knighttof3’s Activity

Yesterday

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Boards Post

knighttof3 posted to the Berkshire Hathaway board. 7:27 PM

Alleghany (Y)

Any insights into this company?
I have just started looking at it. Looks like another mini-BRK - or more aptly, a, MKL doppelganger, complete with an insurance operation, a recent large acquisition and investments in operating [more]

NL

Boards Post

knighttof3 replied to the Macro Economic Trends and Risks board. 4:55 PM

Re: The Greek Debt Trap

Yes, those hard-working Germans, watching the fruits of their labor go to support disorganized Greeks who only work part time and thnk their history and exotic beauty is enough for them to be subsidized...

but enough about my wife and I.
[more]

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Boards Post

knighttof3 replied to the Health and Nutrition board. 11:48 AM

Re: whole grains -- good for your heart

I wonder if they should invert the study methods (and the conclusion) - removing refined flour from your diet reduces mortality.
In other words, the whole grains probably replaced refined flour in the diets of people who lived longer. Had they [more]

Wed Jan 28

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Boards Post

knighttof3 posted to the Deranged Monkey Criticism board. 5:07 PM

Cyclicals

MrFungi's EMR post got me thinking.
I am getting a little leery of cyclical stocks now. They have had a great run for the last 5-6 years, but many are getting long in the tooth.
Mostly found in consumer discretionary (esp car-related) and [more]

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knighttof3 replied to the Humor and Urban Legends board. 12:07 PM

Re: Prosciutto/Prostitute

Er, as far as I know, DH has never had carnal knowledge of ducks.

Because you never saw the bill.

NL

Boards Post

knighttof3 replied to the An Open Letter board. 11:40 AM

Re: An open letter

Dear New England,
snow! So that's what deflated your balls. The shrinkage factor.

Tue Jan 27

NL

Boards Post

knighttof3 replied to the Markel Corporation board. 6:21 PM

Re: MKL vs Rivals

Tom Gayner's magic.
Also, their book value growth is pretty solid over the years (even accounting the Alterra acquisition as a one-time event.)
Markel Ventures, turning MKL into a true mini-BRK.

Mon Jan 26

NL

Boards Post

knighttof3 posted to the Berkshire Hathaway board. 2:47 PM

OT: retailinvestor.org/

I just came across this site: http://www.retailinvestor.org/
Contains a lot of good summaries of investment theories, prevailing wisdoms and implications for the retail investor. Dispassionate but [more]

Sun Jan 25

NL

Boards Post

knighttof3 replied to the Tax Strategies board. 1:44 PM

Re: Form 709?

If shotzongoal had given his daughter 4 checks of $13,500 each (totalling $54,000) in the same year; say one each made out his daughter, her SO and two kids; would he escape the 709 form requirement? Would they have to report it as [more]

Fri Jan 23

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Boards Post

knighttof3 replied to the Value Hounds board. 6:27 PM

Re: Poll: Utility poll

Buy VPU or XLU. Why just one? They are all the same.
For utilities, P/E is not very important. It's almost purely income. If interest rates go up, they will fall just like bonds.
Regulated ones try to "capitalize the sandwich that the [more]

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knighttof3 replied to the Deranged Monkey Criticism board. 4:07 PM

Re: Hanging With ULTA - handling high PE stocks

Another N of 1 - according to the better half, the attraction is going to ULTA is threefold: (a) high-end makeup products (2) low-end makeup products and (c) salon, all combined in one store.

As of now there is no comparable setup with all [more]

NL

Boards Post

knighttof3 replied to the Health and Nutrition board. 12:34 AM

Re: Measles outbreak 2015

Has anyone here had their titers checked?

No one has ever checked my titers. Do I have to pay extra for that?

NL

Boards Post

knighttof3 replied to the Deranged Monkey Criticism board. 12:24 AM

Re: latest stalwart Screen

1st order and a half

Duuuuuuuuuuuuuuuuude!
This is something I have thought since my college days.
Fractional derivatives. (Needs a catchy name).
You know, a first order effect is like the first derivative - what speed [more]

Thu Jan 22

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Boards Post

knighttof3 replied to the Berkshire Hathaway board. 12:22 PM

Re: IBM

Thanks for that, kelbon! You had the data to back up your assertion. I concede.
I had to ask. Especially you (*). Now if Jim had posted the assertion... :-)

(*) I am almost sure you will take that in the right spirit. My impression is [more]

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Boards Post

knighttof3 replied to the Berkshire Hathaway board. 12:14 PM

Re: IBM

Those examples are nice.


Do you have any that didn't take place during one of the bigger stock market run-ups in history?


I don't think that's a fair question. The examples kelbon gave ran up, in general, faster than [more]

Wed Jan 21

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Boards Post

knighttof3 replied to the Falling Knives board. 8:56 PM

Re: FKA : OUTR

Thanks - I am sorry for my poor grammar in the previous post.
My question was meant to be "what is a melting ice cube thesis"? I am not familiar with that phrase. I typed "the" in place of "a".
Also why I [more]

NL

Boards Post

knighttof3 replied to the Berkshire Hathaway board. 8:53 PM

Re: IBM

IBM's stock is priced at around 10 times forward earnings, if the stock goes down much further it will sport a single-digit P/E. In my experience, when a good company's stock is this low, and, the company consistently generates great returns on [more]

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Boards Post

knighttof3 replied to the Falling Knives board. 4:29 PM

Re: FKA : OUTR

OT - what's the "melting ice cube thesis"?

NL

Boards Post

knighttof3 replied to the Berkshire Hathaway board. 12:10 PM

Re: IBM

Rather than not pulling the trigger on disappointing equity investments, pulling the trigger too soon has perhaps rather been the issue. COP shares were divested rather too quickly given that the stock price was higher later, and Tesco shares [more]

Tue Jan 20

NL

Boards Post

knighttof3 replied to the Humor and Urban Legends board. 3:15 PM

Re: AverageJoe's 700th CaptionChallenge

Discurro,
I am not sure you understand how this game works...

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