Jump to content

ValueMaven

Member
 View Profile  See their activity

  • Posts

    1,859

  • Joined

  • Last visited

4 Followers

Recent Profile Visitors

The recent visitors block is disabled and is not being shown to other users.

ValueMaven's Achievements

Mentor

Mentor (12/14)

  • Dedicated
  • Conversation Starter
  • First Post
  • Collaborator
  • Posting Machine Rare

Recent Badges

2

Reputation

  1. ValueMaven
    I bought some Booking - BKNG ($5,000). I'm amazed at their capital return program. Forcing myself to better follow the company.
  2. ValueMaven
    Came out yesterday and I cant put it down - I basically agree with everything he has written. Wow this guy and his views are so interesting. Too bad PLTR trades at 400x p/e and insiders are selling billions of stock ...
  3. ValueMaven
    really interesting thank you @gfp - Ted has a $350M personal position in DVA. Wild.
  4. ValueMaven
    @rohitc99 yes and no. I do see the start of a dividend over the next 5yrs as highly likely, and large outpeformance has low probability. Frankly, I'd love to learn more about how Ted/Todd/Greg/Ajit work together. Between those 4 I feel very confident in BRK going forward.
  5. ValueMaven
    The guy has been on some of the largest public company boards for decades (KO, ADM, etc) ... Is the son of the most successful investor of all-time, and is being hand-picked as a non-executive chairman. I dont see why people are getting so upset. When I hear Howie speak - I personally have no issues at all.
  6. ValueMaven
    Mercury General is getting crushed right now .. down -25%. They are a very large auto insurance, with very sizable CA exposure and the CEO is well over 100 years old at this point (he owns 45% of O/S). Seems like it would be a great acquisition for GEICO, given the near-term distress. Anyone have thoughts on this?
  7. ValueMaven
    TPL at $1200
  8. ValueMaven
    Was surprised to see DJCO over $500. I dont follow the company - but its had a great run recently
  9. ValueMaven
    Thank you. But need since inception to include the 80s and 90s!
  10. ValueMaven
    Does anyone have an interesting chart of FFH shares outstanding since inception? I know it went from like 3M in the 80s to 12M in the late 90s ... back down, then peaked near 27M from Allied ... and is around 22M or so? I'm sure others have this at the tip of their fingers.
  11. ValueMaven
    Added to Heico
  12. ValueMaven
    Truly pathetic if you ask me. This guy is a total joke.
  13. ValueMaven
    Start of the new year is soon. One of my goals is trade a lot less and let ideas work. Here is my current portfolio. I plan on owning all of these - and adding if there is material weakness. Some of these are fairly well known. Others are not. BRKB CSU TPL FCNCA TYL MKL FICO HEI.A FLR
  14. ValueMaven
    I bought some CACI down -20% in 5 days. This whole DOGE thing is a massive overreaction. Plus, I think over the next several years the govt will use CACI services MORE not less. They just had their annual investor day as well. I'm guessing at these levels they've ramped up repurchases.
  15. ValueMaven
    FCNCA
×
×
  • Create New...