jouni1

Bed bath and beyond

Fyi people might not appreciate hearing about the last scene in a series they are watching

Yeah the new true detective was a train wreck. Worst season yet. Sad as it had some promise. The new fargo is great though

I think 4700sqft is a large house, but I'm European so what do I know.

Can you name some of your favorites in the space doing buy backs?

Interested as I missed out on XPO despite buying it once Do start a thread to keep track of this. Sounds like the best time to purchase isn't probably right now though

There isn't much to dislike about AJG except the valuation. Same goes for BRO.

Finally bought some FFH

Any educated opinions on European companies such as Kongsberg, Saab, and Safran etc? Saab excluding the fighter jet business seems like they could do well in the current environment.

Bought some LVMH. Not going to miss the dip once again

Wow that's a bit more hair than I was expecting. Maybe it's in the too hard pile then. Companies like this where the management's and shareholders' interests are not lined could go either way. Thanks for all your hard work in this thread @longterminvestor, I've learned a ton about these businesses.

Same. BRP looks really interesting to me. The debt situation adds enough hair on it to keep the valuation in check. With good execution BRP looks like it could be a great long term hold.

Well I've been looking at NVR solely on account of planning to invest in it on a dip for the past 10 years but always failing to do so. I have always thought of it as a best in class US homebuilder, do you guys agree?

I tried to do a search for this but couldn't find anything. So what are your favorite websites for looking at quotes and financial data of companies? I used to use Morningstar a few years back but it's gotten noticeably worse, so now I just get quotes from my broker and read the official reports. Could use something that shows a quick summary along with the quote and chart. Also other investment websites suggestions welcome. My own 2 cents: www.dataroma.com is nice for looking at some famous investors' 13f's.

Can you name some of these best in class companies or sectors to look at related to this? I was thinking miners like RIO, BHP etc. Or do you think there still value in oil?