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The 10 Most Recent Messages By aleax

Take me back to where I was.
  • Date: 12/14/18 1:01 PM
  • Number: 85
  • Recommendations: 1
"Beyond Saving", at https://seekingalpha.com/article/4228296-uniti-group-risk , now forecasts that UNIT may have to cut its dividend "as early as February"
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  • Date: 12/12/18 1:20 PM
  • Number: 84
  • Recommendations: 2
...which sends stock price way down, https://seekingalpha.com/news/3416360-uniti-group-nearly-5-p... . Me, I'm still holding and DRIPping -- and waiting
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  • Date: 11/29/18 4:41 PM
  • Number: 2739
  • Recommendations: 2
https://blog.google/products/admanager/disney-and-google-str...

"Disney will bring its entire global digital video and display business onto
(Continued...)
  • Date: 11/16/18 2:04 PM
  • Number: 12991
  • Recommendations: 3
  • Date: 11/6/18 1:05 PM
  • Number: 696
  • Recommendations: 1
  • Date: 10/12/18 12:41 PM
  • Number: 1749
  • Recommendations: 1
When I find a particular short too difficult to execute, or costlier than I'd like, I usually reach for the synthetic-short alternative and end up happier. Besides the costs being well known and fixed in advance (broker can't raise the fees
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  • Date: 9/10/18 6:08 PM
  • Number: 50842
  • Recommendations: 3
"Nubile" is an interesting case of "false friend" between English and Italian (words looking very similar but with materially different meanings). The root meaning from Latin is "marriageable" (from "nuptiae",
(Continued...)
  • Date: 9/6/18 10:48 PM
  • Number: 15530
  • Recommendations: 5
My wife and co-investor Anna and I participate in https://littlefreelibrary.org/, as do many of our neighbors. Thus, as loyal Amazon customers (and shareholders), we subscribed to "Prime Book
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  • Date: 6/17/14 10:34 AM
  • Number: 407724
  • Recommendations: 0

Hi CED, you know I'll sharply disagree on RGR -- at a below-11 P/E (ridiculously low PEG) and a 3.68% yield, you'd have to pry it out of my cold, dead hands:-).  If it was a big loser for you I deduce you must have bought
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  • Date: 6/1/13 11:29 AM
  • Number: 398735
  • Recommendations: 0

Hi ADD, great post as usual (and tx for quoting me re Siegel's 6.6% "constant"!-).  However, Buffett amply addressed the `coin-flipping context` hypotheses almost 20 years ago -- surely you've read  (Continued...)

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Take me back to where I was.
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