BenGrahamMan’s Activity

Yesterday

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BenGrahamMan replied to the Berkshire Hathaway board. 3:41 PM

Re: OT: PG&E / Baupost Group

Tepper too. https://dataroma.com/m/holdings.php?m=AM

Here are some of my notes from yesterday.

The cause of the Camp Fire is under investigation. As previously reported, [more]

Wed Nov 14

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BenGrahamMan posted to the Deranged Monkey Criticism board. 5:56 PM

Our Annual Investment Conference is tomorrow

Hey Guys,

Tomorrow is our 8th annual investment conference. Actually it is our 5th in a row, and before that it was sporadic.

Here is a link to our hand-out. You all who know me over the decades, know I am a bit disheveled in my [more]

Wed Nov 7

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BenGrahamMan posted to the Deranged Monkey Criticism board. 6:05 PM

Apologies, a question and SMG notes

Hey Guys,

I read or skim, and recommend if I find worthy, most of the posts, but just haven't had much to add, plus time has become scarce. With that, I would like to ask a question, and then I will post just a touch. I will post more in [more]

Mon Apr 30

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BenGrahamMan posted to the Deranged Monkey Criticism board. 12:35 PM

SMG -Largest Cannabis related company by revenue

My full notes can be accessed here: https://t.co/J7y4LsbLRz


A summary of why one would want to invest in SMG (I could be incorrect on all or some of this, so do your own DD).

1. [more]

Wed Apr 25

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BenGrahamMan posted to the Deranged Monkey Criticism board. 4:45 PM

Scotts Miracle Gro - A weed related company

Here are my updated notes on SMG. [more]

Fri Apr 20

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BenGrahamMan replied to the Deranged Monkey Criticism board. 3:52 PM

Re: My Notes to MNDO

in other words, they make next to no attempt to grow, it is basically a cash cow

I think I mentioned in my notes that some customers might not be renewing. Perhaps the "cash cow" thesis is interrupted.

25% of the [more]

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BenGrahamMan posted to the Deranged Monkey Criticism board. 3:50 PM

SMG - In recognition of 420

As some of you might be aware, today is 420, "National Marijuana Day," not to be confused with 710 (OIL upside down on a calculator) "National Marijuana Dab and Oils Day."

With that, I present a slight amount of research [more]

Tue Apr 17

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BenGrahamMan posted to the Deranged Monkey Criticism board. 2:14 PM

My Notes to MNDO

April 17, 2018 ($2.21) Thesis and 10-K released

Thesis:


I originally bought for our clients on ~4/28/15 for ~$2.79, and then again on ~4/22/16 for ~$2.06. Our average cost is $2.41, and it is currently < 1.5% position of [more]

Fri Apr 6

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BenGrahamMan replied to the Berkshire Hathaway board. 10:37 AM

Re: OT: BAC

I bank with Wells Fargo, and am fairly happy, been a long-term (sticky) customer for our business and personal, and I do not expect that to change. Yet, here are two current complaints, and that doesn't include the account they had us set up that [more]

Wed Mar 28

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BenGrahamMan replied to the Berkshire Hathaway board. 12:24 PM

Re: OT: BAC

Interesting discussion we all had on BAC and WFC from September 2016. At the time BAC was at $15.80, and WFC was at $47.42.

[more]

Thu Mar 15

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BenGrahamMan replied to the Deranged Monkey Criticism board. 7:42 AM

Re: TWMJF - World's largest cannabis produce

Cool.

I don't know much about the particulars of vaping, etc.

Tweed has >25% market share in Canada. I believe that is the number. They claim not to do any business in USA due to it being Federally illegal. Most of their [more]

Wed Mar 14

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BenGrahamMan replied to the Deranged Monkey Criticism board. 5:07 PM

Re: TWMJF - World's largest cannabis producer

I think this post is a valuable post for those interested in the thread. I would love to see discussion, if any, discussion not about Tweed is welcome, constructive discussion is welcome. I do appreciate the discussion that DTBoojum [more]

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BenGrahamMan replied to the Deranged Monkey Criticism board. 4:43 PM

Re: TWMJF - World's largest cannabis produce

But I still don't understand how you are getting to $6b for Canopy

I think I must be writing incorrectly. I thought I have written in almost every post, I do not think Canopy is worth $6B!

When I bought Canopy [more]

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BenGrahamMan replied to the Deranged Monkey Criticism board. 1:01 PM

Re: TWMJF - World's largest cannabis produce

This is getting confusing. To whom are you referring when you say 'insulting' and 'rude'? You dismiss my claim that a $1b marketing campaign would make almost any new product better known in Canada than 'Tweed', which I, as [more]

Tue Mar 13

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BenGrahamMan replied to the Deranged Monkey Criticism board. 4:55 PM

Re: TWMJF - World's largest cannabis produce

I have never heard of Canopy

It is only sold in Canada (a little in Germany, just starting) and Canada only has medical, and not recreational. The brand is Tweed. [more]

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BenGrahamMan replied to the Deranged Monkey Criticism board. 2:50 PM

Re: TWMJF - World's largest cannabis produce

You could say the same for craft beer, coffee, soda, cheese, etc.

There is a process that makes some cannabis better than others. This includes quality of product, operations, biological assets, etc. I think TWMJF is too expensive at this [more]

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BenGrahamMan replied to the Deranged Monkey Criticism board. 10:19 AM

Re: TWMJF - World's largest cannabis producer

I made a big typo on this one, not that it matters, as the thread was hijacked anyway.

I wrote, The sales took about 2 weeks, received an average price of $2.40 USD for the shares (15,575 in total sold), and currently 33,195 shares [more]

Tue Mar 6

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BenGrahamMan posted to the Deranged Monkey Criticism board. 3:33 PM

TWMJF - World's largest cannabis producer

I don't recall if I ever posted my notes directly to TWMJF here. I have mentioned it in the past, but in presentations and so forth. I guess kind of late now, since our entry in 2014 and subsequent purchases have been in sell off mode for a year [more]

Wed Feb 28

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BenGrahamMan replied to the Deranged Monkey Criticism board. 4:35 PM

Re: MyCo

I hate to take up valuable real estate here (and that is not sarcastic). My brain doesn't work well with such hypothetical questions, and not seeing all the facts. The reason I am chiming in, is although I am not capable of offering competent [more]

Mon Feb 26

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BenGrahamMan posted to the Deranged Monkey Criticism board. 6:33 PM

My Notes on HMNY (Movie Pass)

We have a 1% position, with an average cost of $8.04. Current price $5.08

HMNY now owns 78% of MoviePass

February 13, 2018 ($5.63) Thesis

Incredibly speculative investment, as I am not overly optimistic that HMNY can [more]

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