widemoatinvesting.wordpress.com
Buffett’s Letters | Wide Moat Investing
https://widemoatinvesting.wordpress.com/buffetts-letters
Here are the posts that provide commentary on Warren Buffett’s letters to his Berkshire Hathaway shareholders, starting from 1977:. 1) Buffett in 1977. Return on Equity (ROE) should be the metric for evaluating Berkshire’s performance; Berkshire will keep the textile mills open despite a low ROE; insurance companies can only rarely differentiate products, hence the only economic moat is lowest cost. 2) Buffett in 1978. 3) Buffett in 1979. 4) Buffett in 1980. 5) Buffett in 1981. 6) Buffett in 1982. Discus...
bloggingbanks.com
Blogging Banks: November 2012
http://www.bloggingbanks.com/2012_11_01_archive.html
Bank Bonuses, Checking Bonuses, Savings Bonuses, Best CD Rates, High Yield Online Checking and Savings Accounts, Savings. Bank of America $100 Checking Bonus. Bank of America is offering a $100 cash bonus to new checking customers who open an account with the bank by December 31, 2012. For more information on this bank bonus deal, check offer details below:(Source: Bank of America. To get your personal checking account and a $100 bonus, just follow the steps below:. ING Direct $50 Cash Bonus Opportunity.
dislocatedvalue.blogspot.com
Dislocated Value: October 2100
http://dislocatedvalue.blogspot.com/2100_10_01_archive.html
Saturday, October 23, 2100. Insights I find valuable over time. Will be constantly updated. Subscribe to: Posts (Atom). Small Cap Value Blog. Insights I find valuable over time. Simple template. Powered by Blogger.
dislocatedvalue.blogspot.com
Dislocated Value: PCRX - a rather decent lottery ticket with take-out potential
http://dislocatedvalue.blogspot.com/2015/04/pcrx-rather-decent-lottery-ticket-with.html
Thursday, April 2, 2015. PCRX - a rather decent lottery ticket with take-out potential. Stumbled upon this name from a friend just now. Clearly a different mandate than our usual special situation. But the thesis is straight-forward: really good product, clear take-out target for any spec-pharma (like MNK and ENDP), temporary hiccups. Speculative lottery ticket in case you are bored. 12000 / share vs. $89.00 as of March 31, 2015. 2 - 4 to 1 risk-reward. Time Horizon: 9-18 months. Value / Supply Chain.
dislocatedvalue.blogspot.com
Dislocated Value: April 2015
http://dislocatedvalue.blogspot.com/2015_04_01_archive.html
Thursday, April 2, 2015. PCRX - a rather decent lottery ticket with take-out potential. Stumbled upon this name from a friend just now. Clearly a different mandate than our usual special situation. But the thesis is straight-forward: really good product, clear take-out target for any spec-pharma (like MNK and ENDP), temporary hiccups. Speculative lottery ticket in case you are bored. 12000 / share vs. $89.00 as of March 31, 2015. 2 - 4 to 1 risk-reward. Time Horizon: 9-18 months. Small Cap Value Blog.
dislocatedvalue.blogspot.com
Dislocated Value: September 2014
http://dislocatedvalue.blogspot.com/2014_09_01_archive.html
Friday, September 12, 2014. Updates on status, also on BOBE, BBX, and VEC. Sell all or part of its real estate, pointing to $900 mm in value and indicate that it has already attracted 5 unsolicited bids. ARCP comes to mind. Evaluate strategic initiatives for its BEF packaged food division. Given HSH's recent 13-14x bid, BOBE's 8x bid provides interesting multiples expansion opportunity. CapEx normalization from 10% of sales to 3-4% of sales. Sandell April 2014 Presentation:. BBX Capital / BFCF:. This is ...
dislocatedvalue.blogspot.com
Dislocated Value: August 2014
http://dislocatedvalue.blogspot.com/2014_08_01_archive.html
Tuesday, August 26, 2014. Some Q&As to myself. Here are a few questions that I’m still trying to figure out (w/ my answers attached). If you think yours are better, let me know! What makes a stock move? My take: The incremental and expressed opinion (w/ real $, thoughts don’t count). Accompanying discovery of new, incremental information (could be knowledge, news, or the stock price itself). That is not reflected. By the current assumptions. Would love to hear a more articulate thought. With the sound op...
dislocatedvalue.blogspot.com
Dislocated Value: October 2014
http://dislocatedvalue.blogspot.com/2014_10_01_archive.html
Saturday, October 11, 2014. 的消息。与此同时,我们的本金依然没有受到重大的影响,并于今年依然有着. 次金融危机的原因见仁见智。美国住宅市场的泡沫破裂无疑是直接导火索。有很多人认为过度的资产证券化、过度的金融创新、监管放松、金融机构的风险控制、等是金融危机的原因。不过,大多数人都认同这次金融危机更深层的原因是过度的借贷。从金融机构层面来说,. 倍。在家庭层面来说,美国的储蓄率曾在金融危机前达到负值,也就是说美国人花钱比挣钱多。而. 年逐渐下降。负债的逐渐增加造成经济的短暂繁荣,这一点很多经济学理论都有所提及。但是随之而来的经济周期的也会非常强烈。要知道,上一次美国的平均储蓄率为负的时候,是在. 年,美国家庭在大量破产的情况下,储蓄率仍然不断上升,现在回升到了. 而美联储升息的原因只有两个,要么是经济过热,失业率大降,通胀上涨到近. 65307;要么就是资产(主要是房地产)泡沫重现。美联储现在的信号是将会维持零利率至. 年中,而居眼望去,市场上主要资产并没有泡沫的迹象。而通胀(. 以上的差额。而新建筑依然处于历史低位,一手房开工率不及高点(. I believe the assu...
dislocatedvalue.blogspot.com
Dislocated Value: Enpro (NPO) - 8-10% FCF yielder, EV/EBITDA 2-turn cheaper than peers, ~net-cash, skipped over due to unconsolidated subsidiary
http://dislocatedvalue.blogspot.com/2015/02/enpro-npo-8-10-fcf-yielder-2x-cheaper.html
Tuesday, February 24, 2015. Enpro (NPO) - 8-10% FCF yielder, EV/EBITDA 2-turn cheaper than peers, net-cash, skipped over due to unconsolidated subsidiary. Wrote it up a month back. Coming off the 45 day restriction so posting it here. Http:/ www.valueinvestorsclub.com/idea/ENPRO INDUSTRIES INC NPO/136069. Subscribe to: Post Comments (Atom). Small Cap Value Blog. Enpro (NPO) - 8-10% FCF yielder, EV/EBITDA 2-turn . For a friend - Why are stocks the best investment . Simple template. Powered by Blogger.
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