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batbeer2  Batbeer

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  • batbeer2 2016-06-23 10:24
    Hi brinsley, thanks for the heads-up on Kone. Hadn't really looked at that one for a while and the P/E is not as high as it used to be last time I checked. I don't mnd the currency they report in. If Schindler moves its head office to Luxemburg then they start reporting in euros but the company remains otherwise unchanged. What matters is their costs. I would have to check out the Swiss headcount as compared to the total to determine if I'm worried about currency fluctuations. best, ...
  • brinsley 2016-06-23 06:01
    Following on from Schindler/Kone is that as you mention the earnings of Schindler are hurt by the strength of the Swiss Frank due to its haven status, which is not likely to go away, so Kone may be a better bet as they report in EUR and this currency has come down in the last couple of years. Despite this, the market still gives Schindler a higher multiple.
  • Arjun Chan 2016-04-08 08:33
    Batbeer2, Did you forgot to leave a comment on my article :-)
  • batbeer2 2015-12-29 11:36
    Hi Peter, Alas, I think Aggreko's future will be less impressive than its past. Nowadays a larger part of their business comes from constructing more or less permanent electricity plants and "renting" that out. One could say they have become a financing company for third-world countries who need electricity generation capacity but have no cash. I like the short-term rental business of the portable generators much much better.  That IMHO is still a fantatstic ...
  • peterkooi 2015-12-29 06:13
    Hi Batbeer 2,

    You said one year ago:  If there are questions about Aggreko, I would be happy to share what I know about this great company.

    You still believe that?

    Bets.

    peter

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All batbeer2's Activities

  • batbeer2 commented on The Science of Hitting's article 04-25 15:18
    Dividends Over Buybacks?
    One of my favorite new podcasts is “Invest Like the Best” (found it a few weeks ago, so I am still catching up). The host, Patrick...
    View all 3 comments
    batbeer2 04-25 16:18
    • @Snow

      Yes.

      I would like to add that it depends on the stockholder. If you're Buffett you want the dividend simply because you can invest at a higher rate of return than the CEO. If you're not Buffett.... think.

      I try to solve this problem by only buying stock of companies with CEOs who are much better capital allocators than myself. Then if I don't want the dividend.

      In other words, if you prefer dividends then you've been buying companies with sub-par management.

      Also it is possible that you need the income. Again this depends on the investor.

      Just some thoughts.
  • batbeer2 and nareshnayak became friends 04-25 02:12
  • batbeer2 commented on Jonathan Poland's article 04-19 22:34
    No One Should Be Buying Berkshire Hathaway
    I'm a huge fan of Warren Buffett; since starting my professional career in 2001, I've studied his investment deals and methodology extensively, even...
    View all 3 comments
    batbeer2 04-19 23:34
    • There will be companies with more than a trillion dollar maret cap within the next 20 years.

      Which ones could do it?

      Hint: Munger wrote an article about one such company; actually spelled it out.

      FWIW, I think  Berkshire, Costco, Amazon and IBM (in addition to Apple) have a good chance of getting there. 
  • batbeer2 uploaded a new picture 04-22 11:42
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