JohnCLeven’s Activity

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]

NL

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]

NL

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]

NL

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]

Mon May 18

NL

Boards Post

JohnCLeven replied to the Berkshire Hathaway board. 4:28 PM

Re: How many different positions do you have?

I have 5 positions, with BRK.B being about 60% of the portfolio.

I'm 26 years old.

Not retired yet.

Fri Apr 17

NL

Boards Post

JohnCLeven posted to the Berkshire Hathaway board. 2:47 PM

Li Lu lecture at Columbia (2006)

Li Lu lecture at Columbia (2006)

http://www.youtube.com/watch?v=lot9BnFgO3k&t=0m1s

I thought some of the folks on this board might be interested in this 2006 [more]

CAPS Stats & Trivia

CAPS Player Rating 51.45
Player Rank 36506 out of 75192
Score -260.71
Score Change Today -11.41
Accuracy 59.79%
Active Picks 43
Total Picks 107
Best Pick WBA (+100.99)
Worst Pick COH (-95.30)
Average Score per Pick -2.44
Charms Earned 4
Highest Rated Favorite Mega
Go to JohnCLeven’s CAPS page

Boards Stats & Trivia

One star, 50 posts
Board Posts 184
Recs Received 939
People who have rec'd these posts 289
Recs to Posts Ratio (last 30 days) N/A
Threads Started 29
Threads Started Percentage 15.76 %
Most Frequent Board Berkshire Hathaway
Very First Post Re: BRK's early years (4/12/2013)
Percentage of Posts Rec'd 74.46 %
Show JohnCLeven’s 10 Latest Posts