NajdorfSicilian

Boards Post

NajdorfSicilian replied to the Berkshire Hathaway board. 2:50 PM

Re: Warren & Saul

This is to be contrasted to Saul’s 13 Yr performance, including the 2008 crisis, which saw [him] down 37% (2008) or over 3 times the fall occurring during the Buffett LLP period.

He was down 63%, which is quite a bit different than [more]

Boards Post

NajdorfSicilian replied to the The Mongoose Chronicles board. 2:35 PM

Re: FUBO Marching On

Another problem for Fubo is Vigtory is licensed in one state, Iowa.

PA has the 3rd largest betting handle, competition is fierce: DK, Fanduel, MGM, Fox, SugarHouse/BetRivers, Caesars, and a couple more.

The odds that Fubo would [more]

Boards Post

NajdorfSicilian replied to the The Mongoose Chronicles board. 1:31 PM

Re: FUBO < BOOM! >

It's down to $23 and not because of short sellers [that's why it peaked, short covering in fact] but because their business model is doomed to failure.

Sony couldn't sell their more successful mVPD to anyone for $1. They just [more]

Boards Post

NajdorfSicilian posted to the Last RoundUp board. 1:02 PM

2020 review

Well, this has been quite the year!

If you had told me I'd be up 44%, I wouldn't have believed you but given what *actually* happened in 2020, I'd have called the cops on you. Just crazy.

Best [more]

Boards Post

NajdorfSicilian replied to the The Mongoose Chronicles board. 1:39 PM

Re: FUBO < BOOM! >

mVPDs are all dying. Sony shut theirs down because nobody wanted it and they had more subscribers than Fubo.

Fubo is just reselling other people's channels, that's why their margins will always suck.

There's no way for [more]

Boards Post

NajdorfSicilian replied to the Improve the Fool board. 2:35 PM

Re: Really misleading ad on the Stock advisor wi

And yet that isn't noted in the widget thus completely misleading.

Boards Post

NajdorfSicilian posted to the Improve the Fool board. 4:26 PM

Really misleading ad on the Stock advisor widget

Says the S+P is up 111% since Feb 2002 [as of Dec 15th].


On Feb 1, 2002 the sp500 was at 1101. Today is at 3695. Plus divy.


You guys aren't even close to correct. Shamefully lowballing the market's return since [more]

Boards Post

NajdorfSicilian posted to the Saul’s Investing Discussions board. 3:25 PM

JPM makes software rating changes

back on Dec 9th, thought you might be interested [or not]

'These ratings changes by no means reflect anything on the tremendous operating condition of these names, but rather our view that an expanding economy could cause sector rotation [more]

Boards Post

NajdorfSicilian replied to the Dropout's Den board. 2:25 PM

Re: Hey Friends

I sold some BABA/CRWD and bought some WBA and AER.

Masters is tomorrow!

Boards Post

NajdorfSicilian replied to the The Mongoose Chronicles board. 1:52 PM

Re: I feel the need to rant a bit

The growth of that money... the earnings that continue to compound... that's tax-free, too! Not a single article that I've seen over the years has emphasized that wonderful, fabulous, enriching benefit of a Roth. At least one that grows [more]

Boards Post

NajdorfSicilian replied to the The Mongoose Chronicles board. 1:49 PM

Re: The Great Turkey Giveaway

Great idea. If you're looking for a food bank charity, the big one here is PhilAbundance.org, which serves several thousands of people in poverty in the Philadelphia area, which I donate to regularly because [more]

Boards Post

NajdorfSicilian replied to the Against The Spread board. 2:51 PM

Re: 5dimes

5 Dimes was great, Tony's murder was awful.

offshore I think bookmaker is still easily the best and now with easy BTC withdrawals to wherever, you get paid super quickly instead of waiting on some bank check for 3 weeks.

Boards Post

NajdorfSicilian replied to the Macro Economic Trends and Risks board. 2:32 PM

Re: A report from Sweden

New scientific article finds that Tokyo has 46.8% antibodies, no lockdown, low death rate, and big increase in immunity during summer: "Seroprevalence increased from 5.8% to 46.8% over the course of the summer."

'Conclusions [more]

Boards Post

NajdorfSicilian replied to the Macro Economic Trends and Risks board. 2:22 PM

Re: A report from Sweden

https://www.ft.com/content/5cc92d45-fbdb-43b7-9c66-26501693a...

Sweden is currently doing much better than Spain, Italy, Belgium, Norway, Denmark, UK and EU [more]

Boards Post

NajdorfSicilian replied to the Saul’s Investing Discussions board. 11:41 AM

Re: Listening to management and DDOG

Hi Saul,

There may be a logical flaw in your post, just because June was moving up from the low of May doesn't mean it was above average.

I note you said 'likely above average,' not definitely, but that may account for [more]

Boards Post

NajdorfSicilian replied to the Saul’s Investing Discussions board. 7:35 PM

Re: Adobe Systems: worth a look

Adobe (ticker: ADBE) reported revenue of $3.23 billion, up 14% from a year earlier, and ahead of the company’s forecast at $3.15 billion. The Wall Street analyst consensus had been $3.16 billion. Non-GAAP profit was $2.57 a share, ahead of both [more]

Boards Post

NajdorfSicilian replied to the Last RoundUp board. 11:38 AM

Re: fka: KSU

$68 to $190 in just under 5 years.

Not bad for a railroad, I must say.

Boards Post

NajdorfSicilian replied to the Macro Economic Trends and Risks board. 2:54 PM

Re: Palestinians no longer have a veto

Arafat was responsible for the failure of the Oslo Accords, not Sharon.

After Rabin was assassinated, Clinton hosted Arafat and Netanyahu where they negotiated for further Israeli withdrawals from the West Bank. Infighting over this [more]