indirect Posted December 10, 2016 Share Posted December 10, 2016 http://www.barrons.com/articles/why-mohnish-pabrai-likes-gm-fiat-and-southwest-air-1481352344 Link to comment Share on other sites More sharing options...
Rainforesthiker Posted December 10, 2016 Share Posted December 10, 2016 http://www.barrons.com/articles/why-mohnish-pabrai-likes-gm-fiat-and-southwest-air-1481352344 Is there a way to read this without having a Barron's subscription? Link to comment Share on other sites More sharing options...
CorpRaider Posted December 10, 2016 Share Posted December 10, 2016 Nice. I've been curious about his view on autos since one of those recent presentations on youtube where he hinted about it. Hmm. Link to comment Share on other sites More sharing options...
racemize Posted December 10, 2016 Share Posted December 10, 2016 http://www.barrons.com/articles/why-mohnish-pabrai-likes-gm-fiat-and-southwest-air-1481352344 Is there a way to read this without having a Barron's subscription? Google the title and click on the link from Google. Or I can save it for you. Link to comment Share on other sites More sharing options...
fareastwarriors Posted December 10, 2016 Share Posted December 10, 2016 http://www.barrons.com/articles/why-mohnish-pabrai-likes-gm-fiat-and-southwest-air-1481352344 Is there a way to read this without having a Barron's subscription? Google the title and click on the link from Google. Or I can save it for you. Still surprised not everyone knows about this already. Link to comment Share on other sites More sharing options...
whiterose Posted December 11, 2016 Share Posted December 11, 2016 He mentioned Southwest looking to dip their toes into europe. I would see this as a huge negative considering the cutthroat competitive landscape. Except Ryanair, noone seems to make any real money imho. Link to comment Share on other sites More sharing options...
CorpRaider Posted December 11, 2016 Share Posted December 11, 2016 I took that to mean adding some transatlantic routes, not going into short haul within Europe. Link to comment Share on other sites More sharing options...
muscleman Posted December 11, 2016 Share Posted December 11, 2016 Could someone help me understand the difference between Pabrai's bullishness on airlines VS David Einhorn's Bullishness on MU in 2015? http://www.gurufocus.com/news/373674/david-einhorn-comments-on-micron-technology The thesis sounds pretty familiar. "Our thesis has been that Micron Technology’s primary product, DRAM, has consolidated to three players, who are likely to create more industry profits compared to when DRAM production was highly fragmented. The problem is that structural industry improvement doesn’t make DRAM less cyclical. The large capital requirements force participants to make large investments in anticipation of future demand. If the industry overestimates demand, it still makes sense to operate at full capacity and oversupply ensues." MU has not been doing well even in a three player industry. Revenue and EBITDA still shows the cyclical pattern. Link to comment Share on other sites More sharing options...
constructive Posted December 11, 2016 Share Posted December 11, 2016 "We aren’t going to see high oil prices, pretty much ever, because if oil goes to $60 a barrel, they will start pumping in West Texas. The fracking companies can be profitable in some parts of Texas at $35-a-barrel oil. So oil, for any sustained period, isn’t going to go up." I don't understand this claim. West Texas certainly isn't the marginal producer of oil. The marginal producers are mainly offshore or remote locations (Canada, Alaska, North Dakota, Brazil, etc). West Texas wells that are profitable at $35 are already going full throttle. Link to comment Share on other sites More sharing options...
racemize Posted December 11, 2016 Share Posted December 11, 2016 I think there are a fair number of things in Texas not being drilled right now due to capex budgets. Anyway, I think his point is that there is plenty of capacity that is idling to put a cap on oil prices, even if we don't label where that particular capacity is. Link to comment Share on other sites More sharing options...
augustabound Posted December 11, 2016 Share Posted December 11, 2016 Someone needs to post a Buffett quote here about businesses profitability based on an underlying commodity. Actually I'm surprised nobody has yet. You guys are slipping...... Link to comment Share on other sites More sharing options...
investor-man Posted December 12, 2016 Share Posted December 12, 2016 saw this pic on Value Walk. Thought you guys would appreciate it Link to comment Share on other sites More sharing options...
Gamecock-YT Posted December 12, 2016 Share Posted December 12, 2016 I took that to mean adding some transatlantic routes, not going into short haul within Europe. Still would be pretty stupid and is nothing more than a pie in the sky idea they use to sucker in people looking for growth IMHO. They don't have the plane to do it, would lose efficiencies that they have with fleet commonality, etc. If your idea for investing in SWA has anything to do with Europe you are a flat out sucker. Link to comment Share on other sites More sharing options...
Mephistopheles Posted December 12, 2016 Share Posted December 12, 2016 http://www.barrons.com/articles/why-mohnish-pabrai-likes-gm-fiat-and-southwest-air-1481352344 Is there a way to read this without having a Barron's subscription? Google the title and click on the link from Google. Or I can save it for you. Still surprised not everyone knows about this already. This stopped working, at least for me with wsj, a while ago Link to comment Share on other sites More sharing options...
augustabound Posted December 12, 2016 Share Posted December 12, 2016 This stopped working, at least for me with wsj, a while ago It still works for me but the odd time it doesn't. If that happens when I click on the Google link, instead of clicking normally I right click and open in a private window (Firefox) or Incognito (Chrome). That usually works. Link to comment Share on other sites More sharing options...
CorpRaider Posted December 12, 2016 Share Posted December 12, 2016 Barron's had a recent subscription deal for $56 for the year. I think it is worth that. Link to comment Share on other sites More sharing options...
alwaysinvert Posted December 12, 2016 Share Posted December 12, 2016 Or install the add-on Block Referer (in Chrome, don't know if it exists for other browsers) and reroute these sites to always go via google.com. Some sites instead of the Google backdoor have a lock after a certain number of read articles. For them you could just try with another browser, because how they read your IP differs between browsers. Link to comment Share on other sites More sharing options...
augustabound Posted December 12, 2016 Share Posted December 12, 2016 Ah, I forgot about referer control. I had that at one point.............not sure why I got rid of it. Link to comment Share on other sites More sharing options...
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