GrowthnValue’s Activity

Fri Nov 21

NL

Boards Post

GrowthnValue replied to the Berkshire Hathaway board. 4:59 PM

Re: Wonder if WEB is bailing on IBM

It's a little scary/exciting that the next 13F, as soon as it comes out, from Berkshire will essentially dictate the IBM stock price (unless there are credible leaks beforehand.)If Buffett is buying more, IBM will shoot up.

I agree [more]

Sat Nov 15

NL

Boards Post

GrowthnValue replied to the Deranged Monkey Criticism board. 11:56 AM

Re: OAK distribution

WigglyPiggly,

Did you have that conversation with EightTrack? Any interesting OAK insights you would care to share?

Not sure if you saw it, but there was a recent article on the company over at Seeking Alpha.

GnV

Fri Nov 14

NL

Boards Post

GrowthnValue replied to the Berkshire Hathaway board. 11:00 AM

Re: Who thought of Duracell?

Per today's WSJ, Mr. Combs was the one who reached out to P&G's bankers with a proposal for a deal. Doesn't say if he was the one who came up with the idea.

Sun Nov 9

NL

Boards Post

GrowthnValue replied to the Jim Royal board. 1:13 PM

Re: Some musings on EXETF

In their Q3 presentation they show that in May 2013 they entered exclusive negotiations with Formation.

Yep. They were in exclusive negotiations with a single buyer for too long. Even worse, it was a private equity/financial buyer, [more]

Sat Nov 1

NL

Boards Post

GrowthnValue replied to the Deranged Monkey Criticism board. 10:24 AM

Re: OAK distribution

ET & WiggPigg,

I was interested in some OAK discussion here. If there is anything interesting from your conversation that you would like to post on the board, it would be appreciated.

This may be an oversimplification, but I [more]

Sat Oct 4

NL

Boards Post

GrowthnValue replied to the Value Hounds board. 8:40 AM

Re: Mattel - capitulation?

NSRGY - Nestle

I have been curious about Nestle with the recent price weakness, but haven't started looking into it closely. As an initial matter, I don't understand the exchange rate implications or the tax withholding well [more]

Wed Sep 24

NL

Boards Post

GrowthnValue replied to the Markel Corporation board. 8:16 PM

Re: Open this thread in 2024

Inflation - 3%/yr
MKL BV CAGR - 13%
BRK BV CAGR - 10%

I'll also predict that both MKL and BRK will trade at 1.6 times BV sometime in the years 9 to 11.

Sat Sep 13

NL

Boards Post

GrowthnValue replied to the Berkshire Hathaway board. 8:56 PM

Re: Buybacks - The Economist gets it wrong

I don't see how buybacks are detrimental to the selling shareholder under any circumstances, including when done well under intrinsic value. The shareholder's decision to sell is independent of management's action. The shareholder is going to sell [more]

NL

Boards Post

GrowthnValue replied to the Markel Corporation board. 10:26 AM

Re: Interview, MV Revenue Run Rate

Having some trouble figuring out Markel Ventures. As you note, Mr. Gayner is talking about $1 billion run rate revenues and double-digit EBITDA. With a $9 billion market cap for the whole company, it seems like Ventures is starting to reach a point [more]

Tue Aug 26

NL

Boards Post

GrowthnValue replied to the Markel Corporation board. 9:15 PM

Re: Miss?

It used to be that real interest rates were materially positive.

If a firm is using investment leverage, isn't the magnitude of the interest rate also important, if not more important? For example, if a company has significantly more [more]

Mon Aug 18

NL

Boards Post

GrowthnValue posted to the Berkshire Hathaway board. 7:34 PM

OT: GLRE AND TRPE

Anyone own either of these insurers with famous investors (GLRE -Einhorn; TRPE -Dan Loeb)?

I think GLRE might be interesting. Some positives are that it is trading around book; The investments are managed by Einhorn, who has a great record; [more]

NL

Boards Post

GrowthnValue posted to the Berkshire Hathaway board. 7:23 PM

Accumulators

There has been some talk of selling lately on the board. I am wondering what the accumulators are doing? The size and strength of the business coupled with the unusual 1.2 buy back make BRK pretty unique and I am wondering if there are any [more]

CAPS Stats & Trivia

CAPS Player Rating < 20
Player Rank 67362 out of 75055
Score -2023.07
Score Change Today +21.68
Accuracy 45.08%
Active Picks 103
Total Picks 124
Best Pick WNR (+780.33)
Worst Pick DPZ (-638.47)
Average Score per Pick -16.32
Charms Earned 11
Highest Rated Favorite Griffin416
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Boards Stats & Trivia

One star, 50 posts
Board Posts 120
Recs Received 105
People who have rec'd these posts 66
Recs to Posts Ratio (last 30 days) N/A
Threads Started 19
Threads Started Percentage 15.83 %
Most Frequent Board Mechanical Investing
Very First Post Best Hedges (2/11/2011)
Percentage of Posts Rec'd 40.00 %
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