Palantir
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Posts posted by Palantir
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INFP
INFP personalities are true idealists, always looking for the hint of good in even the worst of people and events, searching for ways to make things better. While they may be perceived as calm, reserved, or even shy, INFPs have an inner flame and passion that can truly shine. Comprising just 4% of the population, the risk of feeling misunderstood is unfortunately high for the INFP personality type - but when they find like-minded people to spend their time with, the harmony they feel will be a fountain of joy and inspiration.
This is true, I am a sensitive, emotional snowflake.
Not surprised to see all these INTJs here. ;D
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Just take BV and put a historical average multiple on it?
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Government subsidizes junk food via corn subsidies -----> corn syrup. The leading purveyor of corn syrup is liquid diabetes manufacturer Coca Cola.
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SHLD, this is a winner.
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Do you think it could be a panic sell after watching oil prices crash? Bad memories of that oil bet in 08?
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I think pipelines would be a better comp for railroads. Difficult to build but more efficient than rail for moving o&g.
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I bought Tesla (below $200) for the first time.
Who knows what happens over the next 5 months, but over the next 5 years (Elon will step down probably after model 3 as CEO but he said he will be part of the company forever) this looks very lucrative, in my judgement.
I'm sure "value" investors will think I'm insane but I agree with Buffett about investors showing their ignorance about using that terminology as a "value" investor or "growth" investor.
I really liked it when Cramer said it wasn't a 'real' company.
Thanks Cramer for possibly giving me a better price.
What an idiotic statement (not a real company).
If it drops even more then I'll buy more.
Been thinking about doing the same. But wait...
http://www.businessinsider.com/heres-more-evidence-that-apple-could-be-working-on-a-car-2015-2
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Bought EDV (Vanguard Extended Duration Treasury ETF) / shorted AMZN, LNKD and IWM.
BRING IT!!!!!!!!!!!!!!!
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Maybe this dip is a good buying opportunity to stack up on belgian beers. :D
www.belgiuminabox.com
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I think people are being unfair to Klarman, his book is unimpressive for sure, but he, like Buffett hides his true knowledge.
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I think that gives him too much credit, neither evil, nor a genius, just a chap pathologically obsessed with making money.
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There is a thread on this. One of the posters on there has some insight.
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^Actually, that's the point. Owner-operated/compounders does not mean shareholder friendly. Rather, I feel that the best owner-operators are the ones that are regularly ignoring shareholders in order to execute on a very long term vision. Steve Jobs treated shareholders as a nuisance, however by thinking in the best interests of his company, he created a lot of value for shareholders, as a side effect.
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I was under the impression that the ECB couldn't do QE....so how exactly are they doing this today?
each country has to take 80% of their risks. So ECB isn't carrying the risk if bonds arent worth what they bought them for. So if for example greece fails, they will take 80% of the pain. And richer countries will take 20% of the pain.
While I get that, isn't the ECB not permitted to flat out printing money Fed style? At least that was what was circulating in the news in years prior.
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^Nice. Can outsiders subscribe to your letters? Interesting that your minimum account size is 10k....
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I was under the impression that the ECB couldn't do QE....so how exactly are they doing this today?
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Anybody want to subscribe to Burry's letters and "leak" them on here? ;)
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Those who are venturing into oil producers have far bigger cajones than I do, or they are simply not aware of some of the ex-US development of shale. For instance, Argentina has one of the largest shale deposits in the World (vaca muerte); they are just beginning to develop this shale which should result in substantial amounts of new oil and gas production in South America. Mexico is opening up their oil industry to foreign companies. This should result in increased production from existing fields, as well as new oil and gas production. China has the largest shale reserves in the world, and they are also beginning to develop those (although I think their severe water issues will slow this development initially).
Those who are betting on a snap-back in crude pricing are not taking into account all of the new reserves that are now technically and economically feasible around the world. While I don't think we are going to see a substantial drop from current crude oil pricing, I simply don't see the price of crude oil bouncing back. I think we are entering a period of pricing that is similar to natural gas pricing. As price recovers, marginal shale producers open up the spigot and flood the market, thus depressing prices.
To this point, aren't these new tight oil discoveries also subject to similar marginal costs as the ones in the US? Where oil is right now, it's pretty much trading near Ghawar's $40 estimated marginal cost....
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This is awesome. ;D
We need Matthew McConaughey as Greg Lippman.
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RHT, and AMZN. RHT not so much now, but when I bought in low 40s, forum members were like 60x PE....lolwut?
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Let's invert. Are there any investments like that today that have a simple writeup and are going to become as big as GEICO did?
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I'm a public school grad, and don't get the hate aimed at them. I had a great experience, and my school wasn't anything exceptional, just a middle of the road midwest school.
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US has been dramatically raising production for about 5 years now, if it was simply a supply vs demand imbalance, why was the transition a quick drop in prices rather than something that played out over 5 years? I have a hard time understanding the "increase in supply" line of thinking.
BRK Intrinsic Value
in Berkshire Hathaway
Posted
TL:DR, what is your estimate for IV?