Comments for Investing in a Life of Value http://blog.aaronedelheit.com Explore the Stock market, faith, Tikkun Olam and humor in no particular order Fri, 14 Oct 2011 04:22:06 +0000 hourly 1 http://wordpress.org/?v=3.2.1 Comment on About by Sam http://blog.aaronedelheit.com/about/#comment-452 Sam Fri, 14 Oct 2011 04:22:06 +0000 http://blog.aedelheit.com/about/#comment-452 Hi Aaron, I just wanted to comment on how much I enjoy your writing. I'm very much a newbie to the value investing game, but I'm trying to self-educate and many of the things you've written have served as reading/learning material for me. Anyway, just wanted to say thanks and wish you well. Cheers, Sam Hi Aaron,

I just wanted to comment on how much I enjoy your writing. I’m very much a newbie to the value investing game, but I’m trying to self-educate and many of the things you’ve written have served as reading/learning material for me.

Anyway, just wanted to say thanks and wish you well.

Cheers,

Sam

]]> Comment on The printing of Money explained by Jon Stewart by Dave Pinsen http://blog.aaronedelheit.com/2010/12/08/the-printing-of-money-explained-by-jon-stewart/#comment-432 Dave Pinsen Wed, 12 Jan 2011 06:57:06 +0000 http://blog.aaronedelheit.com/2010/12/08/the-printing-of-money-explained-by-jon-stewart/#comment-432 Thanks, makes sense. I've got a limit order in for it. Might have taken a little longer than you expected, but DSNY seems to have built a real business out of PlayMPE. If they ever get traction with the video software, that would be gravy. BTW, looking to do some <a href="http://rockethub.com/projects/859-due-dilly-down-under" rel="nofollow">due dilly in Perth</a>, if others are similarly interested. The main company I'm looking to check out there doesn't have too many shareholders at the moment, unfortunately. Interesting story, albeit something of a mystery at the moment. Thanks, makes sense. I’ve got a limit order in for it. Might have taken a little longer than you expected, but DSNY seems to have built a real business out of PlayMPE. If they ever get traction with the video software, that would be gravy.

BTW, looking to do some due dilly in Perth, if others are similarly interested. The main company I’m looking to check out there doesn’t have too many shareholders at the moment, unfortunately. Interesting story, albeit something of a mystery at the moment.

]]> Comment on The printing of Money explained by Jon Stewart by admin http://blog.aaronedelheit.com/2010/12/08/the-printing-of-money-explained-by-jon-stewart/#comment-431 admin Mon, 10 Jan 2011 23:33:09 +0000 http://blog.aaronedelheit.com/2010/12/08/the-printing-of-money-explained-by-jon-stewart/#comment-431 Happy New Year! I actually have thought of this as well, and I don't think that it will. The most important issue for DSNY is the recipient list of who the labels want to listen to songs, before people buy them. This includes, radio stations, reviewers, blogs, pandora, others. You still need people who will recommend and drive music choice. DSNY doesn't care who they send it to, only that the labels pay. Happy New Year! I actually have thought of this as well, and I don’t think that it will. The most important issue for DSNY is the recipient list of who the labels want to listen to songs, before people buy them. This includes, radio stations, reviewers, blogs, pandora, others. You still need people who will recommend and drive music choice. DSNY doesn’t care who they send it to, only that the labels pay.

]]> Comment on The printing of Money explained by Jon Stewart by Dave Pinsen http://blog.aaronedelheit.com/2010/12/08/the-printing-of-money-explained-by-jon-stewart/#comment-430 Dave Pinsen Wed, 05 Jan 2011 08:13:14 +0000 http://blog.aaronedelheit.com/2010/12/08/the-printing-of-money-explained-by-jon-stewart/#comment-430 Aaron, Happy New Year. Quick question for you re Destiny Media: any worries that (music) radio will be supplanted by Internet services such as Pandora, etc.? Aaron,

Happy New Year.

Quick question for you re Destiny Media: any worries that (music) radio will be supplanted by Internet services such as Pandora, etc.?

]]> Comment on I will be on CNBC today at around 2:40pm EST by admin http://blog.aaronedelheit.com/2010/12/03/i-will-be-on-cnbc-today-at-around-240pm-est/#comment-429 admin Sun, 05 Dec 2010 20:59:19 +0000 http://blog.aaronedelheit.com/2010/12/03/i-will-be-on-cnbc-today-at-around-240pm-est/#comment-429 Thanks, Kevin, but we don't do lease to own. we just rent to families. Thanks, Kevin, but we don’t do lease to own. we just rent to families.

