JohnCLeven’s Activity

Wed Jun 20

NL

Boards Post

JohnCLeven replied to the Berkshire Hathaway board. 4:58 PM

Re: Excuses

From about 1975 to 2006 Berkshire simply torched the S&P 500 growing BV at 20% annualized, while the market (via earnings growth and dividends) grew at about 9% per year. That unprecedented business achievement is why this Board has the following [more]

NL

Boards Post

JohnCLeven replied to the Berkshire Hathaway board. 3:06 PM

Re: Health Care CEO Named

Bezos: "This guy is a brilliant doctor, writer, and thinker."
Buffett: "I don't know..."
Dimon: "Warren, he wrote an entire book about checklists."
Buffett: "Sold."


[more]

NL

Boards Post

JohnCLeven replied to the Berkshire Hathaway board. 10:29 AM

Re: Berkshire Lagging Pretty Bad

We've hit on some really good points so far.

I think it's important to remember that any under/overvaluation in the S&P 500 Index has to consider both the cyclical nature of the earning themselves AND the appropriate multiple to [more]

Mon Jun 18

NL

Boards Post

JohnCLeven replied to the Berkshire Hathaway board. 4:14 PM

Re: Berkshire Lagging Pretty Bad

Jim,

I really appreciate all the great data you provide the forum.

However, I'm a little surprised at how frequently you cite these on-trend real sales and net margin figures being cyclical and unsustainably high because [more]

Wed Jun 13

Caps Pick

JohnCLeven made a pick in CAPS. 2:19 PM

Starbucks (SBUX) will Outperform the S&P 500

Caps Pick

JohnCLeven made a pick in CAPS. 2:17 PM

Walmart Inc. (WMT) will Underperform the S&P 500

Caps Pick

JohnCLeven made a pick in CAPS. 2:14 PM

Kohl's (KSS) will Underperform the S&P 500

Caps Pick

JohnCLeven made a pick in CAPS. 2:13 PM

Nordstrom (JWN) will Underperform the S&P 500

Fri May 25

NL

Boards Post

JohnCLeven replied to the Berkshire Hathaway board. 3:02 PM

Re: Jerry, then Jarvis. Here's Jane

What would you guys do in this scenario?

You and your wife are 28 years old, living well below your means, and saving/investing about 28% of your gross income annually.

You portfolio is currently:

50% cash (and growing [more]

Fri May 18

Caps Pick

JohnCLeven made a pick in CAPS. 10:41 AM

SeaWorld Entertainment (SEAS) will Underperform the S&P 500

Thu May 17

Caps Pick

JohnCLeven made a pick in CAPS. 9:38 AM

Tenet Healthcare (THC) will Underperform the S&P 500

Thu May 10

Caps Pick

JohnCLeven made a pick in CAPS. 12:31 PM

CVS Health (CVS) will Outperform the S&P 500

Thu May 3

Caps Pick

JohnCLeven made a pick in CAPS. 11:46 AM

Alphabet (A shares) (GOOGL) will Outperform the S&P 500

Wed Mar 28

Caps Pick

JohnCLeven made a pick in CAPS. 9:48 AM

Facebook (FB) will Outperform the S&P 500

Mon Mar 5

NL

Boards Post

JohnCLeven replied to the Berkshire Hathaway board. 3:51 PM

Re: LUV an elephant?

"If a capitalist had been present at Kitty Hawk back in the early 1900s, he should have shot Orville Wright. He would have saved his progeny money. But seriously, the airline business has been extraordinary. It has eaten up capital over the past [more]

Sat Feb 24

NL

Boards Post

JohnCLeven replied to the Berkshire Hathaway board. 9:16 PM

Re: Monday

Probably going to zero.

NL

Boards Post

JohnCLeven replied to the Berkshire Hathaway board. 9:14 PM

Re: Book value

Also, as a total aside, I'm an old timer.
I will continue to do all my per-share valuation analysis based on A shares. (I don't actually own any currently, but that's how I think).
Numbers per B have no meaning for me, I have
[more]

Fri Feb 2

NL

Boards Post

JohnCLeven posted to the Berkshire Hathaway board. 9:06 PM

Repackaging Buffett’s Annual Letters

Do any of you guys know the legal specifics on repackaging excerpts from Buffett’s shareholder letters?

Lawrence Cunningham’s Essays of Warren Buffett’s is the most famous example, but Amazon seems to have quite a few people charging others [more]

Fri Jan 26

NL

Boards Post

JohnCLeven posted to the Berkshire Hathaway board. 12:01 PM

BRK Equity Portfolio Observations

So I did a deep dive into BRK's equity portfolio recently, and found it pretty interesting.

http://www.dataroma.com/m/holdings.php?m=BRK

In the past 3 years, after [more]

Caps Pick

JohnCLeven made a pick in CAPS. 10:52 AM

Newell Brands (NWL) will Outperform the S&P 500
Show More Activity ...

CAPS Stats & Trivia

CAPS Player Rating 28.53
Player Rank 49886 out of 69798
Score -1696.16
Score Change Today +65.40
Accuracy 54.01%
Active Picks 46
Total Picks 147
Best Pick WBA (+100.99)
Worst Pick NFLX (-523.72)
Average Score per Pick -11.54
Charms Earned 4
Highest Rated Favorite constructive
Go to JohnCLeven’s CAPS page

Boards Stats & Trivia

Two stars, 250 posts
Board Posts 258
Recs Received 1365
People who have rec'd these posts 356
Recs to Posts Ratio (last 30 days) N/A
Threads Started 39
Threads Started Percentage 15.12 %
Most Frequent Board Berkshire Hathaway
Very First Post Re: BRK's early years (4/12/2013)
Percentage of Posts Rec'd 76.74 %
Show JohnCLeven’s 10 Latest Posts