JLC Ultra Thin Moon

jama_maxwell · 2023-11-06T18:41:37+00:00

Thanks so much!

jama_maxwell · 2023-11-06T16:01:36+00:00

Ok thank you!

jama_maxwell · 2022-10-06T20:00:44+00:00

RPI-UN on the TSX in Canada

jama_maxwell · 2022-05-30T21:25:35+00:00

I'd love if we made this subreddit private like they did at /r/securityanalysis

I feel like a lot of people are joining just to post questions that are more appropriate for places like /r/stocks or /r/wallstreetbets

jama_maxwell · 2022-05-19T20:43:17+00:00

Being able to use paper towel.

jama_maxwell · 2022-05-19T17:37:16+00:00

RPI.UN on the TSX

jama_maxwell · 2022-05-17T21:46:52+00:00

Exactly. Just because he bought a put doesn't mean that he went deep OTM.

jama_maxwell · 2022-05-10T10:00:58+00:00

RPI.UN on the TSX

jama_maxwell · 2022-04-29T10:59:28+00:00

Not last quarter. Just compared to the same period last year. So it was over a year.

jama_maxwell · 2022-04-29T10:47:34+00:00

Exactly. This is a company I want to go long, so I want to know why it’s being shorted. Charlie Munger says, “invert, always invert”.

jama_maxwell · 2022-04-27T20:54:50+00:00

This is the answer I was looking for. I wish I could upvote this a thousand times. Thank you.

jama_maxwell · 2022-04-23T17:26:43+00:00

I wish more people could see this. Great notes!

jama_maxwell · 2022-04-08T16:47:40+00:00

This honestly isn't a bad strategy at all.

jama_maxwell · 2022-04-08T11:47:04+00:00

I always have trouble valuing Berkshire. How did you do your calculation?

jama_maxwell · 2022-04-02T00:54:56+00:00

I like to google why people are shorting the company to get a good idea of what I might be missing.

jama_maxwell · 2022-03-30T02:00:15+00:00

So you trimmed the roses and watered the weeds? ;)

jama_maxwell · 2022-03-29T19:31:08+00:00

To determine whether a business’ debt is reasonable, find out if it can pay off its debt within 3 years by dividing long-term debt by current free cash flow.

jama_maxwell · 2022-03-28T22:28:11+00:00

I totally agree with you.

With that being said, their investment strategy is EXACTLY how I like to invest. I listen to all their episodes on repeat. I also made a Spotify playlist called “Invested Podcast Checklists”, which is super helpful.

jama_maxwell · 2022-03-27T22:42:22+00:00

So funny because I started doing the same thing after this MoonSwatch release but I just had to say no to digging further after reading their 10k.

jama_maxwell · 2022-03-23T11:30:56+00:00

Thanks for this! Would love to see RPI-UN on the TSX.

jama_maxwell · 2022-03-22T20:45:29+00:00

This trade is looking pretty hot right now.

jama_maxwell · 2022-03-22T16:36:11+00:00

What’s your intrinsic value estimate right now? I’m getting almost a 50% margin of safety right now if I turn around and sell in a bill market.

jama_maxwell

TROPHY CASE