Communications
club_cafe
HelpRegister
Living Vicariously, #BABA
Admit it. Some of your investment clubs are curious about investing in BABA which IPO'd on Friday. There are some bivio clubs that took the plunge opening day at an average opening price of $92.40. That's your benchmark for a year from now.A A Do ...
1 message
Tax implications
I am wanting to transfer stocks from our investment Club to my personal TDA account rather than to take a cash withdrawal looking at the Member Status Report, will this defer paying tax on the Tax Basis by transferring rather than taking a cash withdrawal? ...
2 messages
Why Finance Breeds So Many Arguments
Interesting article by Morgan Housel this morning that has generated some thoughtful discussion in my office. Why Finance Breeds So Many Arguments A A What do you think?A Do you think your perspective about investing is influenced by when you were born?A What about the ...
1 message
Two Things You Need To Do First When You are Deciding on an Investment
%Old School Value blog offers an interesting investing checklist accompanied by a flow chart of the basic steps you should go through to decide if you want to make an investment: Stock Selection Checklist I found it provided several interesting things to think about including ...
3 messages
How Much Do You Know About US Tax History?
All you history buffs and those who like learning new things might be interested in this website provided by our friends at the IRS: Understanding Taxes It has a variety of self directed learning activities about the history of our US Income tax system and ...
1 message
Bivio entries
We are a club of 20 members and have a NAV of $185,000. Our members decided we wanted to use some of the funds to pay for a dinner for the members and their guests. We are talking about a $750.00 expenditure to allow us ...
11 messages
Bonding
How many clubs have considered purchasing or purchased bonding for their treasurer?A
7 messages
Bivio entries
My advice would be to have the members attending chip in to pay for the dinner rather than take money from the club. Otherwise you are giving the treasurer extra work. One way to deal with the expense is to treat it as a withdrawal ...
1 message
The Education of a Value Investor by Guy Spier
I highly recommendA The Education of a Value Investor: My Transformative Quest for Wealth, Wisdom, and Enlightenment A book byA Guy Spier . It's a fascinating and personal story of how Guy came to understand Warren Buffett's approach to investing. A He's a "disciple", and ...
1 message
The bivio Watch
I don't know why people are so excited about the hype over the Apple watch.A bivio has had an excellent watch with many useful features for a long time. You can watch the value of your investments on the bivio Valuation Report You can watch ...
6 messages
Watch Lists
Dear Elizabeth, I am never quite sure what people are thinking when they ask for a watch list.A To me, it takes more to watch a stock as a potential investment than to just follow its price.A Watch list stocks should have the same effort ...
2 messages
Top Ten Club Holdings
Can you expand your listing to Top 15 or Top 20?A Would it be possible to add a tally of current buys and sells? A A "Group wisdom" is great to point us to stocks we really hadn't A yet considered. A Thanks!A
15 messages
The bivio Watch
Haha. Touche! From: club_cafe@bivio.com [mailto:club_cafe@bivio.com] On Behalf Of Laurie Frederiksen Sent: Thursday, September 11, 2014 9:31 AM To: The Club Cafe Subject: [club_cafe] The bivio Watch I don't know why people are so excited about the hype over the Apple watch. bivio has had an ...
2 messages
Two Factor Authentication
With all the recent news about hacked userids and passwords, I was wondering whether Bivio has any plans to implement Two Factor Authentication?
2 messages
Top Ten Club Holdings
Laurie, Our club would find a list of club buys and sells very helpful, too! Judy Simonson, Dwyer Investment Club From: club_cafe@bivio.com [mailto:club_cafe@bivio.com] On Behalf Of Stuart Weissman via bivio.com Sent: Monday, September 08, 2014 9:42 AM To: club_cafe@bivio.com Subject: Re: [club_cafe] Top Ten Club ...
1 message