enoch01

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enoch01 replied to the Deranged Monkey Criticism board. 4:37 PM

Re: Mortgage or no Mortgage - The corrected post

My own personal philosophy is that I would never use money borrowed against my home to invest in the stock market.

It sounds good and proper to say this, but I have a really hard time believing anyone either (i) pays cash for their [more]

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enoch01 replied to the Deranged Monkey Criticism board. 5:04 PM

Re: MSFT: From the Archives

Thanks for those. Good reads.

3) It is worth noting that Microsoft is still a fantastically profitable company that is making as much money as it ever has, although it looks like is starting to face a serious threat for the first [more]

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enoch01 replied to the Value Hounds board. 12:50 PM

Re: JNJ Beats

It seems like they get a very nice "how will management allocate capital" premium. Compare to Microsoft, where Mr. Market must be panicking that Ballmer and crew will blow the cash or "fade into Bolivian" ( [more]

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enoch01 replied to the Berkshire Hathaway board. 9:26 PM

Re: Dear Jeremy Dimon:

Dude, lay off Jeremy. Just because he's having a rough time on the MMA circuit doesn't mean he needs some anonymous hacks on the Fool boards piling on.

[more]

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enoch01 replied to the Berkshire Hathaway board. 10:31 PM

Re: Writers attempting Buffett/Munger mentality

My concern of DVT [sic] is potential risk, what if the satellite goes down and service be discrupted for a few months? And without revenue for just a few months, how will the debt be served?

They have insurance and redundant [more]

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enoch01 posted to the Falling Knives board. 1:41 PM

AMX

How bad could a forced break up be? Maybe they move from a near monopoly to a duopoly of some kind. Any estimates on how much business would suffer?

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enoch01 replied to the Berkshire Hathaway board. 5:16 PM

Re: DirecTV

Anybody have insight on what kind of advantage (if any!) DirecTV would have against some of the Latin American cable companies regarding capex? For example, how much would others have to spend to build out infrastructure to match DirecTV's coverage?