sajid.karsan's story links

Find Local Advantages

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I recently read a paper on competitive advantages in which many value investors will be interested. It's from 2005, so it does talk about Apple as being a company with no competitive advantage, but I...

Follow Your Companies Full-Time

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Many value investors tend to favour quantitative over qualitative factors when evaluating stocks. Nevertheless, it is absolutely imperative that investors go beyond the quarterly reports in...

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An mPad Is Cheaper Than An iPad

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Micropac Industries (MPAD) looks cheap...very cheap! It trades for $13.5 million despite net cash of $10 million and a profitable history: in the last four years it has total income of around $7...

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I Don't Know

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What makes these three words (the title of this post) so hard to say? Does it suggest ignorance, incompetence or lack of intelligence? In the investing world, the phrase is probably not used enough,...

The Upside Of Irrationality: Chapter 8

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Through a series of experiments, Dan Ariely documents the many ways in which humans behave irrationally. By understanding these human tendencies, we can both learn to behave more rationally when it...

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The Upside Of Irrationality: Chapter 7

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Through a series of experiments, Dan Ariely documents the many ways in which humans behave irrationally. By understanding these human tendencies, we can both learn to behave more rationally when it...

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Virco Manufacturing Gets Smoked

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Virco Manufacturing's market cap has fallen from $50 million a few months ago to about $24 million today, giving it a P/B ratio of under 0.6. The company manufactures and distributes desks, tables,...

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Demystifying Advantages

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On this blog, you will mostly find discussion of low multiple stocks, as far as investment discussions go. That is, a company undergoing some temporary difficulty that trades at a low P/E or low P/S...

Demystifying Advantages

(via www.barelkarsan.com)

On this blog, you will mostly find discussion of low multiple stocks, as far as investment discussions go. That is, a company undergoing some temporary difficulty that trades at a low P/E or low P/S...

LS Starrett Shows Jump

(via www.barelkarsan.com)

Almost two years ago, LS Starrett (SCX) was discussed on this site as a potential value investment. Having appreciated some 50% since that time, the stock now trades much closer to its intrinsic...

SuperValu LBO Update

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Several quarters ago, SuperValu was discussed on this site as a potential opportunity for regular investors to participate in what looked like a leveraged-buyout type investment play. A few months...

Mirage Of Rimage's Cash

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Last year at this time, Rimage looked like an attractive stock. It had both a ton of cash relative to its market cap, and a steady source of cash flow such that it could generate a great return for...

The Upside Of Irrationality: Chapter 6

(via www.barelkarsan.com)

Through a series of experiments, Dan Ariely documents the many ways in which humans behave irrationally. By understanding these human tendencies, we can both learn to behave more rationally when it...

The Upside Of Irrationality: Chapter 5

(via www.barelkarsan.com)

Through a series of experiments, Dan Ariely documents the many ways in which humans behave irrationally. By understanding these human tendencies, we can both learn to behave more rationally when it...

More PE10 Shortcomings

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The PE10 is a useful ratio that aids the investor in determining the relative price level of the aggregate stock market. But as discussed on this site a few days ago, the metric is far from perfect,...