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The 10 Most Recent Messages By TMFtheEdge

Take me back to where I was.
  • Date: 1/15/17 10:05 PM
  • Number: 2767
  • Recommendations: 0
Hi zbadger,

You're asking a good question.

Phoenix 2 is around two years old at the moment. We started with $250,000 in cash (December 28th, 2014) and took around three months to invest that amount. On April 2nd, 2015, we
(Continued...)
  • Date: 1/12/17 10:05 PM
  • Number: 12941
  • Recommendations: 0
Hi tj,

For Buffett, there is another consideration which is different from the SN portfolios - scale. What I remember is that Buffett has to spread out his buys in a company due to the sheer size of the purchases he makes. I believe that
(Continued...)
  • Date: 12/28/16 9:10 PM
  • Number: 648
  • Recommendations: 1
The Great A.I. Awakening
http://www.nytimes.com/2016/12/14/magazine/the-great-ai-awak...

Snippet: Translate made its debut in 2006 and
(Continued...)
  • Date: 12/28/16 9:08 PM
  • Number: 520
  • Recommendations: 2
The Great A.I. Awakening
http://www.nytimes.com/2016/12/14/magazine/the-great-ai-awak...

Snippet: Translate made its debut in 2006 and
(Continued...)
  • Date: 12/28/16 9:07 PM
  • Number: 3189
  • Recommendations: 3
The Great A.I. Awakening
http://www.nytimes.com/2016/12/14/magazine/the-great-ai-awak...

Snippet: Translate made its debut in 2006 and
(Continued...)
  • Date: 12/28/16 9:07 PM
  • Number: 4583
  • Recommendations: 1
The Great A.I. Awakening
http://www.nytimes.com/2016/12/14/magazine/the-great-ai-awak...

Snippet: Translate made its debut in 2006 and
(Continued...)
  • Date: 12/28/16 8:34 PM
  • Number: 2747
  • Recommendations: 0
Hi Phil,

Here's the link to all of P2's transactions including buys, dividends, sells etc. Could you take a look and see if there is anything that might be different from your own transactions?

(Continued...)
  • Date: 12/28/16 8:13 PM
  • Number: 2746
  • Recommendations: 0
Hi blowerp,

Sorry for not replying earlier. I am waiting for the transaction tab to be fixed so that you can look through all the transactions that P2 has done so far.


Chin
  • Date: 12/23/16 10:56 PM
  • Number: 10367
  • Recommendations: 4
Hang in there, pebbles444.

I held ATVI from May 2009 for four years where it bounced around in the $11 to $12 range. All the while, the business continued to generate free cash flow that built up to the point where the stock took off
(Continued...)
  • Date: 12/20/16 11:02 PM
  • Number: 820
  • Recommendations: 11
For Jille and all others who might be reading,

I have gone through the conference call and pulled out the snippets that are interesting. There were only two analysts on the call, so it wasn't a long call. Much of the discussion was
(Continued...)
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Take me back to where I was.
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