NajdorfSicilian

Heidi Klum, supermodel

NajdorfSicilian’s Activity

Thu Dec 18

NL

Boards Post

NajdorfSicilian posted to the Deranged Monkey Criticism board. 5:06 PM

Pair trade

Started long AEO short ANF today, made 71 bps.


"No one has ever bet enough on a winning horse."




~ I'll give it to Damon Runyon even if it's probably Anon.

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Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 5:03 PM

Re: off-hand remark

Not saying that what we have now is that extreme but it is getting closer every day now.

Really?! The whole market or....?

KO had a PE of what, 60? it's gone up $9 in 15 years.
MSFT is down from early 2000. [more]

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Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 4:52 PM

Re: Google

TRIP is still below where I sold 16 months ago. With a still quite high PE that makes me nervous. They have a nice moat, but its not so large.

I guess if you figure its a takeout it may still be a hold.

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Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 12:03 PM

Re: Investing approach

Are you calculating that yourself or using a program? If so, which program? Thanks.

Google Finance - set to max or whatever date you want.


I can find exact #s on BBG, but the difference would be trivial if any in these [more]

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Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 11:57 AM

Re: Investing approach

Note: Imagine I started in 1988 and you were an investor in my fund. If I had matched the returns of Buffett's legendary initial Coke investment over the subsequent 25 years, you as an investor would have earned 14% - 1% * .08 = 10.4%! Exactly the [more]

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Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 11:53 AM

Re: naj - SAVE ?

Picked up some RYAAY today. Been meaning to do so for a while, no time like the present.

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Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 11:51 AM

Re: I heart Gundlach

He sure did earn it. He's been the best bond manager for the past 10 years or more. I invested with him a few months after he started DoubleLine, wish I had funded him like OakTree, whose $20m startup investment is now worth $490m and [more]

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Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 11:37 AM

Re: Google

But both have a very serious failing, in my view, which is that they have demonstrated very little concern for actually making money for shareholders.

I find this comment inexplicable.

AMZN: +16,973% since IPO. Back [more]

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Boards Post

NajdorfSicilian replied to the Dropout's Den board. 11:32 AM

Re: Uber

I cannot believe you don't have a smartphone. I think the 5C is pretty much free by now.

Seriously, you cannot be this much of a luddite.

Did not get a smartphone until the iPhone 3,

Naj

Wed Dec 17

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Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 4:16 PM

Re: Baupost

Boy, that escalated quickly....

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Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 4:15 PM

Re: Google

by the way, sans a recession, we are only six and half months away from a focus on 2016 earnings...

You may need a new Warp Drive, the Wall St focus starts changing next month to 2016 EPS...

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Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 4:13 PM

Re: Russia

'On August 17, 1998, the ruble plummeted against the dollar in the blink of an eye, after Russia’s government said it couldn’t meet its key debt obligations and would end massive currency interventions. In about six months, the Russian currency [more]

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Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 3:50 PM

Re: Russia


speaking of stalwarts, how's GOOGL at 52 week low?


Even though its my #1 position, I added.

but i admit the near term volatility has surprised me to a great deal.

The price action is comparable to '98, even
[more]

Tue Dec 16

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Boards Post

NajdorfSicilian posted to the Deranged Monkey Criticism board. 10:36 AM

I heart Gundlach

Love his fund and his candor:

'I think bond flows will probably stay about where they are unless rates rise. The bond flows are a lagging indicator of interest rates. What happens is when interest rates rise, bond investors pull money if [more]

Mon Dec 15

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Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 2:39 PM

Re: The Stock Investor

I forgot the obvious L Brands for my new Lazy N' Comfortable fund [Bath & Body Works + VS!] Outperformed by 4% over the past week, somebody's buying in size....

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Boards Post

NajdorfSicilian posted to the Deranged Monkey Criticism board. 12:27 PM

Baupost

Seth owns 17% of THRX, and it has gone from 40+ to $13 in a year.

Buying well below Seth prices has worked wonders in VSAT and Vivendi in the past years. However, maybe biotech is different?

He did hit a home run in IDIX earlier [more]

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Boards Post

NajdorfSicilian replied to the Dropout's Den board. 11:03 AM

Re: Uber

Also remember Dave Barry's Pulitzer-prize winning column on visiting NYC:

We're riding in a cab from La Guardia Airport to our Manhattan hotel, and I want to interview the driver, because this is how we professional journalists take the [more]

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Boards Post

NajdorfSicilian replied to the Dropout's Den board. 10:58 AM

Re: Uber

Odds of psycho driving a cab >>>> psycho driving his own Lincoln Town Car or BMW SUV.

Also, with Uber I always get someone who speaks English.

Fri Dec 12

NL

Boards Post

NajdorfSicilian replied to the Deranged Monkey Criticism board. 4:30 PM

Re: naj - SAVE ?

Naj (or anyone who has an Op - but naj is the only one I know who ever pitched airlines before airlines got hot)

I have to admit I never look at the disco guys.

Wed Dec 10

Caps Pick

NajdorfSicilian made a pick in CAPS. 4:46 PM

Linn Co, LLC (LNCO) will Underperform the S&P 500
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CAPS Player Rating 99.87
Player Rank 96 out of 75070
Score 10448.67
Score Change Today +24.94
Accuracy 77.56%
Active Picks 107
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Boards Stats & Trivia

Big funky green star, 20000 posts Feste Award Nominee! Old School Fool CAPS All Star
Board Posts 38875
Recs Received 38941
People who have rec'd these posts 2735
Recs to Posts Ratio (last 30 days) 5.40
Threads Started 6688
Threads Started Percentage 17.20 %
Most Frequent Board On Tilt
Very First Post RE: Storm Warnings1 (1/21/2000)
Percentage of Posts Rec'd 34.24 %
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