commoncents33’s Activity

Today

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commoncents33 replied to the Berkshire Hathaway board. 4:08 AM

Re: IBM's healthcare moonshot

Anecdotal reports are it is not anywhere close


Close to what. The fact is that physician from Cleveland Clinic and Mayo Clinic are working with Watson. It is happening, and will only grow.

[more]

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commoncents33 replied to the Apple board. 2:53 AM

Re: Peak Apple

Apple can still milk this enviable product line for a very long time, clearly, but if the growth tapers, the stock will too, or perhaps worse.



Good post. Important considerations.

Here's how I look at it as an [more]

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commoncents33 replied to the Berkshire Hathaway board. 2:16 AM

Re: IBM's healthcare moonshot

Example, Google is deeply embedded in health care


Is Google actually working with health systems like the Cleveland Clinic and Mayo Clinic, helping practicing physicians treat actual patients?

World of difference [more]

Yesterday

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commoncents33 replied to the Berkshire Hathaway board. 8:25 AM

Re: Finding businesses with extreme pricing power

My question for the board is: Can anyone think of any other business with similar levels of pricing power? Businesses so wonderful that they would not be severely harmed by a competitor coming in and selling the same product for half off? [more]

Sat Jul 25

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commoncents33 replied to the Saul's Investing Discussions board. 7:29 PM

Re: Saul's Historical Results

t seems if Commoncents was seriously seeking an answer it would have been worth taking the time to review previous posts to see if we've been down this road before.

Actually, that is not very realistic. It's not like this is the only [more]

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commoncents33 replied to the Berkshire Hathaway board. 7:19 PM

Re: OT: More CBI

Wow, wouldn't that be an awesome world in which every CEO was forced to give an explanation in the 10-K in as clear language as you have used here.




This reminds me of the completely opposite feelings I've had recently [more]

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commoncents33 replied to the Berkshire Hathaway board. 4:29 PM

Re: OT: More CBI

Well, I'll have to dig into this later when I have more time, but the problem may not be with CBI, but rather with the data on Morningstar.

Looking at the ValueLine chart for CBI, they show per-share cash flow rising from $0.35 in 2005 to [more]

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commoncents33 replied to the Berkshire Hathaway board. 4:11 PM

Re: OT: More CBI

A very good question. I don't have a short answer, but it will probably come from studying the annual reports. Repeatedly.



Thanks. I don't feel quite as stupid now :)




Bottom line: think of them the [more]

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commoncents33 posted to the Berkshire Hathaway board. 6:10 AM

OT: More CBI

Looking at data on Morningstar, CBI has had a tremendous growth in reported earnings over the past decade, going from $16M to $587M (TTM).

Yet operating cash flow shows a completely different picture, basically [more]

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commoncents33 replied to the Berkshire Hathaway board. 5:14 AM

Re: ibm revenue collapse

Apple spent a rather long time in my too hard pile as well. I didn't buy until 2013. I looked around one day and said, "I still don't know it's they worth, but it's got to be more than this".
That said, with 20/20 hindsight AAPL has
[more]

Fri Jul 24

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commoncents33 replied to the Saul's Investing Discussions board. 8:36 AM

Re: Saul's Historical Results

This is a happy board and a profitable one and no one attacks anyone



The fact that you would describe my posts as "attacking" Saul simply shows that you have no idea what I'm talking about.

It's kind of [more]

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commoncents33 posted to the Apple board. 4:32 AM

What Happened to all those Doomsday Projections?

A few years ago, when AAPL had been chopped in half, there were soooo many who had all sorts of reasons why Apple, and the iPhone in particular, were in big trouble.

Let's look at three of the top one's:

1) Claim: everyone knows [more]

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commoncents33 replied to the Berkshire Hathaway board. 4:16 AM

Re: ibm revenue collapse

Perhaps this would be a good stock for people who feel they have to be invested and don't want to expose themselves to the possibility of a 50-70% drop.


True that.

Despite their struggles, it's kind of hard to imagine [more]

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commoncents33 replied to the Berkshire Hathaway board. 3:00 AM

Re: OT: CBI

I am just speculating, but if there was a glut of cheap energy I would suspect that energy extractors would cut back on the capital projects CBI does, but I would expect that the energy processors (refiners, utilities, etc.) would increase the [more]

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commoncents33 replied to the Saul's Investing Discussions board. 2:13 AM

Re: Saul's Historical Results

Apparently some people didn't bother to thoroughly read what it was they were discussing and criticizing. It's all clearly spelled out in the Knowledgebase


Apparently you did not bother to read my posts carefully.

You [more]

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commoncents33 replied to the Saul's Investing Discussions board. 1:20 AM

Re: Saul's Historical Results

Am I mis-calculating this? If so, please correct me. If not, then your method no longer seems to be working so well (for a decade of such poor results is a bit long to attribute to mere bad luck). Unlike the 3Oish percent you had previously, [more]

Thu Jul 23

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commoncents33 posted to the Saul's Investing Discussions board. 2:38 PM

Saul's Historical Results

Hi Saul.

I'm new to this site, but started reading your New Knowledge Base post.

As would be anyone, I was impressed by your results. However, unless I'm doing the math incorrectly, your results for about the last decade (I started [more]

Wed Jul 22

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Boards Post

commoncents33 replied to the Berkshire Hathaway board. 11:53 PM

Re: OT: CBI

The article is a case of over analysis.


Only if you do not have a healthy respect for the potential downside...of the business, not the stock.

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commoncents33 posted to the Berkshire Hathaway board. 11:51 PM

Combs and Weschler

I'm curious what everyone's take is on the portfolio selection of Combs and Weschler to date.

More specifically, what are the wonderful attributes of the businesses in which they have chosen to be partial owners. I don't particularly [more]

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commoncents33 replied to the Berkshire Hathaway board. 11:46 PM

Re: OT: CBI

which makes me somewhat uncomfortable regarding Todd Comb's investing thought process. I don't fault him (much) for having one of his (handful of) stock pics down by almost half...but rather for putting more than 10% of his entire portfolio in a [more]

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