howardroark’s Activity

Sun May 14

NL

Boards Post

howardroark replied to the Deranged Monkey Criticism board. 11:08 AM

Re: Profit Sharing in Funds

This doesn't sound great. The previous poster made a point about high watermark protection. This is one piece of an incentive quandary most hedge fund investors face. The profit sharing structure can be laden with risk taking incentives. And high [more]

Wed Mar 8

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howardroark replied to the Last RoundUp board. 4:19 PM

Re: Before you leave...HBI?!

Should you pay 14.5x for a no-moat underwear company that AMZN has targeted? I'd say half that.

Naj, you of all people should know that underwear moats are not as desirable as Buffett imagines.

Thu Dec 29

NL

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howardroark replied to the Liquid Lounge board. 12:48 AM

Re: Hussman weekly commentary

Not to defend Hussman, but I'm sure that you would agree that performance attribution can be a tricky business.

His entire argument was that if only dumb dumb mr market had read fluid dynamics and understood boundary conditions it [more]

Tue Dec 27

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howardroark replied to the Liquid Lounge board. 6:43 PM

Re: Hussman weekly commentary

also, while i'm here, why not be a jerk. multiple thread topic summary from 11-12 years ago: hussman thought google's dutch auction led to an irrational ipo price ($42, split adjusted) fueled by irrational speculators who didn't [more]

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howardroark replied to the Liquid Lounge board. 6:15 PM

Re: Sears Earnings

hello mr. howard, sorry for the late reply. if i may say you were a lyrical genius in your day and a quippy business historian to boot. but in case you have taken your eye off the ball or more likely have found yourself with internet privileges doled [more]

Sun Nov 20

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howardroark replied to the Deranged Monkey Criticism board. 4:53 PM

Re: A Few Ideas

I meant of course $1.0+ B in EXCESS of cost, if you record at market. Thomas Cook of India, Cara, ICICI holding, etc...

that's a fair point and always kind of a tough call. surely if you're shorting them out you can give full [more]

Sat Nov 19

NL

Boards Post

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

Re: A Few Ideas

one point about Fairfax. when you talk about it trading near book value, it's worth noting this includes goodwill. there's nothing wrong with giving them credit for acquiring good insurance businesses (I miss you Zenith), but if FFH were [more]

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Boards Stats & Trivia

Big red star, 1000 posts 10+ Year Anniversary! Feste Award Nominee! Old School Fool
Board Posts 3185
Recs Received 22685
People who have rec'd these posts 2800
Recs to Posts Ratio (last 30 days) N/A
Threads Started 484
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Most Frequent Board Liquid Lounge
Very First Post MONT sellling (6/22/1998)
Percentage of Posts Rec'd 75.29 %
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