bcs123’s Activity

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bcs123 replied to the Deranged Monkey Criticism board. 10:42 AM

Re: Russia

Mildly related, there was a New Yorker article this spring about Stalin's daughter, who emigrated to the U.S. in 1967 and lived in a small town in Wisconsin until she passed away in 2011. The author does not mention it, but I will assume she was a [more]

Mon Nov 24

Mon Nov 17

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bcs123 replied to the Deranged Monkey Criticism board. 3:24 PM

Re: Dilution question

Using the basic sharecount and adding the options is wrong because it ignores several benefits a company gets from the options, the two main ones being the cash proceeds and the tax benefits (not always present but usually so).

Say the [more]

Wed Nov 12

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bcs123 replied to the Deranged Monkey Criticism board. 2:28 PM

Re: OT: CC Typos

SIRI 2013 Q2 conference call, 7/25/13:

"Given the high Freak African conversion that this business has and the stability and predictability of cash flows, why is 3.5x the right leverage?"

Mon Oct 27

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bcs123 replied to the Deranged Monkey Criticism board. 11:50 AM

Re: amzn

I don't think I am holding Amazon to a higher standard, and I don't think I am overly-criticizing Bezos. When you choose a headline Non-GAAP metric to trumpet and then make a hash out it without comment, well, that's sloppy at best, as you point [more]

Sat Oct 25

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bcs123 replied to the Deranged Monkey Criticism board. 11:43 PM

Re: amzn

I am amazed when such smart guys do stuff that is so transparently silly. You get Jeff Bezos in a room alone and ask him what the deal is with this and what answer does his big brain come up with? Same with Larry Page and Google's choice to exclude [more]

Fri Oct 24

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bcs123 replied to the Deranged Monkey Criticism board. 10:47 AM

Re: amzn

Is their any good justification for AMZN not including their sizable capital lease obligations in their FCF calculation? It looks like that is not running about $1.5b for TTM.

Thu Oct 16

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bcs123 replied to the Deranged Monkey Criticism board. 1:24 PM

Re: anyone own Costco?

Historically, COST EBIT margins have oscillated between about 2.5-2.9% (a little more if you go back further). Right now they are near the high end of that and are trading at a relatively high multiple off those peak margins. Looking at EV/Revenues, [more]

Tue Sep 23

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bcs123 posted to the Deranged Monkey Criticism board. 4:58 PM

EBIX

The CEO's of America should consider this a gauntlet thrown down. I would like to see a "video" link on all investor relations pages going ahead:

[more]

Wed Sep 17

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bcs123 replied to the Deranged Monkey Criticism board. 10:53 AM

Re: Fairway Markets - FWM

Trader Joe's prices are on average lower than Safeway or other major grocery stores, and that is comparing Trader Joe's to private label at those stores. You can find numerous price comparisons online that bear this out, and this is true in my [more]

Tue Sep 16

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bcs123 replied to the Deranged Monkey Criticism board. 1:28 PM

Re: Fairway Markets - FWM

I think Fairway's reputation in New York City benefits greatly from the fact that the competition is so mediocre. Just as John Catsimatidis makes your average Joe look like George Clooney, when your competition is Gristedes it's pretty easy to get [more]

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Boards Stats & Trivia

Two stars, 250 posts Old School Fool
Board Posts 302
Recs Received 1344
People who have rec'd these posts 460
Recs to Posts Ratio (last 30 days) N/A
Threads Started 69
Threads Started Percentage 22.85 %
Most Frequent Board Deranged Monkey Criticism
Very First Post Graham & Dodd stock screeners? (2/4/2004)
Percentage of Posts Rec'd 73.51 %
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