RampageKy

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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 […]

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 […]

Recent Author Comments

On Brown's "The First AI Stocks I'd Recommend to anyone..." pitch
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[...]
On In Defense of the Egg
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[...]
On Wyatt's "Secret 'Back Door' For Grabbing Uber Shares BEFORE the May 10 IPO"
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[...]
On Friday File: Pot Landlord Financing, Buffett's Portfolio, Fake Prices, and Buying More Growth
Yes, he sold on the same day that I bought.[...]
On Solving Fool's "Betting $523,059.77 on Tom's top pick for 2019" teaser
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?[...]
On Friday File: Stop Losses Everywhere, But so Much I ALMOST Want to Buy
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[...]
On Friday File: Panic! ... or maybe Don't Panic!
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[...]
On Friday File: More Pot Sermonizing, a Portfolio Update, and some Hedging
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[...]
On Friday File: Buying Risk and Safety
Who is it? SBUX always has a lot of competition -- coffee shops are a dime a dozen. Excellent management is the rare quality.[...]
On Friday File: Stop Losses and Big Quarters
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[...]
On Friday File: Turmoil in Tech-Land, earningspalooza continues, plus some small buys and a couple new watchlist stocks
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 [...]
On Ask a Stupid Question...
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.[...]
On Revealed: "Motley Fool's Triple Buy Alert Looks a Lot Like Berkshire in 1992"
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[...]
On Looking Out for Your Own Wellbeing
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[...]
On Friday File, Part One: Fairfax, Columbia, IIPR and some Random Thoughts
Individual investors only need enough volume to support our own trades. Fund managers don't have this luxury ;)[...]
On Friday File: Another Netflix Wanna-be, plus BOMN and NVDA updates
I've had trouble putting my finger on what bothers me about $BOMN. It just occurred to me that reading their Annual Report feels like watching the Disney produced "Star Wars" movies. They're good and they're worth reading/watching, but this is 2018 and Buf[...]
On Friday File: Buying ID and Overpaying for cash, Checking up on some insurers
Lawsuits are a pretty regular occurrence, especially from "boutique" firms who are out to be the next Rainmaker (or just make a few bucks from a settlement). I can't imagine how there can be any merit to this one considering all the risks to SPAC investing[...]
On Friday File: Buying ID and Overpaying for cash, Checking up on some insurers
Indirectly related to $BOMN: Netflix offering more than $300 million for billboard company https://www.reuters.com/article/us-regencyoutdoor-m-a-netflix/netflix-offering-more-than-300-million-for-billboard-company-sources-idUSKCN1HD1FK[...]
On Whither Facebook?
I put in a buy limit at $154. Got a small amount of amusement at the possibility that I might end up buying Travis' shares ;)[...]
On Friday File: Royalties, Scams, Buffett, and Gold
Thanks for sharing the ShareSleuth article. I actually skimmed past it the first time, but read it after Mary pointed it out. My skeptical side has long wondered about Seeking Alpha writers who just regurgitate a bunch of data that usually comes from IR p[...]

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