MartianRtns’ Activity

Today

NL

Boards Post

MartianRtns posted to the Science Fiction & Fantasy Books board. 12:33 PM

the Belgraid - Eddings

Just read it again if that matters.

Edding's Lord or the Rings duplicate (Part 1) that runs 5 books.

Positives
Insanely easy to read (mostly dialogue written book)
Funny in places
Very Diverse list of interesting [more]

Wed Oct 22

NL

Boards Post

MartianRtns replied to the Deranged Monkey Criticism board. 2:43 PM

Re: Go Fund Me Stealing

By the way

to be clear and careful

If you use things like this as an excuse not to give I'm sorry I brought it up. And if you give thru a site like this then blessing unto you.

I just was a wee bit shocked at 8%.
Or [more]

NL

Boards Post

MartianRtns replied to the Deranged Monkey Criticism board. 2:36 PM

Re: Go Fund Me Stealing

Are there costs to making a donation through Network for Good?

Your donation is being processed by Network for Good, a Better Business Bureau Wise Giving Alliance accredited nonprofit 501(c)3 donor advised fund. Network for Good re-grants [more]

NL

Boards Post

MartianRtns replied to the Deranged Monkey Criticism board. 2:25 PM

Re: Earnings Syntel

maybe this answers it

at least as of the 10K

The Company’s ability to repatriate earnings from its foreign operations .
The Company treats earnings from its operations in India and other foreign countries as permanently
[more]

NL

Boards Post

MartianRtns replied to the Deranged Monkey Criticism board. 2:18 PM

Re: Earnings Syntel

...I thought in 2012 Syntel had to take debt to pay that one time special dividend...


very good point

I didn't really notice that. Was just computing net numbers. But they could do it again.

Fwiw, the last Q [more]

NL

Boards Post

MartianRtns replied to the Deranged Monkey Criticism board. 1:39 PM

Re: Earnings Syntel

The 95% of cash is sitting in India for tax planning reasons. Given SYNT history of organic growth and no acquisition strategy, this cash is going to be just sitting in the balance sheet and of no use and not available to pay dividend or [more]

NL

Boards Post

MartianRtns replied to the Deranged Monkey Criticism board. 12:18 PM

Re: Go Fund Me Stealing

by the way, that's just my very small opinion.

Don't sue me.

Would you give to somebody if they needed $5,000 for wheelchair and this company took $800?

Made me not happy. Give it to them directly. If you can. [more]

NL

Boards Post

MartianRtns posted to the Deranged Monkey Criticism board. 12:15 PM

Go Fund Me Stealing

Had a local person set these up

- the idea is good - people are basically asking for money for various causes

But this:

http://www.gofundme.com/questions/
Does it Cost [more]

NL

Boards Post

MartianRtns replied to the Deranged Monkey Criticism board. 10:19 AM

Re: Hard Question - Judging Acquisitions

I'm looking at it wrong on the proforma note

Actual sales for 2013 and 2012 was 2.154b and 1.816b
Proforma sales were 2.235b and 2.166b.

Actual earnings were 280.5m and 240.9m.
Proforma was 287.9 and 272.6.

So the [more]

NL

Boards Post

MartianRtns posted to the Deranged Monkey Criticism board. 9:56 AM

Hard Question - Judging Acquisitions

Trying to keep this simple

How do you judge acquisitions.

I am looking at MD.
A rollup as mentioned before.
But this name isn't important.
I am just using it as an example.

--

Here is the latest [more]

NL

Boards Post

MartianRtns replied to the Deranged Monkey Criticism board. 9:16 AM

Re: Thoughts on Ebay

thx for links

*two quick additions

*Marketplace is still a wonderfully profitable biz. Might be facing challenges but it is a cash cow.
*They got a couple payments for Skype. I didn't list the one in 2009.
*I decided to [more]

Tue Oct 21

NL

Boards Post

MartianRtns replied to the Deranged Monkey Criticism board. 4:12 PM

Re: Do you use price targets?

thx!

You say you don't care how you derive them but to be honest that matters to me because if I was doing a in depth valuation study -- I couldn't tackle a larger opportunity set -- but then I would own likely 10 companies if I was that [more]

NL

Boards Post

MartianRtns posted to the Deranged Monkey Criticism board. 10:42 AM

Thoughts on Ebay

anybody follow?

I think it is a really hard company to grasp.

Some simple numbers

BS has 8365 excess cash/investments
Investments consist of corporate debt

VL shows $3.95 cash flow for 2015, 1.00 [more]

NL

Boards Post

MartianRtns posted to the Deranged Monkey Criticism board. 10:23 AM

Do you use price targets?

In things you own?

Don't care how you derive them.
How often you update them.
But do you have specific numbers you derive as soon as you buy?

But after years of mostly not doing it, I'm wondering if I need to come up with [more]

NL

Boards Post

MartianRtns replied to the Deranged Monkey Criticism board. 10:10 AM

Re: diversification

I think it is bad form to tell someone what they meant by someone else who wasn't sure what they meant, esp. when the person involved is sorta lost in what they meant in the first place.

:)

Here is what I actually did [more]

Mon Oct 20

NL

Boards Post

MartianRtns replied to the Deranged Monkey Criticism board. 10:47 PM

Re: diversification

I guess we'll have to disagree about this one because I see no difference at all between uninvestable and bubble.

semantics I know

but I don't invest in banks either
Or that Leucadia for that matter
I am not [more]

NL

Boards Post

MartianRtns replied to the Deranged Monkey Criticism board. 5:11 PM

Re: diversification

But if the bond market is a bubble and indeed uninvestable - and the bond market is larger than the stock market - then the stock market is likely overpriced. I can't see any way around it.

My first reaction is that I disagree. But I [more]

NL

Boards Post

MartianRtns replied to the Deranged Monkey Criticism board. 1:00 PM

Re: Buffett buying

It was also strange that his rationale seemed to mainly hinge on buy backs and nothing very specific about the tech or business.

I'm not sure that's true - I thought I read something somewhere that Buffett talked with the operating [more]

NL

Boards Post

MartianRtns replied to the Deranged Monkey Criticism board. 12:53 PM

Re: Question to Martian

And frankly, I don't think I have an adequate handle on my other portfolio options. I was using, before, a 1.5x and 2x multiplier and model position sizes but now feel that was totally wrong, esp. as core position sizes reached 5%. I don't think [more]

NL

Boards Post

MartianRtns replied to the Deranged Monkey Criticism board. 10:56 AM

Re: diversification

to be clear from that note:

*I would rather earn 5.5% to 6% in something that causes me not a wink of worry vs. 7% in something that I'm worried about - at all.

*I'd rather speculate in equities. Higher topside with them. [more]

Show More Activity ...

CAPS Stats & Trivia

CAPS Player Rating < 20
Player Rank 0 out of 75065
Score 0.00
Score Change Today 0
Accuracy 0.00%
Active Picks 0
Total Picks 0
Best Pick ( 0)
Worst Pick ( 0)
Average Score per Pick 0.00
Charms Earned 0
Highest Rated Favorite No Favorites Selected
Go to MartianRtns’ CAPS page

Boards Stats & Trivia

Big gold star, 5000 posts Top Favorite Fools Old School Fool
Board Posts 12749
Recs Received 27917
People who have rec'd these posts 1912
Recs to Posts Ratio (last 30 days) 7.90
Threads Started 2022
Threads Started Percentage 15.86 %
Most Frequent Board Liquid Lounge
Very First Post Re: The 1999 Maplemark Fund Annual Report (1/26/2000)
Percentage of Posts Rec'd 58.47 %
Show MartianRtns’ 10 Latest Posts