beppaun’s Activity

Thu Oct 2

CAPS Outperform Pitch

beppaun wrote about Contango Oil & Gas Company (MCF) . 4:06 PM

MCF Outperform

Bought at discount to book value

Caps Pick

beppaun made a pick in CAPS. 4:06 PM

Contango Oil & Gas Company (MCF) will Outperform the S&P 500

CAPS Outperform Pitch

beppaun wrote about Berkshire Hathaway (BRK-B) . 4:05 PM

BRK-B Outperform

P/B not too far from the floor where Buffett could buyback

Caps Pick

beppaun made a pick in CAPS. 4:05 PM

Berkshire Hathaway (BRK-B) will Outperform the S&P 500

CAPS Outperform Pitch

beppaun wrote about Alleghany Corp (Y) . 4:03 PM

Y Outperform

I'm paying book value for a relatively stable 5-10% book value grower

Caps Pick

beppaun made a pick in CAPS. 4:03 PM

Alleghany Corp (Y) will Outperform the S&P 500

CAPS Outperform Pitch

beppaun wrote about Markel (MKL) . 4:02 PM

MKL Outperform

Small premium to book value for a relatively stable 5%-10% book value grower

Caps Pick

beppaun made a pick in CAPS. 4:02 PM

Markel (MKL) will Outperform the S&P 500

CAPS Outperform Pitch

beppaun wrote about Leucadia National (LUK) . 4:00 PM

LUK Outperform

Jefferies plus opportunistic investments at discount to book value

Caps Pick

beppaun made a pick in CAPS. 4:00 PM

Leucadia National (LUK) will Outperform the S&P 500

CAPS Outperform Pitch

beppaun wrote about McCormick (MKC) . 3:59 PM

MKC Outperform

One of the best business around ... Bought @ > 5% fcfy

Caps Pick

beppaun made a pick in CAPS. 3:59 PM

McCormick (MKC) will Outperform the S&P 500

CAPS Outperform Pitch

beppaun wrote about Sears Holdings (SHLD) . 3:52 PM

SHLD Outperform

Here with the insider buying of a great character like DePodesta, known for his notable appearance in the book Moneyball

Caps Pick

beppaun made a pick in CAPS. 3:52 PM

Sears Holdings (SHLD) will Outperform the S&P 500

CAPS Outperform Pitch

beppaun wrote about MannKind Corp (MNKD) . 3:49 PM

MNKD Outperform

One of the highest short interest ratio for a company that could be near profitability after agreement with Sanofi

Caps Pick

beppaun made a pick in CAPS. 3:49 PM

MannKind Corp (MNKD) will Outperform the S&P 500

CAPS Outperform Pitch

beppaun wrote about Seaboard Corp (SEB) . 2:40 PM

SEB Outperform

Low price to tangible book for a serial tangible grower

Caps Pick

beppaun made a pick in CAPS. 2:40 PM

Seaboard Corp (SEB) will Outperform the S&P 500

CAPS Outperform Pitch

beppaun wrote about Buffalo Wild Wings (BWLD) . 2:39 PM

BWLD Outperform

Here for the long term with one of the few female ceo, excellent operators and I'm not paying too much for a probably serial grower.

Caps Pick

beppaun made a pick in CAPS. 2:39 PM

Buffalo Wild Wings (BWLD) will Outperform the S&P 500
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CAPS Stats & Trivia

CAPS Player Rating 72.56
Player Rank 20602 out of 75073
Score 782.61
Score Change Today -0.41
Accuracy 47.12%
Active Picks 13
Total Picks 209
Best Pick MTG (+226.45)
Worst Pick LEM (-67.83)
Average Score per Pick 3.74
Charms Earned 5
Highest Rated Favorite BuffettJunior1
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Boards Stats & Trivia

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Recs Received 0
People who have rec'd these posts 0
Recs to Posts Ratio (last 30 days) N/A
Threads Started 0
Threads Started Percentage 0.00 %
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Percentage of Posts Rec'd 100.00 %
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