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DooDiligence

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Posts posted by DooDiligence

  1. AFL has been a beautiful business. Started out selling supplemental cancer insurance and got a boost when they introduced policies to people who'd had an atomic bomb dropped on them (kind of a no brainer). Recently bought Argus Dental & Vision and is partnered with Trupanion. Back to the office is giving them more face to face sales opportunities. Shows strong cannibalistic tendencies. I never should've sold. FCF declining. Thanks for the reminder.

  2. 3 hours ago, Munger_Disciple said:

     

    💯

     

    For the benefit of at least one of the newer posters on this board who seems to think he knows everything, I would just say this: @gfp is one of the best posters with deep knowledge of the companies he comments on. I truly respect, enjoy and look forward to reading his posts and I always learn something new from him. There are very few posters on this board board I feel this way & @gfp is one of the best. 

     

    Seconded. He's been a very gracious poster and responder. I've learned a lot.

     

    3 hours ago, Munger_Disciple said:

     

    I consider it an honor to be muted by you. 

     

    😂

  3. 9 hours ago, bargainman said:

    I never really understood the rationale for the railroad purchase.  The hailing of it as a high capital requirement business as if that was a huge positive.  Now years later bemoaning that high capital requirement.  I mean the higher that requirement, the higher the risk of a low ROE/ROIC no?  I guess he did mention that he got it for a good price.  Has anyone done an analysis of that part of the business since purchase?  I wonder if he'd have made better by just buying back shares?

     

    WRT BNSF, it sounds to me like poor mouthing from Omaha, and as to BHE, hell only a few months ago we were all hailing the dramatic reinvestment opportunities for this business and suddenly it's all gone? BRK specializes in global risk management. I don't buy it, but I will hold through it.

     

    He did sound sad though, but not about the businesses.

    They should install a stripper pole / dunking booth in the office.

    Nothing like a good wet t-shirt contest to liven up a room.

  4. Apple's had a year now to learn what I like (jazzy, funky, lofi with stabs of Les Claypool) but it still sends questionable recommendations. I've never tried Spotify but might give it a whirl.

     

    image.thumb.png.4d85b686821319da07383071884d062d.png

    It’s easy to hear how hip-hop descended from jazz: Not only are both rooted in Black expression, but both depend on that alchemical confluence of rhythm and mood we call flow. So when we say “jazz” here, it isn’t jazz in the traditional sense but jazz as filtered through hip-hop pioneers like Q-Tip, Madlib, and J Dilla before being passed down to a whole new generation of beatmakers whose music—low-key, chilled-out, intricate but subtly so—tweaks the sound while keeping tradition intact. Our editors update picks here regularly, so if you hear something you like, add it to your library (IOW, get off your bum and curate some mix tapes bc we're kinda meh at it).

     

    https://music.apple.com/us/playlist/lo-fi-jazz/pl.1c1744bbc1174cf2880c53b302d428a0

  5. I'd rather hear "guidance" on operational matters and leave the numbers projections off.

    "We're gonna do this, that and the other thing. Tune in to the next five or ten 10K's to find out how it all worked out financially."

  6. 10 hours ago, ValueArb said:

     

    I'm not going to argue with you if you are going to use the actual facts while I was reading off the wrong ticker. Thats just mean, man!

     

    🤑

     

    This is why I come here.

  7. 9 hours ago, schin said:

     

    But, Abel might be a Tim Cook where he keeps the operations going. If someone needs a big deal, will he be the one they call? It might be Jamie Dimon. Maybe, Tom Gayner?

     

    I'm not sure if the AGM will be less popular... and people might gravitate toward Markel's meeting.. Or an Ackman meeting.. or Fairfax for all I know.

     

    Who will be

    the next

    American Idol?

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