| Message | Subject | Recs | Date/Time (ET) |
| [url=http://www.conferencecalltranscripts.org/]http://www.conferencecalltranscri | Value Investing | | 04/17/2013 04:58:28 PM |
| I did not say it was a problem. We could all just save ourselves a bunch of time | Value Investing | | 03/27/2013 12:23:37 AM |
| Chid,
Thanks for your reply, the work was self serving. I love the dialogue o | Value Investing | | 03/26/2013 11:50:24 PM |
| Chid,
I am not sure why I am chiming in on this post. In famous words of dos | Value Investing | 2 | 03/22/2013 12:54:48 PM |
| Jurgis - No I have never read Bronte Capital, but thanks for the link. I dig it. | Value Investing | | 03/13/2013 11:05:57 AM |
| Ok Value Investing Community, ive had enough. What on earth is up with all the M | Value Investing | 2 | 03/12/2013 11:19:22 PM |
| Hey Guys, Long time... still following along as always.
I usually go MIA fro | Value Investing | 1 | 02/16/2013 03:43:30 PM |
| I liked this white paper on the math of equities.....
http://www.marketfolly | Value Investing | 1 | 12/08/2012 02:46:00 PM |
| I would look at the Canadian Re-insurers. That is the first thing that comes to | Value Investing | | 11/30/2012 12:34:48 PM |
| EKS, Senior, Clowbuck and crew.... long time no talk.
Just got back from busi | Value Investing | | 11/27/2012 09:24:28 AM |
| Jurgis, I hope you know i am giving you a hard time about your moats. :D
TPX | Value Investing | | 06/07/2012 10:40:08 AM |
| TPX: Alrighty value nerds, got a question.
Ive been following TPX - tempur pe | Value Investing | | 06/06/2012 08:48:19 PM |
| EK$,
I really appreciate this post. I look to this value bored over the last | Value Investing | 2 | 06/04/2012 08:25:04 PM |
| Jurgis,
LMAO.
I dont know how to describe you! You dig your tech companies | Value Investing | | 06/03/2012 11:53:54 PM |
| EK$,
Thanks for your reply, and also pretty good insight that i overlooked
| Value Investing | 1 | 06/02/2012 07:43:37 PM |
| Nok,
I have been putting alot of energy on finding nat gas/canadian oil san | Value Investing | | 06/02/2012 07:29:23 PM |
| EK$,
Agree with you, i stepped up with a ECA purchase today. I like the cheap | Value Investing | | 06/01/2012 07:59:56 PM |
| SU-
Here is update on my SU numbers, i continue to be a cash flow/fcf/fcf yie | Value Investing | | 05/27/2012 11:43:25 PM |
| BHP -
FWIW, not that anybody cares about my crap
i sold my entire BHP Jan | Value Investing | | 05/23/2012 12:22:30 PM |
| Jurgis,
OT OT: Yes this is possibly off topic, that is why i havnt posted muc | Value Investing | | 04/18/2012 03:47:47 PM |
| David Einhorn on the opposite side of Dell:
[url=http://www.marketfolly.com | Value Investing | 1 | 04/18/2012 09:52:20 AM |
| Shorting is a blood sport.... so i hear
I had my issues shorting netflix, im | Value Investing | | 04/18/2012 09:46:32 AM |
| Paul,
I have followed this sector very closely, and i think you bring a viabl | Value Investing | | 04/16/2012 10:06:55 AM |
| Clowbuck,
Point def taken, thanks for putting me in my place.
That is why | Value Investing | | 04/14/2012 08:45:49 PM |
| EK$
I love your basket approach to these companies. And been considering the | Value Investing | | 04/14/2012 04:08:47 PM |
| Paul,
I agreed to play a round of golf walking backwards in high school for $ | Value Investing | | 04/14/2012 03:54:26 PM |
| A Basket of 5 Profitable net –net stocks in Japan
I came across this value no | Value Investing | 1 | 04/11/2012 10:24:25 AM |
| Since we are idea sourcers around here. I figured i would share this site. Basic | Value Investing | 2 | 04/11/2012 10:13:11 AM |
| Gizwik,
interesting, thanks for the post.
Do you know anyone actually use | Value Investing | | 04/09/2012 02:29:31 PM |
| Im not a stock whisperer or anything... Looking for selfish affirmation i suppos | Value Investing | | 04/05/2012 09:22:05 AM |
| I dont disagree with you Jurgis, i havnt for some time now : )..... the valuatio | Value Investing | | 04/04/2012 11:03:24 PM |
| Looks.... kind of momentum blowoff to me... just throwing it out there. [img]/p | Value Investing | | 04/04/2012 12:41:49 PM |
| Damodaran on Apple - interesting take from modern day value guy
[url=http://a | Value Investing | | 04/04/2012 09:01:51 AM |
| Georgi,
I agree with you about basing user experience on how to valuate a com | Value Investing | | 04/03/2012 11:43:47 PM |
| Georgi,
Im talking about Pandora the streaming music website. Symbol P
[i | Value Investing | 1 | 04/02/2012 09:39:52 PM |
| Georgi,
I think Groupon is a rock in a hard place, yes they are growing and e | Value Investing | | 04/02/2012 04:49:21 PM |
| Thanks for the article Georgi.
I just skimmed over it, but the margins do see | Value Investing | | 03/23/2012 10:00:53 AM |
| Khan academy is great!
I volunteer tutoring kids math in my area, i will say | Value Investing | | 03/19/2012 11:49:30 PM |
| DCP is expensive and any growth that they have is by acquiring new assets.... so | Value Investing | 1 | 03/06/2012 01:19:24 AM |
| MUR -
" ROE sucks, margins suck. Why not buy something like CVX which is muc | Value Investing | | 03/05/2012 11:50:26 AM |
| MUR,
After doing analysis on COP, i couldnt help but run into Murphy Oil. Any | Value Investing | | 03/04/2012 03:59:04 AM |
| Paul,
Thanks for you insight. I will hold off on my purchase then. From what | Value Investing | | 03/04/2012 03:33:11 AM |
| I would be down.
Though i would feel like a sheep going to omaha during the | Value Investing | | 03/03/2012 08:17:44 PM |
| Clownbuck,
Thanks for your feedback, ( i agree with you btw that there is som | Value Investing | | 03/01/2012 10:53:14 PM |
| EKS,
I have always like COP, i have somewhat ignored it bc i thought it was o | Value Investing | 1 | 03/01/2012 10:34:43 PM |
|
EK$,
I like your thinking on the canadian oil sands. I think the canadian | Value Investing | | 02/29/2012 12:15:53 AM |
| Hey Matthias,
I havnt seen it yet. I will post it when i see it, however here | Value Investing | | 02/24/2012 09:14:58 PM |
| Just thought it was worth mentioning on this forum that legendary value investor | Value Investing | 1 | 02/23/2012 10:00:57 AM |
| Jurgis,
I understand what you are saying....
I guess i am just sticking up | Value Investing | | 02/22/2012 09:38:03 AM |
| I don't understand when people say oh well this person was always 'bearish from | Value Investing | | 02/21/2012 11:47:52 PM |
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