JohnCLeven’s Activity

Fri Jul 31

NL

Boards Post

JohnCLeven replied to the Berkshire Hathaway board. 1:58 PM

Re: Finding businesses with extreme pricing powe

Speaking of smaller, wonderful, and rarely cheap...

...anyone ever check out Rollins (ROL)?

They seem to be the dominant global pest control company.

[more]

Thu Jul 30

Blog Comment

JohnCLeven commented on JohnCLeven's blog post. 2:56 PM

Winter is Coming...

Still waiting patienly for winter, by the way.

Winter is *still* coming... 

Blog Comment

JohnCLeven commented on JohnCLeven's blog post. 2:46 PM

What is your opinion on Coach, Inc.(COH)?

Sold COH for a 15% loss about year ago. I learned alot about competitive destruction.

Blog Comment

JohnCLeven commented on JohnCLeven's blog post. 2:44 PM

Mr. Market never ceases to amaze

Still long IBM, but have not added in 6+ months. Avg cost still about $170.

Blog Comment

JohnCLeven commented on JohnCLeven's blog post. 2:39 PM

Winter is Coming...

Hi Transverse,

At the time of that writing, I had about $80 as the "smoothed out EPS" of the S&P 500. I then assumed 6% EPS growth, getting us to about $143 in 2024, and slapping on a multiple of

[more]

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Boards Post

JohnCLeven replied to the Berkshire Hathaway board. 12:42 PM

Re: Finding businesses with extreme pricing power

Sin stocks PM, DEO and BF.B's brands seem to command significant pricing power.

Food, bev, and household product brands that are lower cost, repeat purchases tend to have a lot of pricing power, a la HSY, CPB, KO, PEP, CL, CLX, PG, [more]

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Boards Post

JohnCLeven replied to the Berkshire Hathaway board. 12:34 PM

Re: An Exception for Berkshire Shareholders?

It would be interesting to see what would happen to HFT if we made capital gains taxes for holding periods <1 month something like 50%.

CAPS Underperform Pitch

JohnCLeven wrote about Rollins (ROL) . 12:20 PM

ROL Underperform

Awesome business, but way overvalued.

I would love to green thumb ROL someday, at a much more attractive price.

Caps Pick

JohnCLeven made a pick in CAPS. 12:20 PM

Rollins (ROL) will Underperform the S&P 500
NL

Boards Post

JohnCLeven replied to the CAPS Feedback board. 9:24 AM

Re: BXLT spinoff from BAX

It's been two weeks...what is the current ETA on this?

Thanks,
-John

Wed Jul 29

NL

Boards Post

JohnCLeven posted to the Berkshire Hathaway board. 2:15 PM

Finding businesses with extreme pricing power

First of all, a huge thank you to MartianRtns for his awesome "Old Transcript post"

[more]

CAPS Underperform Pitch Reply

JohnCLeven commented on JohnCLeven's pitch for TWTR. 8:13 AM

Looks like TWTR is down another 10% AH. That should bring this pick to about +50. I may consider closing the down thumb around $25, which is around 35X a very optimistic 2020 EPS estimate of $0.75 per share. If I have balls, I may keep the red thumb [more]

Fri Jul 24

Caps Pick

JohnCLeven made a pick in CAPS. 3:41 PM

Amazon.com (AMZN) will Underperform the S&P 500

Mon Jul 20

Caps Pick

JohnCLeven made a pick in CAPS. 10:35 PM

Cummins (CMI) will Outperform the S&P 500

Wed Jul 8

NL

Boards Post

JohnCLeven posted to the Berkshire Hathaway board. 6:13 PM

OT - VIAB

Anyone have an opinion on Viacom (VIAB)?

This small Ted Weschler/Todd Combs holding owns Comedy Central, MTV, Nickelodeon, and others. VIAB appears to be a high return media company, a la Capital Cities, with ROE > 20% every year for [more]

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Boards Post

JohnCLeven replied to the Berkshire Hathaway board. 11:44 AM

Re: Greg Abel on the Kraft Heinz board

Also, it looks like more than half of the Kraft Heinz board consists 3G or Berkshire related executives. When was the last time you saw any Board of Directors (other than BRK) have such a ridiculously high concentration of shareholder value oriented [more]

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Boards Post

JohnCLeven posted to the Berkshire Hathaway board. 11:34 AM

Greg Abel on the Kraft Heinz board

Did anyone notice Mr. Abel (as well as Tracy Britt Cool) on the Kraft Heinz Board of Directors?

http://ir.kraftheinzcompany.com/directors.cfm?sect=g

It seems logical [more]

Tue Jun 23

NL

Boards Post

JohnCLeven replied to the Berkshire Hathaway board. 11:42 AM

Re: What books are you reading?

Just finished "The Obstacle Is the Way: The Timeless Art of Turning Trials into Triumph" By Ryan Holiday

[more]

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Boards Post

JohnCLeven replied to the Berkshire Hathaway board. 11:33 AM

Re: Sub 140

Not quite sub-$140, but I doubled my stake in BRK.B today.

I only average about 2-5 buy/sell decisions per year, but they tend to be rather large bets relative to the size of my little portfolio.

I feel pretty confident BRK.B should [more]

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CAPS Stats & Trivia

CAPS Player Rating 51.60
Player Rank 36397 out of 75200
Score -237.41
Score Change Today +8.68
Accuracy 58.16%
Active Picks 44
Total Picks 108
Best Pick WBA (+100.99)
Worst Pick COH (-95.30)
Average Score per Pick -2.20
Charms Earned 4
Highest Rated Favorite Mega
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Boards Stats & Trivia

One star, 50 posts
Board Posts 189
Recs Received 950
People who have rec'd these posts 290
Recs to Posts Ratio (last 30 days) N/A
Threads Started 30
Threads Started Percentage 15.87 %
Most Frequent Board Berkshire Hathaway
Very First Post Re: BRK's early years (4/12/2013)
Percentage of Posts Rec'd 74.60 %
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