| Message | Subject | Recs | Date/Time (ET) |
| somebody please just make this year end! | Value Investing | | 12/29/2008 10:57:38 PM |
| Best ideas time. I've had a long career since I was at Columbia Business School | Value Investing | | 11/21/2008 10:41:32 PM |
| MGA was a very nice forced liquidation a week ago. Went lower in the carnage bu | Value Investing | 1 | 10/12/2008 09:40:15 PM |
| Bingo! KONA looks very much like PF Changs when it had 20 restaurants. There w | Value Investing | | 12/14/2007 12:35:32 AM |
| I remember when we used to do favorite names this time of year. This year has b | Value Investing | 1 | 12/12/2007 09:49:50 PM |
| Would you write in a couple paragraphs why HW is your largest position?
Last | Value Investing | | 11/23/2007 11:10:15 PM |
| I've been trying to figure out CCRT all day. Can anyone tell me why a $1.10 los | Value Investing | | 11/06/2007 03:47:33 PM |
| anybody know why IMP is so cheap? not a great situation, but 5x earnings, .5x b | Value Investing | | 10/16/2007 09:15:08 PM |
| mainly consumer | Value Investing | | 09/28/2007 03:42:56 PM |
| Has anybody else just had a horrible last six weeks or so which seems to have ma | Value Investing | | 09/27/2007 10:30:56 PM |
| I own a lot of Berkshire. I've looked at WSC in the past but never found it dem | Value Investing | | 09/24/2007 08:35:54 PM |
| No doubt BBY is taking share from CC (and Tweeter has just about disappeared). | Value Investing | | 09/20/2007 04:51:18 PM |
| ANF I've been out of since about low 50s which was probably '04-'05. Made a sic | Value Investing | 1 | 09/01/2007 09:33:11 PM |
| Don't feel so bad - I gave up on RTRSY right at the bottom in '02. Though that | Value Investing | | 08/23/2007 04:47:14 PM |
| Theres a lot of wisdom in that post Paul. Most wise is that there are no rules, | Value Investing | 1 | 08/22/2007 10:45:28 PM |
| bingo.
I think if you spend some time on the asset side of the balance sheet | Value Investing | | 07/04/2007 10:01:31 PM |
| | Value Investing | 1 | 07/02/2007 10:12:29 PM |
| thanks everybody. Its been a long time. St. Joe was 12 years ago! I still rem | Value Investing | | 07/02/2007 10:11:57 PM |
| I read that book too - the math is right but I could not figure out how to apply | Value Investing | | 07/02/2007 12:14:43 AM |
| ANF is trading at approximately 10 times free cash flow adjusting for the $6 of | Value Investing | 1 | 08/12/2004 03:34:05 PM |
| <<Can anyone help me to find out: How to estimate a
risk to reward ratio for go | Value Investing | | 02/20/2004 11:58:30 PM |
| If I had to own a large cap tech stock it would probably be microsoft. But I do | Value Investing | | 02/20/2004 12:47:50 AM |
| Not to be too nitpicky here, but I was not involved in ANF in "the late 90s". I | Value Investing | | 02/19/2004 11:24:59 AM |
| I looked at LENS recently, not for the first time but for the first time in a co | Value Investing | | 02/13/2004 08:54:49 PM |
| don't assume that - I haven't done any work on that - too small for me, just loo | Value Investing | | 01/23/2004 09:31:50 AM |
| KTEC - nice pick. | Value Investing | | 01/17/2004 12:31:16 AM |
| SEMI making up for my UAIR. Can I get the first bankruptcy in the SI Value port | Value Investing | | 01/17/2004 12:16:21 AM |
| I remember four, five years ago we used to go through the ritual at the end of t | Value Investing | | 12/26/2003 11:12:51 PM |
| I find Toyota interesting enough to own. Bought it about 10% lower. Unquestion | Value Investing | | 12/25/2003 01:00:12 AM |
| if you are in a mood to think, this is a fascinating speech by Bill Miller - goe | Value Investing | | 12/21/2003 12:42:58 AM |
| somebody tell me why fss isn't trading at 10x earnings or even less? | Value Investing | | 10/04/2003 12:44:28 AM |
| Oh I promised myself three years ago I won't post anything on names I own instit | Value Investing | | 09/10/2003 10:48:36 PM |
| I'm taking it seriously. As long as this is a Buffetology thread, look how much | Buffettology | | 08/14/2003 10:48:56 PM |
| David, thanks for the heads up three months ago on EBSC at 5 when the market was | Value Investing | | 08/03/2003 11:28:59 PM |
| <<Jim Clarke also brought up Saucony at around $5. It's just now passing $14. >> | Value Investing | | 07/23/2003 11:35:23 PM |
| That went on my bulletin board in my sell-side hall of shame. Right next to the | Value Investing | | 06/17/2003 11:19:14 PM |
| whoever asked that question about "what do you avoid regardless" produced some g | Value Investing | | 06/13/2003 11:57:32 PM |
| jwa is one of those stocks I'd love to own at the right price. this ain't it. | Buffettology | | 06/13/2003 11:34:02 PM |
| re: gtsi...$2.75 baby. what a fun stock to trade. let me know if it goes back | Value Investing | | 05/30/2003 12:35:06 PM |
| seems likely to be more than 5. no need to get more specific at this point. i | Value Investing | | 05/23/2003 10:54:43 AM |
| Thanks for the heads up on EBSC. I sold the Dutch auction what, two or three ye | Value Investing | | 05/23/2003 01:16:55 AM |
| guys, take it outside. I was the one who brought up the political issue, but I | Value Investing | | 04/12/2003 11:34:56 PM |
| I got lucky - sold all my Apple about three weeks ago when they named Al Gore to | Value Investing | | 04/11/2003 10:53:02 PM |
| Bob does it through the balance sheet. Jurgis and I did it through the cash flo | Value Investing | | 03/28/2003 11:29:51 PM |
| HRC hints. This is a great opportunity to learn forensic accounting.
I think | Value Investing | | 03/26/2003 12:07:46 AM |
| HRC - I'll give you all an exercise that will make you better investors. Print | Value Investing | | 03/23/2003 02:17:09 AM |
| Jurgis hit the big one - "look through earnings" in big positions held but not c | Buffettology | | 03/11/2003 10:52:50 PM |
| I don't want to get into an extended discussion on WFSL here, but you posted aft | Buffettology | | 03/03/2003 11:55:06 PM |
| <<Also, some cities and states have sold tobacco bonds to raise cash. The bonds | Value Investing | | 03/01/2003 10:36:40 PM |
| <<For me, this just says "you can't compete with a senior banker who always know | Buffettology | | 03/01/2003 10:22:01 PM |
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