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Holly LaFon Message

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  • richday101 2017-05-05 12:50
    Holly LaFon: No, I can't do that because if he owned more than 5% that demands he report it. Therefore we know he didn't buy any in the first quarter. It wouldn't
    Holly, I don't understand your response. Since Warren hasn't reported buying any LSXMA or LSXMK in 1Q, isn't it fair to pick these 2 stocks for the Buffet contest?
  • richday101 2017-05-05 10:45
    Hi Holly. Re: Warren Buffet Contest you wrote: “Right, LSXMA and LSXMK don’t count” after a comment from Fung9815 3 days ago. Fung9815 and I agree Warren announced buying AAPL on CNBC in 1Q, but there has been no news on LSXMA and LSXMK 1Q Buys.

    Based on the info you should make a statement on the Warren Buffet Contest page, such as, "AAPL is not allowed as a pick due to Buffet annoncement on CNBC, all other stock picks count".
  • richday101 2017-05-03 18:10
    Hi Holly. Please confirm.
    "LSXMA, LSXMK, APPL have NOT been announced as 1Q Buys"
  • joelo 2017-05-03 14:58
    Thank you for the interesting articles on the value fund managers like Marty Whitman. Marty has a 7% position in a Hong Kong company Lai Fung Group (1125.HK) that you might find interesting to look at.
    http://www.laisun.com/files/E_1125_Interim_Report_20170418.pdf
  • msubks 2016-11-19 13:57
    What originally drew you attention to APA? I recently began building a position in it as well.
  • richday101 2016-11-14 13:35
    Hi Holly.
    PSX has already been announced as a WB real time pick. Is PSX going to be disqualified as a choice for 3Qtr contest picks as you have done in the past?
  • Mujahid Rasul 2016-11-08 00:50
    Your articles and insights are really interesting. I really impressed. Keep the good work ongoing and make value for others...the noble cause
  • stockwhizzkid 2016-09-22 04:45
    Really enjoy reading your articles Hooly, keep up the good work :)
  • shadowstock 2016-08-27 22:48
    Hi Holly.

    I read and post many of your articles to my 4.5k twitter followers.
    Thanks for picking up my post on Black Diamond.

    John DiStanislao
    ShadowStock.blogspot.com
  • buddy1 2015-02-13 14:17
    Hi:

    In your Ackman article he says the following:
    "We're really business builders. You know, so Marty looked in, you know, seems to constantly attack me personally. I'm not sure why. But if you look at what we do, I mean, again, there are -- there are activists that are short-term"
    Who is Marty? Is it Martin Franklin or someone else?

    Thanks!
  • Holly LaFon 2014-05-06 08:20
    I don't know.
  • fekafiemd 2014-05-05 19:46
    why does Buffett not support wealth redistribution, but support Clinton for President?  Does he just want to redistribute the middle class wealth?
  • Argonaut 2014-02-13 21:07
    Hi Holly,

    Regarding Mungers djco stock picks..How do you know for sure of those 4? Was there an sec filing? I don't mean to be picky, just that I did not think he released the actual stock names anywhere...
  • yellowfin46 2013-12-21 07:03
    Hi Holly, Can you provide any insight into Ray Dalio's TTM performance?  I see that he overweighted his portfolio heavily into EEM & VWO which have greatly underperformed the SPX.  According to Gurufocus' latest tally, he is still 60% emerging markets.  Has anyone pressed him on this allocation and has he given his rationale?
  • henry1 2013-08-27 13:26
    guruhl: Hi Henry1,

    I think that would be a good question to direct to the gurufocus account. While our standards are not set in stone, we usually select inv
    Thank you.
  • henry1 2013-07-23 13:53
    Hello Holly,
    Why is Mr. Muhlenkamp a " Guru "?
    Thanks,
    Henry
  • bcoleman 2013-07-22 11:49
    guruhl: Hi. It all came from the SEC. Her second quarter isn't out yet, though.
    Thanks. I didn't see where she filed a 1Q 13F, or at least not thru the Edgar database, as Eagle Capital Management. She used to file years ago as M. Witmer. Would you mind sharing what she filed under as of 3/31, so that i may look up as of 6/30 next month?
  • bcoleman 2013-07-19 15:04
    Holly, I read with interest your post on Ms. Witmer, who i follow and admire as well. Where did you glean her 1Q holdings info from? I haven't seen where she is filing a 13F anymore? Thanks, Bill Coleman
  • tmuscat 2013-07-16 15:57
    this chart of peter lynch to find undervalued stock, is that the same thing like peg?
    tx t muscat
    [email protected]
  • drolfe 2012-10-09 20:34
    oops...ignore the last question/post
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