ultimatespinach’s Activity

Fri Nov 7

NL

Boards Post

ultimatespinach posted to the Brookfield Asset Management board. 9:04 PM

Bruce Flatt Q3 CC comments

In an effort to breathe a little life into a board that is surprisingly moribund considering the vigor of the firm to which it is devoted, I thought I'd post Bruce Flatt's comments on today's quarterly conference call about the state of the business [more]

NL

Boards Post

ultimatespinach posted to the Markel Corporation board. 4:07 PM

700

As recently as Oct. 16, Markel closed below $640.

The following list was generated by eyeballing historical stock prices and is subject to the standard cross-eyed human error rate.



Markel share price

Date [more]

Thu Nov 6

NL

Boards Post

ultimatespinach posted to the Middleby Corporation, The board. 3:06 PM

MIDD Q3 2014 CC notes

(Cross-post from RB Middleby board)

The divergence between sales growth and profit growth at Middleby reached a new high in Q3. Net earnings grew a crazy 46 percent year over year, from $40.9 million a year ago to $59.7 million, while [more]

Rule Breakers Boards Post

ultimatespinach posted to the Rule Breakers boards. 3:03 PM

Wed Nov 5

Rule Breakers Boards Post

ultimatespinach replied to the Rule Breakers boards. 12:19 AM

Tue Nov 4

NL

Boards Post

ultimatespinach replied to the Berkshire Hathaway board. 2:32 PM

Re: Any runners out there?

In shoes, yes, some very keen runners like you may indeed buy the best shoe they can find.
But they are a shockingly negligible minority of customers, and financially important to
the manufacturer only in how that affects (often
[more]

Mon Nov 3

NL

Boards Post

ultimatespinach replied to the Berkshire Hathaway board. 2:12 PM

Re: Any runners out there?

“We have a runner-centric point of view. That’s our center of gravity.”

In my experience, you don't become the best running shoe by saying it's your thing. And you don't overtake Nike, the monster in the category, by saying its [more]

Sun Nov 2

NL

Boards Post

ultimatespinach replied to the Berkshire Hathaway board. 10:27 AM

Re: what do you live on

Hi ghu. I'm not one of your critics because I've never responded to one of your posts. I do admire your willingness, even eagerness, to take on the orthodox dogma hereabouts. As a former rabble rouser, I think dissidence, and dissidents, are always [more]

Sun Oct 26

Stock Advisor Boards Post

ultimatespinach replied to the Stock Advisor boards. 10:12 AM

Sat Oct 25

Stock Advisor Boards Post

ultimatespinach posted to the Stock Advisor boards. 11:48 PM

Sat Oct 18

Income Investor Boards Post

ultimatespinach posted to the Income Investor boards. 12:49 PM

Fri Oct 17

Income Investor Boards Post

ultimatespinach posted to the Income Investor boards. 7:39 PM

Tue Oct 14

Rule Breakers Boards Post

ultimatespinach replied to the Rule Breakers boards. 11:11 AM

NL

Boards Post

ultimatespinach posted to the Middleby Corporation, The board. 10:05 AM

MIDD expands residential platform

ELGIN, Ill.--(BUSINESS WIRE)--Oct. 14, 2014-- The Middleby Corporation (NASDAQ: MIDD) today announced it has entered into a definitive agreement to acquire the U-Line Corporation (U-Line). U-Line is an industry leader in the premium residential [more]

Rule Breakers Boards Post

ultimatespinach posted to the Rule Breakers boards. 10:03 AM

Sun Sep 14

NL

Boards Post

ultimatespinach posted to the Markel Corporation board. 11:41 AM

Open this thread in 2024

Pursuing a slightly different method of increasing postage here, I propose that we re-purpose mungo's Berkshire-Wells Fargo challenge of a year ago last spring.

Anyone who wants the potential reward of being known as the Nostradamus of the [more]

Fri Sep 12

NL

Boards Post

ultimatespinach replied to the Markel Corporation board. 6:20 PM

Re: ultimate - on MKL understanding

For a financial firm, a good approach is to make a list of each year's
figure for (dollar increase in book value, plus dividends)/(start of year book value)
Averaged over 10-15 years, and inspected for outlier years, that's the most
[more]

Sun Sep 7

NL

Boards Post

ultimatespinach replied to the Markel Corporation board. 10:56 PM

Re: Advantage to MKL over BRK-B and LUK?

Hi mushu. Good question. The main difference between Berkshire and Markel is simply size. Berkshire today is one of the five biggest public companies in the U.S. with a market value of more than $330 billion. Markel's market cap is about $9 billion, [more]

Wed Aug 13

Stock Advisor Boards Post

ultimatespinach posted to the Stock Advisor boards. 12:11 PM

Thu Aug 7

NL

Boards Post

ultimatespinach posted to the Middleby Corporation, The board. 5:50 PM

MIDD Q2 2014 CC notes

(Cross-post from RB Middleby board)

One of the subtler aspects of Selim Bassoul's brilliant 14-year tenure as Middleby CEO was on display in Q2 -- the ability to continue producing strong results for owners even as the company devotes [more]

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Three stars, 500 posts Feste Award Nominee! Old School Fool Global Fool
Board Posts 845
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Very First Post A HGS: Pegasystems post. (6/18/2004)
Percentage of Posts Rec'd 87.34 %
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