Graham and Doddsville -- Value Investing In The New Era

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Strategies & Market Trends
Graham and Doddsville -- Value Investing In The New Era

An SI Board Since February 1998

Posts	SubjectMarks	Bans
1722	28	0

Emcee: porcupine --''''>	Type: Unmoderated

Introduction Compact

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Reply	Message Preview	From	Recs	Posted
247	<< ...steel, cement, DRAM, microprocessors and jet aircraft are indispens	porcupine --''''>	-	4/23/1998
246	<< Yet I'm unwilling to discard Buffett's analysis until I am dou	porcupine --''''>	-	4/23/1998
245	<< Buffett does not hold [CAPM] in high regard either. At least he has m	porcupine --''''>	-	4/23/1998
244	Wow, what a meaty answer! You sure gave me a lot to chew over. What I've	Daniel Chisholm	-	4/23/1998
243	<Earnings were overstated by 42% in 1995, Earnings were overstated by 57% in	Reginald Middleton	-	4/23/1998
242	<You seem to be very familiar with CAPM and related subjects. I have studied	Reginald Middleton	-	4/23/1998
241	Daniel: The Problem With Capital-Intensity Graham and Doddsville Revisited -	porcupine --''''>	-	4/23/1998
240	Wayne, I certainly enjoyed the part on IBM. Seems like I suggested it was one	Berney	-	4/22/1998
239	Reginald, You seem to be very familiar with CAPM and related subjects. I have	Freedom Fighter	-	4/22/1998
238	Stock Options Reynolds, I thought you would like the IBM part. The reason I p	Freedom Fighter	-	4/22/1998
237	Let's look at this from the other side of the fence. MSFT sinks significant	Reginald Middleton	-	4/22/1998
236	Wayne -- this is a terrific expose'. I'm amazed that anti-dilution eat	porcupine --''''>	-	4/21/1998
235	Forget the annuals, read proxies By Martin Sosnoff AFTER READING hundreds of	Freedom Fighter	-	4/21/1998
234	<My question is whether it would be more consistent to measure the correspon	Reginald Middleton	-	4/21/1998
233	<< The cost of capital for debt is arrived at by taking the current rate	porcupine --''''>	-	4/21/1998
232	Daniel, re: valuing Boeing, in case you missed it and FWIW, what I wrote in pos	porcupine --''''>	-	4/21/1998
231	<My "problem" with using (risk-adjusted, as you have corrected me)	Reginald Middleton	-	4/21/1998
230	I wrote: <i> The thing that bothered me was the a priori choice of a cost	Daniel Chisholm	-	4/21/1998
229	Joe, let the games begin! The only thing I ask is that you use the thread to e	Berney	-	4/21/1998
228	I spent 20 years fighting the "big boys". Seems every time they upgr	Joe Copia	-	4/21/1998
227	Joe, I've been called many things, but never a gentleman <g> I look	Berney	-	4/21/1998
226	You sir are a gentleman. My "portfolio" is @: allstocks.com I wi	Joe Copia	-	4/20/1998
225	Joe, Let's try this a different way. Each of the main players here, has th	Berney	-	4/20/1998
224	Computer Crashes on Bill Gates --!!!!:> By Cliff Edwards	porcupine --''''>	-	4/20/1998
223	10-4	Mike Roberts	-	4/20/1998

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