NoMoreShort’s Activity

Mon Apr 20

NL

Boards Post

NoMoreShort posted to the Deranged Monkey Criticism board. 10:18 AM

The new Rukeyser show

http://wallstreetweek.com/watch/?video=gundlach-issues-warni...

i miss Rukeyser. let's see how this one fares.

Wed Apr 15

Mon Apr 13

NL

Boards Post

NoMoreShort replied to the Last RoundUp board. 3:09 PM

Re: bought MA

on DFS, spoke to a friend who specializes in financials and has made money both sides on DFS over the years. He basically said current earnings are unsustainably high given credit provision way below historical average (2.5% vs. 5%). Each 10bps [more]

Wed Apr 1

NL

Boards Post

NoMoreShort replied to the Last RoundUp board. 9:36 PM

Re: INTC/WDC/STX

thanks. very helpful.

NL

Boards Post

NoMoreShort replied to the Last RoundUp board. 2:35 PM

Re: INTC/WDC/STX

interesting. thanks for the reply. i also thought it won't move needle for INTC.

re ORCL/SAP/Hana, i am curious if performance will be different if you use ORCL's exa-Series vs. the set-up you described. I understand the cost is probably [more]

NL

Boards Post

NoMoreShort posted to the Last RoundUp board. 8:06 AM

INTC/WDC/STX

i have no idea how credible this article is, but it raises some interesting points.

it/cm, any thoughts?

[more]

Tue Mar 31

NL

Boards Post

NoMoreShort replied to the Last RoundUp board. 2:38 PM

Re: bought MA

well, i am pretty price sensitive as you know. with DFS, it is a bit of new company/industry for me, so I want as much room for error as possible. 10-15% is pretty meaningful for me personally. with every company eval, i also have a downside/upside [more]

NL

Boards Post

NoMoreShort posted to the Last RoundUp board. 12:00 PM

bought MA

joined the dark side and bought a full position of MA/V (more MA, i am more familiar with MA over the years). If past record is any indication, you guys can safely wait for a lower entry price.

looked a bit harder at DFS and decided to [more]

Mon Mar 30

NL

Boards Post

NoMoreShort replied to the Last RoundUp board. 9:46 AM

Re: ctrx

good call!

Thu Mar 26

NL

Boards Post

NoMoreShort replied to the Last RoundUp board. 1:05 PM

Re: Anyone like AXP?

https://twitter.com/AlexRubalcava/status/580788427475402752

if i am not mistaken, i think this twitter account is client9 on TMF. wish he still posts here.

NL

Boards Post

NoMoreShort replied to the Last RoundUp board. 1:03 PM

Re: Anyone like AXP?

i used to think Munger is over-rated, and my biggest beef with him is his back to back 25% losses in 70's. i think he made back the losses for his investors.

but i do take his comments very seriously, esp. since he sat on COST board for so [more]

NL

Boards Post

NoMoreShort replied to the Last RoundUp board. 12:27 PM

Re: Anyone like AXP?

did you see Munger's comment yesterday that AXP's moat is a bit lower than in the past?

NL

Boards Post

NoMoreShort replied to the Last RoundUp board. 12:26 PM

Re: orcl

care to share what they have added/liked? assume this is the new Brave Warrior fund?

Wed Mar 25

NL

Boards Post

NoMoreShort posted to the Last RoundUp board. 3:28 PM

Munger on VRX

Valeant $VRX is like ITT and Harold Geneen come back to life, only the guy is worse this time.

Ouch!

NL

Boards Post

NoMoreShort replied to the Last RoundUp board. 11:56 AM

Re: orcl

i'll throw out one. TDC. it fit their Exa series to a T.

NL

Boards Post

NoMoreShort replied to the Last RoundUp board. 9:29 AM

Re: CSCO

on margin compression, i am not entirely sure. I used to be a bear, and I think the LT concerns are still valid. Now CSCO would like you to believe the total cost of ownership argument and CTO can't be fired buying CSCO equipment. All I care is they [more]

Tue Mar 24

NL

Boards Post

NoMoreShort replied to the Last RoundUp board. 6:41 PM

Re: txrh

so they have 372 restaurants. what's saturation level? sorry i just have no clue on restaurants. if it is fast grower, then what's EPS power 3-5 years out?

BJRI, a pizza chain growing 10% store is trading at 35x earnings even though it is [more]

NL

Boards Post

NoMoreShort replied to the Last RoundUp board. 2:27 PM

Re: CSCO

btw, i just noticed EMC had a trifecta of smart activist HF owners -- Elliott, Greenlight and Third Point.

and it is 10x EV/FCF, though it abuses stock options worse than most other mature tech companies.

core biz is under serious [more]

NL

Boards Post

NoMoreShort posted to the Last RoundUp board. 2:04 PM

CSCO

bought a half position after the minor pullback. after reading the call/conference presentation, i am wondering why this shouldn't be a much bigger position. they are firing on all cylinders and clearly taking market share. the old bear thesis of [more]

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