knighttof3’s Activity

Yesterday

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Boards Post

knighttof3 posted to the Humor and Urban Legends board. 5:52 PM

To Cruz, with love

From Twitter:
Shouldn't #TedCruz have been forced to carry his unviable campaign to term?

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Boards Post

knighttof3 replied to the Falling Knives board. 1:16 AM

Re: FKA:AAPL

Jobs is dead.
iWatch has not set the world on fire.
Success of an iPhone refresh depends on the wow factor of new features. Incremental improvements are probably not going to cut it.
It is a $500B company. How much bigger can it get? It's [more]

Tue May 3

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Boards Post

knighttof3 replied to the Value Hounds board. 2:56 PM

Re: BKE

I agree with all of your positive comments. Their financials are really quite impressive.

But I also agree with Mungofitch that perhaps there is a sense is that retailing is tough and once a teen retailer goes out of fashion, it's hard to [more]

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Boards Post

knighttof3 replied to the Humor and Urban Legends board. 12:56 PM

Re: Ferrofluids

Looks like a hedgehog in heat.

That's an ... unusual piece of knowledge, AJ. Hope it wasn't first-hand.

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Boards Post

knighttof3 replied to the Berkshire Hathaway board. 12:39 PM

Re: Critical thoughts

The most striking thing to me was the 'tone' of Warren and Charlie.

As a shareholder for almost 20 years i try and watch WEB whenever he is in a televised interview. He's always appeared jovial, positive and energetic....Chuckling and
[more]

Mon May 2

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Boards Post

knighttof3 posted to the Berkshire Hathaway board. 7:14 PM

OT: biting the hand that feeds you

Amazon has started competing with its best 3rd party vendors under the AmazonBasics brand. Lovely.
[more]

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Boards Post

knighttof3 replied to the Berkshire Hathaway board. 4:39 PM

Re: Circle of Competence

Heck even the yearly rebalanced equal weighting of all S&P 500 stocks has outperformed WEB for the last 20 yrs.

That means they are overvalued, while BRK is undervalued.
(If BRK had crushed them, that would be due to [more]

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Boards Post

knighttof3 replied to the Humor and Urban Legends board. 4:38 PM

Re: AverageJoe's 742d CaprionChallenge

Hillary v Trump.

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Boards Post

knighttof3 posted to the Berkshire Hathaway board. 1:40 PM

Amazon's long shadow

First of all, though Buffett looked tired during the Q&A, he was mentally sharp. Both he and Munger were quite evidently enjoying themselves (or doing a great job of giving that impression, but I don't want to be excessively cynical.)

He [more]

Sun May 1

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Boards Post

knighttof3 replied to the Berkshire Hathaway board. 7:36 PM

Re: Things That Make Me Say "Hmmmm...."

I have no real dog in the fight as well. I did think Charlie was himself incredibly smug and stupid to suggest that (a) adults need 8-10 glasses of water a day in liquid format (they don't, if, like most of us, their solid food contains a bunch of [more]

Sat Apr 30

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Boards Post

knighttof3 replied to the Berkshire Hathaway board. 10:48 PM

Re: Warren tells how to make money

Like most of Buffett's aphorisms, this one had value 30 years ago when indexing was a novel idea. Not now when Vanguard has umpteen trillions of dollars. Now the indexers are holding up inefficiencies in the market. IIRC Matt Levine cited a hedge [more]

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Boards Post

knighttof3 replied to the Berkshire Hathaway board. 10:37 PM

Re: IBM's Moat

"We don't discuss companies in our portfolio." They should have asked him what he think of IBM's prospects going forward. Or, if it was a great buy at $170, why he was not buying with both hands at $140-$150.

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Boards Post

knighttof3 posted to the Berkshire Hathaway board. 12:53 PM

Valeant is a sewer

I am watching the Yahoo! stream of the Q&A. Hugely entertaining, not always informative.
Buffett successfully dodged the questions of whether Coke is an immoral business to be invested in (similar to a cigarette company) and the competitor [more]

Fri Apr 29

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Boards Post

knighttof3 replied to the Words, Words, Words board. 5:11 PM

Re: Words and their elusive definitions...

syzygy

Nobody likes a show-off. Might as well say "I don't remember the meaning of crwth, or of flauccinaucinihilipilification."

What is a somewhat common word for which you always forget the definition? For me, [more]

Thu Apr 28

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Boards Post

knighttof3 replied to the Falling Knives board. 8:50 PM

Re: FKA:NFLX

Amazon share price is a bubble. No way is their P/E justified, nor the 10+% moves after every earnings beat. It's easy to beat earnings when a $600+ stock makes $1 instead of $0.50. Not so easy if earnings were say $8/share/Q (P/E of ~ 20, still high [more]

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Boards Post

knighttof3 posted to the Berkshire Hathaway board. 6:56 PM

OT: If I ever get cocky

Just whisper "Amazon puts" in my ears. I will be shocked back into humility.
+12.6%, because why not.

Wed Apr 27

NL

Boards Post

knighttof3 replied to the Macro Economic Trends and Risks board. 9:10 PM

Re: Social Security Changes

2) It is a tough sell, but for many individuals with longevity genes, the best strategy is to postpone taking your benefit until age 70. The age 70 benefit is 76% higher than the age 62 ½ benefit.


I think it's a tough sell [more]

Tue Apr 26

NL

Boards Post

knighttof3 replied to the Political Asylum board. 9:05 PM

Re: Pew: Smart People are Liberal, Gap is Growing

So I guess, the tendency feeling better about yourself by putting others down is not limited to conservatives? Look at the highly educated bigots.

Us vs them.
My group is better than your group.
My god is better than your [more]

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Boards Post

knighttof3 replied to the Berkshire Hathaway board. 2:44 PM

Re: Berkshire’s Cash Flow Machine

That's not technical analysis.
Looking at average valuation multiples is the basic building block of value investing.
Without that, you have not idea what represents "cheap enough to buy" versus "expensive enough to
[more]

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Big red star, 1000 posts
Board Posts 4105
Recs Received 7248
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Threads Started 496
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Very First Post My dumbest investment - ENT (12/6/2007)
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