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


To: Madharry who wrote (27186)7/2/2007 12:14:43 AM
From: James Clarke  Read Replies (10) | Respond to of 78710
 
I read that book too - the math is right but I could not figure out how to apply it to the situtations we see in stocks. sure, best ideas are big positions. Duh. But i could not fit that math to stock investing - I'm with you.

Hi I'm back if anybody remembers me - its been 7 years.

Have you looked at Whitney Information - RUSS - a bulletin board stock. free cash flow positive trading at less than cash on the balance sheet? Strange business with obvious warts, but I don't see why its trading below cash.