Show Latest Posts:

The 10 Most Recommended Messages By SaulR80683

Take me back to where I was.
  • Date: 3/15/15 1:39 PM
  • Number: 6695
  • Recommendations: 143
In was recently looking through my 50th Anniversary college yearbook, in which I had answered the question: What have you learned in the fifty years since graduation? This was my response, if any one is interested.

Saul


What
(Continued...)
  • Date: 11/28/17 2:47 PM
  • Number: 34266
  • Recommendations: 137
What have I learned in 50 years.

I recently noted that this post of mine from almost three years ago got the most recs ever for any of my posts, so I thought I’d repost it for the benefit of those of you who recently joined the
(Continued...)
  • Date: 5/28/17 4:51 AM
  • Number: 28181
  • Recommendations: 134
My portfolio at the end of May 2017

Here’s the summary of my positions at the end of May. Boy, this is a lot of work to do, to put together, to format, and all the rest. As I usually do, I’m giving my results as of the last weekend
(Continued...)
  • Date: 1/6/18 7:43 PM
  • Number: 35534
  • Recommendations: 126
Reflections on investing

A year ago this month, I was not satisfied at all with my recent results from 2016, so I decided to do some reflection and reevaluation. It seemed to have worked. Here’s what I wrote then, slightly
(Continued...)
  • Date: 4/22/18 5:25 AM
  • Number: 40408
  • Recommendations: 125
My thoughts about the valuation of our companies

I was curious about what your thoughts were to the maximum limits of your valuation stock price being irrelevant. Using SHOP at 19.9 p/s, many people say this is an extremely high
(Continued...)
  • Date: 2/24/18 9:56 AM
  • Number: 37726
  • Recommendations: 125
My portfolio at the end of Feb 2018

Here’s the summary of my positions at the end of February. As usual, I figure as of the last weekend of the month. This month is a 28 day month, and Friday was only the 23rd and the last day of the
(Continued...)
  • Date: 3/30/18 9:20 AM
  • Number: 39364
  • Recommendations: 123
My portfolio at the end of Mar 2018

Here’s the summary of my positions at the end of March. As usual, I figure as of the last weekend of the month. This month it came out to be five full weeks. Any PE's that I give are always
(Continued...)
  • Date: 1/26/18 8:30 PM
  • Number: 36215
  • Recommendations: 122
My portfolio at the end of Jan 2018

Here’s the summary of my positions at the end of January. As usual, I figure as of the last weekend of the month. Think of it as a four week summary if you prefer. Also note that any PE's that
(Continued...)
  • Date: 12/29/17 9:05 PM
  • Number: 35325
  • Recommendations: 118
My portfolio at the end of 2017

Here’s the summary of my positions at the end of 2017. Please note that any PE's that I give are always based on adjusted earnings, which very rarely may also have small modifications of my own.
(Continued...)
  • Date: 2/16/18 2:40 PM
  • Number: 37355
  • Recommendations: 105
Arista, my thoughts:

Earlier I said that I didn't want to make changes to my large Arista position on an impulse. I've since read all my notes, reviewed most of the posts on the board, and read the conference call. Here's the
(Continued...)
Show Latest Posts:
Total = 10

Take me back to where I was.
Stock Folders: A B C D E F G H I J K L M N O P Q R S T U V W X Y Z