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Sorted by: Date | Top Results
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| 1. |
Re: Is SNS worth $500...an analysis 
"A company such as Coca-Cola has been around for
over a century and lack heavy insider ownership. In
this case," Oh, Arty boy. The value is the future
cash flows discounted back to net...
Business & Finance > Investments > Stocks (A to Z) > Stocks S >
Steak n Shake Company (SNS)
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alahendrix |
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9-Feb-10 04:24 pm |
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| 2. |
Re: Is SNS worth $500...an analysis
Oh Art, So you are saying the land and real-estate
on 100+ locations that are owned (read: No Mortgage)
aren't worth anything in a valuation scenario?
Try again doofus.
Business & Finance > Investments > Stocks (A to Z) > Stocks S >
Steak n Shake Company (SNS)
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alahendrix |
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9-Feb-10 03:10 pm |
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| 3. |
Re: Parsad&&39;s biggest holding is...
What is Parsad's web-site url?
Business & Finance > Investments > Stocks (A to Z) > Stocks S >
Steak n Shake Company (SNS)
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alahendrix |
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9-Feb-10 01:29 pm |
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| 4. |
On Whitney Tilson Thesis
Dear Whitney, I hope you don't mind that I call
you by your first name. At any rate, I can't figure
out why someone as intelligent as you value a company
like Iridium on a EBITDA basis. Buffett, your hero,
once said if a CEO is...
Business & Finance > Investments > Stocks (A to Z) > Stocks I >
Iridium Communications Inc.
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alahendrix |
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9-Feb-10 01:08 pm |
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| 5. |
Re: Sellers Question
primoexe, I think the turnaround on their "core"
operations is well underway. If the can do $40 million
in revenues they should come in around 50% Gross Margins
for the year. Last...
Business & Finance > Investments > Stocks (A to Z) > Stocks P >
Premier Exhibitions Inc. (PRXI)
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alahendrix |
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4-Feb-10 11:17 am |
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| 6. |
Re: Sellers Question
This company going private is a joke of a chance. Sellers
can't take a company private with his clients
money. It's interesting, while Sellers is the
guy that...
Business & Finance > Investments > Stocks (A to Z) > Stocks P >
Premier Exhibitions Inc. (PRXI)
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alahendrix |
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3-Feb-10 10:48 am |
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| 7. |
Re: Another Biglari inconsistency
Dude, you might be dumber than the original poster.
You're right. It is not hard to figure out what
dumb-@ss art is saying here: "Don't forget
the original Biglari Paradox. Invest 90% of your.
..
Business & Finance > Investments > Stocks (A to Z) > Stocks S >
Steak n Shake Company (SNS)
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alahendrix |
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2-Feb-10 02:14 pm |
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| 8. |
Re: Another Biglari inconsistency
Hey moron, that is not what you said or even inferred.
Specifically, you said "Biglari invested 90%
of his portfolio into SNS." You're a real
doofus who has nothing more than a...
Business & Finance > Investments > Stocks (A to Z) > Stocks S >
Steak n Shake Company (SNS)
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alahendrix |
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2-Feb-10 11:42 am |
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| 9. |
Re: Another Biglari inconsistency
"Don't forget the original Biglari Paradox.
Invest 90% of your portfolio in a stock that will
go bankrupt if you don't become CEO" Excuse
my brevity but you are an idiot. I've seen you
post this inaccuracy several times...
Business & Finance > Investments > Stocks (A to Z) > Stocks S >
Steak n Shake Company (SNS)
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alahendrix |
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2-Feb-10 09:11 am |
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| 10. |
Re: 10-Q looks pretty good
It's noteworth to point out that turning SNS into
a low cost provider is working. LOOK AT THE TOP LINE!
Sorry for shouting but this is exciting.
Business & Finance > Investments > Stocks (A to Z) > Stocks S >
Steak n Shake Company (SNS)
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alahendrix |
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29-Jan-10 05:39 pm |
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| 11. |
Re: To Preserve Any Value
You're a fool. Clearly. They are profitable becaause
they exited BK with zero debt. They will not be profitable
when the debt comes back because of degrading sats.
