watchinvestments.blogspot.com
Collection of Value Investing blogs in India, US, Ben Graham, Warren Buffet, Cigarbutt: January 2011
http://watchinvestments.blogspot.com/2011_01_01_archive.html
Collection of Value Investing blogs in India, US, Ben Graham, Warren Buffet, Cigarbutt. A collection of value investing blogs in India. Value stocks in India using Benjamin Graham, Warren Buffet's approach. Saturday, January 29, 2011. This week focus is to learn from Sir John Templeton. I have observed in 92 years that the people who are most diligent in working do live many years longer than those who are lazy," Sir John says. Benjamin Franklin is one person who has influenced him the most. Bull markets...
watchinvestments.blogspot.com
Collection of Value Investing blogs in India, US, Ben Graham, Warren Buffet, Cigarbutt: May 2010
http://watchinvestments.blogspot.com/2010_05_01_archive.html
Collection of Value Investing blogs in India, US, Ben Graham, Warren Buffet, Cigarbutt. A collection of value investing blogs in India. Value stocks in India using Benjamin Graham, Warren Buffet's approach. Saturday, May 1, 2010. Highlights of BRK meeting. Http:/ www.cnbc.com/id/36885741. More Notes http:/ cornerofberkshireandfairfax.ca/forum/index.php? Posted by Watch Investments. Subscribe to: Posts (Atom). Enter your email address:. My Favorite Indian value websites. India Stock Market Picks.
watchinvestments.blogspot.com
Collection of Value Investing blogs in India, US, Ben Graham, Warren Buffet, Cigarbutt: December 2009
http://watchinvestments.blogspot.com/2009_12_01_archive.html
Collection of Value Investing blogs in India, US, Ben Graham, Warren Buffet, Cigarbutt. A collection of value investing blogs in India. Value stocks in India using Benjamin Graham, Warren Buffet's approach. Monday, December 14, 2009. This is really touching. Hermitage Capital's Tribute To Sergei Magnitsky. Http:/ www.scribd.com/doc/24082102/Tribute-to-Magnitsky. Posted by Watch Investments. Friday, December 4, 2009. Good Analysis on Hanung Toys by Charu. Are you also fond of soft toys? Already present in...
watchinvestments.blogspot.com
Collection of Value Investing blogs in India, US, Ben Graham, Warren Buffet, Cigarbutt: September 2010
http://watchinvestments.blogspot.com/2010_09_01_archive.html
Collection of Value Investing blogs in India, US, Ben Graham, Warren Buffet, Cigarbutt. A collection of value investing blogs in India. Value stocks in India using Benjamin Graham, Warren Buffet's approach. Thursday, September 30, 2010. One of my friends recommended me to start writing detailed analysis on my picks so that one understand my thought process. Here is the analysis of a recent pick. 10-12 times EBITDA -$300- $360MM. The best part is they made $58MM EBIDTA when the economy was doing well with...
watchinvestments.blogspot.com
Collection of Value Investing blogs in India, US, Ben Graham, Warren Buffet, Cigarbutt: February 2010
http://watchinvestments.blogspot.com/2010_02_01_archive.html
Collection of Value Investing blogs in India, US, Ben Graham, Warren Buffet, Cigarbutt. A collection of value investing blogs in India. Value stocks in India using Benjamin Graham, Warren Buffet's approach. Monday, February 8, 2010. My top 10 articles this week 2/8 - 2/15. I will keep adding the best articles I find this week in various blogs. 1 Benjamin Graham six articles from Valuehuntr blog. 2 http:/ toddsattersten.com/2010/02/fixed-to-flexible- -the-ebook.html. 3 Interesting Article on Sovreign Debt.
watchinvestments.blogspot.com
Collection of Value Investing blogs in India, US, Ben Graham, Warren Buffet, Cigarbutt: Lessons learned from my 32 bagger - GGP - General Growth Properties
http://watchinvestments.blogspot.com/2011/01/lessons-learned-from-my-32-bagger-ggp.html
Collection of Value Investing blogs in India, US, Ben Graham, Warren Buffet, Cigarbutt. A collection of value investing blogs in India. Value stocks in India using Benjamin Graham, Warren Buffet's approach. Thursday, January 20, 2011. Lessons learned from my 32 bagger - GGP - General Growth Properties. Here are few learnings. You will always find buyers for good business. You could also buy the bonds (probably was a safer route). I did not use that strategy. Posted by Watch Investments. Yeah, it was an u...
watchinvestments.blogspot.com
Collection of Value Investing blogs in India, US, Ben Graham, Warren Buffet, Cigarbutt: Bought SKX at 21.80
http://watchinvestments.blogspot.com/2011/01/bought-skx-at-2180.html
Collection of Value Investing blogs in India, US, Ben Graham, Warren Buffet, Cigarbutt. A collection of value investing blogs in India. Value stocks in India using Benjamin Graham, Warren Buffet's approach. Monday, January 3, 2011. Bought SKX at 21.80. The most important question whether this is a short term problem or fundamentally much deep rooted problem. Before we answer this question, let’s look at the DNA of this company. P/B – 1.12. P/S – 0.52. P/E (TTM) – 6.25. Forward P/E – 8.75. Posted by Watch...
watchinvestments.blogspot.com
Collection of Value Investing blogs in India, US, Ben Graham, Warren Buffet, Cigarbutt: January 2010
http://watchinvestments.blogspot.com/2010_01_01_archive.html
Collection of Value Investing blogs in India, US, Ben Graham, Warren Buffet, Cigarbutt. A collection of value investing blogs in India. Value stocks in India using Benjamin Graham, Warren Buffet's approach. Sunday, January 31, 2010. Real Estate bubble in China? Http:/ www.cibmagazine.com.cn/Features/Face To Face.asp? Posted by Watch Investments. Wednesday, January 27, 2010. Tell Me if I am Wrong - Howard Marks from Oaktree. Memo to: Oaktree Clients. Re: Tell Me I’m Wrong. This memo won’t be about t...
watchinvestments.blogspot.com
Collection of Value Investing blogs in India, US, Ben Graham, Warren Buffet, Cigarbutt: March 2010
http://watchinvestments.blogspot.com/2010_03_01_archive.html
Collection of Value Investing blogs in India, US, Ben Graham, Warren Buffet, Cigarbutt. A collection of value investing blogs in India. Value stocks in India using Benjamin Graham, Warren Buffet's approach. Monday, March 29, 2010. Delia - Unfit Managment robbing shareholders. The company had lofty goals of improving gross margins by 50 bps points. In 2006 - 39%, 2007 - 36%, 2008 - 35.7%, 2008 - 35%. Operating expenses - 2006 - 43.7%, 2007 - 45.2%, 2008 - 44.3%, 2009 - 42.4%. They are still expanding....
valueinvestorindia.wordpress.com
Understanding and applying value investing principles | On Value investing and arbitrage based on the teachings of Warren buffett, Benjamin graham and Phil Fisher. | Page 2
https://valueinvestorindia.wordpress.com/page/2
Understanding and applying value investing principles. On Value investing and arbitrage based on the teachings of Warren buffett, Benjamin graham and Phil Fisher. Maintenance Capex and FCF. December 7, 2007. I received the following question from sanjay shetty via email. I will try to answer the question and have also simplified it via several assumptions. You mentioned you “use maintenance capex needed to support unit volumes or competitive position (maintenance capex).”. 4 Just hold cash and do nothing...