Comments on: The Great Derby http://adamjdavis.com/2009/01/26/the-great-derby.html Radical Change = Radical Results. Start Making More Money Now Fri, 30 Jul 2010 21:09:09 +0000 http://wordpress.org/?v=2.3.3 By: Hendrik Lancaster http://adamjdavis.com/2009/01/26/the-great-derby.html#comment-369 Hendrik Lancaster Sun, 08 Feb 2009 07:22:01 +0000 http://adamjdavis.com/2009/01/26/the-great-derby.html#comment-369 Hey thanks for the brilliant post! The resource will help me that for sure. Hey thanks for the brilliant post! The resource will help me that for sure.

]]> By: Adam Davis http://adamjdavis.com/2009/01/26/the-great-derby.html#comment-368 Adam Davis Fri, 06 Feb 2009 14:36:04 +0000 http://adamjdavis.com/2009/01/26/the-great-derby.html#comment-368 Mark, I won't take any capital less than $1 million. J/k! Great question. It's all about intelligent capital allocation. I must admit that I cannot say 'stocks' vs. 'real estate' as I don't analyze investments according to sector or industry -but rather, I look at the price to value relationship and margin of safety in each individual case (real estate deal, business evaluation, etc.). If I can buy a dollar for $.50 in real estate, I like it. If I can get a dollar for $.50 in a stock, I like it. Commodities are more economic driven plays that are, admittedly, beyond my scope of comfort in evaluating for successful investment. I am much more confident in my evaluation of an ongoing business that I understand or an income producing real estate deal than I am the oil reserves of the middle east or the wheat harvest of the Midwest. This is not to say that commodities can not be profitable, take a guy like Jim Rogers for example, I am just not in that sphere of comfort. In short, Mark, my position is to look to the deal. If the price you can get it as is less than value with a significant margin of safety then things will probably be very good over time. Thanks! Mark,

I won’t take any capital less than $1 million. J/k!

Great question. It’s all about intelligent capital allocation. I must admit that I cannot say ’stocks’ vs. ‘real estate’ as I don’t analyze investments according to sector or industry -but rather, I look at the price to value relationship and margin of safety in each individual case (real estate deal, business evaluation, etc.). If I can buy a dollar for $.50 in real estate, I like it. If I can get a dollar for $.50 in a stock, I like it.

Commodities are more economic driven plays that are, admittedly, beyond my scope of comfort in evaluating for successful investment. I am much more confident in my evaluation of an ongoing business that I understand or an income producing real estate deal than I am the oil reserves of the middle east or the wheat harvest of the Midwest. This is not to say that commodities can not be profitable, take a guy like Jim Rogers for example, I am just not in that sphere of comfort.

In short, Mark, my position is to look to the deal. If the price you can get it as is less than value with a significant margin of safety then things will probably be very good over time.

Thanks!

]]> By: Mark Sobolic http://adamjdavis.com/2009/01/26/the-great-derby.html#comment-367 Mark Sobolic Fri, 06 Feb 2009 04:59:32 +0000 http://adamjdavis.com/2009/01/26/the-great-derby.html#comment-367 Adam great article. I wish you had a crystal ball that could tell us predictions but no one has the exact answers for future. Now i got idea for your next blog article to chalenge you mind that would be interesting. You are a smart man so here is the question: Lets say i would give you 400k cash tomorow to your bank account and you know what market we are in. And you have to roads to take to make money from this 400k. One road is that you can invest only in realstate. Other road is to only invest in stocks and commodities. So you would have 10 years to invest. So in year 2019 which is 10 years later which road made you richer? What road did you pick? Which road is safer for next 10 years? The road that you did not pick is it riskier? I know that its good to invest in both roads but for now you can only pick one. Thanks Adam great article. I wish you had a crystal ball that could tell us predictions but no one has the exact answers for future. Now i got idea for your next blog article to chalenge you mind that would be interesting. You are a smart man so here is the question:
Lets say i would give you 400k cash tomorow to your bank account and you know what market we are in. And you have to roads to take to make money from this 400k. One road is that you can invest only in realstate. Other road is to only invest in stocks and commodities. So you would have 10 years to invest. So in year 2019 which is 10 years later which road made you richer? What road did you pick? Which road is safer for next 10 years? The road that you did not pick is it riskier? I know that its good to invest in both roads but for now you can only pick one. Thanks

]]> By: dudeguy http://adamjdavis.com/2009/01/26/the-great-derby.html#comment-365 dudeguy Sun, 01 Feb 2009 06:28:54 +0000 http://adamjdavis.com/2009/01/26/the-great-derby.html#comment-365 It's ok to have a comment. It’s ok to have a comment.

]]> By: Adam Davis http://adamjdavis.com/2009/01/26/the-great-derby.html#comment-364 Adam Davis Thu, 29 Jan 2009 14:29:26 +0000 http://adamjdavis.com/2009/01/26/the-great-derby.html#comment-364 Thanks, Dylan. Thanks, Dylan.

]]> By: Dylan Tanaka http://adamjdavis.com/2009/01/26/the-great-derby.html#comment-363 Dylan Tanaka Thu, 29 Jan 2009 02:29:24 +0000 http://adamjdavis.com/2009/01/26/the-great-derby.html#comment-363 I was kind of hoping that the powerlifter was you! Nice post, quite inspirational. Your a local hero. I was kind of hoping that the powerlifter was you!

Nice post, quite inspirational.

Your a local hero.

]]> By: Twilight Saga http://adamjdavis.com/2009/01/26/the-great-derby.html#comment-362 Twilight Saga Wed, 28 Jan 2009 22:47:19 +0000 http://adamjdavis.com/2009/01/26/the-great-derby.html#comment-362 Hi! Thank you for this post. Actually, I'm not very familiar with this topic but after reading your post, it's clear now! Keep up the good posts like this. Take care! Hi! Thank you for this post. Actually, I’m not very familiar with this topic but after reading your post, it’s clear now! Keep up the good posts like this. Take care!

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