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fishwithwings

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Everything posted by fishwithwings

  1. Does anyone know how Blackrock and Vanguard usually votes when an activist is trying to give the boot to management?
  2. Do you mind sharing some of the US names? Maybe not on this thread b/c it's for Japanese stocks tho. I mentioned some names in another thread here: https://www.cornerofberkshireandfairfax.ca/forum/general-discussion/companies-with-a-fortress-balance-sheet-and-liquidity-at-the-moment/msg404747/#msg404747 What do people usually say, do your own research? Statistically though I'm not sure it makes a difference thx :)
  3. Do you mind sharing some of the US names? Maybe not on this thread b/c it's for Japanese stocks tho.
  4. Anyone have any thoughts on the two options offered by Interactive Brokers? Which one did you choose and why? Thanks!
  5. Any other sources besides Bloomberg? I can't afford it :'(
  6. What is the easiest way to find comparable multiples? For example, I want to enter a stock (i.e. GOOG) and to find a list of comps.
  7. A follow up question - With the new account change, do you add "Operating lease right-of-use assets" in the denominator? What about the numerator? How do you adjust that?
  8. When calculating the denominator, Invested Capital, why is short term debt excluded? thanks!
  9. I actually tried searching before I created this post. Thanks!
  10. Any free or reasonably priced sources that you guys know of?
  11. http://cfany.gallery.video/fullconference/detail/video/6053271135001/joel-greenblatt---keynote-presentation:-ben-graham-vi
  12. Google finance will be back. The team took it down to build the platform from scratch.
  13. Thanks. Now if there was a way to find these ideas...
  14. I think you're on the right track... Do you have an example of these situations with real estate companies? Another thing worth noting down is that investors like Alphavulture are earning very high IRRs on special situation investments. Not sure about the specifics tho...
  15. Yes, correct. Really obscure stuff in the past...at this year's meeting, he did say it would be very specific unique arbitrage opportunities. He said that opportunities are much lower today to do this than say 10-20-30 years ago. Cheers! That’s interesting to me for a number of reasons: 1. In the not too distant past I’ve heard him say it might actually be easier now cause information is easier to access. 2. He seems to have switched his stance a little. Before when people asked him to speak on this subject he’d talk about finding super cheap small companies and going long the stock. Now it seems he thinks arbs are more inefficient. 3. I assume that for him to have an opinion in this he must be looking in that area from time to time. I like the idea that Buffett loves this stuff so much that he’s still taking an occasional peak at these tiny obscure situations, even as an old billionaire philanthropist who has no reason to care. By the way, does anybody me have a transcript or audio/video of this? Thanks in advance. Yeah, he was pretty specific by mentioning arbitrage in an unconventional way. mergers and acquisitions are arbitrage, but in a traditional sense. I wonder if he is talking about investments outside the stock market.
  16. Thanks. Two follow up questions. Wouldn't he just have said activism instead of aribtrage in that case? What did Liu lu do?
  17. Does anyone know what he meant by arbitrage but not in the traditional sense. This is in response to the guy who asked him about 50% returns on 1mill. It was one of the last few questions Some examples would be good.
  18. Probably a better idea to call IB to get it fixed. There will be a discrepancy between what you file and what the IRS will get from IB. Yeah. So IB has "Tax form correction" option in their support section. Except that it does not work. They implemented new interface, but part of the code refers to old form and you can't submit the correction - it requires you to fill in no longer existing checkbox(es). Great programming! This company rocks! NOT. Well, I submitted generic ticket instead. We'll see where that gets us. BTW, they had exactly the same issue with ISTB/FLOT dividends reported as qualified in 2017 tax form. 1099-DIV got fixed/amended in March. This company rocks! NOT. Was this a special dividend? I would have though reporting dividends would be pretty straightforward.
  19. Probably a better idea to call IB to get it fixed. There will be a discrepancy between what you file and what the IRS will get from IB.
  20. Anyone take a look at their 1099 from Interactive Brokers? Mine looks slightly off (capital gains are too high). Anyone else run into this issue?
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