knighttof3’s Activity

Fri Jan 20

NL

Boards Post

knighttof3 replied to the Humor and Urban Legends board. 11:13 PM

Re: That Russian meddling

President Trump is not used to licking THAT end...

NL

Boards Post

knighttof3 replied to the Berkshire Hathaway board. 11:37 AM

Re: My, that's a big one

Well you know, either the loss happens or it doesn't. So it's 50-50, which means 10B is a fair price to put 20B at risk.


(To be honest I won't be surprised if some AIG guys think that the above sentence makes serious sense. [more]

NL

Boards Post

knighttof3 replied to the Value Hounds board. 1:54 AM

Re: Denny! Glaxo chart available?

NVS had one of the most sponge-worthy pipelines I have ever seen notable for its breadth and depth.

I am in awe of this sentence. So many visuals...

Thu Jan 19

NL

Boards Post

knighttof3 replied to the Berkshire Hathaway board. 11:26 PM

Re: Way OT: What to do in this market?

Rock,
Nobody expects great things from value stocks like BRK which is why they don't sell at AMZN multiples. Yet miraculously they make you more money long term. Anyway there are very few safe (not killable in next 15 years) stocks thatare [more]

Wed Jan 18

NL

Boards Post

knighttof3 replied to the Brookfield Asset Management board. 9:02 PM

Re: Hard to read

More importantly, my reason for suggesting the average is that, as you say, they will converge quite a lot over time.

Prior to reading this line of reasoning from Jim, I had never thought that the Squeeze Play theorem had an practical [more]

Tue Jan 17

NL

Boards Post

knighttof3 replied to the Falling Knives board. 11:13 PM

Re: AMZN

At $128B ttm revenue, growing at 30%/year, that would be over 1.75 trillion dollars sales per year. Seems somewhat unlikely.

(Disclaimer- Bear may be talking nominal $, and US could experience hyperinflation. As they say "with Trump [more]

NL

Boards Post

knighttof3 replied to the Berkshire Hathaway board. 10:41 PM

Re: Lightening

Holding since I have no compelling use for the money. Already the 20% or so cash is burning a hole in my pocket. So I bought some UK-based multinationals. Just before Theresa May's speech so getting ready for some turbulence.

NL

Boards Post

knighttof3 replied to the Humor and Urban Legends board. 3:41 AM

Re: The Trump Thread

Laugh about that

"And if I laugh at any mortal thing, 'Tis that I may not weep”. ... Lord Byron

NL

Boards Post

knighttof3 replied to the Berkshire Hathaway board. 3:31 AM

Re: OT: Zero Hedge

Jim,
Message received.

Also, the quotes seem to have helped DrEd off the ledge so they are good for at least that. Warm fuzzy blankies do have their place in the world. I don't mean that pejoratively.

Mon Jan 16

NL

Boards Post

knighttof3 replied to the Berkshire Hathaway board. 8:20 AM

Re: OT: Zero Hedge

Just FYI. If I am ever elected Satan, I am officially reserving a place in Hell for people who throw Buffet quotes at every issue.

Fri Jan 13

NL

Boards Post

knighttof3 replied to the Deranged Monkey Criticism board. 7:48 PM

Re: WOOF: what do you think of this?

Quick thought: can't verify right now but the minmax range of an average stock price in a year is 80% of its mean. Investors almost always underestimate volatility. Sometimes they get lucky which I admit is far better than being smart.

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Boards Post

knighttof3 replied to the Berkshire Hathaway board. 7:25 PM

Re: OT: SpaceX

Footnote. I specifically mentioned Bezos and India because Bezos's Blue Origin has had several successful reusable rocket launches and Indian rockets while not reusable are ultr cheap and already used to launch European satellites. That would [more]

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Boards Post

knighttof3 replied to the Berkshire Hathaway board. 5:14 PM

Re: OT: SpaceX

Since we have no numbers, what is SpaceX's story? Why can't its satellite launch business be undercut by Bezos or India?

Maybe Musk should court Trump furiously to outlaw satellite launch outsourcing. American jobs yay. And of course [more]

Thu Jan 12

NL

Boards Post

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

Re: Information

Apl,
Hit 'post reply' instead of 'post new' so the thread stays as one.

Anyway,
Analysts do ask insightful questions sometimes putting managers on the spot, during Q n A. But their baseline is management's [more]

Wed Jan 11

NL

Boards Post

knighttof3 replied to the Berkshire Hathaway board. 6:22 PM

Re: How does WEB get his information?

None! Management has agenda. TV hosts are worthless chatterboxes except some honorable mentions like Ron Insana. It's all filtered second hand 'info'. To some extent so are 10Ks but rules for spin are well known.
More data [more]

Tue Jan 10

NL

Boards Post

knighttof3 replied to the Value Hounds board. 3:22 PM

Re: Amazon's Alexa

gurufocus numbers of shares outstanding for Dec 2012 through 2016 are

453.0
465.0
462.0
477.0
485.0

Growth rates of 2.65% -0.65% 3.25% 1.68%
So OK, enjoy slower (1.73%/year) dilution.

NL

Boards Post

knighttof3 replied to the Value Hounds board. 12:31 AM

Re: Amazon's Alexa

Enjoy your 3%/year share dilution too. Wonder if that helps the cash flow.

Mon Jan 9

NL

Boards Post

knighttof3 replied to the Berkshire Hathaway board. 4:54 PM

Re: Where's The Celebration?

In general, knight, either I missed something or ???? are you saying?

I realized that I was talking ????, out of my ????
But I still love the English language too much to grab it by the ???? and use words like "bigly."

NL

Boards Post

knighttof3 replied to the Humor and Urban Legends board. 1:39 PM

Re: AverageJoe's 761stCaptionChallenge

My friends Jim, Jack and Johnny gave me double vision. I want to see the eye doctor NOW!

Sun Jan 8

NL

Boards Post

knighttof3 replied to the Berkshire Hathaway board. 11:08 PM

Re: OT - Futures brokerage recommendation?

IB inactivity fees are waived if you have > $100K; and $3/month if you are under 25. https://www.interactivebrokers.com/en/index.php?f=4969

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Boards Stats & Trivia

Big red star, 1000 posts
Board Posts 4797
Recs Received 8704
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Very First Post My dumbest investment - ENT (12/6/2007)
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