ultimatespinach’s Activity

Fri Jun 27

Rule Breakers Boards Post

ultimatespinach replied to the Rule Breakers boards. 1:08 PM

Thu Jun 12

NL

Boards Post

ultimatespinach replied to the Berkshire Hathaway board. 1:46 PM

Re: OT: exuberance

Sales aren't very cyclical as a rule, so market wide median price/sales
is usually not a bad rough guide to the valuation of the typical firm.
It would seem that the +43% or +67% is made up of some mix of market
overvaluation and
[more]

Wed Jun 11

Rule Breakers Boards Post

ultimatespinach replied to the Rule Breakers boards. 8:42 PM

Tue Jun 10

NL

Boards Post

ultimatespinach posted to the Berkshire Hathaway board. 1:13 PM

OT: Oaktree Capital

Speaking of generating income, I know we have some fans of Howard Marks here. Regular readers of his memos probably know that he and his partners brought Oaktree Capital public in 2012 as a partnership. Over the past 12 months, it has paid out [more]

NL

Boards Post

ultimatespinach posted to the Oaktree Capital Group, LLC board. 1:05 PM

Nice yield

Thanks to The Fool for opening this board devoted to the investing partnership chaired by Howard Marks. It came public a little more than two years ago and has produced choppy but sizable quarterly distributions ever since.

For investors [more]

Tue May 27

Rule Breakers Boards Post

ultimatespinach replied to the Rule Breakers boards. 1:01 PM

Sun May 25

Income Investor Boards Post

ultimatespinach replied to the Income Investor boards. 4:13 PM

Sat May 24

Rule Breakers Boards Post

ultimatespinach replied to the Rule Breakers boards. 6:13 PM

Thu May 22

Income Investor Boards Post

ultimatespinach replied to the Income Investor boards. 2:04 PM

Wed May 21

Income Investor Boards Post

ultimatespinach posted to the Income Investor boards. 3:25 PM

Tue May 20

Caps Pick

ultimatespinach made a pick in CAPS. 3:43 PM

Liberty Global, Inc. (LBTYA) will Outperform the S&P 500

Caps Pick

ultimatespinach made a pick in CAPS. 3:43 PM

Liberty Media (LMCA) will Outperform the S&P 500

Sun May 18

NL

Boards Post

ultimatespinach replied to the Markel Corporation board. 2:10 AM

Re: The morning after

How Amazon met the fourth, or even the first, would be one question I'd like to hear him discuss.

Scratch one question off my list. Gayner's first quarter trades are now available through gurufocus even to cheapskates who don't pay [more]

Thu May 8

NL

Boards Post

ultimatespinach replied to the Markel Corporation board. 3:14 PM

Re: good quarter

To be fair, it is actually not clear whether the bolded portion is Gayner speaking, Markel speaking about Gayner, or a musing on ultimatespinach's part. I originally took it as Gayner speaking, noting objection to this in a prior post myself. [more]

NL

Boards Post

ultimatespinach posted to the Middleby Corporation, The board. 3:05 PM

MIDD Q1 2014 CC notes

Cross post from RB Middleby board.

Middleby returned in Q1 to revenue growth rates like those that came before the Viking acquisition, the largest in its history.

The market seemed a bit confused as to how to respond. The [more]

Rule Breakers Boards Post

ultimatespinach posted to the Rule Breakers boards. 3:04 PM

Mon May 5

NL

Boards Post

ultimatespinach replied to the Markel Corporation board. 11:54 PM

Re: The morning after

Hi wouter28, gameguru and JohnCLeven. Thanks for your posts. Glad you found value in these notes.

I would have been especially interested to hear Gayner's thoughts on Leucadia, since I've done the opposite of his [more]

Sun May 4

NL

Boards Post

ultimatespinach posted to the Markel Corporation board. 8:38 PM

The morning after

While I was in the neighborhood, I thought I'd drop in on Markel's annual gathering in Omaha the morning after the big Berkshire shindig. Thanks to Myra Hey at Markel for providing an invite. Not sure I needed one, the thing was wide open and [more]

NL

Boards Post

ultimatespinach posted to the Berkshire Hathaway board. 12:56 AM

Berkville redux

Nebraska visibility was much better this year. You could see why pioneers might have had a higher opinion of it than we do.

The 5:30 a.m. drive from Lincoln, where, as you may recall, the cheapskates stay, was into a spectacular pre-dawn [more]

Wed Apr 30

Rule Breakers Boards Post

ultimatespinach replied to the Rule Breakers boards. 3:01 PM

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CAPS Stats & Trivia

CAPS Player Rating 67.39
Player Rank 24453 out of 74976
Score 1214.99
Score Change Today -10.27
Accuracy 41.98%
Active Picks 44
Total Picks 81
Best Pick BIDU (+521.42)
Worst Pick RIG (-120.41)
Average Score per Pick 15.00
Charms Earned 7
Highest Rated Favorite TMFOtter
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Boards Stats & Trivia

Three stars, 500 posts Feste Award Nominee! Old School Fool Global Fool
Board Posts 800
Recs Received 10870
People who have rec'd these posts 2446
Recs to Posts Ratio (last 30 days) N/A
Threads Started 212
Threads Started Percentage 26.50 %
Most Frequent Board Berkshire Hathaway
Very First Post A HGS: Pegasystems post. (6/18/2004)
Percentage of Posts Rec'd 86.88 %
Show ultimatespinach’s 10 Latest Posts