LONGREITS’ Activity

Thu Sep 11

NL

Boards Post

LONGREITS replied to the Berkshire Hathaway board. 9:39 AM

Re: DJCO 2014 Annual Meeting

Great notes. Thank you for sharing.

Sat Sep 6

NL

Boards Post

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

Re: Berkshire Hathaway: Wholesaler of Death?

Lol. Amusing that commentators will focus on everything … market timing, political issues, personal preferences … rather than intelligent discussion of individual security selection … the only way to create real wealth. I'm reading 100:1 in the Stock [more]

Fri Sep 5

NL

Boards Post

LONGREITS replied to the Berkshire Hathaway board. 11:08 PM

Re: Buybacks work

great post

Tue Sep 2

NL

Boards Post

LONGREITS posted to the Berkshire Hathaway board. 9:32 AM

Security Analysis

What edition is Buffett's favorite?

Tue Aug 26

NL

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LONGREITS posted to the Bonds & Fixed Income Investments board. 12:36 PM

High yield brokerage and research

What's the best broker in terms of price competitiveness and research? Do any brokers offer quality research services for free, such as Gimmecredit, if you use them for trading?

Mon Aug 18

NL

Boards Post

LONGREITS replied to the Berkshire Hathaway board. 11:55 PM

Re: brookfield asset management

Flatt spells out NAV on the quarterly calls. Most debt is asset-recourse only, not guaranteed.

Thu Aug 14

NL

Boards Post

LONGREITS replied to the Berkshire Hathaway board. 11:16 PM

Re: 13F

CHTR was no surprise to me. John Malone is going to merge Liberty Broadband with it if he can at a rational price, or otherwise they are buying millions of subs due to the TWC deal. I wouldn't be surprised if the CHTR shares in the 13f were just the [more]

Mon Jun 30

NL

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LONGREITS posted to the Berkshire Hathaway board. 10:35 PM

OT: Puerto Rico Tax Incentives

Have any of you taken a look into the tax incentives Puerto Rico is offering for relocation? There are two acts, and my focus is Act 22, also known as the Investor's Relocalization Act.

There's some misinformation out there. I've spoken with [more]

Sat Jun 28

NL

Boards Post

LONGREITS posted to the Berkshire Hathaway board. 11:55 AM

DVA volume

3.6 mn shares traded Friday while average daily volume 1.1 mn. Any ideas as to why?

New high bringing in the algos?

Rumored deal?

Option expiration?

Tue Jun 24

NL

Boards Post

LONGREITS replied to the Berkshire Hathaway board. 5:46 PM

Re: DVA underperforms ever since HCP acqstn

There are two really good analysts on the Street who cover DVA. Seriously, you should figure out who they are and speak with them. I have spoken to one. I'm not trying to be critical, but just do some homework. You can't expect to find your answers [more]

NL

Boards Post

LONGREITS replied to the Berkshire Hathaway board. 2:48 PM

Re: DVA underperforms ever since HCP acqstn

Go back and read all the conference call transcripts from around 2006 when the industry went from 4 players to 2. Then, go read the HBS case study on Davita's reorg. Then read the 10Ks for those years and pick one 10Q per year to understand how [more]

NL

Boards Post

LONGREITS replied to the Berkshire Hathaway board. 8:57 AM

Re: DVA underperforms ever since HCP acqstn

I would argue that based on earnings power, balance sheet cash, and ability to leverage further, DVA is trading at a very attractive price.

NL

Boards Post

LONGREITS replied to the Berkshire Hathaway board. 8:55 AM

Re: DVA underperforms ever since HCP acqstn

I don't look at relative performance or EBITDA during valuation, otherwise would chime in.

Sun Jun 22

NL

Boards Post

LONGREITS replied to the Berkshire Hathaway board. 10:00 PM

Re: Heresy revisited

Value Line is wrong. Check out the quarterly reports. DVA, rarely, spells out FCF. Minimally, it's 1.2 bn.

NL

Boards Post

LONGREITS replied to the Berkshire Hathaway board. 12:20 AM

Re: Heresy revisited

And let's not forget:

POST - EV/EBITDA of 8x when you look through noise; one of best capital allocators of last half century; transformative acquisitions. 3-year 50-100% upside very possible.

Davita - ex-cash, trading at 10% FCF [more]

NL

Boards Post

LONGREITS replied to the Berkshire Hathaway board. 12:12 AM

Re: Heresy revisited

I hear everyone complaining about the value of the broad market. Who cares if you can find individual equities that are compelling?

John Malone has a lot going on - LMCA probably worth $200 sum of parts, LINTA probably worth $40 and both [more]

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Boards Stats & Trivia

Big red star, 1000 posts Old School Fool
Board Posts 3066
Recs Received 5525
People who have rec'd these posts 671
Recs to Posts Ratio (last 30 days) N/A
Threads Started 1049
Threads Started Percentage 34.21 %
Most Frequent Board Berkshire Hathaway
Very First Post BRK Options and Buying on Margin (2/6/2007)
Percentage of Posts Rec'd 51.44 %
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