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The 10 Most Recent Messages By earslookin

Take me back to where I was.
  • Date: 1/10/18 11:47 AM
  • Number: 10917
  • Recommendations: 2
Hi Bruce,

...note that both Lee and Ariel carry LTC

This may be a screwball way to look at it, but I view LTC consideration as an integral part of my
overall investing strategy. For example, say I can buy a $200/day,
(Continued...)
  • Date: 12/30/17 12:36 PM
  • Number: 25867
  • Recommendations: 1
ET,

I'm assuming you're using EV/EBITDA to value? I'm still not understanding how you got to
the 1.27 MM and 6-7 MM numbers, despite your explanation (my limitation). Also, how did
you factor in maintenance capex and
(Continued...)
  • Date: 12/27/17 2:31 PM
  • Number: 35282
  • Recommendations: 17
Here's what's interesting to me about Tableau's "Project Maestro":

(1) They decided to build not buy.
(2) They designed it as a stand alone product.
(3) They got it to market quickly, even though this is a beta
(Continued...)
  • Date: 12/26/17 11:32 PM
  • Number: 35273
  • Recommendations: 12
Those of you who listened to the testimonials may have noticed that some of those happy people
are also using big brother Tableau. Right now Tableau partners with little brother Alteryx because
Alteryx can do data prep, data blending,
(Continued...)
  • Date: 12/24/17 11:08 AM
  • Number: 10907
  • Recommendations: 1
A life event forcing an involuntary liquidation is not a risk of income investing.
It's a risk of investing in anything that can fluctuate in value.


Of course. Sorry again for not being clearer.

My point was
(Continued...)
  • Date: 12/23/17 5:34 PM
  • Number: 10904
  • Recommendations: 1
BruceM,

Sorry for not being clearer. I meant a life event -- illness, accident, other circumstance --
that *forces* the holder to liquidate their funds. Probably at the most disadvantageous time.

The couple in your book made
(Continued...)
  • Date: 12/23/17 2:47 PM
  • Number: 25863
  • Recommendations: 5
Great write-up. Thanks.

I've owned HTL for several years.

It helped me to look at their history before David Wolf, and understand the circumstances around
his hiring. Also to look at compensation, and in particular what
(Continued...)
  • Date: 12/21/17 10:45 AM
  • Number: 10901
  • Recommendations: 0
BruceM,

I read your book a year or two ago. I enjoyed it and recommend it. There's helpful information
in your book no matter what investing strategy you employ.

However, I didn't buy your pure income thesis. Your book
(Continued...)
  • Date: 12/19/17 12:52 PM
  • Number: 2434
  • Recommendations: 2
Martian,

My apologies for a recent post directed to you. It turned into a personal attack, which not only
violates TMF policy but my own standards of conduct. I regret any hurt to you or others. I asked
TMF to remove the post and
(Continued...)
  • Date: 12/17/17 1:54 AM
  • Number: 2417
  • Recommendations: 1
I'm not sure how you can come to any other conclusion.

Here's the conclusion I came to after doing my own research...

The senator was just doing his job.

The candidate was inexplicably unprepared.
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Take me back to where I was.
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