JohnCLeven’s Activity

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

Thu Jan 18

Caps Pick

JohnCLeven made a pick in CAPS. 4:10 PM

Canada Goose Holdings Inc. (GOOS) will Underperform the S&P 500

Caps Pick

JohnCLeven made a pick in CAPS. 4:08 PM

Salesforce.com (CRM) will Underperform the S&P 500

Caps Pick

JohnCLeven made a pick in CAPS. 3:46 PM

Nvidia (NVDA) will Underperform the S&P 500

Caps Pick

JohnCLeven made a pick in CAPS. 9:22 AM

Live Nation Entertainment (LYV) will Underperform the S&P 500

Wed Jan 17

Caps Pick

JohnCLeven made a pick in CAPS. 3:01 PM

White Mountains Insurance Group (WTM) will Outperform the S&P 500

Caps Pick

JohnCLeven made a pick in CAPS. 3:00 PM

Caesars Entertainment (CZR) will Underperform the S&P 500

Fri Jan 5

NL

Boards Post

JohnCLeven replied to the Berkshire Hathaway board. 4:27 PM

Re: Need Stock Screener

A pretty decent, free screener:

https://finviz.com/screener.ashx

Fri Dec 15

Caps Pick

JohnCLeven made a pick in CAPS. 3:38 PM

NRG Yield (NYLD) will Underperform the S&P 500

Mon Dec 11

Caps Pick

JohnCLeven made a pick in CAPS. 4:32 PM

Advanced Micro Devices (AMD) will Underperform the S&P 500

Caps Pick

JohnCLeven made a pick in CAPS. 4:31 PM

Sprint (S) will Underperform the S&P 500

Thu Dec 7

NL

Boards Post

JohnCLeven posted to the Berkshire Hathaway board. 4:41 PM

OT - Most Overvalued Stocks

What specific stocks do you all think are most overvalued or most likely to get crushed at the next correction?

High flying tech stocks TSLA, NFLX, and AMAZN have obviously been defying the bears for years now, but are always interesting [more]

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]

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CAPS Stats & Trivia

CAPS Player Rating 32.73
Player Rank 47166 out of 70118
Score -1194.69
Score Change Today +29.63
Accuracy 55.81%
Active Picks 38
Total Picks 139
Best Pick WBA (+100.99)
Worst Pick NFLX (-379.00)
Average Score per Pick -8.59
Charms Earned 4
Highest Rated Favorite constructive
Go to JohnCLeven’s CAPS page

Boards Stats & Trivia

Two stars, 250 posts
Board Posts 253
Recs Received 1315
People who have rec'd these posts 349
Recs to Posts Ratio (last 30 days) N/A
Threads Started 39
Threads Started Percentage 15.42 %
Most Frequent Board Berkshire Hathaway
Very First Post Re: BRK's early years (4/12/2013)
Percentage of Posts Rec'd 76.68 %
Show JohnCLeven’s 10 Latest Posts