Forum: Other Other Topics
12-10-2005, 03:09 AM
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Replies: 15
Views: 93
Re: Went Sledding Today
Sledding sounds cool. I can't remember the last time I did it. I was a little confused by these:
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become alert IMMEADIATELY and run to check if there is no school. YES, NO SCHOOL.
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Forum: The Stock Market
12-09-2005, 01:05 AM
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Replies: 17
Views: 141
Re: I have 20k to invest ...
I've been reading and posting on the Motley Fool for years. When you talk about Rule Breakers and identify them as "High risk, high reward", well, I'd say you're half right. Rule Breakers was a...
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Forum: Other Other Topics
12-08-2005, 04:04 PM
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Replies: 25
Views: 96
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Forum: Other Other Topics
12-08-2005, 11:45 AM
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Replies: 25
Views: 96
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Forum: Other Other Topics
12-08-2005, 02:11 AM
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Replies: 25
Views: 96
What occupations have good short-term memory?
I was driving somewhere recently and realized that every time I drive and someone else is giving directions, I have to ask them where I'm going next at least three times. It's as if I ask what the...
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Forum: The Stock Market
11-30-2005, 10:24 AM
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Replies: 21
Views: 178
Re: Investment Advice
Go to the smartest, most conservative person you know personally. Ask him what he would do.
If someone asked me that question, I'd tell them to pay about $1,000 to have a long talk with a...
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Forum: The Stock Market
11-29-2005, 07:09 PM
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Replies: 17
Views: 151
Re: Danoff @ Contra
Let me get this straight, you think the administrative costs as a percentage of assets under management are greater for larger funds than smaller funds? That seems a fairly stupid assumption.
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Forum: The Stock Market
11-29-2005, 06:27 PM
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Replies: 17
Views: 151
Re: Danoff @ Contra
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The disadvantage of a large fund is having to do bookkeeping for 1000 stocks instead of 100. there are advantages to a large fund as opposed to a small fund as well. such as not having to...
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Forum: The Stock Market
11-29-2005, 02:08 AM
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Replies: 28
Views: 388
Re: Cost of equity
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Let's say your numbers were the market prices, that's a change of 22% or about equivalent to a downgrade from BBB to BBB-. Do you really think that's all the true cost of debt changed?
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Forum: The Stock Market
11-29-2005, 01:23 AM
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Replies: 28
Views: 388
Re: Cost of equity
Sorry - we crossed streams. Take a look at my edit. Their debt ratings changed substantially during that time.
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Forum: The Stock Market
11-29-2005, 01:05 AM
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Replies: 28
Views: 388
Re: Cost of equity
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Okay, I can agree with that. But does that means that's the rate you should be using to value the company?
If it is then every company you value will be excactly fairly valued because...
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Forum: The Stock Market
11-28-2005, 11:32 PM
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Replies: 28
Views: 388
Re: Cost of equity
Evan,
Have you had Damodaran at NYU? I was just flipping through one of his books today. How is he as a teacher?
Anyway, I'll stick to the part that I think we disagree on: the idea that...
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Forum: The Stock Market
11-28-2005, 10:24 PM
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Replies: 28
Views: 388
Re: Cost of equity
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Even still, I think there's a case for a regression beta to be an observable cost of equity.
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Regression betas over many, many firms over long periods of time might give...
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Forum: The Stock Market
11-28-2005, 07:11 PM
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Replies: 28
Views: 388
Re: Cost of equity
Evan,
I think we agree on most everything, but I'm confused about this post.
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The cost of equity is going to be the rate of return that investors require from holding a...
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Forum: The Stock Market
11-28-2005, 02:49 PM
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Replies: 28
Views: 388
Re: Cost of equity
Charlie Munger made a comment in a recent annual meeting (2003?) that was something like, "At it's core, economics all boils down to opportunity cost." That's what I think about when I think about...
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Forum: The Stock Market
11-28-2005, 02:29 PM
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Replies: 10
Views: 126
Re: EVA and Buffett/Munger
I'm also not sure about this:
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Second, pretty much everyone who doesn't like the EVA method has the same reason; it maximizes firm value, not equity value. I've never heard either of...
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Forum: The Stock Market
11-28-2005, 02:25 PM
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Replies: 10
Views: 126
Re: EVA and Buffett/Munger
Ok, back in town.
I don't think there's any argument here. My point was that Buffett/Munger agree with the bulk of what goes on with EVA (specifically talking about the idea of economic, rather...
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Forum: The Stock Market
11-26-2005, 02:52 PM
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Replies: 10
Views: 126
EVA and Buffett/Munger
This was brought up in another thread, but I thought it deserved its own discussion.
I want to talk about the Buffett/Munger viewpoint on EVA, but first I’ll talk about economic value in general. ...
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Forum: The Stock Market
11-22-2005, 12:00 PM
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Replies: 15
Views: 132
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Forum: The Stock Market
11-22-2005, 11:54 AM
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Replies: 15
Views: 132
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Forum: The Stock Market
11-21-2005, 11:56 PM
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Replies: 15
Views: 132
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Forum: Other Other Topics
09-20-2005, 10:22 AM
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Replies: 18
Views: 74
Re: problems with landlord..sort of..
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My gf was trying to rent out a boat to live on for the school year.
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Why isn't this getting more attention? Dorm vs. apartment is a raging battle, but renting out a...
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Forum: Other Other Topics
09-20-2005, 10:08 AM
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Replies: 15
Views: 66
Re: Hamburger Helper question
I think Cousin Eddie nailed it:
"I don't know why they call this stuff Hamburger Helper. It does just fine by itself."
For answers to life's other important questions, see:
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Forum: Other Other Topics
09-18-2005, 10:51 PM
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Replies: 46
Views: 153
Re: I sorta like Avril Lavigne
These posts seem a little too similar:
BadAdviceGuy: Sk8r Boi is the worst. Man, that song is way too catchy to be good.
El Diablo: Sk8r Boi is not awful. It is cool. He was a sk8r boi, said...
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Forum: Computer Technical Help
09-18-2005, 11:34 AM
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Replies: 3
Views: 78
Re: Convert AVI to DVD (vob?)
I don't know if this is a satisfactory solution, but you can get dvd players that play the .avi files directly. I bought this one...
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