rnam’s Activity

Today

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Boards Post

rnam posted to the Mechanical Investing board. 8:35 AM

Financial Charlatanism?

Back-testing applies a trading strategy to historical results in an effort to determine how well it may fare in the future. When testing an investment model, a researcher or money manager may refine and eliminate certain data, a process known as [more]

Thu Apr 10

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Boards Post

rnam replied to the Berkshire Hathaway board. 8:49 AM

Re: OT: Investing where other's don't

A more global version of this theme may be the "trailer trash" countries ETF which was newly launched.

Some of the markets are incredibly cheap, like eastern Europe, Greece, Russia, Brazil. Historically, if you look at a [more]

Wed Apr 9

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Boards Post

rnam posted to the Markel Corporation board. 2:36 PM

Excellent Shareholder Letter

Just completed reading the Shareholder Letter in the 2013 AR. It is the best I have read this year.

Buffett's letters may be wittier and more entertaining, but this letter explained the companies business, performance and key parameters for [more]

Tue Apr 1

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Boards Post

rnam posted to the Berkshire Hathaway board. 11:08 AM

Reinsurance Capital Influx

A $35bn influx of funding from capital markets investors has prevented traditional reinsurers from raising prices during the latest round of negotiations.

Facing low yields from other prospective asset classes, investors, including
[more]

Thu Mar 27

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Boards Post

rnam posted to the Berkshire Hathaway board. 2:03 PM

Conglomerates out of fashion

Barclays analyst Scott Davis came up with a new benchmark for fading investor interest in General Electric — himself.

In a new note, the analyst says when he began covering General Electric in 2002, roughly eight out of every 10 phone
[more]

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rnam posted to the Berkshire Hathaway board. 8:32 AM

TARP Warrants anti dilution adjustment triggered

With yesterday's dividend increase TARP Warrants of some banks crossed the threshold at which anti-dilution provisions kick in. Under these provisions, the strike price of the warrant and the number of shares per warrant both adjust for the dividend [more]

Wed Mar 26

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Boards Post

rnam posted to the Berkshire Hathaway board. 6:07 PM

Prof. Bakshi interview on Value Investing

Excellent Interview with Prof Sanjay Bakshi "a teacher & practitioner of value investing and behavioral economics". The kind of in-depth interviews OID used to carry.

Prof Bakshi is a professor at MDI, Gurgaon, India, where he [more]

Tue Mar 25

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Boards Post

rnam posted to the Berkshire Hathaway board. 10:24 AM

KO Compensation proxy fight

“We can find no reasonable basis for gifting management 14.2 percent of the share capital of Coca-Cola, worth $24 billion at today’s share price. No matter how well a management team performs, it is unfathomable that they would require such [more]

Tue Mar 4

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Boards Post

rnam posted to the Leucadia National Corp. board. 3:33 PM

Why does JEF report separately?

Why does Jeffries still report results sepaartely from LUK and also on a different calendar?

Doesn't LUK own all of JEF now?

[more]

Wed Feb 26

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Boards Post

rnam replied to the Berkshire Hathaway board. 5:16 PM

Re: 1 Trillion in dividends

Sorry, I looked at a dated ranking.

Currently GOOG is #3, BRK #5 in list of top US companies ranked by market cap.

Facebook at #15 and AMZN at #21 also don't pay dividends.

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Boards Post

rnam posted to the Berkshire Hathaway board. 5:05 PM

1 Trillion in dividends

Warning: This article is likely to give heartburn to those BRK investors clamoring for a dividend.

GOOG #3 and BRK #4 are the only stocks of the S&P top 20 that do not pay dividends.

[more]

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rnam posted to the Falling Knives board. 4:51 PM

FKA: Tesla

I know it's not one now, but it is inevitable.

I may be a few years early, but I just wanted to get my post in before everyone else gets the idea.

Sun Feb 23

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Boards Post

rnam replied to the Berkshire Hathaway board. 11:43 AM

Re: BRK vs AXP, XOM, etc.

You should try adding SBUX to the chart. OUCH!

I still can't believe I passed up on it when it was below $8 in Nov 2008, even after having bought it earlier at $18. I then sold it to follow Buffett into USG, WFC, USB, BNSF, COP, GS, GE, [more]

Fri Feb 21

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Boards Post

rnam replied to the Value Hounds board. 5:23 PM

Re: Kinder buys more

And the stock goes down anyway.

If this persists, I suspect Kinder will once again take KMI private and a few years later IPO it again at much higher valuations.

Thu Feb 6

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Boards Post

rnam replied to the Berkshire Hathaway board. 9:53 AM

Re: OT: Jeff Matthews on IBM's non-GAAP earnings

... to be fair, they only ever forecast $20 in non-GAAP earnings!
Some people seem to have heard $20 in "honest" earnings.


Apparently according to IBM's ex-CFO, the $20 earnings was "all-in"

The [more]

Wed Feb 5

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Boards Post

rnam posted to the Berkshire Hathaway board. 5:48 PM

OT: Jeff Matthews on IBM's non-GAAP earnings

The term “non-GAAP” appeared 39 times in IBM’s most recent quarterly earnings release, starting in the very first sentence.

Such is IBM’s prowess at presenting the most favorable numbers possible that, as we have seen in our previous look [more]

Mon Feb 3

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Boards Post

rnam replied to the Berkshire Hathaway board. 9:16 AM

Re: Progressive

I'm finished with this forum and with debating anonymous people hurling nonsense from behind a keyboard. It isn't worth the time.

I hope you will reconsider. Your contributions here have been invaluable to us. Even FT quoted you in a [more]

Tue Jan 21

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Boards Post

rnam posted to the Berkshire Hathaway board. 12:10 PM

S&P warning on Reinsurers

Global reinsurers are facing potential credit rating downgrades after Standard & Poor’s warned the industry had “nowhere to hide” from mounting competition.

The rating agency said the sector had reached a “tipping point” over the new
[more]

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Boards Post

rnam posted to the Berkshire Hathaway board. 12:07 PM

FT blog cites Rational Walk

FT Alphaville blog extensively quotes Rational Walk on this piece on Buffett's dividend policy:

[more]

Wed Aug 21

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Boards Post

rnam posted to the Falling Knives board. 10:07 AM

Exxon

XOM has now fallen in 19 of the last 20 trading sessions. Yesterday, it closed down again adding to the 18 of 19 days mentioned in the article. XOM has lost around 9% during this streak.

YTD XOM is flat versus a 16% advance for S&P [more]

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Boards Stats & Trivia

Big red star, 1000 posts Old School Fool
Board Posts 2263
Recs Received 5793
People who have rec'd these posts 1184
Recs to Posts Ratio (last 30 days) N/A
Threads Started 1267
Threads Started Percentage 55.99 %
Most Frequent Board Berkshire Hathaway
Very First Post Mortgage Prepay penalty not in 1098 (3/9/2005)
Percentage of Posts Rec'd 66.42 %
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