NoMoreShort’s Activity

Thu Aug 28

NL

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NoMoreShort replied to the Deranged Monkey Criticism board. 10:11 AM

Re: FL paradox


The problem is - I don't believe in it. I don't believe in COH handbags, Ugg boots, anything from KORs, or the logic of paying $150 for a pair of shoes. And I realize this isn't about what I think (figure out what the judges like and all
[more]

Wed Aug 13

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NoMoreShort posted to the Deranged Monkey Criticism board. 1:08 AM

New name

change of name after 10+ years. fairly self explanatory.

Fire away, HR!

Sun Aug 3

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gocanucks replied to the Deranged Monkey Criticism board. 10:19 PM

Re: Poll: Where to move?

good question. i don't know their exact LT performance number, but I had the impression it was excellent over 10+ years, maybe even from mid 90's. 2008 was obviously tough, and they had done a lot of soul searching based on the [more]

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gocanucks replied to the Deranged Monkey Criticism board. 7:39 PM

Re: Poll: Where to move?

fwiw, Pzena's take:



The poor performance of value stocks in recent market downturn have caused many to be skeptical of values traditional role in protecting principal in down markets. In this context, we've examined the history
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Mon Jul 28

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gocanucks replied to the Deranged Monkey Criticism board. 11:38 AM

Re: A Dollar Monster?

$9.5B debt, for $300m savings at end of 3 years...

cash is trash.

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gocanucks replied to the Deranged Monkey Criticism board. 10:20 AM

Re: A Dollar Monster?

i'll 2nd that. i am glad i covered FDO, coz i knew someone (PE, DG) couldn't resist, but i never thought it would be DLTR. The two stores are just night and day.

i will read the conf call and reserve my judgment, but still...

Fri Jul 18

NL

Boards Post

gocanucks replied to the Deranged Monkey Criticism board. 3:46 PM

Re: Today's AA

ET, questions on OAK.

I like the fact half of the current equity value is in B/S and DoubleLine, but i struggle a bit on valuing the operating business.

1) management fee. yes, it is stable with long lock-ups. but it hasn't grown in [more]

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Big red star, 1000 posts Feste Award Nominee! Old School Fool
Board Posts 2363
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Threads Started 362
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Most Frequent Board Deranged Monkey Criticism
Very First Post Re: Top price for MO (7/7/2002)
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