bcs123’s Activity

Fri Jun 27


Boards Post

bcs123 posted to the Deranged Monkey Criticism board. 4:33 PM

monkey business

Nothing funny to see here with quarter end marks on EPAX, BTH, LEI, LBMH, PTIE, PRXI, GAIA, and SNMX. Carry on.

I don't ever recall seeing this so blatant and also on short side.

Wed May 28


Boards Post

bcs123 replied to the Deranged Monkey Criticism board. 5:23 PM

Re: So...buybacks from MCD

DTV is a good example of a company doing well operationally and creating quite a bit of additional value through buybacks. DTV had 1.4b shares at the end of 2005. They currently have about 509m shares. They spent about $30b for those 890m shares or [more]

Tue May 27


Boards Post

bcs123 replied to the Berkshire Hathaway board. 10:14 PM

Re: OT: now Amazon is the Wal-Mart of books

News Corporation broke out the unit economics at Harper Collins for hardcover books vs. e-books in an investor day presentation on 5/28/2013. Pg. 116


Fri Apr 25


Boards Post

bcs123 replied to the Berkshire Hathaway board. 1:07 PM

Re: 3 best books on BRK

The Warren Buffett CEO by Robert Miles is very good. It was published in 2003 and has 20 page or so chapters on many of the subsidiary CEO's: Nicely, Simpson, Jain, Rose Blumkin, Ueltschi (FlightSafety), Santulli (Netjets), Don Graham, Irv Blumkin, [more]

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Boards Stats & Trivia

Two stars, 250 posts Old School Fool
Board Posts 291
Recs Received 1315
People who have rec'd these posts 456
Recs to Posts Ratio (last 30 days) N/A
Threads Started 68
Threads Started Percentage 23.37 %
Most Frequent Board Deranged Monkey Criticism
Very First Post Graham & Dodd stock screeners? (2/4/2004)
Percentage of Posts Rec'd 73.54 %
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