Author Topic: SA Article on Arlington Value  (Read 3400 times)

Parsad

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SA Article on Arlington Value
« on: October 18, 2013, 09:28:07 AM »
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longinvestor

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Re: SA Article on Arlington Value
« Reply #1 on: October 18, 2013, 04:59:38 PM »
Short article on Arlington.  Cheers!

http://seekingalpha.com/article/1753932-learning-from-arlington-values-picks?source=yahoo

Nice to see the ~ 60% holding in BRK. Now, that is concentration, especially by a fund manager. I enjoyed their presentation more than anything else at the pre-FFH dinner meeting this year, it appears that they are living true to their stated beliefs. Wonder how long they have held the BRK position and for how much longer?

JBird

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Re: SA Article on Arlington Value
« Reply #2 on: October 19, 2013, 10:40:49 PM »
I enjoyed their presentation more than anything else at the pre-FFH dinner meeting this year, it appears that they are living true to their stated beliefs.

Can you talk a little about that presentation?
Woman and wine, games and deceit, make the wealth small and the wants great. - Ben Franklin

longinvestor

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Re: SA Article on Arlington Value
« Reply #3 on: October 21, 2013, 06:58:16 AM »
I enjoyed their presentation more than anything else at the pre-FFH dinner meeting this year, it appears that they are living true to their stated beliefs.

Can you talk a little about that presentation?
Don't have my notes handy but what I remember is that they are against the herd mentality;like concentration a lot and refreshingly used the line "We are envious of the individual investor".  I've never heard that before and like their candor. The institutional & regulatory paradigms are so heavily stacked against concentration that this statement of theirs so well captured.

ZenaidaMacroura

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Re: SA Article on Arlington Value
« Reply #4 on: January 02, 2014, 10:27:59 PM »
I have an interesting query - I've read that Mecham was a dropout who often stayed up til 3 AM devouring investment related reading materials and left school (anyone know which school?) to focus on launching his fund.

But then the article cites his Wasatch Security boss mentioning that he was a mediocre senior security analyst before he left the firm to start his own company.   

What exactly is his background?

JBird

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Re: SA Article on Arlington Value
« Reply #5 on: January 02, 2014, 11:19:10 PM »
When I asked his partner Ben Raybould where Allen learned accounting, he simply said that overall, Allen is 90% self-taught.
« Last Edit: January 03, 2014, 11:32:58 AM by JBird »
Woman and wine, games and deceit, make the wealth small and the wants great. - Ben Franklin

educatedidiot

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Re: SA Article on Arlington Value
« Reply #6 on: February 13, 2018, 09:59:52 AM »
Arlington Value's Q4 13-F is out.  They added to Advance Auto Parts, Alliance Data, Rent-A-Center, and Munro Muffler Brake.  Sold out of Foot Locker, Molson Coors, and Valmont.
http://www.rocketfinancial.com/Holdings.aspx?id=256421&fC=1