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Strategies & Market Trends
Buffettology
An SI Board Since December 1997
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Emcee:  Michael Burry Type:  Unmoderated
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4391AXS: The market cap is 4.87B per Yahoo. Shareholders equity is 5.827B per 10Q. SJurgis Bekepuris-5/6/2014
4390AXS: I'm showing a book value of 46.86 as of 12/23. edit: Q1 2014 most receShane M-5/6/2014
4389AXS traded as low as 0.7-0.8 of book back in 2008-2009 financial crisis so that&Jurgis Bekepuris-5/6/2014
4388AXS traded as low as 0.7-0.8 of book back in 2008-2009 financial crisis so that&Shane M-5/5/2014
4387Sounds like insurance and reinsurance are trending into a soft market. I'vJurgis Bekepuris-5/5/2014
4386"thanks for the links. The morningstar videos were good. I ended up watchiETF1-5/5/2014
4385thanks for the links. The morningstar videos were good. I ended up watching quiShane M-5/5/2014
4384I'm cross-posting this both here and on the Value Thread. I think it belongShane M-5/5/2014
4383I'm cross-posting this both here and on the Value Thread. I think it belongShane M-5/5/2014
4382You can see the questions and answers from Berkshire Hathaway's Annual ShareETF115/3/2014
4381Morningstar.com will be covering the Berkshire Hathaway meeting tomorrow. "ETF1-5/2/2014
4380Suncor Energy had a nice 4.03% pop today, after an excellent earnings report. METF1-4/30/2014
4379It's seemingly difficult to deploy cash effectively even when borrowing cosJurgis Bekepuris-4/24/2014
4378Jurgis, I'll check on the symbols you mentioned. I am unfamiliar with thesShane M-4/23/2014
4377re: What a mess. I recently saw an article titled, "What hath QE Wrought&Shane M-4/23/2014
4376I think ETF1's answer to you was very good. Not much to add. I have purchaJurgis Bekepuris-4/23/2014
4375BKLN. In a sense you are right. If you want a cash equivalent that won't loJurgis Bekepuris14/23/2014
4374"The Graham book did get me to thinking about bonds and preferreds. I'ETF114/23/2014
4373The Graham book did get me to thinking about bonds and preferreds. I've nevShane M-4/23/2014
4372"You are probably better off with something like BKLN than with treasuries ETF1-4/23/2014
4371You are probably better off with something like BKLN than with treasuries if youJurgis Bekepuris-4/23/2014
4370"I found myself asking the same question, because treasuries just don'tETF1-4/23/2014
4369re: Wonder how he would see the relative attractiveness or valuation of the stShane M-4/23/2014
4368Hi all, I just finished reading Ben Graham's Intelligent Investor...... FETF1-4/22/2014
4367Hi all, I just finished reading Ben Graham's Intelligent Investor. (Yeah, Shane M-4/21/2014
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