mungofitch’s Activity

Yesterday

NL

Boards Post

mungofitch replied to the Berkshire Hathaway board. 5:59 PM

Re: OT:staving off boredom

LTBH may not be a real thing for technology companies.

I like it.
I might put that on my wall.

Counterexamples are sufficiently rare that they probably fall into the category of "you almost certainly aren't [more]

NL

Boards Post

mungofitch replied to the Berkshire Hathaway board. 3:16 PM

Re: OT:staving off boredom

Percentage terms, CHK for sure.
I was prepared for it to drop by half once or twice, but that third time surprised me.

In dollar terms, IBM.
They aren't exactly going broke, so some improvement is possible, but the firm [more]

NL

Boards Post

mungofitch replied to the Mechanical Investing board. 5:49 AM

Re: experiment

I plan on not commenting on any timing topics. Except that laughable one by Jim.

I find that deeply offensive. It belittles my accomplishments.
Surely I have posted FAR more than one laughable timing scheme.

Jim

NL

Boards Post

mungofitch replied to the Berkshire Hathaway board. 5:47 AM

Re: So lucky...

Not drinking, just very happy and grateful.

Nothing wrong with having all three.

Jim
*hic*

Tue May 24

NL

Boards Post

mungofitch replied to the Berkshire Hathaway board. 6:09 PM

Re: Bear Market?

HODOR!!

I am Groot.

Jim

NL

Boards Post

mungofitch replied to the Mechanical Investing board. 11:52 AM

Re: silver parachute

Since ETF's structure are a little different than individual stocks,
could you select the best fundamental screening filter(or combination) with long
term potential from the following list ? As a starter to some backtesting of
[more]

NL

Boards Post

mungofitch replied to the Berkshire Hathaway board. 7:02 AM

Re: Bear Market?

The recent behavior of the S&P 500 looks ominous with a recent pattern of lower highs followed by lower lows. Set the chart for 10 years.

Charts for 20+ years is even scarier.

These are the charts that concern me [more]

NL

Boards Post

mungofitch replied to the Mechanical Investing board. 6:42 AM

Re: silver parachute

Within a small fuzz due to timing and tax issues, a 9% earnings yield with 0%
dividend payout is about as good as a 9% earnings yield with 8% dividend.
And both are far superior to a 6% earnings yield with a 6% payout, or
something
[more]

Mon May 23

NL

Boards Post

mungofitch replied to the Mechanical Investing board. 4:37 PM

Re: Recent BCC Signals

Can you give a definition for the voting system?

I tested a bunch of different voting combos of 4-6 monthly systems well known on the boards.
The real lesson is that all the models work just fine, and all the combos work well [more]

NL

Boards Post

mungofitch replied to the Berkshire Hathaway board. 4:14 PM

Re: Venture Capital and BRK.

... because the number I've done is quite close to the number I wished I hadn't.
...
Sorry, you can only recommend a post to the Best of once.




Lots of other "opportunities" nearly all from folks who had [more]

Sun May 22

NL

Boards Post

mungofitch replied to the Mechanical Investing board. 3:09 PM

Re: Recent BCC Signals

One way to cope with these whipsaws is less frequent checking of signal.

For that reason I'm pretty fond of my "check only at month end" methods.
This general approach
[more]

NL

Boards Post

mungofitch replied to the Berkshire Hathaway board. 2:41 PM

Re: Poll: OT: iPhone longevity

It's really a shame they don't allow more choices in Fool.com polls.
I understand there are no programming resources for the boards, but surely it's a one-liner change?

I'd add the options
* Don't have [more]

NL

Boards Post

mungofitch replied to the Berkshire Hathaway board. 1:37 PM

Re: OT: Best way to buy gold?

Do not even consider paper gold such as GLD...the paper forms do not protect you.
There are between 100x and 300x the number of paper contracts out there as there is metal.


Well, I don't advocated it, but to be fair GLD is [more]

NL

Boards Post

mungofitch replied to the Berkshire Hathaway board. 11:03 AM

Re: OT: Best way to buy gold?

Well, if you want to minimize the overhead costs, buy a gold futures contract,
choosing one of the ones that's physical delivery rather than cash settled.
Then just wait for it to expire, and pick up your gold. Zero mark-up.
That's the [more]

NL

Boards Post

mungofitch replied to the Berkshire Hathaway board. 10:43 AM

Re: Bear Market?

https://dqydj.com/dow-jones-return-calculator/

Wow, somebody still follows the DJIA.
Cool!
Like wearing spats as a style statement.

Jim


Come [more]

NL

Boards Post

mungofitch replied to the Berkshire Hathaway board. 6:59 AM

Re: Moat

One thing that might be interesting is to take a quick glance at them for current valuation levels.
There are two main ways a stock can give outstanding 3-5 year performance:
The business becomes hugely more valuable, or the stock becomes [more]

Sat May 21

NL

Boards Post

mungofitch replied to the Mechanical Investing board. 2:55 PM

Re: silver parachute

close end funds are my area of expertise.
I have used them for about 10 years, with tremendous success.


And they do make good sense, especially the buy-at-a-discount part (not the leverage part).

Though I can't argue with [more]

NL

Boards Post

mungofitch replied to the Berkshire Hathaway board. 10:45 AM

Re: Bear Market?

I thought a bear market was clearly defined as a 20% drop in the total index.
That has not happened, so therefore, no bear market, at least according to the academic definition.


That's the usual definition among stock [more]

Mon May 16

NL

Boards Post

mungofitch replied to the Mechanical Investing board. 4:07 PM

Re: Robbie's screen

A random variation of it.
No particular conclusions or recommendations, I was just playing around.
[more]

NL

Boards Post

mungofitch replied to the Mechanical Investing board. 3:38 PM

Re: silver parachute

My two cents...

Much truth in that old saying, especially these days:
More money has been lost reaching for yield than at the point of a gun.

The world is starved for yield. There is *nothing* giving a payout that is both high [more]

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Big gold star, 5000 posts Top Favorite Fools Top Recommended Fools Feste Award Winner! Old School Fool
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