Shareholders will...
Business & Finance > Investments > Stocks (A to Z) > Stocks I >
Iridium Communications Inc.
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alahendrix |
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29-Jan-10 05:38 pm |
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| 12. |
Re: Parsad
"Notice the trend toward franchising stores -
I think there were seven in the quarter." Yup.
Biglari is kicking @ss. Man, cash increased almost
$10 million in one quarter...
Business & Finance > Investments > Stocks (A to Z) > Stocks S >
Steak n Shake Company (SNS)
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alahendrix |
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29-Jan-10 05:34 pm |
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| 13. |
Re: RIP IRIDIUM NEXT!!!
"Just the "loan commitment fee" on a
Billion in Secured Debt would probably be 80-100 million
annually. Not to mention the reality that the lender
would probably require a "share loan arrangement"
that...
Business & Finance > Investments > Stocks (A to Z) > Stocks I >
Iridium Communications Inc.
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alahendrix |
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29-Jan-10 04:48 pm |
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| 14. |
To Preserve Any Value
This is what management needs to do to preserve shareholder
value: GET OUT OF THE SATELITTE BUSINESS. No. I am
not kidding. They could, in theory, hoard every dollar
in earnings for two...
Business & Finance > Investments > Stocks (A to Z) > Stocks I >
Iridium Communications Inc.
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alahendrix |
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29-Jan-10 03:44 pm |
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| 15. |
Re: EV/EBITDA: 2.4x
"So you mean Inmarsat's current constellation
is going to last forever, with no further "major
cap-ex"? That's truly amazing, as no other
satellite operator has ever achieved that in hist
ory...
Business & Finance > Investments > Stocks (A to Z) > Stocks I >
Iridium Communications Inc.
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alahendrix |
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29-Jan-10 12:54 pm |
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| 16. |
Re: EV/EBITDA: 2.4x
"If you are critical of using EV/EBITDA then you
also need to make your case as to why Inmarsat is
more than twice as overvalued as Iridium in your opinion."
What the idiot value boys have...
Business & Finance > Investments > Stocks (A to Z) > Stocks I >
Iridium Communications Inc.
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alahendrix |
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29-Jan-10 12:09 pm |
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| 17. |
Re: EV/EBITDA: 2.4x
EV/EBITDA of 2.4x is totally skewed in IRDM's case.
They have huge cap-ex requirements for next-gen satellites.
So D & A are going to be more than non-cash...
Business & Finance > Investments > Stocks (A to Z) > Stocks I >
Iridium Communications Inc.
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alahendrix |
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29-Jan-10 11:42 am |
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| 18. |
Re: Not sure what to make of the conference call
primoexe, The line item says "legal fees and professional
services." If you recall, they had some of the
best experts in marine, etc. testify before the Norfolk
Court. So, I presume some...
Business & Finance > Investments > Stocks (A to Z) > Stocks P >
Premier Exhibitions Inc. (PRXI)
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alahendrix |
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12-Jan-10 11:57 am |
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| 19. |
Re: Not sure what to make of the conference call
Well, of course, you both are talking about GAAP which
you understand. I'm just curious, how are you
guys modeling the non-operating legal fees of roughly
1.3 million...
Business & Finance > Investments > Stocks (A to Z) > Stocks P >
Premier Exhibitions Inc. (PRXI)
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alahendrix |
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12-Jan-10 09:45 am |
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| 20. |
Re: Not sure what to make of the conference call
...market neurtral stock. Meaning, it doesn't matter
what the market's gonna do in the next 6 months
PRXI will sail its own way. That's my take anyway.
Alahendrix
Business & Finance > Investments > Stocks (A to Z) > Stocks P >
Premier Exhibitions Inc. (PRXI)
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alahendrix |
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11-Jan-10 09:32 am |
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