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adventurer

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Everything posted by adventurer

  1. Hello, KraftHeinz is a recent example of a huge writedown on its brands Kraft and Oscar Mayer. How do these huge writedowns come about and what are the motivations? Because measuring values of intangible assets is not easy after all since I am not aware of a unified method in coming up with a value for an intangible asset. And if that is the case, how does one do the complete opposite (writing an intangible asset down)? In Ben Grahams books readers were referred to always trying to find the fairest value of an intangible asset (or an asset at all). So the conclusion was to not completely write down intangible assets as well as to not overstate them but grant them a fair value. However I do not remember the exact method as to how (got to reread that ;D). Any Ideas?
  2. Hello! Does anyone know where I can get daily sales statistics of the Dow and S&P? Ideal would be an overview of how much revenue has been made each day. So for instance on the first of October the transaction volume of the S&P was at blablabla. Because depending on the volume that has been traded during the last month for instance you may be able to identify an upcoming consolidation. Obiously it may be just one factor, but still it would be useful I think.
  3. In my case BK probably will not take place which is why I am wondering whether I can buy defaulted bonds into my portfolio electronically. I am waiting for the bonds to fail to buy them, do you think that works?
  4. Hello, does anyone have a clue what happens with defaulted bonds in your portfolio? Few decades back one could buy bonds physically so no one could actually take them away from you once they were worthless. But what happens when you bought them electronically into your portfolio and they default? Will the broker simply remove them? If yes, what happens with your claims in case the bonds are being revalued by the original issuer? Thanks for reading!
  5. Yes this is certainly a starts thanks. I am looking for this one: USP7807HAP03. EDIT: Got it! The words "bond terms" are apparently the wrong ones. "Prospectus" seems better. Thank you so much! https://settysoutham.files.wordpress.com/2011/12/pdvsa21prospectus.pdf The first requirement would be that they default. I am not a US citizen and I do not intend to buy anything from the current government as well as recently issued securities. If I analyse the bond I will probably open a new thread showing my analysis for some feedback.
  6. Hello, as I emphasised here: Link to thread: http://www.cornerofberkshireandfairfax.ca/forum/strategies/distressed-sovereign-debt-investing/10/ I am currently thinking of speculating with venezuelan bonds under certain circumstances. The trouble is I can not manage to find the bond terms since I am sure they will include information that is inevitable to know. Does anyone on this board have an idea where to find them?
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