EightTrack4

John Jacob Jingleheimerschmidt

EightTrack4’s Activity

Fri Oct 19

NL

Boards Post

EightTrack4 replied to the Stereo 8 board. 5:52 PM

Re: BX kicks off alt earnings season

I'm not much of a gambler, but I didn't know there were such variations, or that different companies made different variations. I would have thought generic blackjack table makers.

Oh GnV in an era of countless Amazon Prime [more]

NL

Boards Post

EightTrack4 replied to the Stereo 8 board. 1:00 PM

Re: Howard Marks New Book

Top 10 for me (no particular order). Excluding important influences like Buffett annual reports and howardroark MF posts before not officially books. Lots of overlap with other books mentioned. These are books that influenced my investment journey [more]

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Boards Post

EightTrack4 replied to the Stereo 8 board. 11:09 AM

Re: Howard Marks New Book

what is et's top 10?
(if i may ask)


That's an interesting question but I'll have to review my bookshelf before answering.

ET

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Boards Post

EightTrack4 replied to the Stereo 8 board. 11:05 AM

Re: BX kicks off alt earnings season

That's an interesting aside. Any further insights? Are clients excited about the products? Significant amounts? Is he distributing only Blackstone alt products?

All good questions and I'll be sure to ask the next time I [more]

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Boards Post

EightTrack4 replied to the Stereo 8 board. 10:52 AM

Re: Howard Marks New Book

Howard Mark's new book is...illuminating

I'm glad you enjoyed it. A bit surprised you put in the top 10 of all time but each to his own.

I'm also biased because I've closely read every single one of his [more]

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Boards Post

EightTrack4 replied to the Stereo 8 board. 10:46 AM

Re: Howard Marks New Book

That's gotta give you 5-6 hours of completely non repetitive material! Surely I missed a few. Turn it into a drinking game...finish half at mention of "move forward, with caution"....slam the whole thing when baseball metaphor is [more]

Thu Oct 18

NL

Boards Post

EightTrack4 posted to the Stereo 8 board. 7:47 PM

Howard Marks New Book

Howard Marks's new book is ... boring.

I will summarize:

1) There are all kind of cycles. Economic cycles. Market cycles. Tricycles.

2) You can make not only one book but two books from quoting from material already [more]

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Boards Post

EightTrack4 replied to the Stereo 8 board. 7:38 PM

Re: BX kicks off alt earnings season

I'll have a closer look later, but I am not sure there will be a lot new to be gleaned from this report. That's fine. Business as usual is ok with me.

I found Blackstone's quarterly report anti-climatic after the [more]

Fri Oct 12

NL

Boards Post

EightTrack4 replied to the Stereo 8 board. 9:50 PM

Re: End Game for Tesla Equity

For 'most' of the thee's and me's out here, we would likely face jail time... if that's not in the cards for the Muskman, it would be appropriate to squeeze him to declare personal BK... I've read in at least two places [more]

Thu Oct 11

NL

Boards Post

EightTrack4 replied to the Stereo 8 board. 5:36 PM

Re: Buffett quote for the sell-off

Whoa! We're jumping all the way to Klarman. This sell-off must be worse than I thought.

Premature Klarman alert.

By order of the Federation of Amalgamated Fundamentals-based Investors of North America, members in good [more]

Sun Sep 23

NL

Boards Post

EightTrack4 replied to the Last RoundUp board. 12:49 PM

Re: Poll: new poll - 10 year CD

I want future inflation + 5% safe. Absolute yield not important.

https://fred.stlouisfed.org/series/DFII10

The above chart goes back to 2004 but 10-Year Treasury [more]

Fri Sep 21

NL

Boards Post

EightTrack4 replied to the Last RoundUp board. 3:33 PM

Re: Poll: what yield would you consider?

at what yield you would would TY preferred have to be for you to want to invest in it?"


BenHacker replied:
For me personally, I would buy w/ a current yield (in today's rate environment, with TY's call [more]

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Boards Post

EightTrack4 replied to the Stereo 8 board. 2:01 PM

Re: Blackstone Investor Day

https://s1.q4cdn.com/641657634/files/doc_presentations/2018/...

216 page slide deck. It never ends. [more]

Thu Sep 20

NL

Boards Post

EightTrack4 replied to the Stereo 8 board. 12:16 PM

Re: APO/Athene New Fee Arrangement

Athene and Apollo announced a new proposed fee arrangement this morning. The first thing I noticed from Athene's press-release was the significant reduction in the base fee that would be paid to Apollo.

Today is Athene Investor [more]

Mon Sep 17

NL

Boards Post

EightTrack4 replied to the Deranged Monkey Criticism board. 6:40 PM

Re: An Idea - Conrad Industries (CNRD)

Conrad started to struggle in a service role to a cyclical industry when the oil market bottom fell out. They are a cyclical company, and they struggled through the '08-'09 crisis, but rallied hard into 2014, and now are struggling again. [more]

Fri Sep 14

NL

Boards Post

EightTrack4 posted to the Stereo 8 board. 2:24 PM

Jay Wintrob interview

https://www.linkedin.com/pulse/watching-sun-set-wall-street-...

Interesting interview with the Oaktree. Covers Wintrob's [more]

Wed Sep 12

NL

Boards Post

EightTrack4 replied to the Stereo 8 board. 5:24 PM

Re: CG buying from KKR

Personally, however, I would be cautious if I were across the table from APO, BX, KKR, CG or the like.

In a similar vein, I often think if you're accepting the price Buffett offers you, you're getting low-balled. [more]

Wed Aug 29

NL

Boards Post

EightTrack4 replied to the Stereo 8 board. 12:52 PM

Re: Whoa!! XPLT

https://www.youtube.com/watch?v=J5a69DbGkOE&t=13s

It's a silly Guinness world record but was instrumental to converting a larger East Coast customer of [more]

Mon Aug 6

NL

Boards Post

EightTrack4 replied to the Stereo 8 board. 10:52 AM

Re: Personal AUM

As time has passed, the amount of money I invest for our family has increased a great deal. That's great, but it has changed the nature of the endeavor. Whereas when I started a 1% or 5% difference in results had little effect on our bottom [more]

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Boards Post

EightTrack4 replied to the Stereo 8 board. 12:20 AM

Re: Personal AUM

Since it usually takes months if not years to develop a new investing niche, it's good to always work on a new one if you can so that it can pick up the slack admirably if and when required. Don't wait until mediocrity is staring you in [more]

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Boards Stats & Trivia

Big red star, 1000 posts Old School Fool
Board Posts 2815
Recs Received 10922
People who have rec'd these posts 1172
Recs to Posts Ratio (last 30 days) 2.70
Threads Started 323
Threads Started Percentage 11.47 %
Most Frequent Board Liquid Lounge
Very First Post Only fear is AXA itself... (2/5/2001)
Percentage of Posts Rec'd 83.30 %
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