Value Investing News - Filings - Comments

Glad you like the site. I

George — Tue, 11 Nov 2008 11:32:54 -0500

Glad you like the site. I appreciate the feeback.

George, I like your site a

dbs119 — Tue, 11 Nov 2008 11:21:13 -0500

George, I like your site a lot. I also enjoy your links that you post to VIN!

;)

greg — Mon, 03 Mar 2008 09:43:23 -0500

good read

;)

greg — Mon, 03 Mar 2008 09:33:42 -0500

good read

cool

greg — Mon, 03 Mar 2008 09:31:27 -0500

very good read

Thanks.

StuartL — Sat, 01 Mar 2008 16:13:24 -0500

Gotta love his work haven't you. It looks like I know where I'll be spending the next hour anyway.
Best wishes.

you beat me to it ken,

alexg — Sat, 01 Mar 2008 08:46:27 -0500

you beat me to it ken, thanks!

http://www.contrarianvalueinvesting.com/

Breaking News! Berkshire Hathaway Shareholder Letter

George — Fri, 29 Feb 2008 23:31:42 -0500

Breaking news! Thanks for getting this link up so quickly at Value Investing News, kenkid. I thought this letter was only available tomorrow morning. Your quick response will ensure that this storylink will be on the front page of Value Investing News tomorrow morning.

You also forgot Mohnish

alexg — Fri, 15 Feb 2008 08:22:55 -0500

You also forgot Mohnish Pabrai (SHLD)

http://www.contrarianvalueinvesting.com/

just think you could have

billytickets — Fri, 15 Feb 2008 08:05:29 -0500

just think you could have bought KFT had you read this article http://www.atfreeforum.com/billyticketswin/viewtopic.php?mforum=billyticketswin&t=307

Thanks for spotting that

George — Thu, 14 Feb 2008 20:59:31 -0500

Thanks for spotting that miss. Since it is Valentine's Day, I had little time to scan the filing. I'm surprised I only missed one addition given that I did it from memory. Be sure to vote on this entry.

Happy Valentine's Day! I feel like this filing was a Valentine's Day card from Berkshire. lol.

You forgot GSK, which is a

alexg — Thu, 14 Feb 2008 20:31:22 -0500

You forgot GSK, which is a new holding
heres link buddy/

DCF

amo3 — Tue, 13 Nov 2007 13:00:47 -0500

amo3 - I made a couple of comments on DFC and would appreciate it if you could take a look at them. I, being a old fashioned lender, am a bit leary of this company's survivability. As you are a lender as well and familiar with the industry, could you give me a brief summary of what was so interesting about this company in the first place. What was the investment thesis and what was the preceived downside protection.

I bought CRYP on my own last

Nick — Sat, 10 Nov 2007 01:16:39 -0500

I bought CRYP on my own last October before even knowing about Pabrai after finding it on the Magic Formula Investing screen and after doing my own due diligence. I'm still happy about this purchase. I also bought HNR because I had missed it on the Magic Formula Investing screen and because Pabrai owned it. This one was a no brainer when I picked it up in May of 2007. I actually feel more comfortable buying companies with warts. This way I know why they are cheap. I hate companies that seem to be perpetually cheap.

I went to the Value Investing Congress last spring and was first exposed to DFC. I work for a major bank and I thought I understood their business. I purchased stock when I could buy it below Pabrai's cost basis and after reading their annual report. They really seemed like the cream of the crop in the non-prime industry. I knew that that the thesis would take 3-5 years to play out but I didn't mind. Lately I don't feel confident in the balance sheets of any of the banks and I feel the credit derivatives are impossible to price. In retrospect the margin of safety that seemed obvious was actually unknowable. Just ask Citi's ex-CEO.

Buying now will either make you a zero or a hero. More research is warranted.

How about you why did you buy. All of my worst investment have been riding on coattail my best investments have always been original, yet unpopular ideas.

You are down 56% following Pabrai

CarstenP — Fri, 09 Nov 2007 15:43:34 -0500

I bought some of his stocks as well. Up on HNR and down on CRYP. So you are not alone. Did you do analysis on the stocks before you bought them or did you just buy them because Pabrai had bought them?

Which stocks do you own?