TMFRichDad

Rich Sageman

TMFRichDad’s Activity

Today

Inside Value Boards Post

TMFRichDad replied to the Inside Value boards. 5:17 AM

Mon Aug 29

Caps Pick

TMFRichdad made a pick in CAPS. 5:10 PM

Wells Fargo (WFC) will Outperform the S&P 500

Sun Aug 28

Income Investor Boards Post

TMFRichDad replied to the Income Investor boards. 7:03 PM

Sat Aug 27

Income Investor Boards Post

TMFRichDad replied to the Income Investor boards. 8:27 AM

Fri Aug 26

NL

Boards Post

TMFRichDad replied to the Berkshire Hathaway board. 6:05 PM

Re: Damodaran on CAPE


First of all, you seem to be ignoring the important distinction that is to be made between buying back shares BELOW their intrinsic value (which Buffett clearly believes WFC, KO, WFC and IBM practise) and buying that at intrinsic value (which
[more]

NL

Boards Post

TMFRichDad replied to the Berkshire Hathaway board. 5:04 PM

Re: Damodaran on CAPE

Jim,

If what you say about share buybacks not benefiting continuing shareholders in any way is true, then none of these quotes from the 2012 Letter make any sense:

Talking about the big 4, AXP, KO, WFC and IBM:

The [more]

Income Investor Boards Post

TMFRichDad replied to the Income Investor boards. 9:14 AM

Income Investor Boards Post

TMFRichDad posted to the Income Investor boards. 8:24 AM

Inside Value Boards Post

TMFRichDad replied to the Inside Value boards. 6:30 AM

NL

Boards Post

TMFRichDad replied to the Berkshire Hathaway board. 6:11 AM

Re: Damodaran on CAPE


FCFE has a standard textbook definition and that has nothing to do with dividends or buybacks


The standard definition of FCFE is a measure of the excess cash the company generates that it does not need to a) grow (i.e. cap ex [more]

NL

Boards Post

TMFRichDad replied to the Berkshire Hathaway board. 5:46 AM

Re: Damodaran on CAPE

Jim,

Buffett would seem to have fallen for the "falacy" hook line and sinker, then:

[more]

Income Investor Boards Post

TMFRichDad replied to the Income Investor boards. 5:18 AM

Thu Aug 25

NL

Boards Post

TMFRichDad replied to the Berkshire Hathaway board. 9:59 PM

Re: Damodaran on CAPE

He has defined his own "cash flow" [sic] as dividends plus buybacks.
Is "he" Damodaran?


Damodaran would be the first to explain that cash flow to equity is composed of dividends + buybacks. These are the [more]

Income Investor Boards Post

TMFRichDad replied to the Income Investor boards. 8:01 PM

Inside Value Boards Post

TMFRichDad posted to the Inside Value boards. 5:25 PM

Inside Value Boards Post

TMFRichDad posted to the Inside Value boards. 8:36 AM

Income Investor Boards Post

TMFRichDad replied to the Income Investor boards. 5:43 AM

Wed Aug 24

Income Investor Boards Post

TMFRichDad replied to the Income Investor boards. 12:01 PM

NL

Boards Post

TMFRichDad replied to the Deranged Monkey Criticism board. 8:57 AM

Re: hair products

mesmerizing

The girls or the shampoo? :)

Inside Value Boards Post

TMFRichDad replied to the Inside Value boards. 8:55 AM

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CAPS Stats & Trivia

CAPS Player Rating 92.86
Player Rank 5344 out of 74878
Score 1668.09
Score Change Today -18.72
Accuracy 55.66%
Active Picks 23
Total Picks 242
Best Pick DOW (+535.10)
Worst Pick FMD (-78.23)
Average Score per Pick 6.89
Charms Earned 9
Highest Rated Favorite ClientNine
Go to TMFRichDad’s CAPS page

Boards Stats & Trivia

Big gold star, 5000 posts Old School Fool Coverage Fool CAPS All Star
Board Posts 7102
Recs Received 12610
People who have rec'd these posts 1555
Recs to Posts Ratio (last 30 days) 5.00
Threads Started 1633
Threads Started Percentage 22.99 %
Most Frequent Board Value Hounds
Very First Post A IVS: Anheuser-Busch post. (1/2/2006)
Percentage of Posts Rec'd 65.07 %
Show TMFRichDad’s 10 Latest Posts