bcs123’s Activity

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bcs123 replied to the Deranged Monkey Criticism board. 10:48 AM

Re: Dolby redux

It might be cheap. It's very hard to know how much of their SG&A and R&D is productive and how much could be cut out with little impact on their core business. Their television royalty is a gold mine.

One thing is for sure, if you [more]

Thu Apr 10

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bcs123 replied to the Berkshire Hathaway board. 9:59 AM

Re: OT: Investing where other's don't

New York Times Magazine had a long article on this recently.

[more]

Thu Apr 3

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bcs123 replied to the Berkshire Hathaway board. 10:46 PM

Re: MiTek acquisition

As of this 2012 article, MiTek was doing over $1b revenue in 2012 up from $300m in 2001 and had made 34 acquisitions, in size from $10m to $150m. Buffett mentioned in the 2004 letter that Gene Toombs, the CEO of MiTek, had made some [more]

Thu Mar 13

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bcs123 replied to the Deranged Monkey Criticism board. 9:34 PM

Re: Tale of Two Pizzas

This is amazing. Take 'N Bake. Do you know what percentage of their revenues are from EBT (food stamps)? I would guess it is very high. "Food stamp arbitrage" is one of those categories that I never dreamed of but makes perfect sense when [more]

Wed Feb 19

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bcs123 posted to the Deranged Monkey Criticism board. 5:38 PM

Wal-Mart de Mexico (WMMVY)

Anyone ever look at Wal-Mart de Mexico ($WMMVY)?

This was a juggernaut for a long time and has hit some speed bumps. There was the big bribery scandal in past few years (no idea where that stands) and they appear to be struggling a bit [more]

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Boards Stats & Trivia

Two stars, 250 posts Old School Fool
Board Posts 287
Recs Received 1308
People who have rec'd these posts 454
Recs to Posts Ratio (last 30 days) N/A
Threads Started 67
Threads Started Percentage 23.34 %
Most Frequent Board Deranged Monkey Criticism
Very First Post Graham & Dodd stock screeners? (2/4/2004)
Percentage of Posts Rec'd 73.52 %
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