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Strategies & Market Trends : Value Investing
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To: Daniel Chisholm who wrote (8482)10/2/1999 5:56:00 PM
From: jeffbas   of 78683
 
Nice post. I think that CHB is possibly another one in the same category. How much is the good will generated in all those retail acquisitions worth if they themselves warn that there are 1,000 too many dealers. (Tangible book is around zero.) The debt added still has to be repaid.

Another way of looking at this is that as value investors we should always ask ourselves if the business model has recently changed, and what are the potential negative implications.
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