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mjm

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Everything posted by mjm

  1. watch the movie if you can. believe main character is a young George Seigel
  2. thought shogun the best of that lot. think King Rat , believe his first book, and have read/enjoyed it. also the old King Rat movie that is in black and white is enjoyable.
  3. mjm

    Tidbits

    what do you base that on? poor economy? curious?
  4. what's you thoughts on SDF? kinda same business. nice balance sheet.
  5. mjm

    Tidbits

    I would recommend the warrants if you are looking at HTZ.
  6. my question is why do it? Only reason I can think of( and I know next to nothing about it) is to give more capital to parent company if he thinks market may melt down and he wants to make a run at a company and may need some extra financing?
  7. so he had a dog in the fight already. thanks. interesting
  8. thanks for sharing. do you think he wanted the business to kind of keep tabs on GEICO and how they operated, looking to buy shares and eventually the company?
  9. do know strongest earthquake ever recorded was in Chile
  10. https://finance.yahoo.com/news/man-forced-ditch-115k-ford-234104336.html
  11. not even counting the extreme mispricing of NFIP insurance
  12. https://www.olcf.ornl.gov/2017/06/27/how-hot-is-too-hot-in-fusion/#:~:text=Fusion%2C the energy that powers,the center of the sun. might take a few years
  13. he must be quite concerned with sea levels rising
  14. Curious as to what you think on SAFT and Plymouth Rock as carriers?
  15. I do not really know myself, but are there enough LNG tankers and unloading terminals to accommodate the NG if it was shipped to Europe? Believe they were shifting tankers from Asia to Europe.
  16. remember the Bank for International Settlements in Swizterland and it appears that individuals can no longer own shares in it it appears. It was kind of like a Central bank for Central banks if I remember correctly.
  17. where do you track your data?
  18. always think of Buffett's quip saying that he hoped the stock did not rise too much when he died.
  19. Do you think Buffett may have bought Allegheny mainly for the people running it? it did not seem to be that great a bargain. No other bids, pretty high price, overlap of business, etc. just musing.
  20. noticed WTM is also selling their pet insurance. competition worse, high valuations?
  21. not sure if discussed, but finished Tehran and found it very good.
  22. Can some of the extremely knowledgeable Canadian investors here tell me the time length requirements on filing buyback info on normal course bids? Seems longer than US requirements.
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