leaderoftheback’s Activity

Fri Mar 13

NL

Boards Post

leaderoftheback posted to the Ebix Inc. board. 8:52 AM

Sweet Justice

oughtta be a nice short squeeze after today's announcement.

I hope it really (really, really) hurts!

Randy

Sat Mar 7

NL

Boards Post

leaderoftheback replied to the Value Hounds board. 10:54 AM

Re: LL anyone?

The "gap" discussion had my ears perked when I heard that LL was on the ropes (had never followed the company). Looking into it, there are at least three problems:

The macro problem is that it probably isn't done going down. Better [more]

NL

Boards Post

leaderoftheback replied to the Value Hounds board. 10:00 AM

Re: Two Ideas

Good choice to not buy MAT, whafa.

One of the first things we were told is to invest in what we know. We've all read the stories. So when my kids were young, my daughter decided on "Barbie" stock for her UGMA. We bought a hundred [more]

Mon Feb 23

NL

Boards Post

leaderoftheback replied to the Value Hounds board. 4:29 PM

Re: The reason

<<<So maybe just a tweak for you. Are you still young?>>>

Only if you consider the "new" 80 is somewhere around 40.


You know, we all say that we know everything when we're 16. Truth is, 40 is [more]

NL

Boards Post

leaderoftheback replied to the Value Hounds board. 8:34 AM

Re: The reason

Good day, jah:

It sounds like you need a tweak, not some new methodology.

You write that sometimes results are spectacular, often less so. That's exactly what you should expect (at least by my methodology). I currently hold 17 [more]

Sat Feb 21

NL

Boards Post

leaderoftheback posted to the Value Hounds board. 9:21 AM

Speaking of Systemic Risk

I like the subject.

So I don't know how many of you will read Blumenthal's paper, but his friend bought his house in yen. Because of the 50% improvement of dollar v. yen, he wins a 50% discount. There has been 9 trillion dollars of this. [more]

NL

Boards Post

leaderoftheback posted to the Value Hounds board. 9:08 AM

Doom/Gloom Vacation

The great thing about being away for three weeks: being away for three weeks. Also no access to anything market related, no email, no phone.

But 212 Value Hounds posts to catch up on.

Interesting gap and oil market discussions; and [more]

NL

Boards Post

leaderoftheback replied to the Value Hounds board. 7:00 AM

Re: SK takes a bite

(bad sentence alert)
here's how you know that sometimes you just must not really know anything:

I'm buying that Klarman is really smart. His biggest new position is Cheneire? The chart, the company, everything about it I see on [more]

Fri Jan 16

NL

Boards Post

leaderoftheback replied to the Value Hounds board. 8:17 PM

Re: KNDI Crush

The specific allegations made by the shorts, and the ones that would be most damning were not true. I am fuzzy on details now, but I do distinctly remember an allegation that there were accounting shenanigans involving Singapore. That would be hard [more]

Sun Jan 11

NL

Boards Post

leaderoftheback replied to the Value Hounds board. 8:48 AM

Re: KNDI Crush

ok, probably confusing you with sw. You two look exactly the same to me...especially in my memory, which is poor.

Sat Jan 10

NL

Boards Post

leaderoftheback replied to the Value Hounds board. 10:40 AM

Re: KNDI Crush

Honestly, MrW, I haven't followed the BBSI and KNDI dramas (and KMI/KMP is owned by too many pros to be subject to the very same nonsense); but as far as EBIX is concerned, clearly the thesis did not play out. In fact what these attacks have in [more]

Fri Jan 9

NL

Boards Post

leaderoftheback posted to the Value Hounds board. 8:22 AM

KNDI Crush

As noted earlier (by yours truly), I see much commonality between the shorting B@st@rds on KNDI, BBSI and EBIX, which I was owning and following super closely until I just got frustrated with the whole innuendo/short attack cycle.

EBIX was [more]

Sun Jan 4

NL

Boards Post

leaderoftheback replied to the Value Hounds board. 10:25 AM

Re: Seeking Alpha and BOFI

My first reaction was "here we go again."
More short seller attacks to follow.
SA in becoming another waste of time.

-R
who prefers to spend his time more productively...on this VH board. You are all my little [more]

NL

Boards Post

leaderoftheback replied to the Value Hounds board. 10:20 AM

Re: Poll: re: Soycapital/Seadrill

and talk about a "too hard" pile...
I appreciate hohum's posts, and devour them as best I can, but boy is that sector hard to swallow and difficult to digest.
So it's not hard to understand why SDRL is making everyone puke at the [more]

NL

Boards Post

leaderoftheback replied to the Value Hounds board. 10:12 AM

Re: SODA

We like our machine more than ever...its use in our house continues to grows. That said, I can't see how it helps SODA grow much; we never buy anything but cartridges (and an extra bottle), but we and our friends do rave about them to the [more]

Sat Jan 3

NL

Boards Post

leaderoftheback replied to the Value Hounds board. 11:32 AM

Re: Keep CALM and Carry On?

Yeah- there are three possible results (and I've heard all three fully fleshed out)-

either
-eggs will get more expensive because of California
-eggs will get cheaper in spite of California
-or eggs are gonna do what eggs are [more]

NL

Boards Post

leaderoftheback polled the Value Hounds board. 11:17 AM

Poll: re: Soycapital/Seadrill

"To push the sell button on SDRL is just too painful to do right now."

"Money does not give a trader more comfort, because, rich or poor, he can make mistakes and it is never comfortable to be wrong. And when a millionaire [more]

Tue Dec 23

NL

Boards Post

leaderoftheback posted to the Value Hounds board. 8:21 PM

THIS cracks me up...

Analysts expect earnings of $0.85 per share for Cal-Maine Foods' (CALM) second quarter
The latest projections for the second quarter that ended in November 2014, for Cal-Maine Foods signifies an upward revision by the financial markets and
[more]

Mon Oct 6

Caps Pick

leaderoftheback made a pick in CAPS. 7:20 PM

FMSA HLDGS INC COM USD0.01 (FMSA) will Outperform the S&P 500

CAPS Stats & Trivia

CAPS Player Rating 72.76
Player Rank 20477 out of 75176
Score 165.07
Score Change Today -12.25
Accuracy 62.39%
Active Picks 47
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Boards Stats & Trivia

Three stars, 500 posts
Board Posts 601
Recs Received 889
People who have rec'd these posts 291
Recs to Posts Ratio (last 30 days) N/A
Threads Started 99
Threads Started Percentage 16.47 %
Most Frequent Board Value Hounds
Very First Post Re: Hello, looking for advice (10/6/2007)
Percentage of Posts Rec'd 56.91 %
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