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Date Joined Oct 9 1995 User Level
Posts 3326 Boards Moderated6
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College: Yes
25 Most Recent SubjectsLast PostPosts
Vonage Holdings 04-15-10 07:49 PM 10
Buffettology10-22-08 07:58 PM 5
Berkshire Hathaway Class B10-22-08 07:55 PM 5
SanDisk Corporation (SNDK)10-25-07 07:42 AM 211
Netflix (NFLX)08-05-07 07:46 PM 26
Value Investing02-27-07 04:32 PM 135
Vonage 11-24-06 04:11 PM 2
Intel Corporation (INTC)06-16-06 12:19 PM 668
SPIN-OFFS "secret hiding places of stock market profits"05-29-06 10:57 PM 1
The Epic American Credit and Bond Bubble Laboratory04-02-06 09:15 AM 5
The Residential Real Estate Crash Index03-31-06 11:40 PM 1
XM Satellite Radio Holdings Inc. (XMSR)02-27-06 05:47 PM 12
Google02-24-06 04:36 PM 4
Greenblatt's Little Book That Beats The Market 02-18-06 07:00 PM 3
Apple Inc.01-10-06 06:14 PM 7
Claire's Stores (CLE) NYSE01-07-06 11:45 AM 1
APOL - Apollo Group01-07-06 11:44 AM 1
Advanced Micro Devices - Moderated (AMD)12-20-05 04:22 PM 12
Rambus (RMBS) - Eagle or Penguin12-20-05 04:21 PM 63
Portfolio Management: Real-Time & Fully-Disclosed 12-01-05 06:29 PM 1
PIR: Pier 1 Imports, Inc.06-18-05 09:39 AM 1
Dividend Investing05-26-05 09:07 PM 3
Cisco Systems, Inc. (CSCO)05-09-05 06:12 AM 265
Time to buy Chico's05-08-05 01:06 PM 1
Research In Motion TSE RIM Nasdaq RIMM01-24-05 11:58 AM 1
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Posts by Dave
MessageSubjectRecsDate/Time (ET)
Taken from the Yahoo! Message Board http://messages.finance.yahoo.com/Stocks_Vonage Holdings  04/15/2010 07:49:08 PM
David, Can you provide more information regardiVonage Holdings  09/02/2009 09:31:22 PM
I was grading your reports.Vonage Holdings  08/26/2009 10:31:26 PM
Your comment re: 25k subs should not be trusted --Vonage Holdings  08/26/2009 09:32:35 PM
Let me ask you two questions: Do you have a landlVonage Holdings  08/26/2009 09:29:19 PM
Did the company say that or did you read what someVonage Holdings  08/26/2009 09:25:41 PM
You are reading too much between the lines. VonVonage Holdings  08/26/2009 09:18:34 PM
What value would Vonage bring Google?Vonage Holdings  08/26/2009 09:03:36 PM
Those rumors are quite old -- say 2 or more years.Vonage Holdings  08/26/2009 08:37:25 PM
After the run in Vonage, no posts to the board. Vonage Holdings  08/26/2009 07:15:14 AM
Paul, Do you think that Buffett would "deploy" his capital in things that BerBuffettology 10/22/2008 07:58:35 PM
Great post! Berkshire Hathaway is not a charity; and all of its investments aBerkshire Hathaway Class B 10/22/2008 07:55:49 PM
Regarding Micron, from recollection, they produce/supply NAND under a JV with InSanDisk Corporation (SNDK) 10/25/2007 07:42:02 AM
Netflix has been positively mentioned in Barron's this weekend.Netflix (NFLX) 08/05/2007 07:46:41 PM
What about MWA?Value Investing 02/27/2007 04:32:05 PM
RoIC However, and I'll paraphrase Bill Miller on this one: "100% of the inValue Investing 02/20/2007 02:42:05 PM
That's absolutely ugly. Any idea what their margins are?SanDisk Corporation (SNDK) 01/23/2007 09:03:25 PM
EKS: <i>Stock should have a fair value of $18-$20 based on an industry PE of Value Investing 01/23/2007 09:01:51 PM
Thanks for the recognition.Value Investing 01/18/2007 11:57:35 AM
What do you think of Berkshire Hathaway now?Berkshire Hathaway Class B 11/26/2006 10:50:05 AM
