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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: j g cordes who wrote (15175)8/14/2002 12:12:50 PM
From: TimbaBear  Read Replies (1) | Respond to of 78727
 
j g cordes

Thank you for posting the link to the Sanjay Bakshi article. An excellent article which brought back to the fore some of the ideas of Graham regarding the hidden value of an unleveraged company and how to think about that element of valuation.

"What has worked in Investing", a 42 page brochure put out by Tweedy, Browne Company, is free to anyone who requests it and is a very nice presentation with (for me) startling documentation for the past returns in several value picking styles. It is well worth the time to get it and read it.

Thanks again!

Timba



To: j g cordes who wrote (15175)8/14/2002 3:50:20 PM
From: Paul Senior  Read Replies (1) | Respond to of 78727
 
Thanks for the Sanjay Bakshi article. A keeper. Very excellent and helpful article. I will try to give more consideration to viewing debt-free companies from a lender's perspective. And the article's given me new impetus to go back and look more closely for companies selling below cash.

Paul Senior


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