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frog03

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  1. Kind of weird... Howard is not able to do anything but fire the CEO....
  2. They don't have reports but basically everything else (tons of stats, news, screener, backtester).
  3. UncleStock. the great benefit is an integrated backtester. Otherwise you screen for something that you think might work but may or may not
  4. BVPS Q4 2019 somewhere along 160 for B shares With a conservative 1.5 multiple we arrive to 240. Plenty of poential from here (with buybacks providing a cushion...)
  5. BVPS per B share. 150...
  6. No news of the 2018 letter?
  7. He may even reopen the fund!
  8. 1M market cap this gives you what 5K daily volume, maybe much less. Unless you have a very small portfolio, this is not going to work.
  9. 1m market cap seems way too low to be meanindgful. What results do you get if you bump this to say 50 mn? Thx
  10. Do you know where we can read his 2017 letter?
  11. 2% outperformance vs the index. In a taxable account, likely no better than the index...
  12. Packer, congrats and best of luck. What is your IRR over the last dozen years or so? Thx
  13. In the US and Canada the best money managers typically run hedge funds and not mutual funds since they are more lucrative and flexible... Look at Allan Mecham performance over 15 years (especially pre-fees). I'd think one would argue that he trounced the market...
  14. + Many Picasso, you are the man!
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