kh812000
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Posts posted by kh812000
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$SPHR and $PAYO
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Eisman basically said the financial sector is uninvestible. More regulation is coming even excluding any other financial black swans out there. These regulations will clamp down on ALL banks, meaning even the "too big to fail" will suffer....
I'm with him 100%
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4 hours ago, Viking said:
BAC, WFC, C, SU
All down more than 5%. It looks to me like the big banks will be the big winners. The business at all the small banks that are going under will need to squish somewhere.
With the FED/FDIC effectively backstopping unlimited deposit amounts, it effectively negates any advantage of balance sheet size. So to me its unclear big banks are the winners as now ANY bank deposit at ANY bank is "safe"...
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AEHR. Undiscovered play on SiC. Earnings growing 70%+ trading at PE of 25x.
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https://techtieguy.com/mark-zuckerberg-braces-meta-staff-for-intense-interval/
Speaking of coasting.... Zuck in my META feed always hard at work...
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More Semiconductors. ON, AEHR, MU
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1 hour ago, ValueMaven said:
Looks like Berkshire might have sold out of BYD. A block trade occured that was the exact size of Berkshires stake.
https://www.ft.com/content/23a53509-d732-41ce-aa40-87c7a9de8f31
Good time to buy some BYD.
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On 11/16/2021 at 8:15 AM, kh812000 said:
SWCH.
Amazing how under the radar this co is. Just had analyst day yesterday.
Guides double digit revenue growth for next 10 years.
Guides best in class EBITDA margin 55% for mature properties
In the catbird seat for migration of workloads off enterprise into cloud / tier 4 colocation.
REIT conversion on track for January 2023.
Just a solid solid co that noone talks about.
On 11/16/2021 at 9:37 AM, LC said:What is your opinion on valuation? Looks like it's trading ~16x AFFO
EQIX trades at 40x FFO
DLR trades at 26x FFO
AMT trades at 27X FFO
With COR (~30xFFO) and CONE (23x FFO) recent takeouts.
So range of these assets are low 20s for low quality and mid/high 30s for high quality....
So generally can see where the true mkt values are.
SWCH is a quality asset its more akin to EQIX or COR like mults.... However, most people dont realize it yet, hence the discount. But SWCH is now also on the radar as a next takeout....
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SWCH.
Amazing how under the radar this co is. Just had analyst day yesterday.
Guides double digit revenue growth for next 10 years.
Guides best in class EBITDA margin 55% for mature properties
In the catbird seat for migration of workloads off enterprise into cloud / tier 4 colocation.
REIT conversion on track for January 2023.
Just a solid solid co that noone talks about.
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BHE must be loving this Biden Infrastructure proposal. This new Grid Deployment Authority is exactly what BHE Infrastructure CEO Chris Brown was asking for (https://www.linkedin.com/pulse/more-than-pipe-dream-how-we-can-better-deploy-electron-chris-brown).
BHE has physical locations which are THE best locations for wind & solar. THE key bottleneck was building transmission to move cheap energy sources to population centers. With a Federal Grid Deployment authority permitting now can be like gas pipeline permits which takes 1.5 yrs for permit compared to 10 years for transmission permitting.... Surprised BRK is down on this.
Suggests none is aware of the big implications....
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Volume in Brk/A is certainly quite active recently....hmm.
Maybe Buffett finally got religion on buybacks of his stock or does he know something?? -
+41% gross / +33% net for year.
Net market exposure ~20% for year so shorts certainly were a big headwind to performance post March drawdown. Long only return +83% gross.
Biggest drivers:
AMD
1211.HK aka BYD
3888.HK aka Kingsoft
NUAN
AAPL
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Why dont you reach out to CIBC Bank. They deal in HF management co accounts. If that's what you're looking for...
Dylan Reynolds Dylan.Reynolds@cibc.com
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Looks like the latest rumor is Buffett takes a stake in QCOM...
$QCOM Qualcomm Shares Spike, Traders Circulate Unconfirmed Chatter Of Stake By Buffett
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LSXMA. Not sure why noone mentioning this one.....
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MRVL is pretty interesting here. 10% holder activist Starboard driving the company's focus on adding value. Big lift in op margins as they integrate CAVM which has higher margins and synergies add. Mkt is missing that this is no longer a HDD and consumer semi company but enterprise. Trading way cheap now....
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ETM. Super cheap valuation, no sell side coverage, CBS radio has 10% margin lift to 30% EBITDA post integration....
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+51.5% for yr. Missed the crypto craze except for the tiny bit of free BTC I got from Coinbase in 2014 now worth $90....
Biggest winners: DXC, JD, RDWR, HPE. WYNN, FCAU
Biggest losers: BH
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CNDT. New spin out of XRX. Trades at 0.6X book. 3 Board members are Icahn reps. 50% of rev decline due to runoff of unprofitable business. EBITDA margins of 10% vs industry at 15%. Fixing internal bloat and focusing on right opportunities gives good upside....
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HPE. 2017 will become transformatve
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My Portfolio
EXPE 15%
JD 15%
BH 15%
LVNTA 10%
NPSNY 10%
DVMT 10%
AAPL 5%
CHTR 5%
BRK.B 5%
Misc 5%
Cash 5%
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I'm up 39.3% YTD per fidelity. Doesnt seem too impressive given the company here...
+1 for the returns spreadsheet!
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The yellowcrooks website reminds me of the toxic negativity that surrounded Kmart & Sears before it took off.
Do you know if there are any true facts instead of opinion around the allegation of crookedness?
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Supermedia (SPMD) looks really interesting with 50%+ FCF yield...
Share your Portfolio 2024
in General Discussion
Posted
20% PAYO
20% LSXMK
15% EXPE
15% ACLS
10% META
10% NSIT
10% BRK.B