When did they do this? From your last post, you've had the service for two moVonage  11/24/2006 04:11:12 PM
Gladman, Great to hear. Have you (or anyone else on the board) contacted VonaVonage  11/24/2006 03:43:40 PM
Last issue of OID dedicated quite a bit o' ink to Pfizer.Value Investing 11/17/2006 09:57:17 PM
He (Bruwin) had some good ideas, very good ideas.Value Investing 11/17/2006 09:56:13 PM
Madharry, While I understand that the majority of Dell's repurchases of commoValue Investing 08/24/2006 06:29:54 AM
Thanks for the recognition, Paul. I also mentioned SUP which hasn't performedValue Investing 07/27/2006 03:13:32 PM
Steiner Leisure sure is an interesting company!Value Investing 07/19/2006 06:26:44 PM
How, on earth, did you remember that post?Value Investing 07/19/2006 04:52:37 PM
Bruwin, <i>My investment strategy is based on what I have learned from communValue Investing 07/08/2006 04:37:54 PM
the only free site that I know of is www.bigcharts.com It won't provide you aValue Investing 07/06/2006 11:35:25 PM
Bruwin, Thanks for the analysis. I assume that you focus more on "quantitativValue Investing 07/06/2006 07:31:26 PM
Bruwin, I'm curious, why don't you run STNR through your screen and tell me iValue Investing 07/06/2006 04:41:28 PM
Bruwin, Yes, HANS was a good call. <i>As you quite rightly state, I couldnValue Investing 07/06/2006 04:39:13 PM
Keith, While I do have bruwin on ignore, I must say that he has been absoluteValue Investing 07/05/2006 09:38:08 PM
RE: "Main complaint I read is that the stock has gone nowhere, and there doesn'tValue Investing 06/16/2006 12:26:24 PM
RE: "I have never heard of a company going into debt to buy back their own shareIntel Corporation (INTC) 06/16/2006 12:19:36 PM
RE: "Borrowing $2 billion to buy back stock in that context makes sense." AbsIntel Corporation (INTC) 06/16/2006 12:17:12 PM
"As you suggest about "googling", it isn't difficult" True, but.... one caSPIN-OFFS "secret hiding places of stoc 05/29/2006 10:57:53 PM
Nice call on GROW.Value Investing 05/02/2006 05:32:43 PM
RE: Lear and Auto Parts You are correct in that more than 60% of Lear's revenValue Investing 04/16/2006 04:13:23 PM
Instead of the automotive manufacturers, why not consider taking a position in sValue Investing 04/16/2006 12:37:32 PM
What I said is pretty much common wisdom under Keynesian Economics.The Epic American Credit and Bond Bubble 04/02/2006 09:15:28 AM
"I'd bet that increases in money supply do not always lead to increased inflatioThe Epic American Credit and Bond Bubble 04/01/2006 10:00:17 PM
<i>I'd love to see a paper that ties money supply so directly to inflation.</i> The Epic American Credit and Bond Bubble 04/01/2006 04:27:59 PM
<i>In economics nothing is that simple because all the loops close and intersectThe Epic American Credit and Bond Bubble 04/01/2006 04:18:25 PM
<i>I'd love to see a paper that ties money supply so directly to inflation.</i> The Epic American Credit and Bond Bubble 03/31/2006 11:43:50 PM
Follow the "equity markets" at its peak.The Residential Real Estate Crash Index 03/31/2006 11:40:25 PM
And it's gotten cheaper since I first mentioned it! It's an interesting compaValue Investing 03/28/2006 11:51:29 AM
Paul, You and I have some overlap especially with John Train, Fisher (both FaValue Investing 03/21/2006 02:18:13 PM
Paul, <i>I don't understand the demand for the book. Imo, many better books oValue Investing 03/21/2006 06:41:10 AM

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