JohnCLeven’s Activity

Wed Dec 17

CAPS Outperform Pitch Reply

JohnCLeven commented on JohnCLeven's pitch for PETM. 2:17 PM

Buyout was $83

Tue Dec 9

CAPS Outperform Pitch Reply

JohnCLeven commented on JohnCLeven's pitch for PKX. 11:13 AM

Do a search for CAPs user Valuemoneygreen

CAPS Outperform Pitch

JohnCLeven wrote about POSCO (ADR) (PKX) . 10:37 AM

PKX Outperform

At about 0.7x tangible book value, I am now ready to follow Munger, Pabrai, Valuemoney, and MungoFitch into PKX.

Caps Pick

JohnCLeven made a pick in CAPS. 10:37 AM

POSCO (ADR) (PKX) will Outperform the S&P 500

Sat Dec 6

CAPS Outperform Pitch Reply

JohnCLeven commented on TMFPencils's pitch for TSLA. 11:53 AM

You said "I would not be surprised to see the company grow into a $60 billion+ valuation over the next five years..." That's a higher valuation than GM has right now, which I think is insane. I love that you write such detailed CAPs pitches [more]

Mon Dec 1

CAPS Underperform Pitch

JohnCLeven wrote about Under Armour (UA) . 4:36 PM

UA Underperform

Priced to perfection, and perfection rarely happens. Even with extremely rosy assumptions (>20% annualized growth over the next 10 years), I highly doubt UA is worth more than $60. More realistically, I think UA might be worth somewhere in the [more]

Thu Nov 27

CAPS Underperform Pitch Reply

JohnCLeven commented on JohnCLeven's pitch for FB. 9:35 PM

FB's market cap is now virtually tied with CVX at $217 B Think about that for a moment...

Mon Nov 24

CAPS Outperform Pitch Reply

JohnCLeven commented on JohnCLeven's pitch for BKE. 10:08 AM

Similar to COH, here is a retailer with ROIC that is TOO good...unsuatainably good. If the ROIC goes from insane (45%) to merely awesome (22.5%) you'll see a nearly 50% drop in EPS. This is a danger of going after high ROIC companies. If they go from [more]

CAPS Outperform Pitch Reply

JohnCLeven commented on JohnCLeven's pitch for COH. 10:02 AM

Well, after about 2 years of betting on COH, I now need to admit that I grossly overestimated COH's durable competitive advantage. In fact COH's numbers were TOO good. I (pretty much) blindly assumed that the future would be similar to the past, but [more]

Fri Nov 21

CAPS Outperform Pitch Reply

JohnCLeven commented on JohnCLeven's pitch for NSC. 10:14 AM

Almost a double in 2 years. Closing pick until next recession, when i'll open it back up again.

CAPS Outperform Pitch Reply

JohnCLeven commented on JohnCLeven's pitch for CSX. 10:13 AM

Almost a double in 2 years. Closing pick until next recession, when i'll open it back up again.

Thu Nov 20

Caps Pick

JohnCLeven made a pick in CAPS. 10:23 AM

Under Armour (UA) will Underperform the S&P 500

Wed Nov 19

CAPS Outperform Pitch Reply

JohnCLeven commented on JohnCLeven's pitch for PETM. 9:52 AM

Seeing reports of a buyout around $75, which is very disappointing. I definitely think the company is worth more than that. If I was a shareholder, i'd vote against any buyout below $95.

Thu Nov 13

NL

Boards Post

JohnCLeven replied to the Berkshire Hathaway board. 6:38 PM

Re: Buying Duracell for $4.7B

Guys, isn't it obvious?

This is Berkshire's master plan to hedge against hurricane risk related to the insurance group...duh!

"In addition, anticipation or occurrence of natural disasters, such as hurricanes, can drive [more]

Sat Nov 8

NL

Boards Post

JohnCLeven replied to the Berkshire Hathaway board. 4:36 PM

Re: Q3 Results Out

Wow, over 60 billion in cash, WEB's trigger finger must be getting itchy.

DVA? CBI?

They could buy out both and still have $30 billion left over.

Also, TUP seems like a pretty decent value at these prices.

Thu Oct 23

Blog Comment

JohnCLeven commented on Fantasygirl123's blog post. 7:11 PM

Fantasygirl saw some green......:)

Copying from other post: 

@ fantasygirl123

 I'm going to tell you something that probably no one on this site will have the balls to tell you...you should NOT invest in ANY

[more]

Blog Comment

JohnCLeven commented on Fantasygirl123's blog post. 7:10 PM

Fantasygirl saw some green......:)

Copying from other post: 

@ fantasygirl123

 I'm going to tell you something that probably no one on this site will have the balls to tell you...you should NOT invest in ANY

[more]

Blog Comment

JohnCLeven commented on Fantasygirl123's blog post. 7:10 PM

Fantasygirl saw some green......:)

Copying from other post: 

@ fantasygirl123

 I'm going to tell you something that probably no one on this site will have the balls to tell you...you should NOT invest in ANY

[more]

Blog Comment

JohnCLeven commented on TMFPostOfTheDay's blog post. 7:07 PM

IBM: Is Buffett Wrong, or Brilliant?

Time will tell.

Blog Comment

JohnCLeven commented on JohnCLeven's blog post. 7:05 PM

Regarding IBM

@ fantasygirl123

 I'm going to tell you something that probably no one on this site will have the balls to tell you...you should NOT invest in ANY individual stocks on your own, in real life, until you have

[more]

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CAPS Stats & Trivia

CAPS Player Rating 76.22
Player Rank 17855 out of 75070
Score 185.30
Score Change Today +25.23
Accuracy 65.12%
Active Picks 38
Total Picks 96
Best Pick WAG (+100.99)
Worst Pick COH (-95.30)
Average Score per Pick 1.93
Charms Earned 4
Highest Rated Favorite Mega
Go to JohnCLeven’s CAPS page

Boards Stats & Trivia

One star, 50 posts
Board Posts 149
Recs Received 680
People who have rec'd these posts 259
Recs to Posts Ratio (last 30 days) N/A
Threads Started 25
Threads Started Percentage 16.78 %
Most Frequent Board Berkshire Hathaway
Very First Post Re: BRK's early years (4/12/2013)
Percentage of Posts Rec'd 70.47 %
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