. These ships are incredibly expensive and require extensive debt loads.

** I like the fact that one can "see" new capacity ahead of time.

** Reminds [more]

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EightTrack4 posted to the Stereo 8 board. 1:46 PM

Accidental High Yield Investor Flu

[One of the benefits of the this board is to record my thoughts about specific stocks or market events in real-time. Thereby I generate a permanent example of the mind-blowing foolishness of my investing approach. Unrelated tangents, incomplete [more]

Sat Dec 13

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Boards Post

EightTrack4 replied to the Stereo 8 board. 2:53 PM

Re: Cruise lines

Will have more to say later but this weekend's Barrons caught my eye:

[more]

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EightTrack4 replied to the Hohum's RollerCoaster Ride board. 11:19 AM

Re: Yes, It's Frozen Over

So what made you think the FRO share price would stay in the sub-$1.50?

I wish FRO would stay sub-$1.50 (until I learned more about FRO) but I have no reason to think it would. My investing "Spidey-Sense" tells me FRO is [more]

Fri Dec 12

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Boards Post

EightTrack4 replied to the Hohum's RollerCoaster Ride board. 11:55 PM

Re: Yes, It's Frozen Over

So ET, what do you say about your SECOND complete day of FRO ownership? Bet you wish it was more than 10 basis points now :)

"Honestly no," he said with the Bill Belichick full-on grumpy man face.

I try to be [more]

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Boards Post

EightTrack4 replied to the Stereo 8 board. 3:57 PM

Re: Cruise lines

Great first post. I really enjoy your commentary. Below are some thoughts and further questions, if you're interesting in pursuing this further.

BTW, I agree that the cruise industry is interesting. Here is a link to market share stats on [more]

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