howardroark’s Activity

Sun Oct 22

NL

Boards Post

howardroark replied to the Last RoundUp board. 9:54 AM

Re: Accounting question

You’re right this is unusual. Most likely at some point in the year they were constantly rolling over their marketable securities in commercial paper or something very short term (think of 40mm or whatever “maturing” every week for a few months) and [more]

Tue Oct 17

NL

Boards Post

howardroark replied to the Last RoundUp board. 11:07 AM

Re: question

I'm going to confess my ignorance and say I've never heard of a physical investor kit. I guess this is the leave-behinds from IR?

lemme break it down for you. while you spent the 80s shut off in the trop's daycare facility [more]

NL

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howardroark replied to the Last RoundUp board. 8:26 AM

Re: question

thanks very much Ben. I broke my only personal commandment last night and spent a lot of time chatting with various customer service reps. There is actually a big dog in the share-gift business that resulted from the merger of Sparkgift into [more]

Mon Oct 16

NL

Boards Post

howardroark posted to the Last RoundUp board. 4:20 PM

question

has anyone here ever bought shares as a gift to a kid (not yours)? if so, any recommendations on the best/easiest path (assume no existing custodial brokerage account exists)?

Mon Oct 9

NL

Boards Post

howardroark replied to the Berkshire Hathaway board. 10:44 AM

Re: Stock prices: justified by low interest rate

If he meant the first, then the statement is almost entirely wrong.
A lower price for beans doesn't make Intel worth more. The future real total return is unchanged thereby.


This is mostly semantic, but I think it's you [more]

Fri Sep 29

NL

Boards Post

howardroark replied to the Berkshire Hathaway board. 7:06 PM

Re: OT: Tilson closing hedge fund

Cathay and East West are the stars and I have about 40% of my net worth in them, along with Berkshire and AJ Gallagher that's 90% of me. They have incredibly low expenses as the net interest income, the so-called "efficiency ratios" [more]

Wed Aug 23

NL

Boards Post

howardroark replied to the Last RoundUp board. 9:56 AM

Re: How will Disney's Streaming Service be J

Lastly the data transfer piece is generally pretty cool. For large amounts of data the vendor supplies a large semi (or a container) loaded with storage servers and a fiber-optic pipe & the customers loads the servers as fast as possible. Then [more]

Thu Aug 17

NL

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howardroark replied to the Berkshire Hathaway board. 7:50 AM

Re: OT: CBI Downgrade

the bonds are all trading money-good. for example the 22 5.15s are trading at 110 which is a ytm of ~3%.

Fri Jul 21

NL

Boards Post

howardroark replied to the Berkshire Hathaway board. 10:45 AM

Re: OT: Sears/Lampert saga

my god i thought they'd never ask. this kind of question can be as complicated as you like. first, the simplest answer. this isn't what i'd call the perfect answer, but it's coherent. it uses all the bloomberg adjustment factors. an [more]

Sat Jun 17

NL

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howardroark replied to the Last RoundUp board. 9:53 AM

Re: Market is cheap?

I thought his argument made sense. Although, I recall pretty clearly (don't have the link) in 2006 he gave an interview where he said that we are in a bull market.

A lot of smart people seem to be saying that the market is
[more]

Fri Jun 16

NL

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howardroark replied to the Last RoundUp board. 3:40 PM

Re: on orly?

What can be said that hasn't already been said by what has become a Library of Babel of investor-gawkers. The only thing I know for sure is that Amazon didn't buy Whole Foods just to own Whole Foods; it plainly has typically Amazonian [more]

NL

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howardroark replied to the Last RoundUp board. 9:02 AM

Re: on orly?

wow!

Thu Jun 15

NL

Boards Post

howardroark replied to the Last RoundUp board. 5:22 PM

Re: on orly?

just curious - do you have a source for this? the 'success in private label sundries'?

[more]

Wed Jun 14

NL

Boards Post

howardroark replied to the Last RoundUp board. 4:39 PM

Re: on orly?

You have any thoughts on WMT's odds of success with their new efforts and Lore's leadership? Is WMT going to be earning more or less money in 5 years? People seem to be buying into the WMT idea more lately.

At the recent Baird
[more]

Mon Jun 12

NL

Boards Post

howardroark replied to the Last RoundUp board. 6:57 PM

Re: on orly?

I assert the Kurt Eichenwald Hentai Family Banter defense

Sun Jun 11

NL

Boards Post

howardroark replied to the Last RoundUp board. 10:52 AM

Re: on orly?

but my real sour grapes is pre-Amazon having 150 different investment opportunities available to me basically turn into 2 or 3 or 1. I was telling my wife that I have to re-read Chapter 8 of One up ("The Perfect Stock, What a Deal" which [more]

Sat Jun 10

NL

Boards Post

howardroark replied to the Last RoundUp board. 1:16 PM

Re: on orly?

Weather matters for sure. Harsh but not catastrophic winters help a lot. Has been true for decades for AZO, CAO, AAP, ORLY and DAP before that and Western Auto when it was owned by Sears before that. Stories will never overlap perfectly because other [more]

Tue Jun 6

NL

Boards Post

howardroark replied to the Berkshire Hathaway board. 9:45 PM

Re: Active vs Passive

In the debate about active versus passive money management the focus is on the statistics that compare passive management (index Funds) and active management (mutual funds), yet if we are really interested in the best interest of the individual [more]

Tue May 23

NL

Boards Post

howardroark replied to the Berkshire Hathaway board. 6:12 PM

Re: Peak Passive

I don't quite know how to make the argument but I strongly suspect that the effect of all this passive investing on stock prices is not very great.

As much as I'd like an easier benchmark, I agree with you; I hate these [more]

Mon May 15

NL

Boards Post

howardroark replied to the Deranged Monkey Criticism board. 4:20 PM

Re: What is the right structure?

So what is the right structure?

I don't think there's any universal answer. I have charged 1&20 for almost fifteen years, yet I can see plenty of flaws in the structure. I mean, in theory that price allows you to own the [more]

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