Garranova’s Activity

Fri Aug 15

NL

Boards Post

Garranova replied to the Value Hounds board. 11:22 AM

Re: lo Pollos Hermanos nod from Cramer

You can't ignore McDonald's help in guiding Chipotle through its early growth phase. Chipotle and Noodles and Company both started in the Denver area, Chipotle only 3 years before Noodle.

But Chipotle has 4x the number of restaurants as [more]

Fri Aug 8

NL

Boards Post

Garranova posted to the Falling Knives board. 2:53 PM

FKA: NES

Ugh. I keep hoping this turns into a nice shale play but stocks don't rise on hope alone. They've brought in a lot of experience from Halliburton and others. Their thesis makes sense to me - trucks+pipelines = great service business on the oil patch. [more]

Thu Aug 7

NL

Boards Post

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

Re: China bubble?

Wonder if buying high in China (any asset - stocks, real estate, etc) will still be okay if you wait long enough or if you dollar cost average.

I've already forgotten 2008/2009...

Sun Aug 3

NL

Boards Post

Garranova replied to the Value Hounds board. 4:17 PM

Re: Daily Quiz Question (OT)

Is Connecticut on the list?

NL

Boards Post

Garranova replied to the Deranged Monkey Criticism board. 4:49 AM

Re: Poll: Who wants to be the first

A decision hurting capitalistic stockholders in Gazprom wouldn't phase him for a second if he saw short term personal gain.

Couldn't Putin be just as likely to enact something to benefit Gazprom rather than hurt it [and its [more]

Mon Jul 28

NL

Boards Post

Garranova replied to the Falling Knives board. 6:07 PM

Re: AMZN

And yet, at current revenues, a very small nudge of the profit needle would produce very substantial returns, far more so than before they did all this growth.

I agree.

However, is Bezos the type of guy to make this nudge? [more]

Sun Jul 27

NL

Boards Post

Garranova replied to the Falling Knives board. 9:35 PM

Re: AMZN

Why is AWS a great business?

I'm curious as to this as well. I am a non-techie, so please forgive my ignorance. For folks in the tech industry is it just a no-brainer that AWS is better than the competition?

NL

Boards Post

Garranova replied to the Value Hounds board. 7:46 PM

Re: Netflix to Alpha Centauri and Beyond

KitKat,

One of the things I like about your Netflix write-ups is how you've changed your opinion of them over time. You're not quite as hard on them as you used to be.

I can't quite pinpoint what the crux of your skepticism was 4 [more]

Fri Jul 25

NL

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

NL

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

NL

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

NL

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

NL

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

NL

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

NL

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.

NL

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

NL

Boards Post

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

NL

Boards Post

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]

NL

Boards Post

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

NL

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]

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CAPS Stats & Trivia

CAPS Player Rating 87.52
Player Rank 9368 out of 75021
Score 565.63
Score Change Today -1.01
Accuracy 67.42%
Active Picks 16
Total Picks 95
Best Pick OII (+229.71)
Worst Pick IKAN (-142.72)
Average Score per Pick 5.95
Charms Earned 9
Highest Rated Favorite JSergeant
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Boards Stats & Trivia

Three stars, 500 posts Old School Fool CAPS All Star
Board Posts 584
Recs Received 1094
People who have rec'd these posts 500
Recs to Posts Ratio (last 30 days) N/A
Threads Started 139
Threads Started Percentage 23.80 %
Most Frequent Board Berkshire Hathaway
Very First Post Stock Advisor vs HG and RB (2/23/2005)
Percentage of Posts Rec'd 55.82 %
Show Garranova’s 10 Latest Posts