knighttof3’s Activity

Yesterday

NL

Boards Post

knighttof3 replied to the Value Hounds board. 4:39 PM

Re: Shiller, Fear & Greed

Another way to think about it is, when the market is cheap allocate more to ETFs and when it is expensive allocate more to individual cheap stocks.
At least that's the theory I am operating on, and I have missed all gains in the high-flying [more]

Wed Sep 20

NL

Boards Post

knighttof3 posted to the Falling Knives board. 8:53 PM

RKA: CALM

Why the 5% move up today? I can't find any news, must be a short squeeze since it has a 27% short interest.

NL

Boards Post

knighttof3 replied to the Humor and Urban Legends board. 6:42 PM

Re: Getting Even

Risky strategy, what if someone in the middle of the line said yes?
I mean, assuming the businessman is doing it purely for revenge. Otherwise, mazel tov!

Mon Sep 18

NL

Boards Post

knighttof3 replied to the Berkshire Hathaway board. 3:09 PM

Re: Portfolio construction - 50% BRK

Think it through: if you're selling a bit each month for 20 years, the average valuation level of
your sales will equal the average valuation level the stock experiences during the same 20 years.
Sure, some of your sales will be done
[more]

Sun Sep 17

NL

Boards Post

knighttof3 replied to the Berkshire Hathaway board. 10:59 PM

Re: GPC

GPC up 8% since this post. Clearly, at this rate, it will more than double in a year.

NL

Boards Post

knighttof3 replied to the Last RoundUp board. 4:51 AM

Re: Bought SYF

Kingran
Any thoughts on TSCO?

Itc
I have a tiny bit of OMC and IPG. Mainly to see if online has hurt their oligopoly.

NL

Boards Post

knighttof3 replied to the Humor and Urban Legends board. 4:46 AM

Re: Ten Simple Rules

Re: Rule 10. I used to be busy cleaning my guns when my daughter's dates showed up: I figured I might as well let them know in advance that there was something to be feared. We never had to wait up for her on date night. Unmistakable innuendo [more]

Sat Sep 16

NL

Boards Post

knighttof3 replied to the Berkshire Hathaway board. 9:05 PM

Re: Portfolio construction - 50% BRK

As stocks keep going up, bond index funds are looking better. Consider that the interest rate risk and the reinvestment risk roughly cancel each other and you are left with the higher default risk if (when) rates rise. What that means, is that when [more]

Fri Sep 15

NL

Boards Post

knighttof3 replied to the Humor and Urban Legends board. 8:01 PM

Re: Because I'm a man

10. Because I'm a man, you don't have to ask me if I liked
the movie. Chances are, if you're crying at the end of
it, I didn't.


As a comedian once said, women and men basically like watching the same movies, [more]

NL

Boards Post

knighttof3 replied to the Berkshire Hathaway board. 6:32 PM

Re: OTish: Chairman / Sheriff

Well, let's hope it goes better than this: http://www.thedailybeast.com/pay-to-play-cop-shot-unarmed-bl...

NL

Boards Post

knighttof3 replied to the Humor and Urban Legends board. 3:26 PM

Re: Imaginary friends...

An adult with many imaginary friends is an author of fiction.

Or has money.


Nah, he is just on Facebook.

Thu Sep 14

NL

Boards Post

knighttof3 replied to the Berkshire Hathaway board. 5:39 PM

Re: Track records of well known value funds

2016, one–year return, after fees:
Berkshire Hathaway’s equity portfolio, 22.66%

1994-2016, 23-year annualized return, after fees:
Berkshire Hathaway’s equity portfolio, [more]

NL

Boards Post

knighttof3 replied to the Berkshire Hathaway board. 1:43 PM

Re: BOMN-WEB's Nephew

All of the gain is just in the last month.
BTW an equal weighted portfolio of BOMN, AMZN and XON would have been up 3% since BOMN's IPO, while BRK is up 4%. So... time to double down on XON?

Mon Sep 11

NL

Boards Post

knighttof3 replied to the Humor and Urban Legends board. 3:30 PM

Re: AJ Caption challange

What alcohol is to life ("the cause of, and solution to, all of life's problems" according to Homer Simpson,) implants are to water-skiing.

The problem was implants - they made her too top-heavy...
The solution was implants [more]

NL

Boards Post

knighttof3 replied to the Berkshire Hathaway board. 2:51 PM

Re: Buffet Wins The Hedge Fund Bet

Scott Adams is a cartoonist with a terrible blog, I wouldn't take him as seriously as I would Buffett.
BTW which S&P 500 fund charges 0.02%? The lowest ERs I knew of are not exactly for S&P funds but for total market ETFs like ITOT [more]

Sat Sep 9

NL

Boards Post

knighttof3 replied to the Berkshire Hathaway board. 11:32 PM

Re: Kinda OT...Picking Stocks Is Hard!

The article is humbug, haven't read the study yet.

"The study evaluated every one-month return of every U.S. common stock traded on the New York and American stock exchanges and the Nasdaq, all since 1926."

Who holds [more]

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Boards Post

knighttof3 replied to the Berkshire Hathaway board. 11:24 PM

Re: Kinda OT...Picking Stocks Is Hard!

"The best-performing 4% of listed stocks accounted for the entire lifetime dollar wealth creation
of the U.S. stock market since 1926."


Do they define somewhere what that means?
I am very skeptical that, once you [more]

Fri Sep 8

NL

Boards Post

knighttof3 replied to the Last RoundUp board. 2:33 PM

Re: Bought SYF

There are two Types of FUD can hit Stocks: General FUD and stock specific FUD ...

(a lot of good observations)


This got me thinking.
Graham described Mr Market as manic-depressive, but that is the outward behavior. He [more]

Thu Sep 7

NL

Boards Post

knighttof3 replied to the Humor and Urban Legends board. 12:54 PM

Re: If men ran the world

I'm just curious if guys get irritated by sexist "jokes" like this. You know, the ones that suggest all dudes drink a lot, are really only interested in football, are unengaged, unromantic, unaware brainless buffoons. [more]

NL

Boards Post

knighttof3 replied to the Berkshire Hathaway board. 12:37 PM

Re: Watson not what it's hyped up to be...

Another takeaway is, don't invest in anything whose acronym is AI - be it Airline Industry
or Artificial Intelligence. They have delivered big promises and little results, time and again, every single time so far.
Maybe Buffett was also [more]

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Big gold star, 5000 posts
Board Posts 5343
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Very First Post My dumbest investment - ENT (12/6/2007)
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