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Market Mad House

In individuals, insanity is rare; but in groups, parties, nations and epochs, it is the rule. Friedrich Nietzsche

daniel November 5, 2015March 15, 2016 A lot of cash, Alphabet (NASDAQ: GOOGL), Apple Inc. (NASDAQ: AAPL), Benjamin Graham, Berkshire Hathaway, Berkshire Hathaway (NYSE: BRK.B), Charley Munger, Costco, Disruptive Technology, GOOG, GOOGL, Google, Modern-Day Widows and Orphans Stocks, Mr. Market, Mr. Money Mustache, Some Modern-Day Widows and Orphans Stocks, Tech is where the money is these days, The best way to describe this company is as a money machine, The company formerly known as Google, Value Investing, Warren Buffett, What a Modern-Day Widows and Orphans Stock Would Look Like

Some Modern-Day Widows and Orphans Stocks

The bottom line is that widows and orphans stocks still exist. You just have to know where to look for them.

Long Ideas Stocks

daniel October 24, 2015March 8, 2016 Alphabet (NASDAQ: GOOGL), Alphabet could quickly become a major player in the insurance business, Benjamin Graham, Berkshire Hathaway, Collective Health, Could Google Start Underwriting Insurance Policies?, GOOG, Google, Google is already in the insurance business big time, Google is investing heavily in other areas of insurance, Google might start issuing insurance policies, Google—could start underwriting insurance policies, How Google Will Disrupt Insurance, Mr. Money Mustache, Value Investing, Warren Buffett

Could Google Start Underwriting Insurance Policies?

What this means is that Alphabet could quickly become a major player in the insurance business, much as it is a major power in advertising and directories. It also means that your insurance agency could go the way of the telephone directory, and your insurance agent could end up delivering pizza for a living.

Long Ideas

daniel September 30, 2015November 12, 2016 Berkshire Hathaway, Charley Munger, COST, Costco, Disruptive Technology, GOOG, Housing Bubble, Housing Bubble in Canada, Is Canada’s Housing Crisis our Future?, Mr. Money Mustache

Housing Bubble in Canada

One reason why housing is not on the U.S. national agenda is that for most Americans, there is no housing shortage. A quick look at Zillow indicates that prices are actually falling in many markets, including regions in Colorado that are a little over a hundred miles from the red-hot Denver market.

Good Stocks

daniel September 29, 2015March 6, 2016 A return on equity of 12.89%, All, Are Auto Insurance Companies a Good Investment?, Benjamin Graham, Berkshire Hathaway, BRK.A, Do Auto Insurance Companies Make Money?, Does Allstate Make Money?, Does Progressive Make Money?, GOOG, Mr. Money Mustache, PGR, Progressive vs. Allstate, The Vehicle Insurance Float Theory, Value Investing, Warren Buffett, Why is Google In Auto Insurance?, Why is Warren Buffett in Auto Insurance?

Do Auto Insurance Companies Make Money?

Buffett’s classic theory is that insurance companies can generate a lot of float from the premiums. The idea is that large numbers of people send in premiums every month, so as long as the amount of payments taken in exceeds the claims paid out, the insurer has a big pile of extra cash it can tap.

Good Stocks

daniel September 28, 2015March 18, 2016 Android Pay vs. Apple Pay, Can I use Android Pay at Walmart?, Can I use Discover on Android Pay?, GOOG, GOOGL, Google, Is Android Pay at McDonalds, Is Android Pay at Target?, Payment Options on Android Pay, What Apps Can You Use Android Pay On?, What Banks let me use Android Pay?, What Stores take Android Pay?, Where can I use Android Pay?, Who accepts Android Pay, Who Actually Accepts Android Pay?

Android Pay vs. Apple Pay

Android Pay does have one big advantage over Apple Pay; it can be integrated with the Discover Card right now. Apple claims that it will accept Discover, but it has not said when that will happen.