]]> Comment on I will be on CNBC today at around 2:40pm EST by Kevin Page http://blog.aaronedelheit.com/2010/12/03/i-will-be-on-cnbc-today-at-around-240pm-est/#comment-428 Kevin Page Fri, 03 Dec 2010 21:57:49 +0000 http://blog.aaronedelheit.com/2010/12/03/i-will-be-on-cnbc-today-at-around-240pm-est/#comment-428 I am a real estate broker in Cape Coral Florida. We just started a lease ownership program here and the demand is phenomenal. The returns are 8%-10% cash on cash plus 30%-40% when lease tenant cashes out in 3-5 years. I need investors ASAP. Can you help? Kevin Page Broker Capital Group Realty of Cape Coral I am a real estate broker in Cape Coral Florida. We just started a lease ownership program here and the demand is phenomenal. The returns are 8%-10% cash on cash plus 30%-40% when lease tenant cashes out in 3-5 years. I need investors ASAP. Can you help?

Kevin Page
Broker
Capital Group Realty of Cape Coral

]]> Comment on Get Out of Cash by surferX http://blog.aaronedelheit.com/2010/11/11/get-out-of-cash/#comment-425 surferX Mon, 22 Nov 2010 19:04:42 +0000 http://blog.aaronedelheit.com/2010/11/11/get-out-of-cash/#comment-425 I just read that Google was the 5th highest paying tech employer. Their bonus/raise caught them up to #2. So, my (worthless) prediction is as follows: hellacious hyper-inflation - 10% chance moderate inflation like we had in 80's and 90's - 40% chance barely any inflation (like now) - 30% chance actual deflation - 20% chance I just read that Google was the 5th highest paying tech employer. Their bonus/raise caught them up to #2.

So, my (worthless) prediction is as follows:

hellacious hyper-inflation – 10% chance

moderate inflation like we had in 80′s and 90′s – 40% chance

barely any inflation (like now) – 30% chance

actual deflation – 20% chance

]]> Comment on Get Out of Cash by Dave Pinsen http://blog.aaronedelheit.com/2010/11/11/get-out-of-cash/#comment-424 Dave Pinsen Fri, 19 Nov 2010 23:43:02 +0000 http://blog.aaronedelheit.com/2010/11/11/get-out-of-cash/#comment-424 SurferX, I'm inclined to agree with you. See my <a href="http://jeffmatthewsisnotmakingthisup.blogspot.com/2010/11/dont-tell-ben.html?showComment=1289504613269#c2480045403144279370" rel="nofollow">response</a> to Jeff Matthews's post cherry picking the Google raise as an example of inflation. Aaron quotes Friedman's line about inflation, but a look at American history over the last few decades suggests otherwise. It wasn't just monetary policy that drove inflation in the 1970s, for example, but wage & price spirals. We don't have that now, with our high levels of unemployment and underemployment. American labor in general has no pricing power now; Google developers are just extreme exceptions to that. SurferX,

I’m inclined to agree with you. See my response to Jeff Matthews’s post cherry picking the Google raise as an example of inflation.

Aaron quotes Friedman’s line about inflation, but a look at American history over the last few decades suggests otherwise. It wasn’t just monetary policy that drove inflation in the 1970s, for example, but wage & price spirals. We don’t have that now, with our high levels of unemployment and underemployment. American labor in general has no pricing power now; Google developers are just extreme exceptions to that.

]]> Comment on Get Out of Cash by surferX http://blog.aaronedelheit.com/2010/11/11/get-out-of-cash/#comment-423 surferX Fri, 19 Nov 2010 22:43:20 +0000 http://blog.aaronedelheit.com/2010/11/11/get-out-of-cash/#comment-423 I enjoy his blog, too. He cherry picked some extreme examples that I just don't see in day-to-day stuff. Walmart is still selling their $.83 loafs of bread that didn't even exist 3 years ago. Prices at walmart have stopped falling but they're not where they were pre-recession. I enjoy his blog, too. He cherry picked some extreme examples that I just don’t see in day-to-day stuff. Walmart is still selling their $.83 loafs of bread that didn’t even exist 3 years ago. Prices at walmart have stopped falling but they’re not where they were pre-recession.

]]> Comment on Get Out of Cash by admin http://blog.aaronedelheit.com/2010/11/11/get-out-of-cash/#comment-422 admin Fri, 19 Nov 2010 17:57:51 +0000 http://blog.aaronedelheit.com/2010/11/11/get-out-of-cash/#comment-422 Check these links out: http://jeffmatthewsisnotmakingthisup.blogspot.com/2010/11/dont-tell-ben.html http://jeffmatthewsisnotmakingthisup.blogspot.com/2010/11/open-letter-to-ben-bernanke.html http://www.cnbc.com/id/40135092/ Check these links out:

http://jeffmatthewsisnotmakingthisup.blogspot.com/2010/11/dont-tell-ben.html

http://jeffmatthewsisnotmakingthisup.blogspot.com/2010/11/open-letter-to-ben-bernanke.html

http://www.cnbc.com/id/40135092/

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