tag:blogger.com,1999:blog-9031526429482744032.post6892824016602578863..comments2024-03-27T08:05:06.228-07:00Comments on Don't fuck with Donville: AmazonPenetratorhttp://www.blogger.com/profile/01670644029306203741noreply@blogger.comBlogger8125tag:blogger.com,1999:blog-9031526429482744032.post-27515102591534368482018-09-13T16:02:05.571-07:002018-09-13T16:02:05.571-07:00I don’t know! But most of his ideas have been recy...I don’t know! But most of his ideas have been recycled by me. Penetratorhttps://www.blogger.com/profile/01670644029306203741noreply@blogger.comtag:blogger.com,1999:blog-9031526429482744032.post-87116530957732881622018-09-11T04:50:21.701-07:002018-09-11T04:50:21.701-07:00Any english copy by Bernard Mooney? I read his art...Any english copy by Bernard Mooney? I read his article about Richelieu Hardware with help of Google translate many years ago and that was an amazing one.BSRhttps://www.blogger.com/profile/01057008502945341889noreply@blogger.comtag:blogger.com,1999:blog-9031526429482744032.post-57264294054412537682018-09-11T04:47:42.648-07:002018-09-11T04:47:42.648-07:00Ordered some stuff from Amazon last Saturday morni...Ordered some stuff from Amazon last Saturday morning and received the package yesterday Monday afternoon. Super fast delivery. I also noticed the outside of the box is printed with their new show "Jack Ryan" Not sure whether that is cost effective form of advertising but they keep trying new things!BSRhttps://www.blogger.com/profile/01057008502945341889noreply@blogger.comtag:blogger.com,1999:blog-9031526429482744032.post-67828870670572683212018-08-30T17:38:24.301-07:002018-08-30T17:38:24.301-07:00Merci d’avoir porter à notre attention Ulta beauty...Merci d’avoir porter à notre attention Ulta beauty. À surveiller de très près. Des chiffres exceptionnels. Fortune brands, un titre chouchou de Rochon est également à surveiller. Le titre a corrigé pas mal, je ne vois pas pourquoi d’ailleurs, car mais les revenus progressent toujours. Davidhttps://www.blogger.com/profile/03650333846994404416noreply@blogger.comtag:blogger.com,1999:blog-9031526429482744032.post-77339573471086082352018-08-30T17:32:19.687-07:002018-08-30T17:32:19.687-07:00On a beau se dire et se redire qu’il faut parfois ...On a beau se dire et se redire qu’il faut parfois payer plus cher pour une compagnie qu’on trouve excellente. Mais toujours est-il qu’on continue encore et encore de regarder monter des titres qu’on avait bien ciblé mais qu’on aura jamais acheté. Pour ma part, je pense à Five Below, Google, et CSU. Faaawwk. Davidhttps://www.blogger.com/profile/03650333846994404416noreply@blogger.comtag:blogger.com,1999:blog-9031526429482744032.post-89714427991387601102018-08-30T13:06:11.172-07:002018-08-30T13:06:11.172-07:00Excellent livre en effet. Meilleur livre en frança...Excellent livre en effet. Meilleur livre en français sur la bourse selon moi.Penetratorhttps://www.blogger.com/profile/01670644029306203741noreply@blogger.comtag:blogger.com,1999:blog-9031526429482744032.post-61274132936812389972018-08-30T12:51:21.347-07:002018-08-30T12:51:21.347-07:00I'm glad that you have mentioned Bernard Moone...I'm glad that you have mentioned Bernard Mooney because he has written my favorite investing book ever: Investir à la bourse et s'enrichir which I have read 4 times already!Fredhttps://www.blogger.com/profile/10572810011234456780noreply@blogger.comtag:blogger.com,1999:blog-9031526429482744032.post-36934517344689476122018-08-30T12:27:40.568-07:002018-08-30T12:27:40.568-07:00There may be a little more to the story of Amazon ...There may be a little more to the story of Amazon (and for that matter, all of the big cap growth stocks in the states) than meets the eye. This is the phenomenal rise of ETF investing. Howard Marks as well as our own David Barr of Penderfund Capital Management and Stephen Takacsy of Lestor Asset Management have talked about this.<br /> <br />These big cap growth stocks in the states are drawing in investment capital not just based on their fundamentals but on the fact they can soak up all of the excess liquidity of the now huge ETF market. In other words their very size is attracting investment dollars irregardless of their fundamentals. Maybe that’s why things aren’t making much sense right now. I think they’re all over-owned and becoming too popular…but a difference of opinion is what makes a market I guess…<br /><br />Gavinhttps://www.blogger.com/profile/04771103734767703683noreply@blogger.com