Garranova’s Activity

Wed Sep 10

NL

Boards Post

Garranova replied to the Deranged Monkey Criticism board. 4:59 PM

Re: GoPro

I was hoping they'd sell 1 million units in Q2, but they came in at 854k. Stock dropped down to around $38 after conference call in early August but in the month since they are up 75%!

Product is fantastic, name brand is tops. You really [more]

NL

Boards Post

Garranova replied to the Deranged Monkey Criticism board. 2:33 PM

Re: amazon.com

Maybe, but we all know acc'tg profits are a fiction, and economic returns eventually go to zero. For a growth investor, I guess it just comes down to: a) Who has the largest runway, b) do you trust the CEO?

Yup.


Me: [more]

Tue Sep 9

NL

Boards Post

Garranova replied to the Value Hounds board. 6:33 PM

Re: Is the Shiller CAPE So High?

Isn't Shiller CAPE based on previous 10 years of earnings? 07,08,09 would be very depressed compared to today's earnings, so today's equity prices would look dramatically when set against those earnings. Even averaging in the other years it still [more]

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Boards Post

Garranova replied to the Deranged Monkey Criticism board. 6:25 PM

Re: amazon.com

How long did MCI, Sprint, various cable firms exist before making their first profit? Comcast had to be negative for a while. US Cellular/AMT? All build-out no revenue. WYNN public before any revenue.

All of these examples have an [more]

Sat Sep 6

NL

Boards Post

Garranova replied to the Berkshire Hathaway board. 4:59 AM

Re: Tesla

If the cash is not needed, why "build it" just to have it - especially by issuing new shares? If cash is needed, THEN issue and sell more shares.

This is exactly the time when you build a cash hoard: when you don't need it. [more]

Fri Sep 5

NL

Boards Post

Garranova replied to the Value Hounds board. 1:23 AM

Re: the everlasting Portfolio Update

Did consumers get bored with the Coach look and/or is the brand so cheapened by promotional sales and outlets that they lost their customers through incompetence and poor judgment?

Yes. Expansion away from handbags into lifestyle was [more]

Mon Sep 1

NL

Boards Post

Garranova posted to the Value Hounds board. 11:14 PM

Valeant per Sequoia

http://www.sequoiafund.com/Reports/Transcript14.pdf

They're comparing Valeant CEO Mike Pearson to Tom Murphy (The CapCities legend) Here's an excerpt:

Bob [more]

Sun Aug 31

NL

Boards Post

Garranova replied to the Value Hounds board. 2:38 PM

Re: Secular stagnation

(investors in "investment-grade" corporate debt and Treasuries, OTOH, aren't really enjoying the current situation...).

This depends on what sort of investor. Income investors, as you say, are not enjoying things. But [more]

Fri Aug 29

NL

Boards Post

Garranova replied to the Deranged Monkey Criticism board. 5:58 PM

Re: FL paradox

<.i>Course, you would think eventually NKE would run their own stores but why bother with this setup.

I just think it is hard.

Nike has over 800 stores but most of those are those factory stores. I believe they have around 30 [more]

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]

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CAPS Stats & Trivia

CAPS Player Rating 86.16
Player Rank 10387 out of 75038
Score 487.11
Score Change Today +7.03
Accuracy 67.42%
Active Picks 16
Total Picks 95
Best Pick OII (+208.90)
Worst Pick IKAN (-142.66)
Average Score per Pick 5.13
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 593
Recs Received 1109
People who have rec'd these posts 500
Recs to Posts Ratio (last 30 days) N/A
Threads Started 140
Threads Started Percentage 23.61 %
Most Frequent Board Deranged Monkey Criticism
Very First Post Stock Advisor vs HG and RB (2/23/2005)
Percentage of Posts Rec'd 55.99 %
Show Garranova’s 10 Latest Posts