Recent Posts

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1
Investment Ideas / Re: DPZ - Domino's Pizza
« Last post by KCLarkin on Today at 05:07:59 PM »
Sorry - the stock seems overpriced.

P/E ratio is a function of growth, ROIC, and cost of capital. I think if you ran the numbers (taking management 5 year projections), you would find that DPZ is actually undervalued. But I need to run to the airport, so I don't have time to do the calculations.

By saying it is overpriced, I think you are implicitly saying the growth is unsustainable. You might also be unaware of how high the ROIC is for DPZ.

I took a quick run at this. I can make a pretty convincing case that this is worth $200-$230 if you trust the 5 year outlook. Fairly valued with little margin of safety. Looks attractive relative to SPY though.

I bought a starter position today. Stock went roughly nowhere over the past year. It is still very expensive relative to most other companies. But a company growing sales 8-12% per year with ~100% ROIC should be expensive.
2
Investment Ideas / Re: LBTYA - Liberty Global
« Last post by ander on Today at 04:53:00 PM »
I wonder what kind of concessions they could make to rectify the concerns raised by the unions in that article.
3
Politics / Re: Russia Investigation.
« Last post by no_free_lunch on Today at 04:19:19 PM »
Maybe you haven't been following the news LC but it was always about trump.  It even says so in your quote.   Trump... Russia.  Trump...rusiagate.   On and on.   It is just an underhanded form of slander by association.
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Events & Meeting Notes / Re: Fairfax Financial Shareholder's Dinner
« Last post by Parsad on Today at 04:16:40 PM »
Hi All,

We are down to our last 20 tickets for this year's event.  Please get them soon, as we will be out and will not be selling any at the door. 

Cheers!

Sanjeev
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Fairfax Financial / Re: Fairfax Financial Shareholder's Dinner
« Last post by Parsad on Today at 04:16:10 PM »
Hi All,

We are down to our last 20 tickets for this year's event.  Please get them soon, as we will be out and will not be selling any at the door. 

Cheers!

Sanjeev
6
Politics / Re: The Company You Keep
« Last post by cubsfan on Today at 03:59:38 PM »
"One of the alleged co-conspirators in the Michael Avenatti extortion case is a California lawyer and longtime CNN analyst “known for representation of celebrity and public figure clients” — including Colin Kaepernick, Michael Jackson and Jussie Smollett, a report says."

https://nypost.com/2019/03/25/lawyer-for-michael-jackson-jussie-smollett-named-as-avenatti-co-conspirator/

Been a very tough 24 hours for the lefties. Now their heroes are dropping like flies.

Yea, and Avenatti, the HERO of the left, leading the charge on the Kavanaugh rush to judgement, that the Democrats and the media wanted so badly to believe. They couldn't give this guy enough airtime.
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Politics / Re: Russia Investigation.
« Last post by LC on Today at 03:54:30 PM »
I think when Gregmal mentioned changes to the narrative, he was talking about such tactics as switching gears to the budget deficit.  Didn't genius who start this insist that we stay on point.

The investigation only ever existed so that there was something with negative coverage for the press to feast on.  Likewise, this thread was started and fed as some small political ploy to further that venture.  Now that it is over, the democrats want this to go away.

Suddenly I kind of like this thread.
1- It was Cardboard who brought up our "economic growth". I was simply commenting on that.

2- Happy to stay on topic. I'll reiterate my point. I can't wait for your "on point" response:

Quote
Thesis drift? Flawed reasoning?

The investigation scope and purpose:

The Special Counsel investigation of 2017 to 2019 (also referred to as the Mueller probe, the Mueller investigation, or the Russia investigation)[1][2] was a United States law enforcement and counterintelligence investigation of the Russian government's efforts to interfere in the 2016 presidential election. According to its authorizing document which was signed by Deputy Attorney General Rod Rosenstein on May 17, 2017, the investigation's scope included the allegation that there were links or coordination between Donald Trump's presidential campaign and the Russian government[3][4] as well as "any matters that arose or may arise directly from the investigation".


As a result of the Mueller investigation:

13 Russian nationals and three Russian companies were indicted on conspiracy charges, with some also being accused of identity theft. The charges related to a Russian propaganda effort designed to interfere with the 2016 campaign. The companies involved are the Internet Research Agency, often described as a “Russian troll farm,” and two other companies that helped finance it. The Russian nationals indicted include 12 of the agency’s employees and its alleged financier, Yevgeny Prigozhin.


12 Russian GRU officers: These officers of Russia’s military intelligence service were charged with crimes related to the hacking and leaking of leading Democrats’ emails in 2016.


There was no "thesis drift" or "flawed thesis to begin with". You are simply wrong on that claim.
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Politics / Re: Russia Investigation.
« Last post by no_free_lunch on Today at 03:52:48 PM »
I think when Gregmal mentioned changes to the narrative, he was talking about such tactics as switching gears to the budget deficit.  Didn't genius who start this insist that we stay on point.

The investigation only ever existed to give something to the press to feast on.  Likewise, this thread was started and fed as some small political ploy to further that venture.  Now that it is over, the democrats want this to go away.

Suddenly I kind of like this thread.
9
Politics / The Company You Keep
« Last post by Gregmal on Today at 03:43:13 PM »
"One of the alleged co-conspirators in the Michael Avenatti extortion case is a California lawyer and longtime CNN analyst “known for representation of celebrity and public figure clients” — including Colin Kaepernick, Michael Jackson and Jussie Smollett, a report says."

https://nypost.com/2019/03/25/lawyer-for-michael-jackson-jussie-smollett-named-as-avenatti-co-conspirator/

Been a very tough 24 hours for the lefties. Now their heroes are dropping like flies.
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Politics / Re: Russia Investigation.
« Last post by Parsad on Today at 03:30:26 PM »
Hi Folks,

Please keep your comments directed at what is said, not each other.  I was about to edit the last ten posts, but it would take too much time.  Please focus your comments on the debate...and stop taking shots at each other. 

Cheers!
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