Palantir
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Posts posted by Palantir
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Bump....I am to update a model with an earnings release and write a summary....does anyone have a model that they can distribute?
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So I 'm interviewing for an ER position and they have asked me to do the second step, which appears to be a modeling test. My guess is that this commonly involves updating a model with a press release, and writing a note. I was wondering if anyone could point me to where I would be able to find examples for the model as well as the PR note. I have BIWS models, but I don't know if they are as relevant to this.
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Actually, I think most professional investors screen, at least in the interviews I've been to. I just bump into ideas.....wish I had a process.
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Management may simply lack the skill or attention to manage companies in different industries. Berk can get around this because WEB isn't directly involved in the underlying firms.
Imagine a shipbuilder and a toothpaste maker run by the same management team. In theory, it can be profitable....but would you think the management would have the skills for it?
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Bought AMZN, PH, VZ, and COH on the day of the major decline.
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We should NOT be looking at their performance on a YoY basis but using a 5 year yardstick similar to Buffett. As Graham eloquently said, “In the short run, the market is a voting machine but in the long run, it is a weighing machine.”
Tks,
S
I'm not sure if Ted Weschler is having a good year being that he a a pretty considerable position in GM which has been terrible this year
Isn't it something like a 7 year yardstick now? I thought he changed it when 5 years didn't work so well. Maybe I'm wrong.
It's now a "market cycle" if I remember correctly. ;D
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A Slutty Ebolavirus costume.
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It'll be interesting to see what happens in the US with this. One thing I saw said that 15-30% of Africans might have an immunity to this due to the fruit they eat, or through secondary contact with animals there. That is their body has had a very small exposure that they developed antibodies against.
This is not true. Ebola has been a very rare illness, what you are thinking of is Malaria.
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Yeah, Ebola is not an airborne disease, and is only spread through contact with bodily fluids. The people who are usually in trouble are healthcare workers and caregivers. Saliva doesn't have a high viral load, so I personally would not worry.
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RE: drillers - day rates are high, valuations are low, majors are spinning off assets....sounds like a cyclical top to me...
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yeah im a bit pissed at them:
1. they gave it to obama
2. they got me excited about something that was invented almost 2 decades ago
Calm down brah, it will all be ok.
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Read 2 10k's a day. That's my new thing.
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Bikers are so irritating, they really shouldn't be on the same road, it's impossible to drive around them and I hope their rights to the road are taken away.
There I said it.
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In terms of spinoffs, bought DNOW.
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I find the hetero-normative social construct of "gender" to be an oppressive product of patriarchy and am uncomfortable that you are asking us this question.
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Similar in theme to his regulated investments, I guess, auto dealerships only exist because they are required to exist, and once you have enough scale, I assume it's hard for another guy to break in.
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Over the long term, returns approach ROE....so hold?
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"Genius"....a little excessive no?
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Think PayPal would be a good acquisition for AMZN?
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These guys keep forgetting that Buffett uses leverage through a holding company structure which means his returns are not comparable to those who are running funds. I think it's obvious that somebody running a public MF like Peter Lynch is going to have a different return profile than somebody investing insurance company float...If we use Fund Manager Buffett rather than Grandpa Buffett, he'd be closer to where Greenblatt is.
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I mean we could also have a situation where your properties are confiscated by Pooty.
In Soviet Russia, stock sells you!
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Great article. Key seems to be to find the style that fits your personality...
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The thread title reminds me of True Detective.
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Huh? You lost me. As a value investor you want growth in IV and/or closing of gap between market price and IV. My point was what are dividends? They are a return of capital. Dividends don't create high return. The business has to do that. Dividends are just one way for the businesses returns to be allocated. When paying a dividend there is no net change in IV. A $10 stock that pays a a $1 dividend is all else equal, now a $9 stock. IV is the same (10 = 9+1). Your value is now a $9 stock plus the $1 dividend (less taxes on the dividend). So you may be slightly worse off due to taxes.
Dividends are one way that the gap between market price and IV closes. You have a stock with an IV of 10, and a price of 5 (Gap =5). You get a dividend, IV moves to 9, and price becomes 4 ex dividend. Now the gap between IV and your investment is 9-4-1 = 4.
Buffett/Berkshire - general news
in Berkshire Hathaway
Posted
Now I ain't saying she a gold digger,
But she ain't messin' with no broke...