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The Science of Hitting Anonymous

Totally has 645 visits
"In my whole life, I have known no wise people (over a broad subject matter area) who didn't read all the time - none, zero." - Charlie Munger »

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jianing7978 2013-04-29 20:13

Hi The Science of Hitting, would you mind exchanging contact information? I'll be attending the shareholder meeting this weekend as well and wanted to see if you have time to meet. My email is jianing1112@gmail.com.
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mike.crew 2013-01-24 10:54

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 Mike.Crew@Gmail.com
Thanks Mike
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leycrjb 2012-10-26 03:41

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. ...
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leycrjb 2012-10-25 06:29

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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leycrjb 2012-10-24 03:55

Hi Science. I've been looking to Staples a little since reading your articles and have a quick question for you. Looking at the pattern of receivables points out a strange trend. In 2009 trade receivables jumped massively, from 822 to 1841, with no apparent explanation. It has since stayed at a similarly high proportion of revenue. Any thoughts?

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Menu The Science of Hitting commented on John Emerson's article 18 hr ago
Reflections from 20 Years of Investing Pt. 1
“We should not judge people by their peak of excellence, but by the distance they have traveled from the point where they started.” - Henry Ward...
View all 1 comment
The Science of Hitting 06-19 08:01

Fantastic article - and almost as good as your returns over the past 12 years; congrats on your success! Looking forward to the coming articles in this series.

Comment
Menu The Science of Hitting commented on The Science of Hitting's article 06-18 06:43
Bing & Windows 8 - Market Share Data
In my most recent article, I made the following statement in the comments when discussing the importance of Microsoft (MSFT)'s new OS, Windows 8, to...
View all 6 comments
The Science of Hitting 06-18 07:43

Ryerasi,

Sorry about the delay, I don't get any update when comments are made on old articles. Unfortunately, NetMarketShare (used for this article) has changed their policy, and now charges for specific data (like Windows 8 specific Bing search share data). What you're looking for would be great data to have; sadly, I don't know where to find it.

However, the Comscore data continues to be encouraging; from 16.3% in December 2012, Bing has added more than 100 basis points in share year to date (to 17.4%).

Thanks for the comment Raj!

Comment
Menu The Science of Hitting commented on The Science of Hitting's article 06-18 06:38
FLIR Conference Notes
FLIR Systems (FLIR) VP of Investor Relations, Shane Harrison, recently presented at William Blair's 33rd Annual Growth Stock Conference (CFO Tony...
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The Science of Hitting 06-18 07:38

Rjstcr,

Sorry about that - I'm not sure if I forgot to type it in or if it simply did not show up for some reason.

I've owned shares of FLIR since the second quarter of 2012; I will be adding to my position in the near future (assuming I get a bit of help from Mr. Market).

Thanks for the comment!
Comment
Menu The Science of Hitting posts: 06-16 17:49

FLIR Conference Notes
FLIR Systems (FLIR) VP of Investor Relations, Shane Harrison, recently presented at William Blair's 33rd Annual Growth Stock Conference (CFO Tony Trunzo was supposed to be there, but his flight to the conference was cancelled); as I’ve noted in the...
Comment
Menu The Science of Hitting commented on Gordon Pape's article 06-09 18:16
North America's New Railroad Boom
Contributing editor Tom Slee is with us today with a fresh look at the railway industry. Tom managed millions of dollars in pension money during his...
View all 1 comment
The Science of Hitting 06-09 19:16

Very good piece; thanks!

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