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]

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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

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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]

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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

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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]

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Boards Stats & Trivia

Three stars, 500 posts
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Very First Post Re: Hello, looking for advice (10/6/2007)
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