Comment on Seanergy Revisited by Weekly Links: June 13, 2010 | Dividends Value
[...] Wide Moat Investing presented Seanergy Revisited [...]
View ArticleComment on Add a Dose of Ready Mix? by PlanMaestro
WMI, an update on this idea might be appropriate given the recent sale. Have you done a liquidation analysis?
View ArticleComment on Pabrai, Position Sizes, and Volatility by Josh
“If your investors can’t stomach the volatility, then they shouldn’t have that money with you anyway (assuming of course that you ARE a capable investor whose long-term results beat the averages).”...
View ArticleComment on Pabrai, Position Sizes, and Volatility by widemoat
“Non-professionals who invest don’t have the discipline, experience, and mental fortitude that the pros have. To expect them to act the same during a draw-down as how they might imagine they’d act...
View ArticleComment on Two Improbable Statements Before Breakfast by Eric Bauer
Let’s see, you want an unlimited upside with a limited downside? OK, who pays for the downside?
View ArticleComment on Financial Panics and Commercial Revulsions by Weekend Reading...
[...] Wide Moat Investing presented Financial Panics and Commercial Revulsions [...]
View ArticleComment on Moody’s Intrinsic Value by Why Did Berkshire Stop Selling Moody’s?...
[...] different than it was five years ago…” [Emphasis added.] [A couple years ago, I suggested that Moody's Structured Products Group (SPG) would find it difficult to match past peak revenues [...]
View ArticleComment on Why Did Berkshire Stop Selling Moody’s? by PlanMaestro
You do not post much WideMoat but I like what you post when you do.
View ArticleComment on Berkshire Buys Lubrizol by Ravi Nagarajan
I did some work on Lubrizol today and came to a similar conclusion regarding margins. If you consider average net margins over the past five years to be “normalized”, then the deal is quite expensive –...
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