EightTrack4

John Jacob Jingleheimerschmidt

EightTrack4’s Activity

Fri Dec 15

NL

Boards Post

EightTrack4 replied to the Last RoundUp board. 2:12 PM

Re: tax rates?

count me in that camp :-)

I thought 10 year treasuries, if you had told me what's happened since 2009, would be maybe 4 to 5% by now. And stock prices much lower.


BTW, I didn't make the "And by pessimistic I [more]

NL

Boards Post

EightTrack4 replied to the Last RoundUp board. 1:12 PM

Re: tax rates?

know it is just a WAG, but do you really think so?
guess I'm thinking about the repeated comments to move the embassy in Israel to J. Something said but never intended - like the above. The idea of Obama siding with lower corporate rates
[more]

NL

Boards Post

EightTrack4 replied to the Last RoundUp board. 10:28 AM

Re: tax rates?

not to get into a political discussion, but if corporate tax rates are rolled back how long do you think it will last?

[more]

Tue Dec 12

NL

Boards Post

EightTrack4 replied to the Stereo 8 board. 2:31 PM

Re: Tax changes

Is there any chance we get a sell-the-news correction to the tax plan?

One never knows but a sell-the-news correction to the tax plan would certainly not be a surprise. Indeed, the simplistic approach I often see are analysts [more]

Mon Dec 11

NL

Boards Post

EightTrack4 replied to the Stereo 8 board. 9:50 PM

Re: Tax changes

Seems like this would affect the practice of having trading positions in things you own long-term.

It's a complication for sure but fairly manageable for many investors. Trading positions are best handled in tax-deferred [more]

Sun Dec 10

NL

Boards Post

EightTrack4 posted to the Stereo 8 board. 3:09 PM

Value & Growth Categorization Meh!

The Epoch boys produce a long winded article suggesting that one should look for FCF rather than growth or value.

Basically, Buffett suggested the same when he argued that growth and value are joined at the hip.

[more]

Sat Dec 9

NL

Boards Post

EightTrack4 replied to the Stereo 8 board. 8:55 PM

Re: Leon Black on C-Corp and other things

Question for ET? What about growth in carry income? I still like carry income. I am not sure how carry income is going to progress given that: (a) the market likes it less, and the alts may be focusing on it less; and (b) PE is more capital [more]

Fri Dec 8

NL

Boards Post

EightTrack4 replied to the Stereo 8 board. 2:16 PM

Re: Leon Black on C-Corp and other things

Finally, I think it only makes sense that the alts are raising money on good terms. Fundraising lots of money and getting good terms goes together. If there is good demand and you are able to raise a lot of money, you don't do big discounts. [more]

Thu Dec 7

NL

Boards Post

EightTrack4 replied to the Stereo 8 board. 2:20 PM

Re: Leon Black on C-Corp and other things

Excellent summary imo.

(1) According to the host, and Leon, the market remains focused on FRE. Accordingly, APO maintains a focus on FRE. Leon mentioned that PE (and incentive fees) are a great business, but perhaps not properly valued [more]

Tue Dec 5

NL

Boards Post

EightTrack4 replied to the Last RoundUp board. 8:10 AM

Re: dltr

In the history [of] every dominant country, culture comes to an end after 200 years

Oh. My. God. Come on now.

****

My apologies ... the response above was too harsh and undeserved. It does nothing to add to the [more]

Mon Dec 4

NL

Boards Post

EightTrack4 replied to the Last RoundUp board. 10:35 PM

Re: dltr

I don't understand why corporations deserve lower tax rate than individuals.

Hey, that's easy! When your tax rate is higher than France...

US corporations deserve lower statutory income tax rates because our rates [more]

Sat Dec 2

NL

Boards Post

EightTrack4 replied to the Stereo 8 board. 10:58 AM

Re: Alts subject to pass-through rate?

As the article notes, Victor Fleischer posted a lot of information about the Cornyn amendment on Twitter. Someone emailed me a link and unfortunately his initial posts were incorrect. To his credit, he noted his errors but by that time all the [more]

Thu Nov 30

NL

Boards Post

EightTrack4 replied to the Stereo 8 board. 10:32 PM

Re: BX Article and Flexible Investing Analysis

My main point is, I think it is a huge mistake as an investor two say that these are my 5 metrics and I'll blindly follow them. Likely not an issue for the posters here, but it seems common elsewhere for investors to try to jam every company [more]

Sat Nov 25

NL

Boards Post

EightTrack4 replied to the Last RoundUp board. 1:16 PM

Re: 2017 review

http://boards.fool.com/my-portfolio-at-the-end-of-nov-2017-3......

ok, what do you learn from this? +97%...


First, Saul is often thanked - and [more]

Tue Nov 21

NL

Boards Post

EightTrack4 replied to the Stereo 8 board. 9:36 AM

Re: RELY in big trouble

mind telling me how you found this?

FinTwit - you're not an investor Kool Kat these days without a Twitter account. I follow @BluegrassCap (16.6k followers) who retweeted the Skift article posted by NoiseReduction (@PPPMMMY). [more]

NL

Boards Post

EightTrack4 replied to the Stereo 8 board. 12:59 AM

Re: RELY in big trouble

There is no universal right and wrong - it depends on the investors's style - but given the same information and valuation I would not have cut PCLN if I truly believed PCLN to be one of the special, leading companies that I follow and a [more]

Tue Nov 14

NL

Boards Post

EightTrack4 replied to the Deranged Monkey Criticism board. 2:26 PM

Re: AMC

Oops!

I think I've confused AMC Entertainment with AMC Networks.

AMC Networks is attractive to Cooperman.

AMC Entertaiment is attractive to Baupost.

AMC cars are rusted out s***boxes.

At least one out [more]

NL

Boards Post

EightTrack4 replied to the Deranged Monkey Criticism board. 2:19 PM

Re: AMC

http://horizonkinetics.com/wp-content/uploads/Q3-2017-Commen...

AMC is a new value investing hotel ... not a bad thing.

Leon Cooperman also [more]

Fri Nov 10

NL

Boards Post

EightTrack4 replied to the Stereo 8 board. 6:33 PM

Re: OAK

I'm not aiming to make 20%/year and I'm not looking for some sort of hedge. I'm neither ambitious enough or clever enough for that. What I'm looking for is a margin of safety to making mid-high single digits per year with the [more]

NL

Boards Post

EightTrack4 replied to the Stereo 8 board. 4:54 PM

Re: OAK

The general rule with asset managers - of all stripes - is that asset growth is good, no asset growth is not good, and net asset outflows is bad.

With Oaktree we have a company that has maintained assets instead of growing them at the pace [more]

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Boards Stats & Trivia

Big red star, 1000 posts Old School Fool
Board Posts 2683
Recs Received 10584
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Threads Started 309
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Very First Post Only fear is AXA itself... (2/5/2001)
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