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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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647 Sean: At a gut level, I don't feel comfortable enough with Cendant to do deporcupine --''''>-8/16/1998
646 Thanks. Good to know what you think of them. Is it because the type of businessSC-8/16/1998
645 Shawn: Neither Cendant, nor its predecessors, ever got past the first non-quantporcupine --''''>-8/15/1998
644 Reynolds, I just followed you here from the other thread. Regarding the articleSC-8/15/1998
643 Boeing Makes Deal With Union on 737s By LAURENCE ZUCKERMAN -- Augustporcupine --''''>-8/14/1998
642 False Profits for 3 Years at Cendant By DIANA B. HENRIQUES -- Augustporcupine --''''>-8/14/1998
641 Strike costs GM $1.65 billion in 3Q DETROIT, Aug 14 (Reuters) - General Motorporcupine --''''>-8/14/1998
640 A couple more of my thoughts on risk premiums and models. I believe that diffeFreedom Fighter-8/14/1998
639 Axel, >>>There was a wonderful study done by Stephen Leuthold a few yFreedom Fighter-8/14/1998
638 <b>Some Potential "Farmer's Stocks"</b> Determined bAxel Gunderson-8/14/1998
637 <i> According to finance models there is a point at which deleveraging, eAxel Gunderson-8/14/1998
636 I agree with you re: the lack of benefit to discounting whole-business CE/FCF, Michael Burry-8/14/1998
635 Reynolds, I loved your essay on GM. >The write-offs of accrued medical beFreedom Fighter-8/13/1998
634 Reynolds -- Wow! A very interesting analysis and discussion. Most investors Berney-8/13/1998
633 Porc: That hypothetical letter was a crack-up. The laughter (truth?) hurts. Axel Gunderson-8/13/1998
632 Fleckenstein on Gold, Central Banks, and Currencies. All that glitters... SpeaFreedom Fighter-8/13/1998
631 My thoughts on risk premiums and how I invest: >And recently there is debaFreedom Fighter-8/13/1998
630 >This isn't entirely satisfying. The problem is that GM can not know thaFreedom Fighter-8/13/1998
629 One thought on GM and its leverage. The only book I have read on the post-retiFreedom Fighter-8/13/1998
628 << I've got a brilliant idea for a restaurant chain >> >Is Freedom Fighter-8/13/1998
627 Porc - don't tell me, you've been thinking about this stuff a little inAxel Gunderson-8/13/1998
626 << I've got a brilliant idea for a restaurant chain >> <i&gAxel Gunderson-8/13/1998
625 What Did GM Really Earn In 1997? (3 of 3) "Dear Shareholder" -------porcupine --''''>-8/13/1998
624 What Did GM Really Earn In 1997? (2 of 3) -------------------------------------porcupine --''''>-8/13/1998
623 What Did GM Really Earn In 1997? (1 of 3) -------------------------------------porcupine --''''>-8/13/1998
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