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mysticdrew

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  1. BNSF is probably temporarily impacted by the West Coast port labor slowdown issues causing major congestion in the whole logistics infrastructure.
  2. So.. beyond the philosophical debate, how can we invest and make money off this? Like many industries, I figure at some point a couple of players will start to grow,consolidate/roll up, and dominate the industry to the benefit of their owners/shareholders.
  3. That's great. Such a simple idea. I hate scrolling through edgar. Thanks. I like the layout by filing type they do. What do you use gurufocus for mostly? I know it wasn't directed to me but I like the 10 year financials and ratios all on one page. Similar, I like the 10 year financials, various ratios and valuation tools they have as well as a quick showing of guru/insider holdings. Also, like the various screens they have.
  4. CoBF, gurufocus, valuewalk, valueinvestingnews, google finance, cnbc, seeking alpha for their market currents
  5. 30K to 300k since 2009 without contributions... that is impressive!
  6. Congrats to both! Great stuff and good representing ROC Packer!
  7. I think the opportunity in the BAC warrants were a factor as well. The Citi warrants didn't seem like they'd ever make money imo.
  8. Not yet...spoke a bit on PM! Originally from California but now Hudson county NJ
  9. That's pretty crazy... although at $200M, he's still wildly rich.
  10. King Icahn is a good biography. It's a bit dated as it was written in the mid 90's but gives a good story of his career and life to that point.
  11. I've always liked Tilson's articles and interviews. This one as well. Thanks!
  12. Any change search functionality can be improved? Would be great to be able to search within specific topics/threads which I don't think we can do now.
  13. I echo the many congratulations and appreciation mentioned before me.
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