chessburger’s Activity

Tue Apr 28

NL

Boards Post

chessburger posted to the Value Hounds board. 3:53 PM

CALM, SYNT, & T

I guess I could go down to the library but could someone with access to Value Line let me know where the investment research firm stands between these three companies.

Looking over the past year (since CALM was originally brought to the [more]

Mon Apr 20

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Boards Post

chessburger replied to the Deranged Monkey Criticism board. 7:04 PM

Re: Druck

Naj,

I'm sure everyone is well versed in this particular 1996 speech and Greenspan's well known "Innovation Conundrum". Funny, I thought it was another 1996 speech 10 months later where Greenspan poached Shiller's "irrational [more]

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chessburger replied to the Deranged Monkey Criticism board. 12:47 PM

Re: Druck

People are hard to please. But let's ignore that issue for a moment and work from the perspective that this generates a good discussion:

The description of entrepreneurial capital created by companies such as Uber, Airbnb, Palantir, [more]

Thu Apr 16

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Boards Post

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

Re: Druck

What the Fed is scared of? Deflation.

I got yelled at the last time I went down this road but to me its pretty straightforward. There are too many assets/savings chasing not enough investments. That's driving up existing asset prices and [more]

Fri Apr 10

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Boards Post

chessburger replied to the Value Hounds board. 8:07 AM

Re: Some stocks in my portfolio

GE - Paper losses, thinking to hold. 1% of Portfolio

and a reply

As for GE I have never liked it, never owned it, do not like conglomerates in general, think there are better industrial company stocks out there like PCP, [more]

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chessburger posted to the Deranged Monkey Criticism board. 1:24 AM

Siegel PE (CAPE Ratio)

Since Shiller PE has been identified as having so many flaws, I felt it was time to look elsewhere for a solid macro-level valuation tool. I thought about the Real Yield or the Real Real Yield given there’s no inflation to remove but felt it was too [more]

Thu Apr 9

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Boards Post

chessburger replied to the Value Hounds board. 3:59 PM

Re: Oil, one more time

Rich,

Since you said it was interesting -- I had to take a look! Mercy me. Digging into COPs 10-K left me with more questions than answers.

All I know is that the Lower 48 is the biggest operating segment for COP by Revenue and [more]

Tue Mar 24

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Boards Post

chessburger replied to the Boring Stocks board. 11:48 AM

Re: ROMV Process

Last year I started this work on ROMV. I guess I think its pretty interesting although it hasn't sparked much attention. But hey -- each to his own.

Here's an example of what I started doing.

Cooper Tire & Rubber [more]

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chessburger replied to the Deranged Monkey Criticism board. 9:00 AM

Re: Blarney Bubble

clearly this post was directed at me, the poor student of Dr. Hussman.

Anyone taking this commentary with some level of effort would realize that picking a 78 year period and sticking to a buy-and-hold (and reinvest) is 100% ok with [more]

Sat Mar 21

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Boards Post

chessburger posted to the Boring Stocks board. 5:54 PM

Getting Going: PKD, TSE

Alright,

So the biggest challenge as I sit here and type is to begin building the backlog of companies that are potential investments.

So to get going -- I'm going to leverage work already done ahead of me and use that to get a [more]

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chessburger posted to the Boring Stocks board. 9:11 AM

ROMV Process

The following is the process I intend to use to simplify the process of tracking, purchasing, and selling companies in the portfolio.

It comes from another value manager's system so I'm not reinventing the wheel here but it is being used in [more]

Fri Mar 20

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Boards Post

chessburger posted to the Boring Stocks board. 8:19 AM

The 7 Immutable Laws of Investing

from James Montier (GMO)

1. Always insist on a margin of safety
2. This time is never different
3. Be patient and wait for the fat pitch
4. Be contrarian
5. Risk is the permanent loss of capital, never a number
6. Be [more]

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chessburger posted to the Boring Stocks board. 8:06 AM

Boring: Industry vs Investment Philosophy

Hello,

As I think about updating the FAQ etc as well as review the early era of Greg M. -- I think of boring as something different than the original intent and likely more in the direction as what Dale W. likely was getting at.

I'm [more]

Thu Mar 19

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Boards Post

chessburger replied to the Boring Stocks board. 3:04 PM

Re: Bore Port -- Fire it back up

So another reference that was popular several years back but we should have a link to is the EVA framework, which is something that ties in to both Greenblatt as well as Wettlaufer.


Again from a fellow TMFer:

[more]

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chessburger replied to the Boring Stocks board. 2:02 PM

Re: Bore Port -- Fire it back up

Ok -- other things that I've wanted to do and will be able to do that with this project.

Take some of the concepts of Joel Greenblatt -- pre-magic formula. There is a long/slightly confusing/redundant set of notes that were taking from Mr. [more]

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chessburger replied to the Boring Stocks board. 9:13 AM

Re: Bore Port -- Fire it back up

Ok -- so I have some work to do. I want to have some continuity with the past (not necessarily to be politically correct -- but history is history).

When looking at thestamper's FAQ I was doing some more digging and found the mother [more]

Wed Mar 18

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Boards Post

chessburger posted to the Boring Stocks board. 7:21 PM

Bore Port -- Fire it back up

Time to fire up the bore port again. It was a lot of fun to follow and super educational back in the late 90s.

I'll track it.

I think it will be wicked boring and the goal will be to hold 6 names plus or minus 1 or 2. No more than [more]

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Boards Post

chessburger replied to the Deranged Monkey Criticism board. 8:50 AM

Re: First Interest Rates Hike Since 2004

ET,

My apologies to your alma mater. I was only going to use one economists name and that happened to be Krugman. If maybe I had used Mankiw -- I wouldn't have ruffled feathers. I try to live a dogma-free life: I forget that's not for [more]

Tue Mar 17

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Boards Post

chessburger replied to the Deranged Monkey Criticism board. 6:04 PM

Re: First Interest Rates Hike Since 2004

ET,

Eleven years is a long time and it will be interesting to see how the market handles the interest rate paradigm change, if it occurs.

Amazing that the term "Shadow Banking" wasn't even coined until 2007 and the [more]

Mon Mar 16

NL

Boards Post

chessburger replied to the Value Hounds board. 4:20 PM

Re: Value =

KitKat,

So here's an example. I don't do it exactly this way but essentially all the numbers are part of my process so it's not too far off base to say its "similar". I thought I mentioned the company before (as I know Rich had [more]

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Boards Stats & Trivia

Two stars, 250 posts Old School Fool
Board Posts 389
Recs Received 1278
People who have rec'd these posts 228
Recs to Posts Ratio (last 30 days) N/A
Threads Started 73
Threads Started Percentage 18.77 %
Most Frequent Board Value Hounds
Very First Post A IV Value Central post. (2/2/2007)
Percentage of Posts Rec'd 91.52 %
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