NoMoreShort’s Activity

Thu Aug 27

NL

Boards Post

NoMoreShort replied to the Deranged Monkey Criticism board. 5:51 PM

Re: Interesting factoid of the week

how about min/max/standard deviation of that metric? :)

NL

Boards Post

NoMoreShort replied to the Deranged Monkey Criticism board. 5:04 PM

Re: Let us help Martian :)

i have been following this pair.

i am not so sure these are duopolies. they still have to contend with a #3 who will get its fixed unit (25m?) no matter what in a declining market. while GM has held up much better than in the past, it has [more]

Wed Aug 26

NL

Boards Post

NoMoreShort replied to the Deranged Monkey Criticism board. 10:58 AM

Re: So looking fwd to Wednesday....

what do u make of the extensive technical damage done to both major indices and most stocks?

Fri Aug 21

NL

Boards Post

NoMoreShort replied to the Last RoundUp board. 4:28 PM

Re: Berkshire gripes

ok, i have done it again. i am 4 for 4 losing money buying BRK. every single time, i can't find stuff and feel compelled to own something, i buy BRK, and boom, market corrects, and BRK doesn't hold up. frankly, i am surprised it is not down more. [more]

Thu Aug 20

NL

Boards Post

NoMoreShort replied to the Deranged Monkey Criticism board. 12:05 PM

Re: Preposterous Fact

well, just as i am beating myself up for the nth time on why i don't own TJX/ROST, I see this post. thanks.

random thoughts.

are there lessons we can learn/take away from this example? Let's time travel back to 2004/2005 (I [more]

Thu Aug 6

NL

Boards Post

NoMoreShort replied to the Last RoundUp board. 11:34 AM

Re: FKA : VIAB and FOXA down big today/yesterday

i hope bcs can post his latest thoughts. he nailed the group on the way up and more impressively on the way down. this was such a consensus group long.

it's ironic that all the share buyback demanded by investors now seem like dubious use [more]

Tue Aug 4

NL

Boards Post

NoMoreShort replied to the Deranged Monkey Criticism board. 11:42 AM

Re: the NFL system of Justice

Fact: They illegally videotaped one Rams practice.

Fact: They were illegally videotaping during the game from the sidelines for years.

Fact: Each of those first 3 SBs came down to a 3-pt margin.

Fact: Any marginally
[more]

Mon Aug 3

NL

Boards Post

NoMoreShort replied to the Deranged Monkey Criticism board. 12:10 AM

Re: the NFL system of Justice

bravo Eddie bravo. wish i could rec it a thousand times!

Wed Jul 29

NL

Boards Post

NoMoreShort replied to the Deranged Monkey Criticism board. 4:47 PM

Re: Big growth firms' growth rates

at what point will this possibly matter? maybe never, i realize.

non GAAP EPS: 50c
GAAP EPS: 25c

fully diluted shares: 2,850 vs. 2,615 last year

Tue Jul 28

NL

Boards Post

NoMoreShort posted to the Last RoundUp board. 2:02 AM

BIDU

deja vu is my feeling after reading the latest conf call. As you may remember, I pounded the table on BIDU around two years ago, as the stock had a meaningful correction as the market was concerned about elevated investment.

Well, here we [more]

Fri Jul 24

NL

Boards Post

NoMoreShort replied to the Deranged Monkey Criticism board. 11:41 AM

Re: VRX comments

maybe i am way off here. i think what surprised me about some of these generic/specialty drug companies are how much they were able to raise pricing.

Take TARO, the biggest dermatology player. over the last 4 years, sales went up 19% CAGR [more]

Wed Jul 15

NL

Boards Post

NoMoreShort replied to the Deranged Monkey Criticism board. 5:12 PM

Re: Nope

good ol' MOVI.

if i remember correctly, their niche was in rural markets where mailed DVD was supposed to be a lesser threat. Streaming was even more remote of a concern, no?

MOVI had low P/E, strong balance sheet/FCF, [more]

Tue Jul 14

NL

Boards Post

NoMoreShort replied to the Deranged Monkey Criticism board. 10:06 PM

Re: Bubble call

well, it actually may not be too late. the market had the obligatory bounce, and valuation has simply got less crazy, but still crazy.

it's also pretty amazing how many local investors are already clamoring to get back in (using leverage no [more]

NL

Boards Post

NoMoreShort replied to the Last RoundUp board. 1:00 PM

Re: Airlines - SAVE Report - help the martian

i know the review below does not answer your question directly, but it does cover some points.

i think besides having a view on the industry (are they at peak margin/ROIC now), you have to decide which category SAVE is in. i know next to [more]

Thu Jul 9

NL

Boards Post

NoMoreShort replied to the Last RoundUp board. 11:30 AM

Re: Better lucky than good...

easy come, easy go, right?

welcome to the roller coaster ride!

Wed Jul 8

NL

Boards Post

NoMoreShort replied to the Last RoundUp board. 7:17 PM

Re: Intel (INTC)

1) Altera purchase. This is all cash deal; no equity dilution. This will be EPS accretive.


hmm, paying 8x sales and 37x EPS for a company with -2% 3 year CAGR sales? sure it is accretive under 0 rate, but at what ROIC? You [more]

Tue Jun 23

NL

Boards Post

NoMoreShort replied to the Deranged Monkey Criticism board. 12:29 PM

Re: Poll: The next bubble?

ok, i can't resist. personally i don't think it is even close. China.

Look at the P/E

Shanghai:
# %
# of P/E < 10 17 1% (exclusively banks)
10 to 20 50 4%
20 to 50 260 21%
50 to 100 258 21%
> 100 371 [more]

Wed Apr 15

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Boards Stats & Trivia

Big red star, 1000 posts Feste Award Nominee! Old School Fool
Board Posts 2484
Recs Received 6784
People who have rec'd these posts 735
Recs to Posts Ratio (last 30 days) N/A
Threads Started 387
Threads Started Percentage 15.58 %
Most Frequent Board Deranged Monkey Criticism
Very First Post Re: Top price for MO (7/7/2002)
Percentage of Posts Rec'd 65.70 %
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