shamelesscloner

Naspers (NPSNY)

KVSA at $10.02... work your magic Vinod!

Agreed that was solid coverage of the situation

$113m was the notional value, not the bet size if I'm understanding this correctly?

If you guys had to guess, how much of his $470m fund is he allocating to this bet? What's the expiration and strike?

Vontier is showing up Top 30 in the magic formula. Just thought that was interesting.

Yes, this is what I meant to request!

Haha, I'm not sure yet! Hopefully one of them clunks me over the head as an obvious 10 bagger over the next decade ?

Can anyone recommend an online tool that would allow me to pull a list of global public stocks with a CAGR of 26% over the last 10 years? Value Line has a "Total Return 10 Year" screen but it's just US & Canadian companies.

Chuck Akre bought 3% of the shares outstanding

BABA... Charlie gave me the nudge I needed

can you show me how you are doing the equity please ? TIA GK Yeah so from YE 10-k Outstanding shares (class A & C) = 31.4k Operating Partnership units = 24.2 k So common shares end up being 56.5% of the equity of the company. As a bit of background Operating Partnership units are common in reit ownership structures as it allows for a seller of a property to the reit to gain control of a security that will pay them dividends, but the taxable capital gain only occurs when the OP unit is converted into equity in the reit. So it becomes a tax deferral instrument. ESL owns all of the OP units not owned by by Seritage. See the attached org chart for clarification Has anyone seen an updated org chart for SRG? Does ESL still own 44.9% of the OP units?

With regard to reviews we need a baseline for comparison. How does Shinoken stack up against alternatives? I presume most folks who go out of their way to share feedback on Shinoken are going to have strong feelings, and it's probably difficult to induce strong feelings toward the upside in this industry. I'm not sure if Japan has the equivalent of Net Promoter Scores (NPS) but that could be an instructive way to compare.

He must not be dealing with IB if someone is actually telling him something ;)

This is the Clover Corp in AU that refines and sells natural oils?