investor-man

Yeah, what the heck was that. He pulled it out of the 1970's! Cheers! I guess he's known for it: http://sportpicturesonline.com/6_SportAuctionCharity_Marc/Photo_Variations/NFL/Photo/1503.jpg

So far Joe Namath's coat is my favorite part of this game

Clearly the Broncos is the right answer here

All, I just saw this course on coursera.org and thought it might be of general interest to people wanting to know more about the energy business: https://www.coursera.org/course/globalenergybusiness I've taken a few coursera courses and they have ranged from "complete crap" to "the best course I've ever taken" -- they are free so it can't hurt to sign up and bail if you lose interest. IM

Yes, copying the big guys. Well, copying other good investors. I think a lot of people on this board are every bit as good as Pabrai, Einhorn, Tepper, etc. Check out these threads: http://www.cornerofberkshireandfairfax.ca/forum/general-discussion/your-returns-in-2013/ http://www.cornerofberkshireandfairfax.ca/forum/general-discussion/your-highest-conviction-idea-for-2014-why/ My favorite idea for the year is FIATY. It's trading at a very cheap EV/EBITDA multiple, and despite the recent run up in price, it's still very cheap. Checkout the video on this blog post: http://www.gwinvestors.com/Main/Blog/Entries/2014/1/4_F_IM_.html

As a newb myself (less than one year of investing experience) I'm finding "cloning" to be pretty successful. I'm at 55% IRR right now by picking up several suggestions I feel comfortable with on this board and looking over the super investor's filings. Watch all of the Mohnish Pabrai videos you can get your hands on for more info.

This is reasonable. Follow up question, do you often sell before long term capital gains sets in?

I'm going to nominate this one for best post of 2014 thus far! I'm curious, infinitee00 - what's in your portfolio?

you know what it is, right? He's just embarrassed about all of the pot companies he's investing in ;)

Haha. On a less dramatic note, it is totally within Sanjeev's rights to say as much or as little as he wants. There are a number of fantastic posters here. No need to pressure anyone to do anything - that's not what we're all about. Sanjeev created this ecosystem. That's more than enough for me. +1

PhoneGap -- concurrent release of Android, iOS, Windows Surface, and BBRY (for Prem)

15 years of software engineering. CTO of a small finance company.

dude once I totally smoked a bowl with Warren and Charlie

I feel like gurufocus is a bit buggy. Check out the "Current" year EV-to-EBITDA for FIATY. It says 5.6 and Yahoo says 2.8. I think Yahoo is closer to correct. I've found and reported bugs to them in the past. They are quick to fix them, but I definitely feel like they could use a full time QA staff. Getting financial data right is pretty tough.

+1 -- also doing my part to learn as much as I can to give back what I take

I just started investing in April. 36.19% since then. Feeling pretty good about that for my first 6'ish months doing this.

In his most recent video at BC it seemed that his rational is that holding cash offers downside protection and then the ability to capitalize on those downsides when they occur. He was badly burned in the financial crisis and probably now has a higher preference for protection over performance. If I were as wealthy as he is that would be my preference as well. For now I think I'll do as racemize suggests and invest up to my hurdle rate. Now I'm curious - what are your hurdle rates?

As suspected, you're all a bunch of atheist-libertarians ;) I'm not really reading anything right now, but currently working through a couple of Coursera courses: An Introduction to Financial Accounting (https://www.coursera.org/course/accounting) Neural Networks for Machine Learning (https://www.coursera.org/course/neuralnets)

Awesome! I didn't know Morningstar offered that data. I'll look into it for more details. Do you know offhand if they offer historical end of day prices with adjustments for splits or anything like that?

Where do you guys get your data? I'd like to pull data into a spreadsheet with a plugin like you can with FactSet, but I don't want to drop $500/month. Are there comparable sources at reasonable prices?