Hohum777

Chris Mascarenhas

Hohum777’s Activity

Yesterday

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Boards Post

Hohum777 posted to the Macro Economic Trends and Risks board. 9:26 PM

Kremlin tightens on media

Founded by Pavel Durov, the Russian equivalent of Facebook is VKontakte. Durov was still CEO of the social media
company he founded. Over the last couple of years the Kremlin has made in-roads into buying up the company
and attempting to [more]

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Boards Post

Hohum777 replied to the Hohum's RollerCoaster Ride board. 9:07 PM

Re: Apr 2014

Falling a little behind in reporting this month
4/15
RGSE dipped under $3, so I nibbled in Trading ac

4/21
Nibbled on more RIG for DRIP ac
Nibble on NNA for Trading ac

4/23
Closed NGPC in Trading ac
Nibbled [more]

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Boards Post

Hohum777 replied to the Falling Knives board. 2:40 PM

Re: q1 letter

I did like the way you divided your approach into categories i.e. Generals, Special Situations. That was
helpful in understanding at least one, possibly major, motivation for make an investment.

I also liked the brief descriptions [more]

Tue Apr 22

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Boards Post

Hohum777 posted to the Value Hounds board. 11:14 PM

RIG Fleet status update

Decided to nibble on Transocean (RIG) over the last couple of weeks. At the tail end of last week, RIG
provided a fleet status update.
- Transocean Marianas, a rig that was idle previously, picked up a 4-well contract @ $370K/day. This is [more]

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Boards Post

Hohum777 replied to the Shipping News board. 9:51 PM

Re: GNK + Ch. 11

Wow!
Will BALT buy up the Fleet?


How do you see that happening?

--

Who could be next? EGLE?

A possibility. But if I recall correctly, EGLE's debt was sold at a discount by its lender.

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Boards Post

Hohum777 posted to the Foolish Elves - Acts of Kindness board. 9:38 PM

Southwest stewardess

The funny Southwest Airlines stewardess got to go on the Ellen show and was nicely rewarded

http://www.ellentv.com/videos/0-jcon5e6w/?autoplay=true

Mon Apr 21

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Boards Post

Hohum777 replied to the Living Below Your Means board. 9:35 PM

Re: A prepaid card that tracks expenses online?

Does anybody have any leads on this? I know I've seen you guys mention this at some point but searching
is a bit wonky still. Should I be posting this on the Credit Card & Consumer Debt board?


Watch out for the fees. I [more]

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Boards Post

Hohum777 posted to the Shipping News board. 9:06 PM

GNK + Ch. 11

Genco (GNK) files for Ch 11 Bankruptcy protection. Had been expecting this for quite some time.

[more]

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Boards Post

Hohum777 posted to the Humor and Urban Legends board. 4:19 AM

Super Mario Bros theme song ...

Super Mario Bros theme song played with wine glasses, two pencils and kitchen utensils--

[more]

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Boards Post

Hohum777 posted to the Hohum's RollerCoaster Ride board. 2:46 AM

DRIP ac

DRIP ac has been best performing account in 2014, +5.79% YTD.

VZ started 2014 as Top dog, and I added to the stake in Jan. But my second "anchor" position, SO, has
slowly caught up and overtaken VZ. Next pair of ideas don't [more]

Sun Apr 20

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Boards Post

Hohum777 replied to the Shipping News board. 7:43 PM

Re: SFL's 2013 20F

So I posted on the Value Hounds board, and realized I had started a review on this board. Some of the
items will be similar to the points made in Post #3059, and others will be new. So the PFIC comments will be
new and the Fredriksen dry bulk [more]

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Boards Post

Hohum777 replied to the Macro Economic Trends and Risks board. 3:33 PM

Re: CNBC: Next 25 years

But in the end, there can't be too many companies that grow at 20% a year for 25 years while the
GDP grows at 4% a year. It just isn't mathematically possible. And the probability might favor smaller
companies doing that than larger
[more]

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Boards Post

Hohum777 replied to the Macro Economic Trends and Risks board. 3:09 PM

Re: CNBC: Next 25 years

That's one way. Get rid of all that "burdensome gummit regulation" about monopolies so that half a
dozen companies control everything. 1 communications company, 1 financial company, 1 media company, 1 retailer.....
[more]

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Boards Post

Hohum777 replied to the Value Hounds board. 10:38 AM

Re: SFL in 2014

I'm sure there will be small surprises in the annual report (20F) when it eventually gets released.

I said I would be back when the 20F came out. Well, SFL's 2013 Annual Report was released at the beginning
of April. Sure enough, [more]

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Boards Post

Hohum777 replied to the Macro Economic Trends and Risks board. 4:29 AM

Re: CNBC: Next 25 years

On another board, I did a similar calculation of market cap for both GE and AMZN. I too struggled with
a 100-bagger GE with a market-cap of $26.6T in 25 years, or an 100-bagger AMZN with a $15T market-cap.
A more tempered 10% CAGR gives GE a [more]

Sat Apr 19

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Boards Post

Hohum777 replied to the Value Hounds board. 1:56 PM

Re: CNBC: Next 25 years

What does "ten thousand percent in 25 years" really mean?

CAGR = 20.21%


While neither of the pundits nor the host mentioned it, I considered that angle too. If AMZN or GE grew at
the hundred bagger rate over [more]

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Boards Post

Hohum777 replied to the Macro Economic Trends and Risks board. 8:41 AM

Re: WalMart and Nickles

Really, this is the same guy who still prints $1 bills and uses pennies that cost twice as much as they are worth right?

The "trial" with Uncle's 50c and $1 coins has not gotten much traction. My occasional encounter with [more]

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Boards Post

Hohum777 posted to the Value Hounds board. 5:28 AM

CNBC: Next 25 years

X-post on METAR

TV show CNBC is celebrating 25 years. They throw out this teaser--
What do Oracle, Microsoft, and Charles Schwab all have in common? If you bought and held any of these
names on the day of CNBC's first broadcast,
[more]

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Boards Post

Hohum777 posted to the Macro Economic Trends and Risks board. 5:22 AM

CNBC: Next 25 years

TV show CNBC is celebrating 25 years. They throw out this teaser--
What do Oracle, Microsoft, and Charles Schwab all have in common? If you bought and held any of these
names on the day of CNBC's first broadcast, your investment would be
[more]

Thu Apr 17

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Boards Post

Hohum777 replied to the Macro Economic Trends and Risks board. 9:50 PM

Re: Michael Lewis HFT: Fishing for minnows

Soo, even if it costs me a little more in commissions or spreads...I'm moving over to IB, and routing my buys
and sells through IXE. Will my one move make difference? Nope. But I'll feel a little better.


- IB will likely save [more]

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Score Change Today +11.07
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Boards Stats & Trivia

Big gold star, 5000 posts Old School Fool
Board Posts 10253
Recs Received 15850
People who have rec'd these posts 1343
Recs to Posts Ratio (last 30 days) 9.30
Threads Started 3115
Threads Started Percentage 30.38 %
Most Frequent Board Shipping News
Very First Post Re: regular ira (2/20/2000)
Percentage of Posts Rec'd 65.04 %
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