JohnCLeven’s Activity

Yesterday

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Boards Post

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

Re: Prices falling...

"correct bearmktbully. I can only shake my head at people's insistence to speak of BRK's P/BV using stale data, sometimes multi-months stale.

I guess investing on stale prices is the only thing worse than quoting valuations based on [more]

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Boards Post

JohnCLeven replied to the Berkshire Hathaway board. 10:14 AM

Re: Prices falling...

Boosted my little BRK.B stake by 50% this morning.

I don't see much out there that looks more attractive, long-term, than BRK.B at 1.3x book value.

NOV, LUK, TPRE, GLRE all below book value, plus IBM and VIAB at attractive earnings [more]

Mon Aug 31

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Boards Post

JohnCLeven replied to the Berkshire Hathaway board. 9:27 AM

Re: Misisng company

HEY OH!!!

Thu Aug 27

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Boards Post

JohnCLeven replied to the Berkshire Hathaway board. 11:08 AM

Re: Sequoia Fund Investor Day 2015 transcript

Thanks for the transcript!

Sequoia's comments on PCP explain why BRK.B was interested.

I also enjoyed the commentary on FAST, PX, and OMC, all of which i'm currently in the early stages of studying.

Tue Aug 25

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Boards Post

JohnCLeven replied to the Berkshire Hathaway board. 1:53 PM

Re: Tesco 3G/BRK?

Pardon my ignorance, but what retail experience does 3G have?

As far as I know, they have two specialties, neither of which are retail:

1)Restaurant franchises: Burger King and Tim Hortons
2)Big food/beverage brands: AB Inbev [more]

Wed Aug 19

Tue Aug 18

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Boards Post

JohnCLeven replied to the Berkshire Hathaway board. 12:48 PM

Re: Misisng company

PSX was added to in Q1, but was then 100% sold off, somewhat abruptly.

That could be another "temporary disappearance" that actually turns out to be a huge add. We already know Buffett knows the company well, since he was willing [more]

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Boards Post

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

Re: Misisng company

Come to think of it, you're right, rclosch.

The DE holding temporarily "disappeared" when it was the secret holding that already existed, but was added to. Previous secret holdings IBM, XOM, and COP we're all newly initiated [more]

CAPS Outperform Pitch Reply

JohnCLeven commented on JohnCLeven's pitch for VIAB. 11:07 AM

Damn, VIAB is looking pretty damn cheap (potentially) now with about an 11% free cash flow yield. If the cord cutting craze is sending VIAB into terminal EPS decline, then the stock is not cheap. If EPS or FCFPS 10 years from now is equal to or [more]

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Boards Post

JohnCLeven replied to the Berkshire Hathaway board. 9:34 AM

Re: Misisng company

My guess is either IBM or WMT.

Mon Aug 17

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Boards Post

JohnCLeven replied to the Berkshire Hathaway board. 9:25 PM

Re: Earnings Yield and Mungofitch

My understanding is that Ackman, being an activist, targets companies that he thinks he can boost earnings significant by replacing existing management with his own guys.

So if a hypothetical company is selling for $100 and the stock has EPS [more]

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Boards Post

JohnCLeven posted to the Berkshire Hathaway board. 5:25 PM

Thoughts on BRK selling NOV low

Does the fact that Berkshire sold out of NOV at a bottom seem a bit un-Berkshire liek to anyone else?

Warren preaches being "greedy when others are fearful.", but Todd and Ted may not feel the same way?

In early 2012, [more]

CAPS Underperform Pitch

JohnCLeven wrote about Amazon.com (AMZN) . 4:52 PM

AMZN Underperform

When people say shorting AMZN is crazy, it's time to think about shorting AMZN.

Wed Aug 12

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Boards Post

JohnCLeven replied to the Berkshire Hathaway board. 11:51 AM

Re: PCP is being digested.... now what

I'll play Devil's Advocate on AAPL, although i'm not an expert on the company. So please take everything I say with a grain of salt.

Apple's(and other other company for that matter) future success as a long-term investment will be determined [more]

Tue Aug 11

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Boards Post

JohnCLeven replied to the Berkshire Hathaway board. 3:00 PM

Re: PCP is being digested.... now what

How about NOV, VIAB, TUP, or WMT?

Or even BRK.B, GLRE, or TPRE?

Mon Aug 10

CAPS Outperform Pitch

JohnCLeven wrote about Precision Castparts (PCP) . 11:17 AM

PCP Outperform

Looks like i'll be closing this pick after less than 2 months, since Berkshire Hathaway will acquire PCP for $235 per share. Should end with a score of +11 in CAPs.

Sat Aug 8

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Boards Post

JohnCLeven replied to the Berkshire Hathaway board. 2:37 PM

Re: 30+B Acquisition - PCP

Lou Simpson's most recent 13-F shows he initiated a rather large position in PCP in Q1 that made PCP nearly 10% of his portfolio.

Coincidence? Or I wonder if one of the two investors clued the other in.

It'll be interesting when the [more]

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Boards Post

JohnCLeven replied to the Berkshire Hathaway board. 10:31 AM

Re: Q2 earnings out

Gotta love this little snippet from Page 9 of the 10-Q:

"As of June 30, 2015 and December 31, 2014, we concluded that there were no unrealized losses that were other than temporary. Our conclusions were based on: (a) our ability and [more]

Thu Aug 6

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Boards Post

JohnCLeven replied to the Berkshire Hathaway board. 11:47 AM

Re: OT - VIAB

Down 31% since this post from a month ago...including down 17% today...any buyers?

Wed Aug 5

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Boards Post

JohnCLeven replied to the Berkshire Hathaway board. 11:32 AM

Re: OT: P/E matters, with a twist

Very cool stuff, Mungo, thanks for the lightning fast reply!

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CAPS Stats & Trivia

CAPS Player Rating 54.75
Player Rank 34019 out of 75184
Score -155.70
Score Change Today +34.02
Accuracy 60.20%
Active Picks 43
Total Picks 108
Best Pick WBA (+100.99)
Worst Pick COH (-95.30)
Average Score per Pick -1.44
Charms Earned 4
Highest Rated Favorite Mega
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Boards Stats & Trivia

One star, 50 posts
Board Posts 209
Recs Received 1011
People who have rec'd these posts 298
Recs to Posts Ratio (last 30 days) 5.50
Threads Started 31
Threads Started Percentage 14.83 %
Most Frequent Board Berkshire Hathaway
Very First Post Re: BRK's early years (4/12/2013)
Percentage of Posts Rec'd 74.16 %
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