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Big Moose

Big Moose
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  • Frank's International: A Hidden Gem In The Oilfield-Services Patch Is On Sale [View article]
    Same story, bought pretty soon after they went public. Down now but hopefully not for too long. Glad they brought in new CEO and professional management, this cannot continue to be just a family run business
    Apr 25, 2015. 12:29 PM | 1 Like Like |Link to Comment
  • Omega Healthcare Is A Classic Textbook Model Of Repeatability [View article]
    Brad, Great article as always. You always talk in terms of your Sleep Well at Night (SWAN) REITs like O, VTR .... Leaving valuation aside for a moment, is OHI in one of your top 5 SWAN REITs? Thanks,
    Apr 24, 2015. 12:22 AM | 1 Like Like |Link to Comment
  • Mark Your Calendar For Markit Lockup Expiration [View article]
    Does anyone know what the $2.2 B of Goodwill is on the Balance Sheet of Markit? Is it the cost of acquisition they did?
    Apr 14, 2015. 01:05 AM | Likes Like |Link to Comment
  • Comments On Gilead's Quarter And The Road Ahead [View article]
    Great article as always Doc. Viewpoints nicely substantiated with numbers.
    Feb 12, 2015. 08:58 AM | Likes Like |Link to Comment
  • HollyFrontier Buying Opportunity [View article]
    Thanks, my observation was similar but always good to hear another point of view. I feel the same about PSX - excellent management and great capital allocation. Would love to hear your thoughts on PSX..
    Jan 26, 2015. 01:58 PM | 1 Like Like |Link to Comment
  • Why Valero Energy Is A Great Buying Opportunity Right Now [View article]
    Arie, As always, nice work.
    Jan 23, 2015. 03:12 PM | Likes Like |Link to Comment
  • HollyFrontier Buying Opportunity [View article]
    In the refinery space, how does HFC compare to a VLO or TSO? Which are the best run refinery businesses. It looks like crude is going to stay low for sometime, my thought is to buy the most efficient operators..
    Jan 23, 2015. 02:59 PM | 1 Like Like |Link to Comment
  • IBM 2015: The Rise Of Watson [View article]
    Step in the right direction, though one can say it was not bold enough. IBM will reorganize into 13 Business Segments. Ship will turn, albeit slowly.. Only time will tell..
    Jan 15, 2015. 08:33 PM | Likes Like |Link to Comment
  • IBM 2015: The Rise Of Watson [View article]
    Long IBM but not for the reasons mentioned in this article. IBM has historically been the first to market on innovations many times the opportunity Watson presents. Unfortunately, IBM squandered every one of them due to poor execution. Personally, would like to see IBM divest a bunch of its low margin business and focus on fewer areas.
    Jan 7, 2015. 12:03 AM | 1 Like Like |Link to Comment
  • VeriSign: A Value Creating Company Trading At Low Multiples [View article]
    Detailed analysis - very nicely done!
    Jan 2, 2015. 01:19 AM | Likes Like |Link to Comment
  • Berkshire Bought Deere: Should You, Too? [View article]
    BluePack Partners, Excellent response! Very informative. Its this kind of stuff that helps us value investors get to the bottom of things..
    Oct 9, 2014. 01:11 AM | Likes Like |Link to Comment
  • Berkshire Bought Deere: Should You, Too? [View article]
    As he has stated many times (including this year's investor's conference), he does not oversee Todd and Ted's investments. They do not check with him. They get a certain amount to invest and their compensation is based on the performance of that amount. So, very likely Buffett did not say yes (or no) to DE purchase. In any event, the purchase of DE was not recent, in 2012.
    Sep 29, 2014. 03:16 PM | Likes Like |Link to Comment
  • Why Warren Buffett Doesn't Take A Bite Out Of Apple [View article]
    And, how well did that go? Almost closed the company down...Maybe he was not an "idiot" after all, maybe Apple needed a genius which he clearly was not. And, sometimes a genius in one company is an "idiot" in another. Remember Ron Johnson..

    Buffett not investing in Apple has nothing to do with the company, it has everything to do with the industry which is fundamentally disruptive making it hard to predict future earnings..
    Sep 14, 2014. 03:40 PM | Likes Like |Link to Comment
  • Why Warren Buffett Doesn't Take A Bite Out Of Apple [View article]
    Agree 100%. The #1 filter criterion he uses is his ability to see the future of THAT business 5-10 yrs out. That is why he is highly unlikely to ever invest in AAPL. Same does not apply for IBM
    Sep 9, 2014. 05:24 PM | 1 Like Like |Link to Comment
  • Why It Can Be Self-Destructive To Compare Yourself To The S&P 500 [View article]
    Tim, Great article and so well put. I am one of the avid readers of your 800 plus articles because to me you distill (and share) the essence of value investing almost better than anyone else. Thank you and keep up your wonderful work!
    Jul 30, 2014. 03:32 AM | 4 Likes Like |Link to Comment
COMMENTS STATS
74 Comments
32 Likes