SI
SI
discoversearch

We've detected that you're using an ad content blocking browser plug-in or feature. Ads provide a critical source of revenue to the continued operation of Silicon Investor.  We ask that you disable ad blocking while on Silicon Investor in the best interests of our community.  If you are not using an ad blocker but are still receiving this message, make sure your browser's tracking protection is set to the 'standard' level.
Strategies & Market Trends : Value Investing
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  
To: Paul Senior who wrote (15809)11/16/2002 10:41:22 PM
From: James Clarke  Read Replies (2) of 78705
 
6 years - wow. I remember I found this thread in November of 1996. I guess it had just started. And I had just found St. Joe - remember that one? I was a kid at Columbia Business School who was just starting to learn investing and over the next few years I posted as somebody who sounded like he knew a lot more than he did. And Paul always was one of the the ones who always saw through me and I didn't realize how right he was about how little I knew until much later. I learned a lot from this thread and other work I was doing at the time, and now I'm managing a lot of money and doing it well thanks in great part to what I learned in the give and take we had here from 1996 to 2000. Keep learning and keep asking questions.

In that spirit, let me throw out a question which I really do want to hear some thoughts on, because its big and I cannot answer it. Pension liability appears that it might be the issue for old economy stocks the issue option liability is for the Dells and Microsofts. And what do you do with it? Like options, it depends on the level of the market, so it is impossible to pinpoint. But I find the disclosure much more difficult than options - those are pretty transparent to me. Anybody have more comfort with what to do with this? I'm not talking about the extremes (GM or Goodyear) - I'm talking about any industrial company. Can anybody point me to a study of pension accounting that focuses on value and cash flow or has anybody written anything themselves on this topic? I think it is going to be huge, but its an area of financial analysis I am not comfortable with.

Pension accounting... that should take another six years to figure out!

Jim
Report TOU ViolationShare This Post
 Public ReplyPrvt ReplyMark as Last ReadFilePrevious 10Next 10PreviousNext  

HomeMailHotSubjectMarksPeopleMarksKeepersSettings
Terms Of UseContact UsCopyright/IP PolicyPrivacy PolicyAbout UsFAQAdvertise on SI
© 2025 Knight Sac Media.  Data provided by Twelve Data, Alpha Vantage, and CityFALCON News