Value Investing News - Comments

Thank you very much for

penelope — Thu, 15 May 2008 09:34:11 -0400

Thank you very much for explanation, George. I really think that the idea of your site is really nice and interesting.

Thanks for following up on

George — Wed, 14 May 2008 23:10:33 -0400

Thanks for following up on the Think or Swim valuation. Too bad this company doesn't really have a moat. Given the current market, I'm trying to strictly stick to wide moat companies.

Points

George — Wed, 14 May 2008 23:08:07 -0400

The top point earners win our monthly contests. In May, we are giving away three signed copies of the new book, The Four Filters. Past monthly contests have included books, memberships, gift certificates, and even conference tickets.

The prizes come from our sponsors. Each month feature a sponsor on the front page of Value Investing News. If you are interested in sponsoring a future monthly contest or know someone who might, please contact us.

George, not linkbait but an

TS — Wed, 14 May 2008 10:50:27 -0400

George,

not linkbait but an honest observation. I have actually been posting on this on the blog for a while now. Between Fox and CNBC, Buffett has almost become a weekly contributor. Having Becky Quick with him on all his trips? Since when has Buffett ever been so visible?

The things of it is, he really does not have anything new to say anymore. It isn't just him, I do not think anyone could given the exposure...

Todd Sullivan

http://valueplays.blogspot.com

Re: Sick of Buffett Stories?

xmonkeydr — Tue, 13 May 2008 20:52:41 -0400

I don't find his wisdom on investing tiresome but he seems to be succumbing to what I would call "the Nobel Prize winner effect". That is, assuming that after one has achieved great success in one field one has broad competence in things well beyond one's field of expertise.

Re: Sick of Buffett Stories?

George — Tue, 13 May 2008 08:14:46 -0400

I wonder if this story is just some good linkbait by Todd or whether Todd is actually being a contrarian on Buffett. I personally can't get enough of Buffett's wisdom. It's fairly typically to hear a lot from Buffett in May and I actually think I've heard a little less from him this year than I did last year.

The whole company sells for

Mark Perkins — Tue, 06 May 2008 16:34:18 -0400

I figure Think or Swim alone is worth conservatively $6 to $8 a share based on its revenue of $110 million last year times 4. TD Ameritrades AMTD goes for 5 times sales and Charles Schwab (SCHW) is 5 times sales.

Colors

George — Sun, 04 May 2008 22:54:01 -0400

After corresponding with Alex, I discovered that there is a technical issue with the colors. Some visitors might have cached files that are making Value Investing News appear differently with strange colors. If you are having that problem, just hit F5 when viewing Value Investing News.

Do you mean the link color

George — Sun, 04 May 2008 22:07:35 -0400

Do you mean the link color and headline color are purple? They look closer to periwinkle to me. I'm not seeing any other purple, but maybe there is some technical issue.

I hate the purple.... go

alexg — Sun, 04 May 2008 21:20:27 -0400

I hate the purple.... go with blue....dodger blue if possible =0

Redesign feedback

George — Sun, 04 May 2008 14:26:20 -0400

Please provide feedback on the new look of Value Investing News. What do you like about it? What don't you like about it? What do you miss from the old design?

Please share any blog posts

George — Sat, 03 May 2008 18:52:27 -0400

Please share any blog posts or other articles by people attending the Berkshire Hathaway Annual Meeting.

Thanks,
George

great work guys

alexg — Thu, 01 May 2008 09:43:50 -0400

great work guys

Response from Author

alesia — Tue, 29 Apr 2008 07:10:35 -0400

It was meant to be humorous as you state. I think generally Value investors are irascible people in life, and it makes some of them bitter to see investors succeed at a strategy that has nothing to it really. Compare the body of "scholarly" work on Value and Growth investing and you can see that Growth has no body of work so to speak.

Also, if you had bought Apple five years ago, it was probably a value stock then.

http://marketprognosticator.blogspot.com/

According to Einhorn, there

George — Sun, 27 Apr 2008 13:37:33 -0400

According to Einhorn, there are still significant risks in the market.

His value strategy is to first determine if a situation has been misunderstood by the market. Then he goes back to confirm it is cheap.

He recommends Arkema (ARKAY), a chemical company in France, Criteria Caixa (CRI), an investment company in Spain. Trades at a 35% discount to its holdings. He also mentions Microsoft (MSFT) and Target.