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JoePonzio

  1. Thinking of all my family, friends, and clients that are or have served in the military. Thanks guys and gals! 7:21 PM Nov 11th from web
  2. er..."Klarman" not "Klarmin". I have a love/hate relationship with my iPhone. 11:07 PM Nov 10th from Twitterrific
  3. @jetoepel re: inflation etc, we're both in $BBEP. I'm in PETD too--don't know if Klarman is. 11:05 PM Nov 10th from Twitterrific in reply to jetoepel
  4. @jetoepel I have to look at it. Klarmin likes debt, and complex illiquid securities right now. 11:04 PM Nov 10th from Twitterrific in reply to jetoepel
  5. @troll1184 I just hope I don't fill it up with complaints about my Chicago Bears! 11:02 PM Nov 10th from Twitterrific in reply to troll1184
  6. With inflation coming in a few years, look for assets, have a thesis on the commodity (if any) and relatively small capex. Debt can be good. 9:12 PM Nov 10th from Twitterrific
  7. Been getting a lot of emails re $BNI and Buffett. It's a play on hard assets, oil and inflation, not straight cash flow and earnings. 9:10 PM Nov 10th from Twitterrific
  8. @dustinnoe Sorry--no link to the event that I know of. 9:17 AM Sep 12th from Twitterrific in reply to dustinnoe
  9. @dustinnoe It's in Rosemont IL. It's invite-only again this year. If you're attending, I'll be there right about 4:00. Let me know. 9:16 AM Sep 12th from Twitterrific in reply to dustinnoe
  10. Going to Pabrai again this year. If you're there, let's hook up. I'll post about it this week. Always a few gems from Mohnish. 7:41 AM Sep 12th from Twitterrific
  11. Nonsense! Volatility isn't risk; risk is in the price you pay. This is the type of financial "education" I abhor: http://tinyurl.com/kj7qns 8:35 PM Sep 3rd from Twitterrific
  12. @SimoleonSense I'll post about the interview tonight. Promise! 5:16 PM Sep 3rd from Twitterrific
  13. @Jae_Jun and fun! 5:16 PM Sep 3rd from Twitterrific in reply to Jae_Jun
  14. @Jae_Jun Great job! 10:37 PM Sep 1st from web in reply to Jae_Jun
  15. @SimoleonSense Thanks, Miguel, for a great interview. It was lots of fun! Here's the link all: http://tinyurl.com/ox5gex 10:34 PM Sep 1st from web
  16. After 2 great years, RIP the F Wall Street portfolio. +19.7% annualized outperformance. 2:54 AM Aug 9th from txt
  17. F Wall Street - the site - lives on. 2:50 AM Aug 9th from txt
  18. RIP. F Wall Street portfolio retires up @ 9%. +19.7% annual outperformance over the S&P 500. The website will continue sans portfolio. 11:22 PM Aug 6th from web
  19. Want to get copied on e-mails we send to friends and clients? http://tinyurl.com/MBGinsights 9:42 AM Jun 30th from web
  20. Will they finally please call it a "Madoff" scheme so I don't have to hear the jokes anymore? 7:55 AM Jun 30th from web