jwfm1985

Macro Enterprises

Ross, Been thinking about LH - I love the industry. Question though, why LH over Quest?

I think you should get free medical care sethatk. Anyone who risks their life for their country shouldn't have to pay for medical care IMO. However, other than that, I think public pensions are getting out of hand. Police/firefighters also risk their lives for their country... just saying

Not sure if this has been posted already, but a good read: http://aswathdamodaran.blogspot.ca/2014/03/bitcoin-q-bubble-or-breakthrough-both.html

interesting way of looking at it for people who don't see the "value" in this deal... http://aswathdamodaran.blogspot.ca/2014/02/facebook-buys-whatsapp-for-19-billion.html

GNCMA, again

GNCMA & AAPL

Hey Sanjeev quick question - if they do end up closing, will they plan on doing a private placement for the deal? Do you know if it's it only open to current Pabrai Fund investors? Thanks!

Still, not really a reason to use NI with EV - looking at that ratio at face value to compare 2 companies would be very misleading without digging into the capital structure IMO

Bought more GNCMA