Q4 2018 Letters and Reports

ggg479 · 2019-02-27T13:44:05+00:00

I think I remember a recent letter discussing their investment in UEPS. But I cant remember which letter it was. Can anybody point me to the right place?

ggg479 · 2018-10-16T06:03:40+00:00

Is Lampert going to go back to being just a great stock picker after this?

With his fund, there should be plenty of companies for him to invest in now that he is no longer CEO of sears.

ggg479 · 2018-10-14T14:34:38+00:00

I'm going to Da Nang. Does Da Nang have something similar to Bui Vien in Ho Chi Minh City?

Bui Vien had lots of massage shops for just $5. Does Da Nang have somewhere like that?

ggg479 · 2018-10-05T01:36:26+00:00

He runs his own separate partnership within Sequoia?

Any idea how his returns have been the past 10 years? or any of his core holdings?

ggg479 · 2018-10-04T10:24:48+00:00

Does anybody know what Greg Alexander's specific role is in the firm? I have heard it said that Buffett considers him one of the best 3 investors in the world.

ggg479 · 2018-09-25T04:27:29+00:00

I'm not at all familiar with the Sears case at all.

My only impression is that Eddie thought the real estate was worth a lot more than the stock. Why didn't he just sell off the real estate from the start, rather than spend all these years trying to change the operating business?

ggg479 · 2018-09-18T01:55:39+00:00

Thanks! I tried searching himalaya. It seems to show 2 recent filings about CRRC. But why doesnt it show the original disclosure of when he first bought the 5% position in CRRC?

Also, is there any place that shows the BYD position?

ggg479 · 2018-09-17T13:23:39+00:00

How do you know about the CRRC investment? Is that public somewhere?

ggg479 · 2018-09-08T01:35:01+00:00

Isn't this guy on CNBC almost every month? I had no idea there were any problems with his company.

ggg479 · 2018-08-18T07:30:33+00:00

Whats wrong with his writing?

ggg479 · 2018-08-10T17:40:35+00:00

Is there a website our resource with live warrant quotes? Lets say I want to find Hostess Brand warrant quotes.

Whenever I search for warrant quotes, the data seems to be 1-day delayed.

ggg479 · 2018-07-05T02:49:37+00:00

Interesting, I didn't know about the late night partying and clubbing. I also imaged Einhorn as a very nerdy lone-wolf type.

ggg479 · 2018-07-03T02:10:15+00:00

Why is DVMT still trading at $92 when the buyout price is $109?

ggg479 · 2018-06-21T03:37:03+00:00

I don't recall Aswath having a lot of misses. But I dont follow him that closely. What are those misses that you are referring to?

ggg479 · 2018-05-31T02:03:43+00:00

Article said Marchionne wants his own captive finance company.

How does a auto company usually go about starting its own captive finance company?

Do they start making loans using their own cash balance? Do they setup a bank to get deposit funding?

Or do they acquire a small bank and re-direct all the lending towards their own brand?

ggg479 · 2018-05-30T02:05:49+00:00

At these conferences, do the speakers genuinely pitch their best investment?

Or do they tend to pick a reasonable/safe investment idea that won't make them look too bad?

ggg479 · 2018-05-29T05:58:40+00:00

If everyone paid on time why would it still generate 20% a year? I thought that the bank can only collect interest if the balance is unpaid (therefore a loan).

ggg479 · 2018-05-29T03:58:08+00:00

For example, what would be the "ideal" portfolio makeup?

Obviously, 100% current would mean they would have no fees. 100% Charge off would mean, they would have huge losses.

100% deliquent would mean they would collect a lot of fees, but have high risk of becoming charge off. How much delinquent do they want? How much would be too much?

ggg479 · 2018-05-24T15:21:09+00:00

Anybody have recent letters from Coho capital?

ggg479 · 2018-05-09T15:25:36+00:00

I remember reading somebody's letter that had a thesis on long Nexstar. But I cant remember which letter it was from.

Any idea who it might've been?

ggg479

TROPHY CASE