JohnCLeven’s Activity

Thu Nov 9

NL

Boards Post

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

Re: How to invest when you have enough in retirement

If you have enough to retire on...you may want to consider something entirely different.

There's a movement out there called "Effective Altruism" which focuses on evaluating charitable organizations like a value investor [more]

Fri May 12

CAPS Underperform Pitch Reply

JohnCLeven commented on JohnCLeven's pitch for AMZN. 10:28 AM

Very speculative 2050 forecast: 2.42 billion global customers with a weighted average real income of $36,000. If they capture about 3% of that spending (which is a significantly higher % of consumer spending that Wal-Mart ever had), they'd have [more]

Thu Mar 30

CAPS Underperform Pitch

JohnCLeven wrote about NRG Energy (NRG) . 12:23 PM

NRG Underperform

Took on too much "utility sector style" leverage to buy assets that don't have "utility sector style" low-risk/predictability. Those assets aren't paying off, thanks in part to low nat gas prices, and they're bleeding [more]

Caps Pick

JohnCLeven made a pick in CAPS. 12:23 PM

NRG Energy (NRG) will Underperform the S&P 500

Tue Mar 7

NL

Boards Post

JohnCLeven replied to the Berkshire Hathaway board. 10:11 PM

Re: Who are you? What have you done with Buffett?

Berkshire is buying Apple and airline stocks???

https://memecreator.org/static/images/memes/4479307.jpg

Thu Mar 2

Caps Pick

JohnCLeven made a pick in CAPS. 3:04 PM

Snap Inc. (SNAP) will Underperform the S&P 500

Fri Feb 24

NL

Boards Post

JohnCLeven replied to the Berkshire Hathaway board. 4:49 PM

Re: Charlie comments after DJCO Mtng...

Thanks for the link!

There are some real gems in these 22 short clips...much better than the actual DJCO meeting.

Tue Sep 20

NL

Boards Post

JohnCLeven replied to the Berkshire Hathaway board. 4:45 PM

Re: Todd joins JPM BOD

Wow, this is pretty interesting.

BRK, to my knowledge, has never had anyone on the WFC board, despite being the largest shareholders for a long time...and yet, here's Todd on the JPM board.

Fri Sep 16

NL

Boards Post

JohnCLeven replied to the Berkshire Hathaway board. 4:37 PM

Re: "Goals Gone Wild: Scam at Wells Fargo

I’m sure this will offend many salespeople on this board, but my experience has been that commission based sales teams are almost a perfect environment for unethical behavior.

The fact is that some people are simply willing to knowingly [more]

Tue Jul 26

NL

Boards Post

JohnCLeven replied to the Berkshire Hathaway board. 11:58 AM

Re: OT: S&P earnings

Perhaps the general increase in valuations may be related to the decline in dividend payout ratios.

Retaining a higher percentage of earnings would increase real EPS growth rates, and justifiably change the "fair PE." [more]

Fri Jun 24

Caps Pick

JohnCLeven made a pick in CAPS. 10:27 AM

Banco Santander Central Hispano (SAN) will Outperform the S&P 500

Mon Jun 13

CAPS Underperform Pitch Reply

JohnCLeven commented on JohnCLeven's pitch for LNKD. 1:32 PM

Wow MSFT ended up buying them out about 4 months after my pick closed. I'd have only been slightly in the green had I held.

Fri May 27

NL

Boards Post

JohnCLeven replied to the Berkshire Hathaway board. 3:37 PM

Re: OT:staving off boredom

I only bought three stocks in 2015. BRK.B, NOV, and MKL weighted 71/22/7. Haven't sold a share.

My weighted average annualized return for the portfolio has only been 1.3% (without dividends) vs 6.3% for the S&P 500 (without [more]

Thu May 26

Wed Apr 13

NL

Boards Post

JohnCLeven posted to the Berkshire Hathaway board. 10:55 AM

OT-Berkshire-related things to do in Omaha

Good morning fellow board members,

As part of a road trip I'm taking next week, I will be traveling through Nebraska for the first time. I will be setting aside somewhere around a 1/2 day in Omaha.

As a shareholder and Berkshire [more]

Tue Mar 29

NL

Boards Post

JohnCLeven posted to the Berkshire Hathaway board. 7:22 AM

BRK takes WFC stake over 10%

http://www.sec.gov/Archives/edgar/data/72971/000120919116110...

BRK now owns 506,308,470 WFC shares, a 26,604,200 share increase from the [more]

CAPS Stats & Trivia

CAPS Player Rating 39.16
Player Rank 43045 out of 70744
Score -717.20
Score Change Today +7.49
Accuracy 56.78%
Active Picks 29
Total Picks 128
Best Pick WBA (+100.99)
Worst Pick NFLX (-181.14)
Average Score per Pick -5.60
Charms Earned 5
Highest Rated Favorite constructive
Go to JohnCLeven’s CAPS page

Boards Stats & Trivia

One star, 50 posts
Board Posts 246
Recs Received 1246
People who have rec'd these posts 344
Recs to Posts Ratio (last 30 days) N/A
Threads Started 36
Threads Started Percentage 14.63 %
Most Frequent Board Berkshire Hathaway
Very First Post Re: BRK's early years (4/12/2013)
Percentage of Posts Rec'd 76.42 %
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