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Grahamites

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  • Totally has 523 visits

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  • stockwhizzkid 2016-09-22 04:51
    Enjoy reading your posts, keep up the good work :)
  • Thomas Macphers 2015-08-11 12:12
    Grahamites: Tom I still need to figure out how to use gurufocus's personal space better. I noted your message and thanks for the nice words. I've only had 4 years
    Thanks for your note. Agreed then. We will keep learning together!
  • lawrencemconnel 2015-02-09 14:37
    Hi..just read a great article about Grantham and Marks on the drop in oil..I have not read a better article lately, but the way your site is set up I could not find a reference to the author of the article. I'm new to the site, and if I had insights like that, I would sign it..Thanks
  • cgcoss 2014-12-04 19:53
    hi Grahamites! Thank you for your post titled Naked Short Put Options - Warren Buffett's Little Secret. i had a quick question: what is your source for Buffett selling Coca Cola options? I am unable to find anything on that. again thanks for the great post!
  • aapete 2014-06-23 23:35
    Why promote a chinese stock  are you a fraud?

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All Grahamites's Activities

  • Grahamites commented on Grahamites's article 11-22 20:25
    Thoughts on Media Companies
    U.S media stocks have been under pressure for quite a while. Exacerbating the fear was some comments from Disney’s CEO Bob Iger during Disney’s...
    View all 10 comments
    Grahamites 11-22 20:25
    • Science - Thanks. We'll see what happens. 

      Dj - Thanks for the nice words. Agreed the media industry is a bit complex, to say the least;) 

      Vgm - Thanks for the video. Great interview indeed. 
  • Grahamites commented on Grahamites's article 11-21 07:20
    Thoughts on Media Companies
    U.S media stocks have been under pressure for quite a while. Exacerbating the fear was some comments from Disney’s CEO Bob Iger during Disney’s...
    View all 4 comments
    Grahamites 11-21 07:20
    • Science - Thanks for the kind words. FOXA is certainly interesting. There are a lot to like about the business. Very diversified and have one of the largest scales in the industry. I think they did a tremendsous job building the sports networks and the international networks. They invested a lot and now are ready to reap the benefits. I do have a few concerns. First, Sports is double edged swords. Like I said in the article, sports right cost so much these days and given the fixed nature of these costs, any incremental cost combined with a declining subscriber base is a double whammy. Secondly, the ratings at the broadcast network and fox news networks have been horrible. The subscriber base for those networks are less favorable compared to say CNN. And it's very hard to change the perception of these networks. Thirdly, there's been a few high-profile departures. I understand Roger Ailes had to go but Chase Carey was instrumental in building FOX and I'm not sure whether his leave had anything to do with the family politics. To be fair, both James and Lachlan have been with the business for more than 25 years and they are both experienced executives. I'm ok with family control but would be more comfortable if some non-family member highly experienced executive like Carey could serve another layer of gate-keeping. Finally, all the industry overhangs. For instance,  I think FOX is way behind CBS in terms of adapting to the digital world. 

      All said, at the right price, FOXA could be a fabulous investment and earlier this year it did get very cheap:) 
  • Grahamites commented on Grahamites's article 11-21 07:02
    Thoughts on Media Companies
    U.S media stocks have been under pressure for quite a while. Exacerbating the fear was some comments from Disney’s CEO Bob Iger during Disney’s...
    View all 3 comments
    Grahamites 11-21 07:02
    • Tom - Thanks for the nice words. I've followed the industry for a few years now. Very interesting and fascinating. 
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