My only experience with Annual Meetings is Berkshire 2017. I was thinking about taking a morning off work to attend an annual meeting for a clinical research firm (Medpace) here in Cincinnati. The agenda is as boring as they get: elect one director (yes, one) and elect the auditor. I thought it might be interesting […]
Microblogs
March 15, 2017
Fairfax Africa (FFXXF)
Just last month, Fairfax IPO’d a subsidiary under the ticker FFXXF called Fairfax Africa. It did not garner as much interest as they hoped and trades very, very thinly so far. Has anyone looked into this company so far? It looks like they have a few small investments so far, but considering who’s behind it […]
October 3, 2016
Agora, Inc prediction of near-term doom
There’s a long video here intended to strike fear in the hearts of all and turn your smile upside-down: http://pros.bonnerandpartners.com/1606BBLFALLDWN19/PBBLS802?_ga=1.204162128.1943473043.1475526018&h=true I found this from the following story, and the clues are pretty vague: http://moneywise411.com/baltimore-firm-has-scary-record-of-predicting-world-events-4/?ppc=538735&utm_source=taboola&utm_medium=referral ”Recently, the reclusive head of this group—a millionaire economist, author, and father of six—released a shocking new prediction… and it’s a […]
August 15, 2016
Recent IPO: MedPace (MEDP) CRO focused on small-cap biotechs
This is a local company in Cincinnati, where I live, that just did an IPO last week. It popped 22% on the IPO day and continues to steadily rise from there. They are a contract research organization similar to companies like Icon. What I like about this company, however, is their focus on serving the […]
Recent Author Comments
Posted on August 29, 2020
Posted on November 1, 2019
Most of these sites, like Yahoo Finance, are simply displaying data from a resource like S&P Capital. S&P primarily pulls their data from the SEC. If a company doesn't report to the SEC, you won't see any data on these free sites.[...]
Posted on October 24, 2019
I bought some Biogen earlier this year because I figured the upside/downside risk was worthwhile for a long-term investment. Reading these biotech stock reviews from Doc Gumshoe is about the extent of my medical education. So I might be missing something, [...]
Posted on September 21, 2019
A little clarification: Yes, if you merely want to be notified if a stock drops below a certain price, you would just add an alert or set up a watch list with the alert (which you can do with your broker or probably any number of websites).If you want[...]
Posted on July 27, 2019
How is this any different from other modes of transportation? Railroads and flying have not been a cakewalk either, but failure isn't a reason to abandon hope.[...]
Posted on June 20, 2019
Maybe the steady type stocks are a better fit to your temperament. NVDA never interested me because it was always expensive, until a few months ago when it came to earth. I consider it a long term core holding, which is the only way I can ignore the volati[...]
Posted on May 15, 2019
Learning that our bodies synthesize most of the cholesterol we use helped me realize that exercise is the controllable factor that can move the needle. Reducing saturated fats, etc. is a good idea anyway, but as my own cholesterol still measured in the "bo[...]
Posted on May 2, 2019
The asset light business model is exactly what drives their high valuation. And you could argue that they do have control over their drivers through the contracts they agree to (it’s easier to terminate a contract than to fire an employee). There are ple[...]
Posted on February 19, 2019
Yes, he sold on the same day that I bought.[...]
Posted on January 7, 2019
I get that data centers are a huge growth area, but I don't have any idea if Arista or Cisco or Whoever Networks or ABC Systems has an easily defendable competitive advantage. Is there another way to evaluate that without understanding the technology?[...]
Posted on December 23, 2018
India in general is down in the past year, so it would be exceptional for any India fund to buck the trend. While I am a big fan of investing in India over the next 10-20 years, I only loosely follow the day-to-day news. My understanding is Modi may have t[...]
Posted on October 13, 2018
Interesting about BRK and the S&P 500 actually performing pretty closely these last five years. BRK itself has been in the Top 5 of the S&P 500 for at least a couple years now. There's a significant gap between BRK and the next largest company (AMZN) right[...]
Posted on September 23, 2018
About charts being chosen to get a reaction, it cracks me up how the WSJ never uses a log chart on the front page when they print graphs of historical performance. It's an obvious example of how the mass media wants to draw a emotional reactions from us in[...]
Posted on September 15, 2018
Who is it? SBUX always has a lot of competition -- coffee shops are a dime a dozen. Excellent management is the rare quality.[...]
Posted on September 8, 2018
I think new investors can learn a lot from learning how Zack's (and similar ratings firms) generate their ratings, and an investor could probably do well using them as a preliminary filter. If nothing else, you might avoid some costly mistakes, and that al[...]
Posted on July 29, 2018
Is anyone else here watching Focus Financial (FOCS)? IPO'd this past week. My understanding is they're the only publicly traded pure play in the independent wealth management/RIA space. Looks fully valued although probably still in the upper end of a fair [...]
Posted on May 18, 2018
Must be Abbvie (ABBV). They want to tender $7.5B worth of their own stock. Sure makes me curious about buying, although how it's funded and management's reputation for capital allocation are worth researching.[...]
Posted on May 10, 2018
Exactly what I told them many years ago when they switched to this clickbait marketing style (before clickbait was a term). They figure themselves to be a sheep in a wolf in sheep's clothing. They're definitely one of the most reputable newsletters out the[...]
Posted on April 21, 2018
During my last dental appointment, it occurred to me that I am guilty of paying lip service to the advice just like many (or most) people pay lip service to good financial advice. As someone aiming to be a financial planner someday, how would I expect my f[...]
Posted on April 17, 2018
Individual investors only need enough volume to support our own trades. Fund managers don't have this luxury ;)[...]
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Sales happening on the same day is very likely tied to vesting, as grants vest on the same day for everyone who received them. Sites that aggregate the insider trade data should indicate if it's an automatic transaction or open market. Open market is gene[...]