thecompounder’s Activity

Tue Sep 12

NL

Boards Post

thecompounder replied to the Saul's Investing Discussions board. 1:55 PM

Re: Dilution - is this calculation right?

It would be 30% of the shares outstanding. But those shares would only be diluted by 23%. And combined with the cash raised, the book value does not go down to $14. The net effect is only a 12% loss.

It seems like only the first step in that [more]

NL

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thecompounder replied to the Saul's Investing Discussions board. 10:53 AM

Re: Dilution - is this calculation right?

The discussion is purely academic now since the additional investment was rejected :) Still curious what I'm missing...

NL

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thecompounder posted to the Saul's Investing Discussions board. 10:01 AM

Dilution - is this calculation right?

I've bought some shares of Home Capital before today's vote, which may lead to additional dilution. Here's how I calculated the dilution:

Current book value: $1.7B
Outstanding shares: 80m
Book value per share: [more]

Sun Sep 10

NL

Boards Post

thecompounder replied to the Saul's Investing Discussions board. 9:01 AM

Re: Fairfax India - questionable results?

It looks like Berkshire's reports show investment results that make up about half of their net earnings and book value so it's not too different.

All the same I can't quite make the leap to saying that a 5x P/E is a bargain when [more]

Sat Sep 9

NL

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thecompounder replied to the Saul's Investing Discussions board. 3:28 PM

Re: Fairfax India - questionable results?

I'm not sure that comparison is even possible here. If a regular company builds a factory for $300m one year, they won't report that it's worth $500m the next year just because their stock price went up. As far as I can tell this appears [more]

NL

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thecompounder replied to the Saul's Investing Discussions board. 10:19 AM

Re: Twilio, my question answered

Interesting article (by the way, the first 5 paragraphs of the essay are a masterclass in marketing - anyone else noticing that?).

The ironic part: "In Twilio’s earliest days, multiple angel investors and VCs told Twilio’s founders that [more]

NL

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thecompounder posted to the Saul's Investing Discussions board. 9:01 AM

Fairfax India - questionable results?

I just saw this article about Fairfax India: https://www.fool.ca/2017/09/05/future-tfsa-millionaires-1-hi....

I'd never [more]

Sat Aug 12

NL

Boards Post

thecompounder replied to the Saul's Investing Discussions board. 11:57 PM

Re: Comparative metrics: Fast growing firms w/o

<<<They have nearly a billion in cash now after their recent secondary.>>>

I was just going off of their year-end report for the full details. Surely the numbers have gotten better since then :)

Another comment on [more]

NL

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thecompounder replied to the Saul's Investing Discussions board. 11:19 PM

Re: Amazon - sum of all fears?

From what I remember (out of a book about Amazon...) minimum retail prices can't exactly be specified in a contract but they can withhold shipments from retailers that undercut those prices (like Amazon). I think both their retailing and their [more]

NL

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thecompounder replied to the Saul's Investing Discussions board. 7:03 PM

Re: Comparative metrics: Fast growing firms w/o

I just did a breakdown of Shopify's financials the other day. Before doing this I thought it was overvalued. After doing it I bought shares :)

Background: I've run major marketing programs for a fast-growing startup with revenue in [more]

NL

Boards Post

thecompounder replied to the Saul's Investing Discussions board. 6:17 PM

Re: Amazon - sum of all fears?

Two things I would think of here:

1) From what I've heard, the anti-trust issues in the US are largely based on prices. If a monopoly creates higher prices then it's bad (compare this to the EU where Google was fined simply for [more]

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Boards Stats & Trivia

Board Posts 26
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Most Frequent Board Saul's Investing Discussions
Very First Post Re: Amazon - sum of all fears? (8/12/2017)
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