Daniel Eskin

The Decade's Top 25 Stocks

Surprised that none of these sounds too familiar... thanks for posting thought. I remember reading somewhere that Dell was one of the most profitable of the entire century.

Seth Klarman's Baupost Group Q3 Portfolio: Two Changes of Note

Check out gurufocus.com for summaries of returns of all well known financial firms - this one is definitely on there.


On Nov 18 12:24 PM Gus McRae wrote:

> does anyone know what Baupost's 2008 return was? I have not seen
> that number anywhere. Given his limited interest in shorting and
> his value orientation, I would assume it was down, perhaps significantly.
> If not, the guy may walk on water after all.

Seth Klarman's Baupost Group Q3 Portfolio: Two Changes of Note

Greetings Dividend Inc,

It seems odd that you're highly concerned with what e-mail address I'm using for personal reasons and that has any implications on my own integrity or that of the firm I work for. My views published are my own only and do not have anything to do with where I work. On a sidenote, your wasted time to think of words like "besmirched" and "unabashedly" hasn't contributed anything to this author's discussion either.

Suffice to say, thank you for contacting me and I have deleted the file in question.


Oh wait, just kidding. Unlike certain other individuals, such as yourself, I have a sane and practical view of the world and do not deny to pirating a file here or there. Please delete all copyrighted, trademarked and protected programs, files, videos and songs off your computer before making public accusations... and you might want to send your message to Seth himself and another few millions people in the United States to tell them to delete all protected songs and files from their systems.

You're free to demand anything you want. So am I. I demand that you cease and desist sending comments like this, since they're frivolous and meaningless. Where should I send the bill for the consumed diskspace and bandwidth?

Thanks for your entertainment.

On Nov 18 12:21 PM Dividend Inc wrote:

> Greetings Daniel Eskin,
>
> It seems odd to unabashedly market your blog through the use of your
> Deloitte email address offering material that is in violation of
> the copyright of the author. While the author doesn't receive royalties
> from the book anymore, I doubt that Mr. Klarman would agree that
> unmitigated distribution of copywritten material is an acceptable
> practice.
>
> Why don't you provide us with a review or highlight of the book instead.
> Your analysis and thoughtfulness might inspire others to do more
> work on understanding Mr. Klarman's investing. That would seem to
> lend more credibility to your name and the blog that you're promoting.
>
>
> Suffice to say, you have besmirched your team at Young and Invested
> and possibly the audit firm you work for. I hope Deloitte doesn't
> endorse such strategies when providing "consultation" for their auditing
> services.

Seth Klarman's Baupost Group Q3 Portfolio: Two Changes of Note

sclem7 - clearly you're making way more than 20% annualized a year to not be trusting him =)

I've been following Seth Klarman on Gurufocus for quite some time and I really respect him as long-term focused investor. His book was really insightful too. If anybody wants it, I managed to snag a PDF of it about a year ago. Feel free to e-mail me at [e-mail] if you want a copy!

For more analysis, check out my blog at: youngandinvested.com

Buffett's Holdings Outperforming in Q4

I agree with BlueOaki - it would be nice to see a comparison over an extended period of time based on Buffett's mentality. Also, this year, almost every single stock I'm seeing is at or close to its 52-week high, so these results, especially from a proven firm like BRK are expected. In fact, I'd be REALLY surprised if he was doing WORSE than the market at a time like this. I'd like to see how BRK fares during the upcoming market correction...

For more analysis, check out my blog: youngandinvested.com

How Ralph Lauren Can Make You Money

MikeD71, I know what you mean about pricey clothing. Sometime it doesn't justify the quality or the value.. but we need to profit off the millions of people that do buy RL, not criticize them, right? :)

buddhabill, I haven't heard too much about lack of quality, but I can definitely see how it fits into the different price points strategy. RL tries to sell a lot of lower price-point products while still having "value" to appeal to that market, and still excel in the high-end market with their RL Blue and RL Black Label lines. Don't know too many clothing retailers with that strategy.

Thanks for the comments! For more analysis, check out my blog: youngandinvested.com

Home Depot: A Quick Lesson in How to Beat EPS Estimates

Thanks for the great article Andrew. I know what you mean about the tumbleweeds; HD always felt like a store for contractors rather than the average person. I never really saw that as a positive for the company. Do you think a potential rebound in the real estate market would help the company out a lot compare to their competitors?

For more analysis, check out my blog: youngandinvested.com

How Ralph Lauren Can Make You Money

Shishir,

Thanks for your comment. I definitely agree - the upcoming efforts in the Asian markets will definitely bring that sales growth you want to see in the next year. RL is one of the few stocks right now that is NOT at its 52 week high (about 20% lower) so there is room for profiting. It's just an iconic brand that gets that competitive advantage. Look out for RL in the near term!

For more analysis, check out my blog: youngandinvested.com

IFRS 101: What Every Investor Needs to Know (Yes, you too!)

Thanks for the comment G&D. It's tough to predict the effects at this point but they may definitely become more liberal. The IFRS regulations will be more "principle" based and provide far less specific guidance than current GAAP, thus giving more wiggle room to more liberal.

Digital Media and the Future of Advertising

Great article. Seems to me that Publicis is one of the leading companies in social marketing and I love seeing the innovation employed in such a big firm, showing they even such a giant can be dynamic in today's market. Thanks!

Watching the USD Drop? Here's What You Should Really Be Watching

Very insightful article good Sir

Plenty of Upside Remaining for Microsoft

Well argued but I still think MSFT is too inconsistent year over year to provide solid price appreciation. Dividend stock - maybe, but seems like that's what you're in it for. good luck!

Google Should Make Apple Beg for Maps Navigation

Wow extremely insightful article. Thanks!

George Soros: The Guru Outlook

I certainly agree with you on Soro's intelligence. Reading his most recent book was quite a personal challenge to understand and I learned a lot. It's so agreeable that the US has long-term structure problems; it's more than a short-term thing. This is a good reminder to keep in mind compared to a lot more bullish article going on right now.

Check out my blog at www.youngandinvested.com


On Oct 29 08:35 AM bexe wrote:

> Soros is a brilliant man and he knows the game.
> There is so much fraud in the system that favors those who have the
> power and are in the right place to take advantage of it. Banks like
> Goldman is making a killing from these "gifts", as Soros calls it
> or namely very cheap money (seekingalpha.com/symbo...),
> and also the very sinister HFT (high frequency trading) which is
> computerized insider trading that happens in a nano second.

Ten Products that Boomed During Recession

That's so interesting that you mentioned Hyundai has been doing well. A few colleagues and I were just discussing that their quality and reliability since about 2000/2001 has been quite strong as compared to Honda and Toyota, which followed a subsequent increase in sales relative to those two competitiors. I think the next step for Hyundai is to step up from the "junky" image and they're really been trying to do that with the Genesis and Genesis Coupe. I personally drive an IS250 but the Genesis Coupe was probably my second choice when I was car shopping, so interesting to see that they are doing better now.

AND we have a Keurig coffee machine in the office here so I can relate =)

I wrote a similar article on my blog about recession investing not too long ago, check it out: bit.ly/1b7QJ4