MarginOfBuffett’s Activity

Thu Aug 20

NL

Boards Post

MarginOfBuffett replied to the Berkshire Hathaway board. 3:13 PM

Re: Compelling Bear Case for BRK?

Hi Jim,

I'm not sure I understand what you wrote here:

All of Berkshire's earnings are retained, so the rate of increase of book value is an excellent way to estimate ROE.

It's sounds interesting, could you maybe [more]

Tue Aug 11

NL

Boards Post

MarginOfBuffett replied to the Mechanical Investing board. 12:08 AM

Re: Excluding Dividends from Backtests

What does "class.a = 1" do?

Thu Jul 23

NL

Boards Post

MarginOfBuffett replied to the Mechanical Investing board. 5:17 PM

Re: Record/back tested results

Do any of you have a study or back tested results of long term ownership in durable/Quality(Buffett's type high ROIC, low capex and capital allocation, etc..) businesses?


Here's a simple screen:

[more]

Fri Jul 17

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Boards Post

MarginOfBuffett replied to the Mechanical Investing board. 12:30 AM

Re: two new screens

He basically just added a margin requirement right? I'm not sure what he's trying to accomplish with this screen. It looks like he just wrote down everything he could think of and decided to call it a screen.

Factors are outdated (should be [more]

Thu Jul 9

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Boards Post

MarginOfBuffett replied to the Berkshire Hathaway board. 12:12 PM

Re: OT: China plays

What do you think of owning Yahoo and getting BABA exposure that way? I read a sum of the parts analysis somewhere that said you were basically getting Yahoo for free after accounting for the BABA stake.

Mon Jun 29

NL

Boards Post

MarginOfBuffett replied to the Berkshire Hathaway board. 2:52 PM

Re: Dividend

thus adding to the depletion of his already shrinking net worth and selling stocks perhaps significantly below their intrinsic values.

Yes but these companies would be better off buying back stock rather than paying out [more]

Sun Jun 28

NL

Boards Post

MarginOfBuffett replied to the Mechanical Investing board. 10:59 AM

Re: A simple will to beat 80% of the pop.

r.s.p

I heard mungofitch and others talk about RSP. Is it really any better than a cap-weighted small-cap or mid-cap ETF?

The equal weighting just gives you more exposure to smaller stocks, it's not some magic bullet.

Tue Jun 23

NL

Boards Post

MarginOfBuffett replied to the Berkshire Hathaway board. 4:43 PM

Re: 1.2

why shouldn't a dollar retained and invested by Berkshire not be
worth a multiple, when it is, or is likely to be, invested in active operations?


So what you're saying is that since a lot of competitors of BRK's subsidiaries have [more]

Wed Jun 10

NL

Boards Post

MarginOfBuffett replied to the Mechanical Investing board. 4:27 PM

Re: OT: HCC to be bought for $7.5 billion

Do you agree?

Yes. I remember one of the first trades I did, I bought a micro cap company that made gambling machines. (it was selling for less than its net current assets)

There was a takeover bid announced, and the stock [more]

Sun May 31

NL

Boards Post

MarginOfBuffett replied to the Mechanical Investing board. 5:39 PM

Re: sector rotation

Ray, do you think that it matters if one uses a 7 month look back period versus the avg(tr1 + tr3 + tr6 + tr12)?

I ask, because I am not sure how to program that into gtr1.


I think it would just be [more]

Sat May 23

NL

Boards Post

MarginOfBuffett replied to the Mechanical Investing board. 11:27 AM

Re: Explorations of YldEarnYear_SI

I used root median squared changes instead of root mean squared changes because of the known discontinuities that I've identified

Ah yes, I know some of those words.

Sat Jul 24

NL

Watercooler Post

MarginOfBuffett wrote 1:59 AM

Wish I could get access to Zeelotes blog.......

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Boards Stats & Trivia

Two stars, 250 posts
Board Posts 377
Recs Received 511
People who have rec'd these posts 194
Recs to Posts Ratio (last 30 days) N/A
Threads Started 55
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Most Frequent Board Mechanical Investing
Very First Post Keelix Backtester (3/19/2010)
Percentage of Posts Rec'd 40.58 %
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