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CapriciousCapital

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  1. For starters, just name the big guys-- AAPL, MSFT, FB (ads), GOOG (ads), JNJ on some product lines, COST in terms of membership fee (but probably not CPG prices). NFLX for now (remember when they first raised prices ~2010 everyone threw a fit? Then more members joined next year), AMZN in terms of AWS and in terms of squeezing suppliers (although, again not in CPG prices).
  2. My 2 cents-- start with accounting.
  3. Here are the movers since q4 2020 ranked by net share purchases-- ticker, cusip, change, percent_change, q1 2021 shares owned, q4 2020 shares owned
  4. What Every Real Estate Investor Needs to Know About Cash Flow... And 36 Other Key Financial Measures, Updated Edition Paperback – November 18, 2015 by Frank Gallinelli (Author)
  5. Well if you're going to go 10 why not go 100? --rocketship-- Ok here's 1000% 10 year price "change", >=$5, >=100. Not sure if it's 10 baggers or 9 baggers like mentioned above. Symbol,10 Year Change,Last Price,10-Day Average Volume NCPL,389900,12.48,187.3 ONPH,168233.3333,28.55,115220.8 VS,146627.2727,8.1,106889.7 XPEL,144850,60.13,111682.8 OTRK,47650,31.45,211983.1 PRTG,35250,28.03,13210.9 FTLF,34650,41.7,846.5 IPA,29053.84615,7.87,74946.1 GRBX,23600,9.695,924647.7 TVTX,23400,21.315,359666 USIO,22307.40741,6.04,92127.2 CELH,18329.62963,50.645,854863.9 TSLA,12133.40708,680.64,28679460 SYTA,11192.20023,9.7,9906.4 BYRN,10581.81818,21.4,228089.1 OMQS,10506.06061,11,14383.2 PATK,9563.946579,96.3,182128.4 BTX,7637.672584,37.84,21113990 MTA,7075.572519,9.4758,210574.5 HSBI,6965.714286,24.73,33896.9 HROW,6758.333333,8.16,191525.7 ORGS,6535.458138,5.61,412291.1 BEEM,6097.87234,30.2,220451.8 GMBL,5340,11.32,1234259 NCRA,5250,7.5,709.5 REPX,4914.760148,37.0601,23778.8 CRDF,4642.105263,10.01,796170.1 RGEN,4496.029777,189.99,343819.7 ELAMF,4378.26087,10.3,103.8 HQI,4359.52381,18.73,22287.6 LFMD,4231.578947,8.61,608743 SMTI,3800,27.03,23119 LGO,3791.050584,17.955,125408.4 TREE,3661.29666,193.82,380974.5 TPL,3452.540875,1701,53571.2 CZR,3388.737201,104.255,3386961 BLFS,2907.518797,31.42,260954.6 NVDA,2906.832298,596.81,5665010 AXON,2880.865604,137.65,336967.6 TAL,2838.510709,57.08,4056491 NEO,2800.689655,42.39,819072.7 TREX,2774.374577,108.4149,494804.9 CODA,2650,8.16,9661.8 APPS,2451.25,66.19,2772208 HSKA,2416.109046,202.96,63416.3 ALGN,2392.412617,601.91,684398.2 STAA,2348.798521,137.575,581635.5 TCX,2323.4375,78.18,27843.4 OXBC,2284.607692,30.9999,914.1 DXCM,2280.679547,365.17,925247.3 LAD,2167.859273,381.92,254159.4 CLWY,2111.428571,15.48,2722.8 CMGR,2087.5,5.15,54249.1 INTZ,2059.574468,10.65,508727.2 BLDR,2039.917695,51.72,2003994 NHTC,2033.333333,7.82,24828.7 MMAC,2031.25,16.978,33306.3 SAIA,2021.70389,240.87,189649.9 INS,1990.909091,37.1238,45942.5 MPWR,1956.631709,341.2069,366724.4 RWWI,1948.611111,14.5,3100.9 EVI,1941.269841,26.701,12249.7 LINK,1908.064516,12.4,16962.9 HMTC,1908,5.02,1099.1 MKTX,1883.763003,443.65,287981.7 DPZ,1860.027347,432.06,661001.1 SLP,1853.287197,57.43,216757.5 MODD,1823.076923,5.055,6126.4 LEAT,1766.666667,13.8,2156.6 NXST,1763.545568,148.75,468497.8 SUND,1694.871795,7,1742.9 PAR,1686.698337,78.72,183277.1 NBSE,1651.724138,5.03,489933 ABMD,1645.690673,299.96,304156.6 FICO,1634.070175,504.48,162238 GNRC,1614.224138,325.8848,705869.2 CIBH,1603.703704,23,812.9 TYL,1579.949979,407.1946,265158.7 AMZN,1573.26417,3317.7,5065366 ADUS,1564.664311,97.3299,142996.3 BNCC,1560.434783,38,6708.6 XPO,1540.340909,145.6,1016458 MELI,1530.413708,1497.44,415873.5 ODFL,1506.899187,268.06,511383.5 CRAWA,1485.714286,30,111.3 IESC,1470,51.91,62491.5 OPRX,1466.993464,53.64,136648.4 NSSC,1442.66055,33.77,41957.6 NFLX,1423.882446,508.055,4352388 MANH,1394.963214,135,521056.1 ORBN,1392.85629,47.5,664.9 CHDN,1390.672574,202.75,237191.5 GCEH,1385,5.99,23307.7 SYTE,1380,7.4,506.3 