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Strategies & Market Trends
Fundamental Value Investing
An SI Board Since October 2006
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4725 178 1
Emcee:  bruwin Type:  Moderated
Introduction Compact
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3625SI top 10 - portfolio challenge [graphic] [graphic] [graphic] [graphic] [grThe Ox-4/16/2014
3624[graphic] [graphic] [graphic] [graphic]The Ox-4/16/2014
3623[graphic] [graphic]The Ox-4/16/2014
3622[graphic]The Ox-4/16/2014
3621[graphic] [graphic]The Ox-4/16/2014
3620ATI making new highs daily...... Anecdotally, I spoke with someone who works foThe Ox-4/16/2014
3619good call on AA! although i am already up 20% on CSTM, but % wise, AA, if everytNikhilJog-4/9/2014
3618yep..my put got toasted..but it was a super small position in my PA. I am thinkiNikhilJog-3/25/2014
3617BWLD is back up again at 156$. Apparently, everybody likes chicken wings. I thinSpekulatius-3/21/2014
3616well...redbox was a disaster, but its only up because they have an activist invoNikhilJog-3/17/2014
3615Thanks for the head's up on Gamestop GME recent activity. It's always oShane M13/15/2014
3614Special Situation Ideas for week of 10-MAR-2014 @ valuestocks-kedar.blogspot.comNikhilJog13/10/2014
3613i do all this in my off time too, including investing..just so you know. i have NikhilJog13/6/2014
3612NikhilJog, HP's return versus NBR are in the chart that i linked in with my Spekulatius-3/6/2014
3611why he passed up is a long convo. Managing 10bn is a lot of responsibility. MayNikhilJog-3/6/2014
3610Re NBR - NBR did well, but so did many peers. I mentioned HP when you brought upSpekulatius-3/5/2014
3609An excellent answer indeed! I concur. When you are looking at generals, and not NikhilJog-3/5/2014
3608I have no doubt, Nik, from what we've read in your posts, that you welcome ibruwin13/5/2014
3607Don;t get me wrong - i always welcome inputs, especially if they are no in line NikhilJog-3/3/2014
3606Well, Nik, in my previous post, #3602, I believe I made the point that by using bruwin-3/3/2014
3605let me add - the company came out of bankruptcy in 2010, so its not that straighNikhilJog-3/2/2014
3604anyone has taken a look at BR US, broadridge Financial?NikhilJog-3/2/2014
3603thanks. Appreciate your comments. I will keep an eye out. I think the next big cNikhilJog-3/2/2014
3602Yes, you're correct, the percentage ratio targets in that spreadsheet are whbruwin-3/2/2014
3601Berkshire Hathaway's annual report. berkshirehathaway.com Charlie Munger, Sergio H-3/1/2014
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