valuevista.blogspot.com
valuevista: July 2007
http://valuevista.blogspot.com/2007_07_01_archive.html
Wednesday, July 18, 2007. PRXI Acquires Rights to Personal Property From Titanic. Premier Exhibitions announced today. It has acquired Ownership Rights to the personal property on board the doomed ocean liner RMS Titanic from Liverpool and London Steamship Protection and Indemnity Association Limited (Liverpool and London). The press release notes:. Continuing with the PRXI press release:. Tuesday, July 3, 2007. PRXI is undervalued at $17 per share. Premier Exhibitions (PRXI) is an exhibition company fea...
valuevista.blogspot.com
valuevista: PRXI is undervalued at $17 per share
http://valuevista.blogspot.com/2007/07/prxi-is-undervalued-at-17-per-share.html
Tuesday, July 3, 2007. PRXI is undervalued at $17 per share. I wrote, but did not post, this before July 3 earnings announcement. The earnings announcement looks good. I first ignored PRXI when I learned of it from this Value Investor Club posting. One of the few other names Sellers also owns is PRXI.]. Here’s the math for the current Bodies business:. Earnings Model and Value for 11 Bodies Shows. Tickets per show per six months: 300,000. Average ticket price: $22.00. Number of shows: 11. Thus, based on ...
valuevista.blogspot.com
valuevista: June 2007
http://valuevista.blogspot.com/2007_06_01_archive.html
Friday, June 8, 2007. Start With the A's. How would Warren Buffett do it if we were starting all over again? In October 1993, Adam Smith aired an interview with Buffett and it went like this:. Adam Smith: If a younger Warren Buffett were coming into the investment field today, what areas would you tell him to point himself in? Smith: But there’s 27,000 public companies. Buffett: Well, start with the A’s. Thursday, June 7, 2007. Warren Buffett - 50% Returns. Did he really say that? Did he really mean it?
valuevista.blogspot.com
valuevista: Start With the A's
http://valuevista.blogspot.com/2007/06/start-with-as.html
Friday, June 8, 2007. Start With the A's. How would Warren Buffett do it if we were starting all over again? In October 1993, Adam Smith aired an interview with Buffett and it went like this:. Adam Smith: If a younger Warren Buffett were coming into the investment field today, what areas would you tell him to point himself in? Smith: But there’s 27,000 public companies. Buffett: Well, start with the A’s. Subscribe to: Post Comments (Atom). View my complete profile. Start With the As.
valuevista.blogspot.com
valuevista: Warren Buffett -- 50% Returns
http://valuevista.blogspot.com/2007/06/warren-buffett-50-returns.html
Thursday, June 7, 2007. Warren Buffett - 50% Returns. Much attention has surrounded reports that Warren Buffett said he could generate 50% returms on small sums of money. Typically, three immediate questions arise:. Did he really say that? Did he really mean it? And, how would he (or me or my favorite money manager) do it? Looking at the record of his comments, it's pretty clear that he said it (and repeated it) and he really means it. If I was running $1 million today, or $10 million for that matter, I'...
researchinvesting.blogspot.com
Research Intensive Investing: May 2007
http://researchinvesting.blogspot.com/2007_05_01_archive.html
Focused on discussion of stock picks, in-depth analysis, stock research, investment and portfolio strategy, and exchange of investment ideas. This site is for educational purposes only, and should not be construed as recommendation to buy stocks or investment advice. Thursday, May 31, 2007. MCZ: The difference between investing and gambling. MCZ closed today Thursday at $1.17, off about 20% from when I took profits. Movement in stocks with excitement and anxiety, but without any disciplined approach as t...
researchinvesting.blogspot.com
Research Intensive Investing: January 2008
http://researchinvesting.blogspot.com/2008_01_01_archive.html
Focused on discussion of stock picks, in-depth analysis, stock research, investment and portfolio strategy, and exchange of investment ideas. This site is for educational purposes only, and should not be construed as recommendation to buy stocks or investment advice. Thursday, January 31, 2008. MNST: Dismal outook bouys short case. On Thursday, MNST released more data points that I believe continue to support the bear thesis. US Monster Employment Index (MEI) turns negative. The right decision long-term,...
researchinvesting.blogspot.com
Research Intensive Investing: March 2008
http://researchinvesting.blogspot.com/2008_03_01_archive.html
Focused on discussion of stock picks, in-depth analysis, stock research, investment and portfolio strategy, and exchange of investment ideas. This site is for educational purposes only, and should not be construed as recommendation to buy stocks or investment advice. Tuesday, March 18, 2008. This Guidance is not Guidance. And now my own estimates, using this announcement as guidance:. The important takeaway from this announcement is that we are finally starting to see the consequences of heavy investment...
researchinvesting.blogspot.com
Research Intensive Investing: April 2007
http://researchinvesting.blogspot.com/2007_04_01_archive.html
Focused on discussion of stock picks, in-depth analysis, stock research, investment and portfolio strategy, and exchange of investment ideas. This site is for educational purposes only, and should not be construed as recommendation to buy stocks or investment advice. Thursday, April 26, 2007. Overbought and Over Bullish. For those of you interested in a great catious view of the stock market, I strongly urge you to take a look at Hussmans new article, posted here. As always, his weekly articles are gold.