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bazooooka

bazooooka
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  • Just Because You Can Make It Here… [View instapost]
    Any of us that can do 35% annually after all the ups and downs will make it to Yacht territory soon enough even if starting with 5 figures. Doubling ones money every few years tend to do that. Now if we were getting 2% and 20% also on a large base then that would be awesome. Then again a 35% compounder, even 15-25% compounder, is worth 2 and 20 imho. Few are in double digit rates once sample size get into decade(s).
    May 17, 2015. 11:59 PM | Likes Like |Link to Comment
  • Bidding War Could Lift ISSI Shares At Least 10% [View article]
    Chris I assume the 3 million references your fund's position relative to your fund's size. Do you often hold similar percentages in your personal account; is there significant overlap with your ideas?


    >>
    I own $3 million of its equity and presented it as a long idea in late April.
    May 17, 2015. 09:51 PM | 1 Like Like |Link to Comment
  • Just Because You Can Make It Here… [View instapost]
    Mike,

    Einhorn and his ilk don't normally buy yachts but they could. As far as shorts, best to play these in baskets. SHAK might be Starbucks like but average ticket there is well under $10. Best Shak can do would be a Chipotle type ramp, but I wouldn't net on it. In fact I'd likely bet against it.
    May 17, 2015. 09:26 PM | Likes Like |Link to Comment
  • Getting Defensive With The PowerShares S&P 500 BuyWrite Portfolio ETF [View article]
    SC,

    Thanks a ton. And yes I like the low volatility ETFs. I am looking to move from pure indexes and more into factors. I suspect your articles will help me with my idea formation.
    May 16, 2015. 06:45 AM | Likes Like |Link to Comment
  • GCVRZ Forum [View instapost]
    Hmm, a lot of good info in here. I'd vote wait till we get near 1000 comments and are deeper into Summer.

    By then the story will have morphed beyond the near term milestone speculating I suspect.
    May 16, 2015. 04:24 AM | 1 Like Like |Link to Comment
  • Getting Defensive With The PowerShares S&P 500 BuyWrite Portfolio ETF [View article]
    SC,

    Thank you for this timely article with the market at historically high valuations.

    Would you take a slightly larger (or levered) position in this name if you were trying to beat S&P 500 returns with similar risk and planned on staying in the game? What other ETF can have S&P like long run returns with less volatility?
    May 16, 2015. 04:21 AM | Likes Like |Link to Comment
  • GCVRZ Forum [View instapost]
    Sanofi seems to think they have a winner. That should bode well for the long term milestones.
    May 15, 2015. 06:21 AM | 1 Like Like |Link to Comment
  • Be Prepared For Opportunities Such As Polypore [View article]
    The hard part is handicapping a deal. Even historical stats of deal failures tells one almost nothing about why a proposed deal will fail. Sure it's improbable but to what degree? I have yet to get burned but if one plays these large a loss would sting. But if you play baskets of these than the odds should work out well over time.
    May 15, 2015. 04:27 AM | 1 Like Like |Link to Comment
  • CHris did you cover last year on the offering or are you riding this one toward a zero?
    May 14, 2015. 09:47 PM | 1 Like Like |Link to Comment
  • After A Strong 1st-Quarter, Del Taco Could Climb Further [View article]
    LOCOs valuation was crazy and I don't suspect TACO which has been around 50 years will get as nutty. I liked LEVY in the low teens but those who suggest this should be a $20-$30 stock near term are making an aggressive bet. If you believe Levy can boost corporate owned store count 50% to 100% then this one can pay big over several years. Otherwise margins will stay constrained in the value conscious segment of fast food dining and the growth might not be that fast for a franchise that hasn't moved the needle much in the previous decade.
    May 14, 2015. 09:26 PM | Likes Like |Link to Comment
  • Closing The Bid-Ask Spread In M&A Talks [View article]
    Chris, of the above three how would you rank them for potential to close the gap?
    May 13, 2015. 05:51 PM | 1 Like Like |Link to Comment
  • Tom Brady, Punished [View instapost]
    Hmm, another guy who has a pretty good life.
    May 13, 2015. 05:18 PM | Likes Like |Link to Comment
  • How To Work Remotely [View instapost]
    Chris,

    You have built the ultimate life. I hope to continue to follow your great ideas and some day have a smaller scale of the structure, autonomy, and wealth, in the broadest sense, you have.
    May 13, 2015. 05:14 PM | 2 Likes Like |Link to Comment
  • Closing The Bid-Ask Spread In M&A Talks [View article]
    Mr. Market can be grumpy or happy, rarely is he satiated. I suspect one does best when Mr. Market is grumpy, nonetheless "worth" is in the eye of the beholder to be.
    May 13, 2015. 05:00 PM | Likes Like |Link to Comment
  • Bought iShares MSCI Poland Capped ETF With An Investment Strategy Discussion Introduction [View article]
    SG,

    I too like EPOL. What percentage of your portfolio is held in foreign equities (relative to domestic, bonds, cash, etc)?
    May 12, 2015. 04:27 AM | Likes Like |Link to Comment
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