ADBE,1347.934132,494.63,1900221 POOL,1346.125707,440.46,267275.5 GRVY,1344.382022,108.05,51376.3 STMP,1343.146067,188.485,231318.1 EXAS,1340.133333,109.1,1396618 ALTO,1331.707317,5.815,2403294 TCEHY,1329.927007,79.2,1761730 ZYXI,1319,14.5,325695.7 TTNDY,1318.38565,97.4,17354.6 WST,1318.080069,332.3542,441482.2 DLHC,1269.333333,10.235,7552 MA,1269.11577,377.72,3235718 NOTV,1261.691542,27.84,125360.2 SAM,1257.31409,1128.565,149118.8 AMEH,1249.664992,32.44,101284.5 WAL,1243.964422,105.34,605461.4 LEXX,1234.782609,6.0373,4872382 ALNY,1231.653226,133.52,561291.2 MED,1225.210918,276.2299,103776.2 IDXX,1212.604628,551.13,352776.3 AVGO,1184.961329,454.555,1728505 ENTG,1172,113.6,939349.9 MSCI,1171.806521,482.67,329843 LRCX,1169.668929,631.29,1169478 ABG,1160.819771,207.4,143815.6 MDVL,1140,13.42,26172.4 URI,1139.435601,343.71,632118.8 CUSI,1136,15.45,2230.2 PODD,1131.322957,240.695,477193.4 ASML,1130.205855,658.77,799832 CDNS,1124.903475,130.48,2353867 NBIX,1123.392613,91.28,735915.4 PDEX,1120.324865,35.05,18510.4 ISDR,1103.913043,26.76,29270.5 ENSG,1101.557925,87.0773,302774.6 CSGP,1095.005097,841.96,218764.6 OSBC,1084.87395,14.02,109373.3 ICTSF,1083.333333,7.1,535.7 V,1065.193301,232.88,6948419 NTES,1064.191769,111.51,1358454 SPSC,1063.133098,100.06,147733.1 PGTI,1061.702128,27.625,306130.7 LGND,1052.962625,130.02,137043 KSPN,1050.887574,19.2923,19811.8 CTAS,1040.879479,357.56,317759 PLBC,1034.322034,27.73,13261.2 ZBRA,1030.479616,489.1231,339246.2 ARWR,1012.881356,66.3896,737360.2 UNIB,1009.022556,14.75,454.9
  6. I ran it for 10,000% price return to include OTCs with prices above $5 but I couldn't include dividends, unfortunately. Maybe this helps a little bit? Interestingly it looks like dividends are a big component of 10-baggers since I only got about 20 stocks looking at price action in a bigger universe. So maybe it doesn't help you. NCPL ONPH XPEL VS HSTA OTRK PRTG FTLF IPA GRBX CIBH INFG TVTX USIO AIXN CELH FBSE TSLA OMQS SKWG SYTA
  7. If you watched/read the AGM (or read the thread where I quoted this), you knew about Munger saying "Greg will keep the culture" followed by silence and no comment from Buffett. Well, today it's official. https://www.wsj.com/articles/berkshire-chooses-greg-abel-as-warren-buffetts-successor-in-ceo-role-11620054866
  8. Munger: "We have a great culture, and Greg will keep the culture"
  9. Earlier Buffett mentioned BRK has ~10-15% excess cash above what it'd like to have in terms of investing. He also mentioned it's only about 10% the asset value of BRK, so holding that much cash (liking the other 90% of BRK) doesn't bother him that much. Also earlier Buffett mentioned the rate-limiting step for BHE investment in power generation is transmission (limited by local factors, building through other people's land, etc). And that he'd like to reinvest more there.
  10. Buffett: "If the government took a higher share of my inheritance, I don't think it would bother me..." Munger (cutting Buffett off): "I guarantee it wouldn't bother you."
  11. 13:30 - 13:45: Introductions, goes over summary figures, again reiterates operating earnings matter and ignore capricious swings in unrealized gains. Says a "maybe not unexpected" surprise will follow soon... Could it be a dividend?
  12. Calpers doesn't really have skin in the game here[1]. ISS's recommendation could have a more-then-modest effect[2]. [1] https://www.sec.gov/Archives/edgar/data/919079/000156761921001941/xslForm13F_X01/form13fInfoTable.xml [2] https://corpgov.law.harvard.edu/2018/06/14/the-big-thumb-on-the-scale-an-overview-of-the-proxy-advisory-industry/
  13. How much if DKAM’s total returns came from Constellation Software? That was a great investment but may not be repeatable.
  14. Well, I know what I'm reading this weekend-- http://www.columbia.edu/~dn75/Analysis and Valuation of Insurance Companies - Final.pdf
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