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The Science of Hitting  Anonymous

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  • Totally has 1212 visits
  • "Ted Williams described in his book, The Science of Hitting, that the most important thing is to wait for the right pitch. And that’s exactly the philosophy I have about investing." - WB »

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  • swnyc2 2013-08-21 07:56
    How about an update on your thoughts on SPLS?
  • salleeaz 2013-06-24 08:42
    What is Dupont analyses?
  • mike.crew 2013-01-24 09:54
    Science:
        I have read your comments and analysis with great interest. I am a value manager with a smallish portfolio ($163 mill) and would be interested in establishing a dialogue. If you are interested drop me a line at [email protected]
                                   Thanks Mike
  • leycrjb 2012-10-26 02:41
    The Science of : I wasn't pointing to the increase in allowance for doubtful accounts as the explanation - that's what the Securitization Program part was about. What Oh I see. No worries. I just find the massive increase strange, even moreso that they don't explain it at all. I guess they've been giving their customers longer to pay them in order to keep their business, but I'd have thought there'd be a sentence somewhere in the 10-k to explain that. ...
  • leycrjb 2012-10-25 05:29
    The Science of : Take a look at the May 2009 Securitization Program in the 10-K filed in March 2010; in that instance, the allowance for doubtful accounts matched (rou
    I don't understand. Why should an increase in the allowance for doubtful accounts lead to an increase in receivables?

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