knighttof3’s Activity

Sat Aug 1

NL

Boards Post

knighttof3 replied to the Deranged Monkey Criticism board. 8:35 PM

Re: Poll: Fed rate hike

"Data dependent" can mean many things. I think it means political winds more than economic data. The Fed is deathly afraid of making poor wittle economic green shoots wither or even give that appearance. Look at how much time the Fed funds [more]

Fri Jul 31

NL

Boards Post

knighttof3 replied to the Berkshire Hathaway board. 11:15 AM

Re: OT: More CBI

TMFhurrah,
thanks for taking the time to explain the intricacies of CBI's financial statements! This non-accountant really appreciates it.

It is always counterintuitive for me to think of costs as assets and revenues as liabilities, [more]

NL

Boards Post

knighttof3 replied to the Berkshire Hathaway board. 10:53 AM

Re: An Exception for Berkshire Shareholders?

Tax on ASSETS, much like the tax I now pay on real estate. Say 1% per year on assets over $500K.

Now we are just quibbling over rates and exclusion limits :)

[more]

Thu Jul 30

NL

Boards Post

knighttof3 posted to the Berkshire Hathaway board. 3:53 PM

IBM's healthcare moonshot

Pretty exciting concept. I hope it works out!

http://www.businessinsider.com/cvs-brings-ibm-watson-to-amer...

Wed Jul 29

NL

Boards Post

knighttof3 replied to the Berkshire Hathaway board. 6:00 PM

Re: Why shareholders shouldn't trust the Dutch

I should have clarified, I didn't mark this "OT" because CBI is a Dutch company. With a 5% payout when they feel like it.
Performance against SPY (cumulative):
-22% for 1 year
-40% for 2 years
-5% for 3 years
-27% for 4 [more]

Tue Jul 28

NL

Boards Post

knighttof3 posted to the Berkshire Hathaway board. 1:31 PM

Why shareholders shouldn't trust the Dutch

Those tulip-loving tall people with wooden shoes are up to no good.

[more]

NL

Boards Post

knighttof3 replied to the Last RoundUp board. 12:15 PM

Re: sp500 vs. Berkshire H

Berkshire Hathaway. B shares now around $140 would be around $225 with 10% nominal growth and no significant P/B contraction. Sounds doable.
S&P 500 will probably bifurcate, growth stocks crashing and value stocks flat or slightly positive. [more]

NL

Boards Post

knighttof3 replied to the Berkshire Hathaway board. 12:03 PM

Re: Old Transcript

Has a nice explanation of his definitions of investment vs speculation vs gambling.

Mon Jul 27

NL

Boards Post

knighttof3 replied to the Value Hounds board. 8:36 PM

Re: INBK

Everything tastes like chicken, except my wife's chicken. :<)

Can I borrow this? The couch is pretty comfortable...

NL

Boards Post

knighttof3 replied to the Last RoundUp board. 8:34 PM

Re: Combatting Complacency

Very interesting, thanks for pointing it out!

The Greek drama played out his way too.

Fri Jul 24

NL

Boards Post

knighttof3 replied to the Humor and Urban Legends board. 7:17 PM

Re: Pluto vs Earth

It takes about five hours for sunlight to reach Pluto. It takes eight minutes to reach Earth

PA crowd: outrage! Conpiracy by Earthists to keep Plutonians in the dark as much as possible!

RECF crowd: Trickle down sunlight [more]

NL

Boards Post

knighttof3 replied to the Berkshire Hathaway board. 5:02 PM

Re: ibm revenue collapse

How do they have such an edge that WEB loves them.... Edge in product.... Like Heinz has an edge in ketchup.

Sidebar - Heinz ketchup is now the priciest in nearby grocery stores. It is now (per-ounce) as expensive as gourmet or [more]

NL

Boards Post

knighttof3 replied to the Value Hounds board. 2:04 PM

Re: ENPH

Here is an entertaining blog (re)post that agrees with Pos (I think.)
Caution: salty language.

http://thereformedbroker.com/2015/07/24/when-the-flood-comes...

Thu Jul 23

NL

Boards Post

knighttof3 replied to the Berkshire Hathaway board. 6:34 PM

Re: ibm revenue collapse

JIm Does anybody think Amazon is making a good clean profitable return on their investment in their cloud services?


DutchMark Ahem... looking at the stock price there's obviously lots of people thinking [more]

NL

Boards Post

knighttof3 replied to the Berkshire Hathaway board. 6:16 PM

Re: OT: CBI

Interesting reasoning.
(not that I'm arguing).


Haha, I thought that would raise an eyebrow or two :-)

Why would a Dutch domicile matter? Some would assign that arguably a better rule of law than the US. [more]

NL

Boards Post

knighttof3 replied to the Berkshire Hathaway board. 12:47 PM

Re: OT: CBI

The insight I had after reading the article is that having a high proportion of fixed-price contracts is analogous to having much leverage. When things go well, leverage makes them go even better. When things go really poorly, you're broke. [more]

Wed Jul 22

NL

Boards Post

knighttof3 posted to the Berkshire Hathaway board. 8:34 PM

Pitfalls of projections

Just a random example, or a cautionary tale about reading anything into past performance, especially for near term.
I came across this 2013 article:
[more]

NL

Boards Post

knighttof3 replied to the Political Asylum board. 1:02 PM

Re: Planned Parenthood selling fetal body parts

No one has shown that they (PP) are selling organs or profiting from them. It has ben explained many times that organs and other tissue that has been donated is used in medical research. [more]

NL

Boards Post

knighttof3 replied to the Political Asylum board. 12:20 PM

Re: Planned Parenthood selling fetal body parts

No one has shown that they (PP) are selling organs or profiting from them. It has ben explained many times that organs and other tissue that has been donated is used in medical research.

Excuse me, when I donate stuff, I [more]

NL

Boards Post

knighttof3 replied to the Humor and Urban Legends board. 12:09 PM

Re: What city is this?

At first the sparks fly - that's electricity.
You put your arms around their curves - that's elasticity.
Their soft supple bodies cling to you - that's plasticity.
But then, you walk away because you can't afford them - that's necessity.

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