famous-hotels-and-resorts.blogspot.com
Famous Hotels and Resort: April 2012
http://famous-hotels-and-resorts.blogspot.com/2012_04_01_archive.html
Famous Hotels and Resort. Famous Hotels and Resort. Monday, April 30, 2012. Maui Hotels and Resorts. I can't remember when I have ever seen a rainbow like this. This was the view one afternoon from our hotel room balcony at The Royal Lahaina Hotel on Kaanapali Beach, Maui, Hawaii. (Photo credit: Wikipedia. And resorts have achieved world fame for their unquestionable integrity and altruism in offering highest standards of hospitality to the people visiting Maui on their dream Hawaii. Searching for afford...
brooklyninvestor.blogspot.com
The Brooklyn Investor: SEB: Seaboard Corporation
http://brooklyninvestor.blogspot.com/2012/05/seb-seaboard-corporation.html
Random Thoughts on Investing and Investment Ideas. Monday, May 21, 2012. Not to get too caught up with Leucadia and what the smart folks there say, but this "wind at your back" and "protein" talk reminded me of a nice little company that may also be a protein play. LUK bought National Beef partly because it's a play on the rising consumption of beef around the world as GDP per capita continues to rise; people eat more meat instead of rice and beans as they get richer. Annualized book value growth:. The f...
adventuresininvestingblog.wordpress.com
Leucadia National: Hard Times or New Normal? | The Inquisitive EigenValuator
https://adventuresininvestingblog.wordpress.com/2016/09/13/leucadia-national-hard-times-or-new-normal
A student of value investing exercising his write to learn! Leucadia National: Hard Times or New Normal? Leucadia National: Hard Times or New Normal? September 13, 2016. Leucadia National ( LUK. Often lumped into the category of mini-Berkshires. Was a Wall Street darling not very long ago. Exploits of its long-time architects, Ian Cumming and Joe Steinberg, were the stuff of legend. We know how that bet turned out. Results have been brutal. Everything that could go wrong has. And then some. But here is t...
stumblefoot.com
Stumblefoot Brewing Company - San Marcos Brewery
http://www.stumblefoot.com/find-on-tap.html
An Artisan Experience of. Find Us on Tap. Subscribe to our newsletter. 1784 La Costa Meadows Dr #103. San Marcos, CA 92078. Find Us On Tap. Stumblefoot Brewing Co. artisan crafted beers can be found on tap in our Tasting Room. Visit us Wednesday through Sunday for our current beers on tap. Stumblefoot beers can also be found locally in your favorite restaurant or pub:. Churchill's Pub and Grille. Craftsman New American Tavern. Eastbound Bar and Grill. Lumberyard Tavern and Grill. Poway Rd, SD.
brooklyninvestor.blogspot.com
The Brooklyn Investor: October 2014
http://brooklyninvestor.blogspot.com/2014_10_01_archive.html
Random Thoughts on Investing and Investment Ideas. Friday, October 10, 2014. After posting about the Collins book, Good to Great. Some people mentioned the book The Halo Effect: . . . and the Eight Other Business Delusions That Deceive Managers. By Phil Rosenzweig as a counter to it. In any case, I enjoyed reading Good to Great. And think it was useful. I also just finished reading The Everything Store: Jeff Bezos and the Age of Amazon. On Steve Jobs was really good, though). Bezos / Good to Great. Anywa...
brooklyninvestor.blogspot.com
The Brooklyn Investor: Buffett on Market Valuation
http://brooklyninvestor.blogspot.com/2014/09/buffett-on-market-valuation.html
Random Thoughts on Investing and Investment Ideas. Wednesday, September 10, 2014. Buffett on Market Valuation. I don't really spend too much time on market valuation, but I do think about it and post about it every now and then. Of course, debate about market valuation is pretty heated these days due to the super-high looking Shiller p/e ratio, high profit margins etc. Anyway, this is a long clip but well worth reading almost as a primer on stock valuation, inflation etc. Most American businesses pay out...
brooklyninvestor.blogspot.com
The Brooklyn Investor: Tapering, Market Overvaluation etc...
http://brooklyninvestor.blogspot.com/2013/09/tapering-market-overvaluation-etc.html
Random Thoughts on Investing and Investment Ideas. Thursday, September 26, 2013. Tapering, Market Overvaluation etc. For the record, I do agree with Stanley Druckenmiller who said the other day on Bloomberg TV (or CNBC) that the Fed blew it by not tapering. It was in the market already that they would so it was a freebie. But anyway, the market has been obsessed with tapering lately. The Fed is buying $85 billion per month in bonds; that's more than a trillion dollars a year! Sometimes, these no-brainers...
brooklyninvestor.blogspot.com
The Brooklyn Investor: Index of Posts
http://brooklyninvestor.blogspot.com/2011/09/directory-of-posts-on-ideas.html
Random Thoughts on Investing and Investment Ideas. Tuesday, September 13, 2011. I will post links to pages on this page in case there are multiple posts on specific ideas; this can be tricky to track on a blog. This is sort of like a manual "categories" section offered by other blog platforms. Yahoo Worth More Than $20/Share! LUK at Book Value. Goldman Sachs is Cheap! Alibaba Worth $32 Billion. LUK Buys More JEF. LUK: Some Quick Notes. Yahoo - Alibaba Group. Leucadia National Annual Meeting Notes 2012.
brooklyninvestor.blogspot.com
The Brooklyn Investor: March 2015
http://brooklyninvestor.blogspot.com/2015_03_01_archive.html
Random Thoughts on Investing and Investment Ideas. Thursday, March 26, 2015. By the way, there is a lot of talk now again about zero-based budgeting because of the Kraft-Heinz merger. Some view cost-cutters as people who just come in and blow-torch the place, take out short-term profits and destroy the business. Maybe this was done in the 1980's. But there is a lot more to it than that these days, especially when folks like 3G / Buffett are involved. They want to create value in the long term. And paying...
brooklyninvestor.blogspot.com
The Brooklyn Investor: the missing manual: Berkshire Hathaway / Warren Buffett
http://brooklyninvestor.blogspot.com/2015/05/the-missing-manual-berkshire-hathaway.html
Random Thoughts on Investing and Investment Ideas. Wednesday, May 13, 2015. The missing manual: Berkshire Hathaway / Warren Buffett. OK, so there isn't really a book with this title. I was just having some fun. Don't waste your time Googling or Amazoning it. It doesn't exist. In this day and age, you can't always believe what you see. But you know, this is exactly what I was thinking as I was reading through some of the comments coming out of the annual meeting. One issue was about the lending practices ...