valuegeek’s Activity

Yesterday

NL

Boards Post

valuegeek replied to the Berkshire Hathaway board. 2:02 PM

Re: Circle of Competence

I'd call that a strategy rather than an index. Also, taxes are a big part of my friction!

NL

Boards Post

valuegeek replied to the Berkshire Hathaway board. 1:42 PM

Re: Circle of Competence

WEB has underperformed an appropriate index for 2 decades running now.


What index is that, and how do I invest in it?

Seriously, what do you mean? Are you talking about Berkshire's equity portfolio (and then, weighted [more]

Sun May 1

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valuegeek made a pick in CAPS. 7:19 AM

BofI Holding (BOFI) will Outperform the S&P 500

Fri Apr 29

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Seagate Technology (STX) will Outperform the S&P 500

Wed Apr 27

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H&R Block, Inc. (HRB) will Outperform the S&P 500

Sat Apr 16

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Textainer Group (TGH) will Outperform the S&P 500

Thu Apr 14

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SunEdison (SUNE) will Underperform the S&P 500

Wed Apr 13

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Express Scripts (ESRX) will Outperform the S&P 500

Wed Mar 30

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valuegeek made a pick in CAPS. 5:51 PM

Bank of America (BAC) will Outperform the S&P 500

Fri Mar 25

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valuegeek made a pick in CAPS. 7:15 AM

Sturm, Ruger & Company (RGR) will Outperform the S&P 500

Tue Mar 15

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Valero Energy Corp (VLO) will Outperform the S&P 500

Mon Mar 14

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Manitowoc Company, Inc. (MTW) will Outperform the S&P 500

Sun Mar 6

Sat Mar 5

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valuegeek made a pick in CAPS. 8:49 AM

Market Vectors Poland (PLND) will Outperform the S&P 500

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valuegeek made a pick in CAPS. 8:48 AM

WisdomTree India Earnings Fund (EPI) will Outperform the S&P 500

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valuegeek made a pick in CAPS. 8:12 AM

Powershares India (PIN) will Outperform the S&P 500

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valuegeek made a pick in CAPS. 7:22 AM

Direxion Daily Financial Bear 3X Shares ETF (FAZ) will Underperform the S&P 500

Fri Mar 4

NL

Boards Post

valuegeek replied to the Berkshire Hathaway board. 2:53 PM

Re: Way OT: Ametek

I own a dink, mostly on the basis that it seems to be a rare example of a business with pretty good economics run by more or less rational humans.

Sun Feb 28

Caps Pick

valuegeek made a pick in CAPS. 8:25 AM

The Blackstone Group L.P. (BX) will Outperform the S&P 500

Wed Feb 17

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valuegeek made a pick in CAPS. 8:02 AM

Skechers (SKX) will Outperform the S&P 500
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