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sc2248

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  1. My 2 cents: 1) not sure why you chose HD to compare to FFH... 2) while practically every stock suffered price loss due to RE/Financial crisis, drops in prices for real estate related companies was much worse 3) HD in 2009 was at generational lows in terms of normalized valuation, some even saying business was at risk of never looking the same...so, of course rebound was much, much more pronounced 4) Here's another example, which also wouldn't make much sense to me: AXP - AXP went from <$10 to now $111
  2. That is sad for Lovallo...yet, the type of institutional imperative investors should take advantage of...
  3. I second Meph's opinion. I'm a buy-side analyst, but know a good deal of sell-side friends. Their problem is structural, not personal... That being said, one sometime useful bit of information is when the sell-side discussion or chatter focuses on some particular issue that is causes short-term fear, but has little impact on the long-term value creation of the business. Cheers!
  4. Beat me to it Merkhet! ;) Those guys are the cream of the crop in media distribution and capital allocation in the sector...
  5. I assume we're trying to move past the obvious ones, like BRK, FFH, MKL, QSR, etc... Here are some of my favorites: Charter Communications (CHTR): I believe Tom Rutledge is the best cable (media distribution) CEO in the U.S. Liberty Global (LBTYA): Mike Fries is the Tom Rutledge of Europe Liberty Complex (LMCA, LVNTA, QVCA, LBRDA, LTRPA): Greg Maffei. Excellent capital allocator.
  6. * 2 companies have roughly the same market cap ~$20 bn * Company A reported $1.8 bn in revenue over the last 12 months (2Q15) and a hefty loss on all metrics (yes, even EBITDA), so the best we can say is it trades at a very lofty >10x revenues, in the hopes it will someday make some money... * Company B reported $8.8 bn in revenue over the last 12 months, of which $3.6 bn was eCommerce driven, with $1.7 bn of that mobile commerce driven (yes, almost as much as total for company A). This company, however, earned $1.9 bn in OIBDA and nearly $1.3 bn in EBIT over the same period, and owns a majority stake in another company valued at $1.3 bn... * Company A is Twitter, which trades on a multiple of forward hopes and dreams... * Company B is QVC, which sports one of the highest OIBDA margins of any retail company, yet, unfortunately trades as an "old economy" company ...maybe they'll rebrand as a high-flying mobile eCommerce enterprise? ;)
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