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KindTimeExchangeTicker
Operator
StopExecutedPriceAboveStopCheckedAtCom1Com2Com3Com4Com5
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Worry about Floating prefclosebml-ph<15Active23.2555%10/9/2016 22:48:32
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Short term corporate bondcloseisd<13.14Active15.3617%3/23/2017 23:57:12
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CEF discount playclosespe<11.49Active14.425%3/23/2017 23:57:12
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Compounder reconsider stopcloseGBPadm.l<1720Active199216%3/23/2017 19:57:12
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TIP stopcloseppr<4.55Active5.4921%3/23/2017 23:57:12
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Electric outlets stopclosexpp.l<1428Active210047%3/23/2017 23:57:12
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Merger arbitrage stopclosegdl<8.98Active9.8510%3/23/2017 23:57:12
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Australian bank stopclosewbc.ax<24.77Active33.8537%3/23/2017 23:57:12
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Compounder owner family investment companycloseexo.mi<25.74Active47.1483%3/23/2017 23:57:12
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Compounder owner hemorroid acquisitionclosecrhm<4.8Active8.577%3/23/2017 23:57:12
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Vienna airport at 8% fcf yieldcloseflw1.f<20.75Active29.81844%3/23/2017 23:57:12
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Compounder small bankclosealrs<15.96Active18.818%3/23/2017 23:57:12
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Iconic brandclosedis<83.94Active112.2434%3/23/2017 23:57:12
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Pharmacy distributor, moat at 10% fcf yieldcloseabc<66.8Active85.9929%3/23/2017 23:57:12
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High growth granite countertop at 8% fcf yieldclosecste<23.9Active33.5540%3/23/2017 23:57:12
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Speciality fibers for sneakers and clotheseclosecoa.l<29.9Active5687%3/23/2017 23:57:12
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Compounder Software vendor financial stopclose5CP.SI<0.44Active0.5934%3/23/2017 23:57:12
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Compounder, breakout through resistancecloseaapl>130Executed130.290%2/6/2017 23:37:44
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Compounder farmaceuticalclosetaro<89.63Active116.830%3/23/2017 23:57:12
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Family Bollore, ports, energy, communications, losing electric batteries/cars, publicly traded portfolio, maybe lower share count then declared (Muddy Waters)
closebol.pa<2.72Active3.51429%2017/03/23 23:57:12
My own calculation extrapulating muddy waters analysis
https://docs.google.com/spreadsheets/d/1OiRR5bG46UgeG-W3icin0BCd0hvawvEu5zNq_JtiGvg/edit#gid=0
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Compounder consolidator auto repairclosebyd-un.to<79.37Active86.359%3/23/2017 23:57:12
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Cheap timber pure playcloseadn.to<15.8Active18.4517%3/23/2017 23:57:12
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Bottoming inflation expectationsClosewia<10.24Active11.2810%3/23/2017 23:57:12
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Cheap material playclosevale-p<2Active8.79340%3/23/2017 23:57:12
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Us dollar index
DX-Y.NYB
<91.5Active99.969%3/24/2017 9:57:12
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Compounder owner mass personalizationclosecmpr<77Active82.187%3/23/2017 23:57:12
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Compounder owner invest bank & othercloseluk<16.5Active25.7856%3/23/2017 23:57:12
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Compounder owner conglomerateclosebrk-b<128Active169.8933%3/23/2017 23:57:12
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Compounder owner japanese robotsclosefanuy<15Active20.3936%3/23/2017 23:57:12
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Compounder owner software acquisition allocatorclosecnswf<350Active489.0740%3/23/2017 23:57:12
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Compounder owner food chain acquisitorclosemty.to<36Active48.735%3/23/2017 23:57:12
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Compounder owner eclectic software acquisitioncloseotex<27Active33.926%3/23/2017 23:57:12
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Compounder underwear low costclosegil<20Active25.8229%3/23/2017 23:57:12
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Compounder owner invest broker low costcloseibkr<30Active35.0417%3/23/2017 23:57:12