Long Ideas

daniel September 22, 2015February 20, 2016 Can you invest in WhatsApp?, Deos WhatsApp make money?, Do Americans use WhatsApp?, Does Facebook Make Money?, Facebook Is Only Scratching the Surface of Social Media Monetization, Facebook Stock, Facebook’s Messaging Services Could Have 1.6 Billion Active Users, FB, GOOG, GOOGL, Google, Google vs. Facebook, How many users does WhatsApp have?, Is Facebook a Bad Stock?, Is Facebook a Good Stock?, Is Retail the Next Frontier of Social Media?, What is WeChat?, WhatsApp’s Global Reach, Who uses WhatsApp?, Why Facebook Could Be the Next Google

Facebook’s Messaging Services Could Have 1.6 Billion Active Users

On September 3, 2015, Mark Zuckerberg and WhatsApp CEO Jan Koum made this simple but revealing post on Facebook: “WhatsApp now has 900 million monthly active users.” That makes Facebook the most popular messaging application in the world, Britain’s Daily Express reported.

Crazy Stocks Stocks

daniel September 10, 2015March 6, 2016 $3.452 billion in cash from financing, 14 billion in cash and short-term investments, Amazon, Amazon also lost -$6.634 billion in cash from financing., Amazon also reported a net income of -$188, Amazon does not pay a dividend, Amazon Is Flush with Cash, Amazon is generating a staggering amount of cash., AMZN, Berkshire Hathaway, GOOG, In June 2014 Amazon had $7.986 billion in the bank, Is Amazon Really Worth $524 a Share?, Mr. Market, so its cash and short-term investments nearly doubled in a year., Warren Buffett, Why Amazon Might Never Become the New Walmart, Why Jeff Bezos Wants Amazon to Become Walmart

Is Amazon Really Worth $524 a Share?

The only way that this situation could be avoided would be if Amazon’s revenue were to grow as large as Walmart’s. The problem with that is that Walmart reported a TTM revenue of $485.62 billion on July 31, 2015, or nearly five times that of Amazon’s, making it the world’s largest retailer by far.

Long Ideas

daniel September 9, 2015March 9, 2016 AAPL, Amazon, AMZN, Apple Pay, Apple Stock, Bank of America, Benjamin Graham, Berkshire Hathaway, Does Lending Club Actually Make Money?, GOOG, Kroger, LC, lending club, Lending Club CEO, Lending Club vs. PayPal vs. Google vs. Apple, Mr. Market, Mr. Money Mustache, On Deck, PayPal, Prosper, Renaud Laplanche, Value Investing, Venmo, Warren Buffett, Why Lending Club Is an Acquisition Target

Does Lending Club Actually Make Money?

Therefore Lending Club looks like a successful company but not a value investment. Its platform is achieving a lot of growth, but it is not making money the way PayPal is. This indicates that its business model could be flawed or at least seriously limited, so you should stay away from it for now

Good Stocks

daniel September 2, 2015April 21, 2016 AAPL, American Express Stock, AMEX, Apple Pay, Apple Stock, AXP, BIG, Big Lots Stock, Capital One Financial Stock, COF, DIS, GOOG, Google, Kansas City Southern, KR, Kroger, KSU, Mr. Market, Mr. Money Mustache, PayPal Holdings, PG, Procter & Gamble Stock, PYPL, Value Investing, Walmart Stores Inc., Walt Disney Stock, Warren Buffett, WMT

Ten Really Great Underpriced Stocks to Consider Buying Right Now

If you want to take a gamble on a tech company that could be the next Google, PayPal could be it. PayPal’s revenue was growing at a rate of 14% in the first quarter of 2015. PayPal’s international revenue grew at a rate of 52% in 2014, the volume of mobile payments it processed grew by 58% and its total payment volume grew by 26%.

Long Ideas

daniel August 2, 2015March 17, 2016 A 50% drop in auto accidents could lead to a 50% drop in premiums., Auto Insurance Is Still a Value Investment, Berkshire Hathaway, Charley Munger, Costco, Disruptive Technology, Elon Musk, GOOG, GOOGL, Google, Income Inequality, Mr. Market, Mr. Money Mustache, Tesla, That shows us that major dips in insurance company revenue could be right around the corner as well as decreases in premiums., There will be fewer cars, TSLA, Warren Buffett, WMT

Self-Driving Cars Are Almost Here: Is the Insurance Industry Ready?

Even Warren Buffett, whose Berkshire Hathaway (NYSE: BRK.B) owns the iconic GEICO, has taken notice of the potential havoc this disruptive technology could wreak on insurers.

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