wittgenstein’s Activity

Fri Apr 18

NL

Boards Post

wittgenstein replied to the Value Hounds board. 1:11 PM

Re: Syntel (SYNT) Reports

SYNT is a top position in my personal accounts and in accounts managed for FMI clients.

sw:
Looks good to me. You taking new clients?

(I've had a SYNT position since 2012 when it went on my advior's focus list. I checked [more]

Wed Apr 16

NL

Boards Post

wittgenstein replied to the Falling Knives board. 9:16 AM

Re: FKA: Everything?

sw:

I believe SYNT is certainly a worthwhile target these days. Closed them out in the mid 90s earlier, but my old retired applied CS friend in Troy who knows management quite well remains most impressed. This is a climate that supports a [more]

Tue Apr 15

NL

Boards Post

wittgenstein replied to the Real Estate Inv. Trusts: REITs board. 3:31 PM

Re: Some REIT Commons to Consider

Gracepeace,


You seem to have a following!
We keep moving our O positions into our Roths. Just glad I listened to you back there a while.

Peace.

jz

Mon Apr 14

NL

Boards Post

wittgenstein replied to the Berkshire Hathaway board. 6:18 PM

Re: 5 ticket punch card.

The long term winners know how to avoid the vast majority of them and move when the relatively infrequent high-probability winners present themselves. Ted and Todd will help to scout the public market opportunities and probably give a better than [more]

NL

Boards Post

wittgenstein replied to the Berkshire Hathaway board. 4:14 PM

Re: 5 ticket punch card.

I think I go for business model over key man...
anyway I like all these models

CL
COST
JMHLY
RHHBY
AXP


jz

NL

Boards Post

wittgenstein replied to the Berkshire Hathaway board. 9:52 AM

Re: 5 ticket punch card.

Thanks Q1 for some thought-provoking ideas. e.g, not least of which, I had no idea MMP's (*)original (though partial money source) was available to outside investors.

jz

*
[more]

Wed Apr 9

NL

Boards Post

wittgenstein replied to the Berkshire Hathaway board. 11:18 AM

Re: Mars buying Iams

I wonder where Mars got the $2.9B?

Would have been a good use of some Berk cash if structured right, but I sort of doubt if Mars would have needed that much more than they get from all those M&Ms they've sold us over the years. I [more]

NL

Boards Post

wittgenstein posted to the Berkshire Hathaway board. 7:39 AM

OT(?):Stuff I need to remember

As my wife has reminded me, happily at this time of the year, I can spend less time with investing decisions and more time cleaning up the garden.

[more]

Tue Apr 8

NL

Boards Post

wittgenstein replied to the Macro Economic Trends and Risks board. 3:40 PM

Re: OT - Cuba Easy

Oh my, y'all are #2 (sort of like in Hockey ;-) and that only counts the legal visitors.

Well there goes the neighbourhood!!! }};-D


Went to Habana for honeymoon and still love it, especially
Bodeguita del [more]

Mon Apr 7

NL

Boards Post

wittgenstein replied to the Real Estate Inv. Trusts: REITs board. 6:33 PM

Re: Some REIT Commons to Consider

Ralph:

Thank you for your wonderful post (and, of course your wonderful presence here!)

IN addition to your specific reit mentions, I was especially encouraged by your belief as stated here:
I think that the loss in income [more]

NL

Boards Post

wittgenstein replied to the Berkshire Hathaway board. 1:26 PM

Re: OT- Dark Markets

And, in fact, I'd give the IRS more to chase after the free-riders and cheats.

...and in fact, you'll be able to do that. Just get to work and pile up some more gross income and leave that Schedule A blank.

jz

Sat Apr 5

NL

Boards Post

wittgenstein posted to the Berkshire Hathaway board. 3:11 PM

Today's NY Times

It seems that to an extent, WEB agrees.

[more]

Sun Mar 30

NL

Boards Post

wittgenstein posted to the Berkshire Hathaway board. 8:23 PM

OT: LOW FREQUENCY TRADING

http://www.bloomberg.com/news/2014-03-30/high-frequency-trad...

I guess just paying attention to what an asset is [more]

Sat Mar 29

NL

Boards Post

wittgenstein posted to the Macro Economic Trends and Risks board. 1:22 PM

South Florida has a great revenue opportunuty

Here's a macro concept.

As a recent visitor, after long absence I have been amused?...er no amazed I guess at the wonder of driving on Interstate 95. It can't be what Eisenhower imagined back when.

Whether or not there is a speed [more]

Fri Mar 14

NL

Boards Post

wittgenstein replied to the Berkshire Hathaway board. 8:41 AM

Re: OT-GM

Amen Susan!

I can afford a ford but nevy a chevy.

Mon Mar 10

NL

Boards Post

wittgenstein posted to the Value Hounds board. 8:08 AM

Hohum:SDRL addendum

Hohum:

Forget my previous post. I was responding to an older one of yours. You already answered my inquiry eloquently.
(Not surprisingly) ; )

I sort of like JF's style. And I like corporate managers
who eat their own [more]

NL

Boards Post

wittgenstein replied to the Value Hounds board. 7:45 AM

Re: SDRL Q4 2013 (first take)

Hohum:

An interesting counter to the SDRL bears:

http://mpmaritime.com/strait-talk/seadrill-fact-fiction-and-...

Be interested in your [more]

Fri Mar 7

Thu Mar 6

NL

Boards Post

wittgenstein replied to the Berkshire Hathaway board. 6:53 PM

Re: OT: story so far

Jim, Aside from the fact that I think it's very much on-topic, looks pretty good to me. That there leverage seems to me sort of a "dividend purveyor"

jz

Tue Feb 25

NL

Boards Post

wittgenstein replied to the Value Hounds board. 9:35 PM

Re: Let's talk KMI

There is no need to ascribe conspiracy theories for what can be sufficiently explained by "stupidity".

Sorry, I guess I didn't make my position clear. I wasn't ascribing a "conspiracy theory" I was alleging [more]

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Big gold star, 5000 posts Old School Fool
Board Posts 5357
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