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Compounder owner investment mgmt softwarecloseenv<30Active32.659%3/23/2017 23:57:12
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Compounder owner tower operatorcloseamt<94Active118.9527%3/23/2017 23:57:12
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Compounder owner underwear brandclosehbi<16Active20.3227%3/23/2017 23:57:12
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Compounder owner credit cardclosev<75Active88.8618%3/23/2017 23:57:12
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Compounder cyclical car systemsclosehar<75Active111.549%3/23/2017 23:57:12
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Compounder used car salesclosekmx<45Active60.0433%3/23/2017 23:57:12
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Compunder premium resaturant, ackman investclosecmg<280Active414.8848%2017/03/23 23:57:12
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Compounder great brandclosedis<87Active112.2429%2017/03/23 23:57:12
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Family frere desmarais, 75% strategic large industrial, 15% incubator smaller companies, 10% venture equity funds, weekly nav
closegblb.br<80Active84.626%2017/03/23 23:57:12
.75 Adjusted NAV on
http://www.gbl.be/en/adjusted-net-assets
http://www.gurufocus.com/holdings.php?GuruName=Steven+Romick&sort=position
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Family walleneberg, 78% listed, 18% unlisted wholly owned, 5% PE funds, quarterly NAV
closeinve-b.st<225Active366.863%2017/03/23 23:57:12.75 NAV
https://www.investorab.com/investors-media/reports/
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Family Li Ka Shing, ports, pharmacy retail, utilities, communications, energy conglomerate
close0001.hk<85Active97.815%2017/03/23 23:57:12
MS buy price and longleaf:
http://analysisreport.morningstar.com/stock/research?t=00001&region=HKG&culture=en_US
http://www.dataroma.com/m/stock.php?sym=CKHUY
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Family Boel, 60% strategic invest europe (i.e.Danone, Pernod), 30% VC & PE funds US, 10% high growth emerging
closesof.br<113.25Active129.514%2017/03/23 23:57:12.75 Book value
http://financials.morningstar.com/ratios/r.html?t=SOF&region=bel&culture=en-US&ownerCountry=USA
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Family Keswick, bet on Asian economy, NAV semiannuallyclosej37.si<30Active41.1437%2017/03/23 23:57:12
[check] 56 NAV, Romick price
http://www.jardines.com/investors.html
http://www.gurufocus.com/holdings.php?GuruName=Steven+Romick&p=1&n=20
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Family Stenbeck, 45% e-commerce, 45% telecom, 5% entreteinment, NAV quarterly
closekinv-b.st<210.8496Active237.913%2017/03/23 23:57:12
[check].78 NAV, big insider buy at that level
http://www.kinnevik.se/en/Investor/Reports/
http://www.kinnevik.se/en/Investor/The-Share/
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Family Concert, private equity France mainly, net asset value qrtly
closerf.pa<48Active60.2125%2017/03/23 23:57:12
[check].75 NAV, repurchasing shares at this level
https://www.eurazeo.com/en/finance/key-figures/net-asset-value/
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Family Carlos Slim, Mexico's economyclose
GCARSOA1.MX
<70Active91.5631%2017/03/23 23:57:12
Guessed price of buybacks and 20% fcf yield on my calculation
http://www.carso.com.mx/EN/
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SPE repurchases more shares at this levelclosespe<13Active14.411%2017/03/23 23:57:12
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Compounder Very cyclical, but compounds, now on top cycleclosekmx<30Active60.04100%2017/03/23 23:57:12
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Coupunder risk intelligenciaclosevrsk<78Active79.963%2017/03/23 23:57:12
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Compounder, Buffet's bankclosewfc<43Active55.2528%2017/03/23 23:57:12
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Compounder, Buffet's bankcloselxft<45Active58.630%2017/03/23 23:57:12
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Compounder, mini berkshireclosemkl<700Active953.9136%2017/3/23 23:57:12
Akre says to look at change in book value as earnings, bought around there
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Compounder, waiting for 6.5%closesrcl<63Active82.0430%2017/3/23 23:57:12
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Compounder, rating agencyclosemco<90Active112.1725%2017/3/23 23:57:12
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REIT Data center facilitiesclosecone<46Active50.8110%2017/03/23 23:57:12
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