Benjamin Graham Archives - Page 2 of 7

daniel August 27, 2015March 23, 2016 American Express, Bank of America, Bank of Internet Sucks, Benjamin Graham, Berkshire Hathaway, BOFI, BOFI Fraud, BOFI stock, BOFI Sucks, Bubble Real Estate, Charley Munger, Denver Real Estate Bubble, Disruptive Technology, Is Bank of Internet a Bad Investment?, Is Bank of Internet a Good Invesment?, Mortgage Real Estate Investment Trusts, mortgages, Mr. Market, Mr. Real Estate Bubble, MREITS, Warren Buffett

Some Ugly Truths BOFI Fans Do Not Want to Hear

The reality is you are getting a 2005-style jumbo mortgage lender (with other odd high risk loans) funded primarily by high cost brokered deposit.”

The Death Spiral

daniel August 21, 2015March 15, 2016 A Brand in Trouble, AAPL, Benjamin Graham, Berkshire Hathaway, but for How Long?, CMG, How Brands Die, Is McDonald’s a Dying Brand?, MCD, McDonald’s has stopped reporting monthly sales data, McDonald’s is planning to close more locations than it plans to open in the United States in 2015, McDonald’s is planning to close more stores than it plans to open worldwide., McDonald’s U.S. sales fell by 2.2%, McDonalds Is Still Profitable, SHAK, Shake Shack, Value Investing, Warren Buffett, WMT

Is McDonald’s a Dying Brand?

History teaches us that even the strongest consumer brands can die off. Just this summer A&P, once America’s largest grocer

Long Ideas

daniel July 21, 2015March 28, 2016 Amazon, AMZN, Benjamin Graham, Berkshire Hathaway, Disruptive Technology, Does GoDaddy Have Float?, Dollar General, GDDY, Go Daddy Go, How Does Go Daddy Make Money?, Is Go Daddy a Value Investment?, Value Investing, Warren Buffett

GoDaddy: Where Float Does Not Generate Income

Time might prove that GoDaddy could be that very elusive animal, a true value investment in technology. Value investors should definitely keep an eye on this stock and pay very close attention when its earnings report for June.

Good Stocks Market Wisdom

daniel July 13, 2015March 6, 2016 Benjamin Graham, Berkshire, BRK.H, Charley Munger, COST, Costco, CVS Health, GOOG, Is PayPal a value investment?, Long Term Value Stocks, Mr. Money Mustache, PayPal, railroad stocks, Stocks for the Long Haul, Union Pacific, Walgreens, Warren Buffett, WBA, What stocks are a value investment?

Stocks for the Long Haul

This Internet giant could well become the Exxon of the 21st century, a company that is the backbone of the new econmy. Google has a lot of float, and it performs consistently.

Market Insanity

daniel June 22, 2015March 5, 2016 All, All New Cars will be Self Driving by 2025, Allstate, Benjamin Graham, Berkshire Hathaway, Disruptive Technology, GOOG, GOOGL, Google, Mayhem, PGR, Progressive, Self driving cars could devastate auto insurance industry, Uber, Warren Buffett

All New Cars will be Self Driving by 2025

If that prediction is true auto insurance costs could drop by as much as 80% because accidents are the main risk ensured for. By the year 2040 your auto insurance bill could be $10 or $15 a month for a brand new car!! Naturally that won’t do Progressive (NYSE: PGR) and Allstate’s (NYSE: ALL) profit margins much good.

Long Ideas

daniel May 30, 2015February 21, 2016 AAPL, Android Pay, Apple Pay, Apple Stock, Bank of America, Benjamin Graham, Berkshire Hathaway, Current C, Disruptive Technology, GOOG, GOOGL, Google Wallet, KR, Kroger, PayPal, what retailers accept Apple Pay?, who accepts apple pay?

Retailers Still Not Accepting Apple Pay

A look at Apple Pay’s website indicates that most of the retail outlets taking the payment app are specialty stores and smaller regional chains. From the looks of it, Apple is still having a very hard time getting retailers to adopt its payment solution.

Long Ideas

daniel May 28, 2015February 9, 2016 Amazon, American Express, AMZN, Apple Stock, Bank of America, Benjamin Graham, Family Dollar, GOOG, Target, TGT, Wal-Mart, Warren Buffett, WMT

Walmart Reveals Some Intriguing Online Capabilities

Walmart is now one of the leaders in the world of ecommerce. Its cutting edge capabilities make it a company to watch.

Long Ideas

daniel May 20, 2015January 28, 2016 AAPL, ABX, Amazon, American Express, Apple Pay, Apple Stock, BAC, Benjamin Graham, Costco, GOOG, Google, Income Inequality, LC, lending club, Mr. Money Mustache, P2P, Peer to Peer Bubble, Peer to Peer Lending, Prosper, Warren Buffett, WMT

Is Lending Club Really Bubble Proof?

To be fair, there are some signs Lending Club is starting to make money. According to its financials, Lending Club had $64.6 million in cash and short-term investments when it went public. Yet on March 31, 2015, Lending Club had $874.13 million in cash and short-term investments. That shows us that it is capable of generating a lot of cash in a very short period of time, but can it keep that up?

The Death Spiral

daniel May 9, 2015March 5, 2016 Annaly, Benjamin Graham, Berkshire Hathaway, Charley Munger, Los Angeles Real Estate, Mr. Market, Mr. Money Mustache, MREITS, New York Real Estate, Real Estate Boom, real estate bubble, real estate bust, Real Estate Investment Trusts, REITS, San Francisco Real Estate, Warren Buffett

Real Estate Bubble on the Coasts

The difference is that this real estate boom is confined to specific parts of the country; it is not happening on Main Street, and the middle class is not participating.

The Death Spiral

daniel May 6, 2015March 26, 2016 Benjamin Graham, Charley Munger, Costco, Eddie Lampert, Kmart, Lampert, LE, Mr. Money Mustache, Retail Apocalypse, Sears, Sears Closing, SHOS, Wal-Mart, Warren Buffett, WMT

The Strange World of Eddie Lampert

The transformation, like the Lands’ End (NASDAQ: LE) and Sears Hometown & Outlet (NASDAQ: SHOS) spinoffs, is actually the looting of Sears. Like a dictator who has destroyed his nation’s economy, Lampert is now selling its resources off to the highest bidder. Then he pockets the proceeds and flies away in his private jet.