imuafool’s Activity

Today

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imuafool replied to the Value Hounds board. 12:08 AM

Re: Part 2 Rodriguez: new great recession coming

I just returned from an out of town trip and want to respond to several assertions.
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MonsterFluff: The other perm-bear....
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Robert [more]

Fri Nov 21

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Boards Post

imuafool posted to the Value Hounds board. 6:02 PM

Part 2 Rodriguez: new great recession coming

Part 1 provides background info about value investor Robert Rodriguez that helps understand where he is coming from in this Part 2 post.

Back in 2007 [“Absence of Fear” CFA Society of Chicago speech [more]

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imuafool posted to the Value Hounds board. 9:59 AM

Part 1 Rodriguez investment success=D+P+C+P+D

Here are noteworthy excerpts from a speech by Robert Rodriguez (Managing Partner and CEO, First Pacific Advisors) at the CFA (Chartered Financial Analyst) Society of Nevada on October 30, 2014:
[more]

Mon Nov 10

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imuafool posted to the An Open Letter board. 6:22 PM

An Open Letter

To the Rubulavirus MuV carrier (whoever you were in 1945):

This Veterans Day, thanks for unintentionally and fortuitously saving my father’s life.

In April 1945, you and my 20-year old father, a U.S. Army private, were aboard a [more]

Tue Oct 14

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imuafool posted to the An Open Letter board. 10:32 AM

An Open Letter

Dear Dr. Richard Labbe (Superintendent of Schools, Sayreville, New Jersey):

My family and I wish to commend you for your judicious stance and swift action, handling the shocking sexual assault case at Sayreville High School.

The [more]

Thu Oct 9

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Boards Post

imuafool replied to the Value Hounds board. 12:41 AM

Re: Value candidates in auto dealership groups

Kelbon, thanks for your usual thought provoking feedback that will certainly help direct my ongoing due diligence. Here are some clarifications and responses to your feedback.
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As far [more]

Wed Oct 8

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Boards Post

imuafool posted to the Value Hounds board. 10:05 AM

Value candidates in auto dealership groups

Back in early September, a Hohum777 reply post gave a heads up about Lithia Motors, Inc., and, after my return from a road trip, I began my due diligence, looking at the largest mega auto dealership groups (7 public, 3 private) that are listed below [more]

Thu Oct 2

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imuafool posted to the Berkshire Hathaway board. 6:43 PM

Van Tuyl Group aquisition

The Van Tuyl Group with 78 stores in 10 States is the nation’s largest privately owned auto dealership group and the highest ranked private mega dealer in WardsAuto MegaDealer 100 list, according to 2014 total revenues.

1. AutoNation, [more]

Thu Sep 18

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imuafool posted to the Macro Economic Trends and Risks board. 9:42 AM

Calif. roadtrip: past vs present observations

I just returned home to Los Angeles County after visiting friends in the Mammoth Lakes area on the eastern side of the Sierra Nevada mountain range. My family decided to drive a loop route, i.e., Los Angeles - San Joaquin Valley - Visalia - Sequoia [more]

Tue Aug 26

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Boards Post

imuafool posted to the Value Hounds board. 2:13 AM

Nabors turnaround thanks to Blue Harbour

BLUE HARBOUR GROUP BACKGROUND

Blue Harbour Group is an investment firm known as a friendly activist investor. According to their website:
Founded in 2004, Blue Harbour Group manages capital on behalf of pension funds, [more]

Mon Aug 11

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Boards Post

imuafool posted to the Value Hounds board. 3:08 PM

Dead cat bounce firm bounces back to life

In a recent reply here about Samsung Electronics, I mentioned my holdings in RF Micro Devices Inc. (RFMD) as one way to invest in Samsung (as well as Apple and other OEMs) via their supply chain. I first invested in RFMD during the high tech craze [more]

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Three stars, 500 posts Old School Fool
Board Posts 596
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Most Frequent Board Macro Economic Trends and Risks
Very First Post Re: Hello Microtians??? (7/27/1999)
Percentage of Posts Rec'd 78.86 %
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