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Grahamites

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  • Totally has 555 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?

» More Messages

All Grahamites's Activities

  • Grahamites commented on Grahamites's article 04-23 09:02
    Apple and the Airlines in Buffett and Munger's Own Words
    Earlier this year Berkshire Hathaway (BRK.A)(BRK.B) made some big news by announcing huge investments in Apple (AAPL) and the airline...
    View all 4 comments
    Grahamites 04-23 10:02
    • Snow - It's difficult, I agree. I'm not gonna speculate with regards to whether they think the airlines and apple would be a multibagger or not but I would think Apple's got a pretty good margin of safety in terms of moat and no permanent loss of capital, and any capital allocation decisions especially the buy back can give BRK a little bit of juice:). 
  • Grahamites commented on Grahamites's article 04-23 08:59
    The Railroads in Buffett and Munger's Own Words
    In my previous article, I put together Warren Buffett (Trades, Portfolio) and Charlie Munger (Trades, Portfolio)'s investment rationale for...
    View all 4 comments
    Grahamites 04-23 09:59
    • Tom - You are absolutley spot on. Breaking down complexity into simplicity is a remarkable skill. It's what separates them apart. Extremely hard to do because you've got tons of information to collect, retrieve, process and then basically organize the relavant information in an actionable manner. 
  • Grahamites commented on Grahamites's article 04-23 08:56
    The Railroads in Buffett and Munger's Own Words
    In my previous article, I put together Warren Buffett (Trades, Portfolio) and Charlie Munger (Trades, Portfolio)'s investment rationale for...
    View all 3 comments
    Grahamites 04-23 09:56
    • Malwan80 - It's a macro call on the long term U.S economy and you are right in that context. There are different types of macro calls. I think what Buffettt and Munger meant when they say they don't make desicions based on macro calls is that they don't make desicions based on short-term macro economic forecast. Worry macro and invest micro is a sound advice. One doesn't preclude the other, right? Thanks for commenting. 
  • Grahamites commented on Grahamites's article 04-19 21:37
    The Most Important Lessons
    In May of 2014, I wrote an article called "What Is Your Moat?" I ended with the following conclusion: “It is enormously important for an...
    View all 2 comments
    Grahamites 04-19 22:37
    • Snow - Great point and I agree. I do think in investing, talent is not as genetically predisposed as it is the case in basketball. So the marginal utility you get from extra work is higher than it is in professional sport. But Buffett and Munger are undoubtedly talented, and with the right temperament and hardwork, they get to where they are. You are right that one without the other is insufficient though. Thanks for commenting. 
  • Grahamites commented on Grahamites's article 04-18 20:12
    Apple and the Airlines in Buffett and Munger's Own Words
    Earlier this year Berkshire Hathaway (BRK.A)(BRK.B) made some big news by announcing huge investments in Apple (AAPL) and the airline...
    View all 2 comments
    Grahamites 04-18 21:12
    • Snow - I think you are right Munger would not personally buy Apple and the airlines. At this point I don't know how long Berkshire will hold them but like Buffett said, a lot of approaches work in investing and maybe this is something Weschler and Combs brought to the table that reflect that thinking. Thanks for the interesting comments. 
  • Grahamites commented on Grahamites's article 04-17 16:34
    Valeant: It's Not a Game of Chess - The Lessons
    In my previous four articles on Valeant (Part I, II, III and IV), I went through my findings regarding Valeant’s (VRX) business model and what went...
    View all 2 comments
    Grahamites 04-17 17:34
    • Tom - Wonderful insight, what a great point! Now that I think about it, indeed the most successful players in healthcare are the ones who actually add to the human experience of patients and care providers. Most of the busted ones are in for the money game and financial engineering (Endo is another one that comes to mind).  
  • Grahamites commented on Grahamites's article 04-14 19:46
    Valeant: It's Not a Game of Chess – Part IV
    The key to Valeant’s business model was its acquisition strategy. Valeant used the following parameters to guide investors on its acquisition...
    View all 4 comments
    Grahamites 04-14 20:46
    • Tom - Thanks for the nice words and thanks for your insight. Well said and very prescient of you:)
  • Grahamites commented on Thomas Macpherson's article 04-14 19:43
    Bravado and Investing
    In World War II at the Battle of Samar, a task force of small U.S. escort carriers and destroyers suddenly found itself facing an enormous Japanese...
    View all 4 comments
    Grahamites 04-14 20:43
    • Great article and welcome back, Tom:)
  • Grahamites commented on Holly LaFon's article 04-13 21:27
    Submit a Question for Conference Speakers Mindy Perry and Jean-Marie Eveillard
    This year's Value Conference (still a few tickets left!) is swiftly approaching. Next week, we'll get a sneak preview of what two of the speakers...
    View all 1 comment
    Grahamites 04-13 22:27
    • Thank you. 

      My question to Ms.Mindy Perry:

      1. Charlie Munger (Trades, Portfolio) said in this year's DJCO meeting that he thinks U.S healthcare system will eventually become a single payer system. If that were to happen, how would your view towards the pharmaceutical, biotech change? 

      2. What are the biggest challenges you have faced investing in the healthcare sector? 
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