Phaceliacapital

And, posting on cornerofberkshireandfairfax... I kinda like that thought

Interesting, I am currently reading up on Lottomatica, will take this with me, thanks

Interesting thread, will read up during the weekend

Very nice, there is some really good material on that blog.

Very interesting thanks!

For those interested, Bloomberg risk takers: http://www.bloomberg.com/video/73460184-elon-musk-profiled-bloomberg-risk-takers.html

Any of you who looked into Durr? A german player dependent for 80% of its revenue on the automotive industry as it delivers the plant engineering and machinery, mainly for painting and assembling of cars (also active in aircraft, green production processes etc). Stock price has run up terribly in the past years.

Doesn't file 13F yet?

Apologies, I forgot about this thread. The CF did get hit due to acquisitions, NOV has actually done over 300 acquisitions. It is correct that TTM FCF would approach 2 bn without acquisitions.

Okay that is what I am aiming for, just something that allows me to go on holiday without 1/3 of luggage being bags. What is the quality of newspapers on the device?

Is the paperwhite that bad? I have been thinking of buying one just for the e-ink technology to spare my eyes a little bit. What bothers you? Is it the reading experience , or more the menu's and stuff?

Agreed, seems like an interesting article, will read it at home because it gets filtered due to office policy..

I was 13 when this board was founded? My god :D

My thoughts exactly, and actually also my kind of mindset :)

Very interesting thanks!!

Total value deal around 28bn, stock up 18%

I also found it an interesting read, read it somewhere around december, I incorporated almost all of their metrics into a spreadsheet so I can easily check for red flags when I am evaluation an opportunity :)

Ownership finbond from Bloomberg: Moneyline 2027: 44.67% Net 1 Finance Holdings: 25.91% http://www.net1.com/media/65388/group_structure_december2012.pdf Pershing also has a 7.5% stake. edit: the above information concerns Finbond

I follow it, was looking to start a thread but found this topic so happy to discuss :) I think it's one of the three energy companies that Buffetts portfolio holds. They are still net cash, have good FCFs, low-cost position and some switching costs. We are still examining the competitors and the oil rig landscape before we enter a position though.

Can we link this to google calendar? - Graham and Doddsville newsletter

Thanks!

:D

Guys, any of you who can point me towards essential reading material when trying to value financials, preferably from a value perspective? I have already planned to go through the BAC and Wells Fargo discussions but maybe there are some external links that you guys deem worthy to read? Thanks in advance!!

You have got to be kidding me.

Do you guys include "TV" shows such as Bloomberg Risk Takers, discussions between HF managers, speaker sessions etc etc?