GrowthnValue’s Activity

Thu May 26

NL

Boards Post

GrowthnValue replied to the Stereo 8 board. 11:38 AM

Re: ARES

I haven't dived deeply into the American Capital deal, but I think that has to be mostly good for ARES being the management company here. More assets to manage = more fees.

I should add that the deal can't be a total loser. If [more]

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Boards Post

GrowthnValue posted to the Stereo 8 board. 11:35 AM

ARES

FWIW - I now have a limit order in for ARES. We may need a little bit of a minor market correction to get there, but it is a price I am comfortable with. No reason we won't see at least a minor correction here at some point and ARES's [more]

Sun May 22

NL

Boards Post

GrowthnValue replied to the Berkshire Hathaway board. 10:24 AM

Re: OT-Markel

Rationalwalk seems to have really stepped up his blog in recent days. Really great content over there. Maybe he will someday reconsider coming back to posting here.

I intend to hold MKL for a long time. So, I have mixed feelings about its [more]

Fri May 20

NL

Boards Post

GrowthnValue replied to the Berkshire Hathaway board. 6:50 PM

Re: Bear Market?

Apologies if this is a crazy question but does anyone out there think that we are in a bear market?

No.

I know we probably are not by the official definition but it sure kinda feels like one, no?

No. I don't [more]

Thu May 19

NL

Boards Post

GrowthnValue posted to the Stereo 8 board. 10:24 AM

WMT and BX

I know you are on break ET - hopefully for some good things.

Don't recall when the recent discussions on WMT were occurring on the Deranged Monkey board, but I imagine we are way behind on favoring BX v WMT at this point. Lots of time [more]

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Boards Post

GrowthnValue posted to the Stereo 8 board. 10:06 AM

APO Stock Price

For a while I thought that the APO stock price was trading down with oil. Then I thought it might be tied to financials. Now I am starting to think it simply trades in sympathy with whichever is going down or, if neither are going down, because of [more]

Tue May 17

NL

Boards Post

GrowthnValue replied to the Stereo 8 board. 1:56 PM

Re: O&G

Both bankrupt now. In this case, better to sell late than never. Believe I am a smarter investor now than when I bought these. Also, hopefully, a little better at selling.

I didn't follow much after I sold, but I was surprised by how little [more]

Fri May 13

NL

Boards Post

GrowthnValue replied to the Stereo 8 board. 7:26 AM

Re: Schwarzman cover story in Forbes

Not going out on a huge limb here, but I assume Mr. Schwarzman has a huge ego.

I know that carried interest has been talked about for years. So, it may not change in the near future. However, it wouldn't be a huge surprise if the law did [more]

Wed May 11

NL

Boards Post

GrowthnValue replied to the Deranged Monkey Criticism board. 1:41 PM

Re: Judge Nixes Staples+ODP

Given the changing landscape in the last year whatever concern remained should have evaporated

My wife even expressed surprise about this. Not sure what they were thinking here. I would guess that Staples is correct and they didn't [more]

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Boards Post

GrowthnValue replied to the Stereo 8 board. 9:43 AM

Re: ARES tomorrow

As a general matter, I don't like seeing that type of push in time frames. I would prefer a more conservative time frame to start and, if they beat it, great. They were pretty adamant about hitting the step-up by the end of 2016, so we'll see what [more]

Mon May 9

NL

Boards Post

GrowthnValue posted to the Stereo 8 board. 8:40 PM

ARES tomorrow

I don't own any, but would like to start a position at the right price. I am interested in whether this step-up in fees is going to happen this quarter.

One of the things I like about APO is the significant management fees compared to the [more]

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Boards Post

GrowthnValue posted to the Stereo 8 board. 9:20 AM

Apollo Squared

Looks like Apollo Education shareholders have now approved the buyout. Seems like this one could have been an interesting arbitrage situation. I did not investigate or consider such a trade, but the spread was pretty wide for a while. On the other [more]

Sat May 7

NL

Boards Post

GrowthnValue replied to the Stereo 8 board. 12:21 PM

Re: Other ET ideas

Again, as should be understood by all TMF participants, none of us have an obligation to update our posts and positions on these public boards.

Of course, agreed and seconded.

I know almost nothing about RELY or Concordia. [more]

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Boards Post

GrowthnValue replied to the Stereo 8 board. 9:42 AM

Re: Other ET ideas

Pulling a RockyRacoon and replying to my own post to link a thread on RELY:

[more]

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Boards Post

GrowthnValue posted to the Stereo 8 board. 8:53 AM

Other ET ideas

ET,

I read some comments about RELY and Concordia recently and wondered if you had any updated thoughts.

I know almost nothing about either of these companies. As I understand it, RELY is in the metals industry (aluminum). [more]

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Boards Post

GrowthnValue replied to the Stereo 8 board. 8:47 AM

Re: Growth of the Alt Managers

Thanks. Great read to start off my weekend.

I like the idea of OAK's new CEO. It makes sense to me to have someone to run the business side of things to take some of that onus off of the investment professionals. Someone dedicated to [more]

Fri May 6

NL

Boards Post

GrowthnValue posted to the Stereo 8 board. 1:49 PM

Growth of the Alt Managers

One of the selling points of the alt asset manager units is the growth of the companies. Each of OAK, BX and APO have shown tremendous growth over the last 5-10 years.

A few tailwinds are also generally discussed: (1) greater allocation to [more]

Thu May 5

NL

Boards Post

GrowthnValue posted to the Stereo 8 board. 2:22 PM

APO Earnings

Not the type of earnings report that will move the stock price upwards. The incentive income has simply dried up. 25 cents of DE; 25 cents of that from management fees and 1 cent from incentive income. Those numbers are correct and the unusual math [more]

Wed May 4

NL

Boards Post

GrowthnValue replied to the Markel Corporation board. 7:33 AM

Re: Anybody attend the Markel Brunch?

Thanks Maxthetrade. Appreciate the link.

Tue May 3

NL

Boards Post

GrowthnValue replied to the Stereo 8 board. 3:07 PM

Re: APOL pre-buyout price

As anyone reading this board probably knows, APO ended up raising their bid. Outbidding themselves, but apparently necessary to try to get the deal done. I don't have any stats, but imagine it is somewhat unusual. Usually you see these raised bids [more]

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CAPS Player Rating < 20
Player Rank 69738 out of 74878
Score -3184.46
Score Change Today -21.35
Accuracy 42.62%
Active Picks 101
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Boards Stats & Trivia

Two stars, 250 posts
Board Posts 468
Recs Received 392
People who have rec'd these posts 133
Recs to Posts Ratio (last 30 days) 0.80
Threads Started 116
Threads Started Percentage 24.79 %
Most Frequent Board Stereo 8
Very First Post Best Hedges (2/11/2011)
Percentage of Posts Rec'd 43.16 %
Show GrowthnValue’s 10 Latest Posts