Garranova’s Activity

Yesterday

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Boards Post

Garranova replied to the Berkshire Hathaway board. 12:30 AM

Re: Is the market overvalued

That sentence was probably first written in Hittite or Akkadian.

I think Indy was looking for some Mesopotamian Graham tablets before he was distracted by the Nazis in the Last Crusade movie.

kidding aside, I would love to [more]

Thu Jul 24

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Boards Post

Garranova replied to the Falling Knives board. 3:13 PM

Re: FKA: ANGI

Maybe when I become a homeowner that will change.

This is what we did when we purchased our home 2 years ago. I think I signed up for a year of membership and I canceled on the first day that I could.

They weren't the most [more]

Mon Jul 14

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Boards Post

Garranova replied to the Berkshire Hathaway board. 12:58 AM

Re: Book review by Gates

This blog post has links to four chapters to get started. As Gates says, the linked Piggly Wiggly article describing the founder's attempt at a short squeeze is a real page turner.

Also interesting is the protagonist's attempts at [more]

Tue Jul 8

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Boards Post

Garranova replied to the Value Hounds board. 11:37 PM

Re: Samsung

60% of Samsung's revenue is in mobile, so it leans as heavily on the smartphone market as Apple does on the iPhone.

The difference between Apple and Samsung, though, is that Samsung has lots of competition on the low end, especially in [more]

Sat Jul 5

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Boards Post

Garranova replied to the Value Hounds board. 7:22 PM

Re: Why Valeant lusts after Allergan

MonsterFluff,

Why do you think the acquisitions will stop? Can't they just keep buying and buying, rolling over that debt?

Wed Jul 2

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Boards Post

Garranova posted to the Deranged Monkey Criticism board. 2:39 PM

GoPro

It's been so jumpy that it is somewhat useless to put numbers down here and be able to rely on them as they will change in a few minute. Right now my trusty iPhone app says P/E of 110 and a market cap of 5.4B.

Revenues over the last 3 years, [more]

Wed Jun 25

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Boards Post

Garranova replied to the Deranged Monkey Criticism board. 2:04 PM

Re: The Irish sweepstakes continues...

I wrote up my amazing dinner there over at twoplustwo, I'll copy and paste it later if anyone is interested.


Naj - yes, please post.

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Boards Post

Garranova replied to the Deranged Monkey Criticism board. 12:21 AM

Re: The Irish sweepstakes continues...

I've decided to incorporate myself and count only my savings as income. This is going to be a tough year as most of my revenue goes to living expenses, and then whatever we actually save will likely be spent on an anniversary dinner at Robuchon's [more]

Tue Jun 24

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Garranova replied to the Deranged Monkey Criticism board. 2:03 PM

Re: The Irish sweepstakes continues...

The government kept $558.04, or almost 56% effective tax rate to the equity owners of Exxon.

I think the vast majority of Americans would agree that is an ludicrously high rate.


That is a touch on the high side. Double [more]

Mon Jun 23

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Garranova replied to the Deranged Monkey Criticism board. 5:56 PM

Re: The Irish sweepstakes continues...

I think the corporations are not paying their share of taxes. The government revenue burden are being shifted more and more to individuals. This is unsustainable and the notion that somehow lower tax will result in increased collection is just a [more]

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Garranova replied to the Deranged Monkey Criticism board. 1:21 AM

Re: OT: World Cup

You must be a citizen. If nations are willing to give you citizenship, then you can play. Some players have dual citizenship (usually because mother and father are from different nations) and have tough decisions to make. Diego Costa could've played [more]

Wed Jun 18

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Boards Post

Garranova replied to the Value Hounds board. 1:19 PM

Re: House of cards...

Pearson asks us to believe his EPS comes from product that is expense free. The drug fairy left them under his pillow yeah that's the ticket

Aren't they setting up what amounts to a generic with a little extra juice because they might [more]

Sun Jun 15

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Garranova replied to the Value Hounds board. 8:17 PM

Re: Poll: The Value of Information

Airbnb, dude.

Everyone thinks websites are cheap to startup and operate. In truth websites are a big headache. Use the platforms that are already out there unless you are building something with 20+ rooms.

Sat Jun 14

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Boards Post

Garranova replied to the Deranged Monkey Criticism board. 1:31 AM

Re: Lulu weak

In short, why do I care about RoE once I've bought the shares, as long as EPS keeps going up?

Ha! you don't until the stock is in the gutter because of margin contraction which is usually not acceptable for these type of stories, and [more]

Mon Jun 2

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Garranova replied to the Falling Knives board. 7:05 PM

Re: Coal Companies

No politics here, please.

Just make money.

Btw - my greatest investment ever was a company that went bankrupt. USG turned into a 20-bagger.

Granted that was a unique bankruptcy.

Maybe the coal biz will offer some [more]

Thu May 8

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Garranova posted to the Value Hounds board. 4:28 PM

PV does not equal photovoltaic

It stands for present value, and I think Solar City wants us to believe its 20-year leases will bring in enough over time to justify its current market cap.

Will the leases bring in enough? I have to admit that much of their business is just [more]

Sun May 4

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Garranova replied to the Berkshire Hathaway board. 3:03 AM

Re: crickets and tumbleweeds

- .... . -.-- .----. .-. . / .- .-.. .-.. / -.. .-. ..- -. -.- / --- -. / -.. .. .-.. .-.. -.-- / -... .- .-. ...

Fri May 2

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Boards Post

Garranova replied to the Falling Knives board. 12:16 AM

Re: FKA: AFSI

A big thanks to Jordrok for posting this idea. A nice little 35% gain in 4 months plus divvies.

Tue Apr 29

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Boards Post

Garranova replied to the Value Hounds board. 10:32 AM

Re: Coach - losing it in NA

Coach is an outlet mall queen. Brand is probably ruined. Michael KORS is also in the outlets so I'd be surprised if KORS isn't unseated by another brand. At some point. KORS is still hot hot hot.

China can probably carry both for [more]

CAPS Stats & Trivia

CAPS Player Rating 86.91
Player Rank 9819 out of 74997
Score 520.15
Score Change Today +0.89
Accuracy 67.42%
Active Picks 16
Total Picks 95
Best Pick OII (+233.46)
Worst Pick IKAN (-140.09)
Average Score per Pick 5.48
Charms Earned 9
Highest Rated Favorite JSergeant
Go to Garranova’s CAPS page

Boards Stats & Trivia

Three stars, 500 posts Old School Fool CAPS All Star
Board Posts 576
Recs Received 1086
People who have rec'd these posts 499
Recs to Posts Ratio (last 30 days) N/A
Threads Started 138
Threads Started Percentage 23.96 %
Most Frequent Board Berkshire Hathaway
Very First Post Stock Advisor vs HG and RB (2/23/2005)
Percentage of Posts Rec'd 55.73 %
Show Garranova’s 10 Latest Posts