Value Investing News - MSFT - Comments

Google/You Tube

GrandPa18 — Sat, 19 Jan 2008 16:24:57 -0500

Google buying YouTube made perfect sense. The price may have been high, but it was not outrageous by internet standards.

You gotta love that title.

George — Wed, 16 Jan 2008 16:19:41 -0500

You gotta love that title. lol

He has money invested in a

JohannaBartley — Wed, 02 Jan 2008 21:15:54 -0500

He has money invested in a Dryer Parts plant, right? I wanna invest in that as well. That's something you'll always need so it's always gonna be there.

Nice article! I hope the ad

George — Mon, 17 Dec 2007 09:42:28 -0500

Nice article! I hope the ad gravy train hits MSFT's bottom line in the near future since I own Microsoft shares. However, I don't really like the way Microsoft is drifting away from their operating system and software moat here. It is unlikely they will be able to generate excess profit in the online ad sector for very long if ever given all the competition.

I wish MSFT would instead focus on generating operating systems for the next generation of devices and making those new operating systems so high quality that they end up owning those markets the way they did with the PC. The company needs to focus on its core capabilities, but I'm afraid the current CEO is drifting.

Reply

rwmcpar — Sat, 01 Dec 2007 10:50:10 -0500

Although GS will come out a major winner lets not forget that they managed to be only one step ahead. While Wall Street was talking about CDOs they just recognized that it was bad and took it one step further. BRK on the other hand has maintained a level of standard that is unparalleled. I think it goes to show the incredible restraint that Buffet and Co. have.

Now I understand that that I just summarized the entire article but I feel it is worth reiterating again and again and.....

Response to George

Bridge Street — Fri, 30 Nov 2007 15:19:29 -0500

Good question - I devoted Vol. 3.14 of the Bridge Street Journal to providing my thoughts.

Who Planned Correctly?

George — Thu, 29 Nov 2007 12:01:23 -0500

So the question is who actually prepared for this financial drought? I think Goldman Sachs and BRK did. Any other financials?

This quote off your Facebook

Nick — Tue, 30 Oct 2007 13:25:51 -0400

This quote off your Facebook page seems relevant as well:

"Should you find yourself in a chronically leaking boat, energy devoted to changing vessels is likely to be more productive than energy devoted to patching leaks. " -Warren Buffett

Thanks for pointing me to

George — Tue, 30 Oct 2007 13:15:45 -0400

Thanks for pointing me to this post on the competition in the search engine wars for an investor's perspective. Looking at the comments, maybe I should also take a look at Ask.com.

Ira W. Sohn Investment Research Conference

Nick — Fri, 01 Jun 2007 10:25:09 -0400

Wow, I would love to attend that conference!

Quite a Twist

Geoff — Tue, 06 Mar 2007 08:40:24 -0500

The article has quite a twist - but, I agree it's worth reading just for the list there. Every investor should be familiar with those names. Besides, it's actually fun researching the ones you don't know anything about - and easy with the internet.

Tilson and His Funds

wax — Sun, 21 Jan 2007 09:06:30 -0500

I have to say, if it sounds to good to be true...it probably is, and returns such as Mr. Tilson states for his funds, well, sorry, but I personally don't believe the results.

First of all, I found it curious that stated returns were unaudited. I mean if the returns are all that spectacular, why not hire an independent auditing firm to determine exactly what they were?

The other thing I found curious was that the 2% redemption fees charged when the fund(s) is held less than one year, was not included in performance returns.

Mr. Tilson even tells folks that "the performance quoted above does not reflect the deduction of the redemption fee and if reflected, the redemption fee would reduce the performance quoted."

Yet having slipped that in on page 3, Mr. Tilson continues to market his funds returns as 29.84% and 22.19% for fiscal 2006.

Why not just stop with the games and state performance based on audited results including all fees, expenses, etc.?

I mean no disrespect here, but I have to wonder if Mr. Tilson is really a used car salesman that behind closed doors wears a polyester leisure suit and white patten leather shoes.

Would you buy a car from this person?

Wax

Value Investor Insight

George — Fri, 19 Jan 2007 20:30:44 -0500

Hi Jason,

I do not subscribe to Value Investor Insight, but that has no bearing on its quality. I am super cheap when it comes to spending money on investment research. I should probably at least try it out in the near future.

I've been considering buying some research products this coming year (I didn't spend any money on research products in '06). Do you or anyone else have any recommendations? I'm especially interested in foreign stock information (especially for ADRs), since that is often the hardest to research.

George,

Jason — Fri, 19 Jan 2007 17:23:16 -0500

George,

Do you subscribe to Value Investor Insight?

//Jason
zirotti.com
zirotti@gmail.com

Pretty soon, the 2.0 suffix

Jason — Mon, 18 Dec 2006 00:02:51 -0500

Pretty soon, the 2.0 suffix will be dropped. Any application that wants to survive needs to have complete involvement from users. Hence the reason why traditional media outlets are on the way out.