dcollon Posted June 23, 2014 Posted June 23, 2014 http://www.forbes.com/sites/brettarends/2014/06/22/is-this-the-next-warren-buffett/ http://www.moneynews.com/streettalk/buffett-fortune-stocks-hedge-fund/2014/06/23/id/578701/
augustabound Posted August 15, 2014 Posted August 15, 2014 13F new holdings, Sony, Chef's Warehouse, Outerwall and Ares Management. http://www.sec.gov/Archives/edgar/data/1568820/000160658714000197/xslForm13F_X01/form13InfoTable.xml
phil_Buffett Posted August 20, 2014 Posted August 20, 2014 so hey bought sony. would be interesting to hear his Thesis on it.
OracleofCarolina Posted November 14, 2014 Posted November 14, 2014 http://www.sec.gov/Archives/edgar/data/1568820/000160658714000271/xslForm13F_X01/form Latest 13F is out, looks like he got rid of CH Robinson and bought more of his other holdings.
dcollon Posted November 14, 2014 Posted November 14, 2014 A little more detail in the attachedArlington_Value.xls
KCLarkin Posted November 14, 2014 Posted November 14, 2014 http://www.sec.gov/Archives/edgar/data/1568820/000160658714000271/xslForm13F_X01/form Latest 13F is out, looks like he got rid of CH Robinson and bought more of his other holdings. Looks like he dumped IBM too?
greenwave Posted November 15, 2014 Posted November 15, 2014 http://www.sec.gov/Archives/edgar/data/1568820/000160658714000271/xslForm13F_X01/form Latest 13F is out, looks like he got rid of CH Robinson and bought more of his other holdings. Looks like he dumped IBM too? ---------- Allan Meachun the 400 % man Allan Mecham - Arlington Value Capital Added just under 700,000 shares of LUK in 3rd qtr 2014 greenwave
OracleofCarolina Posted February 17, 2015 Posted February 17, 2015 http://www.sec.gov/Archives/edgar/data/1568820/000160658715000063/xslForm13F_X01/form13InfoTable.xml latest 13f out, I see a new position in Interactiver Brokers and Cimpress(never heard of this one)
valuedontlie Posted February 17, 2015 Posted February 17, 2015 He purchased a significant amount of Now Inc. (DNOW) in the quarter. Distributor of consumables in energy industry. Interesting as this hasn't gotten all that cheap during the recent sell-off in energy space (particularly when compared to MRC).
Guest notorious546 Posted February 17, 2015 Posted February 17, 2015 He purchased a significant amount of Now Inc. (DNOW) in the quarter. Distributor of consumables in energy industry. Interesting as this hasn't gotten all that cheap during the recent sell-off in energy space (particularly when compared to MRC). it's done pretty poorly since spin out. i don't think we've had a clean quarter incorporating the cost reductions. good b/s to weather the downturn in any event.
jtvalue Posted February 20, 2015 Posted February 20, 2015 Anybody have the 2014 letter? Here's an excerpt: http://www.beyondproxy.com/general-musings-arlington-value-capital/
merkhet Posted February 23, 2015 Posted February 23, 2015 I would love to see a full copy of the 2014 letter as well.
plusalpha Posted February 23, 2015 Posted February 23, 2015 Value walk posted a bit more of the 2014 letter. 1) http://www.valuewalk.com/2015/02/allan-mecham-2014-letter/ 2) http://www.valuewalk.com/2015/02/allan-mecham-investments/ Thanks
merkhet Posted February 23, 2015 Posted February 23, 2015 Value walk posted a bit more of the 2014 letter. 1) http://www.valuewalk.com/2015/02/allan-mecham-2014-letter/ 2) http://www.valuewalk.com/2015/02/allan-mecham-investments/ Thanks Good find!
karthikpm Posted February 23, 2015 Posted February 23, 2015 Value walk posted a bit more of the 2014 letter. 1) http://www.valuewalk.com/2015/02/allan-mecham-2014-letter/ 2) http://www.valuewalk.com/2015/02/allan-mecham-investments/ Thanks Good find! +1, I like Mecham's writing ..
Guest Schwab711 Posted February 23, 2015 Posted February 23, 2015 I like Alan's picks/writing but doesn't he benefit immensely from his starting point? It's correct to say the S&P is up 9.9% in 6.5 years but depending on if you avoided financials/commodities or not, the actual performance has been much higher for most sectors and the volatility has been tremendous. Not to mention the NASDAQ/Russell 2000 returns over this time. Reason I bring it up is I finished my own lifetime results this weekend and realized it's hard to pitch my results without talking about the actual transactions I made since the S&P has rallied so far so quickly. Any outperformance, even double-digit ones, just don't seem as impressive to me without transaction history. Is this overly ideal? The reason I bring it up is because Mecham's write-up on SNE seems like a lot of hope is involved. He compares SG&A at SNE to Samsung when in reality most of SNE's products are commodities and Samsung has some sales for premium electronics. What does SNE sell for a premium price? What's interesting about SNE unless you can get board seats and actually effect change? Seems extremely risky. Does anyone have a year-by-year performance table for him? He's got mostly interesting companies with some real head-scratchers. Either way, he at least provides hope that true investing can still happen in this fee and risk-filled fund-world where major funds will just change names and restart operations after major losses (and they always seem to be able to re-raise money!?). It's cool to see a fund doing well and doing it right.
KCLarkin Posted February 23, 2015 Posted February 23, 2015 I like Alan's picks/writing but doesn't he benefit immensely from his starting point? He cherry-picked the 6.5 year stretch for this letter but his out-performance record goes back to 1999. That is two full cycles. The reason I bring it up is because Mecham's write-up on SNE seems like a lot of hope is involved. He compares SG&A at SNE to Samsung when in reality most of SNE's products are commodities and Samsung has some sales for premium electronics. What does SNE sell for a premium price? What's interesting about SNE unless you can get board seats and actually effect change? Seems extremely risky. Hope isn't really required because the share price reflected the hopelessness of the situation plus the new management was already making moves to unlock value. The stock is up over 60% since he started buying so I don't share your concern.
100 Shares Posted February 24, 2015 Posted February 24, 2015 In his letter he mentions his "unconventional Berkshire holding". Anyone know more details about what this was?
Guest longinvestor Posted February 24, 2015 Posted February 24, 2015 In his letter he mentions his "unconventional Berkshire holding". Anyone know more details about what this was? Guessing here, but he held a 60% position in BRK
mhdousa Posted February 24, 2015 Posted February 24, 2015 In his letter he mentions his "unconventional Berkshire holding". Anyone know more details about what this was? Guessing here, but he held a 60% position in BRK He was buying BRK on margin.
karthikpm Posted February 24, 2015 Posted February 24, 2015 He bought a ton of BRK on margin.. I think these results are largely a function of leverage
Recommended Posts
Create an account or sign in to comment
You need to be a member in order to leave a comment
Create an account
Sign up for a new account in our community. It's easy!
Register a new accountSign in
Already have an account? Sign in here.
Sign In Now