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Thomas Macpherson  Thomas Macpherson

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  • PatientValueInvestor 2016-02-17 23:00
    Hi Tom-Just a note to tell you how much I enjoy and learn from your articles. My recent article (about Eaton Vance) was my first-ever article written and published on Gurufocus.com.  I hope to offer many more in the future to add to the community conversation. Anyway, if I ever publish an article and you have an extra moment, I would always appreciate any comment/insight you may have.  As an amateur just trying to do the best I can with investing, I have much to learn--so you ...
  • Grahamites 2015-08-10 21:46
    Tom I still need to figure out how to use gurufocus's personal space better. I noted your message and thanks for the nice words. I've only had 4 years experiences in value investing so I can guarantee you that you are much more experienced than I am. Maybe we can agree that learning is mutual. Best of wishes at Dorfman!Looking forward to more of your articles.
  • Robert Abbott 2015-06-08 16:42
    Thomas Macphers: Hi Bob. Thanks so much for your very kind note. First, let me say good luck on your new venture. I hope it is everything that will make you happy and
    Omaha sounds like a great idea. Best wishes, Bob
  • Robert Abbott 2015-06-07 19:38
    Hi Tom - I'm about to take a break from writing, with a temporary, full-time job for probably the next six to 12 months. As I withdraw for now, I wanted to let you know your encouraging comments and feedback have been appreciated very much. And your articles have been thought-provoking, including the recent one about moving into cash; it synchs with my own interest in downside protection tactics, with everything from simple stops to option collars. Anyway, keep up the good work; I'll keep readin ...
  • Thomas Macpherson 2015-05-01 07:20
    No problem my friend! I just wanted to hear your feedback and make my writing better. Thanks for your very kind words. My best wishes. Tom

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All Thomas Macpherson's Activities

  • Thomas Macpherson posts: 6 hr ago
    Linear Technology: We Hardly Knew 'Ya - Part Two
    For the second time in three weeks, a stock in the Nintai Charitable Trust has been acquired. Analog Devices (ADI) announced on July 26, that it was acquiring Linear Technology (LLTC) for $60 per share in a cash/stock deal. The sale price was...
    Comment
  • Thomas Macpherson and Shudeep Chandrasekhar became friends 07-24 20:46
  • Thomas Macpherson commented on Thomas Macpherson's article 07-20 18:08
    ARM We Hardly Knew 'Ya
    Softbank (TSE:9984) announced on July 18 it was acquiring ARM Holdings (ARMH) for $32 billion in an all-cash deal. The sale price was approximately a...
    View all 10 comments
    Thomas Macpherson 07-20 19:08
    • Thanks Holly. That was a great article. This type of interaction is what makes GF so valuable. Best - Tom
  • Thomas Macpherson commented on Thomas Macpherson's article 07-20 07:59
    ARM We Hardly Knew 'Ya
    Softbank (TSE:9984) announced on July 18 it was acquiring ARM Holdings (ARMH) for $32 billion in an all-cash deal. The sale price was approximately a...
    View all 8 comments
    Thomas Macpherson 07-20 08:59
    • Hi Praveen. I never could get comfortable with TXN simply due to its competitive moat and its balance sheet. I wish you well with your investment. Yes...one never unlearns the lesson of a margin call! Best - Tom
  • Thomas Macpherson commented on Thomas Macpherson's article 07-20 05:43
    ARM We Hardly Knew 'Ya
    Softbank (TSE:9984) announced on July 18 it was acquiring ARM Holdings (ARMH) for $32 billion in an all-cash deal. The sale price was approximately a...
    View all 6 comments
    Thomas Macpherson 07-20 06:43
    • Hi Belarophon. Thanks for your comment. We still own Linear Technology (LLTC) which in our eyes is probably the only other technology play that we think has a wide moat, tremendous balnce sheet, and great returns on capital & equity. In the technology space it's extremely hard to find companies with such characteristics which makes the loss of ARMH that much more difficult to replace. Thanks again for your comment. Best - Tom
  • Thomas Macpherson commented on Thomas Macpherson's article 07-19 18:48
    ARM We Hardly Knew 'Ya
    Softbank (TSE:9984) announced on July 18 it was acquiring ARM Holdings (ARMH) for $32 billion in an all-cash deal. The sale price was approximately a...
    View all 4 comments
    Thomas Macpherson 07-19 19:48
    • Hi Praveen. I think the idea is they they can create some IoT integrated package that they can leverage over th next decade. That's the best I can come up with at this point. I must concede the price - even with the sterling/yen gap - will require pretty aggressive growth numbers. I will watch with much interest to see how it plays out in the long term. Thanks for your comment. Best - Tom
  • Thomas Macpherson commented on Thomas Macpherson's article 07-19 17:47
    ARM We Hardly Knew 'Ya
    Softbank (TSE:9984) announced on July 18 it was acquiring ARM Holdings (ARMH) for $32 billion in an all-cash deal. The sale price was approximately a...
    View all 2 comments
    Thomas Macpherson 07-19 18:47
    • Thanks Paul. We hated to see it go but can't complain about a 60% return in 6 months. Looking at the reaction to SoftBank's stock maybe they will back out and we can pick it up again on the cheap. Thanks again. Best - Tom
  • Thomas Macpherson commented on Mark Yu's article 07-19 14:38
    China Yuchai: a Struggling Company
    With almost 50% in paper losses in China Yuchai International ADRs (CYD) since a mid-2015 purchase, compared with all-time highs logged by the S&P...
    View all 1 comment
    Thomas Macpherson 07-19 15:38
    • Hi Mark: I'm always impressed when someone owns up to an investment mistake. (My next article is on such a case). What I'd love to see in an addition might be a.) In general what went wrong in this investment? b.) what assumptions turned out to be wrong? Were these forced or unforced errors? c.) how will this impact your investment process going forward? Please note this is not a criticism. It would be very enlightening and educational to hear your thoughts about those issues. It's how we all learn. Kudos again on bringing forward such a case. Best - Tom
  • Thomas Macpherson commented on Dr. Paul Price's article 07-17 20:14
    9% Total Return in a ZIRP World. I'm in.
    Revisiting Fastenal This blue-chip company offers fine risk/reward at today's quote. Industrial supply company Fastenal (FAST) rarely trades with a...
    View all 1 comment
    Thomas Macpherson 07-17 21:14
    • Great article Paul. We've owned FAST in the Nintai portfolio since 2004. Your description of the stock as a bond institute is similar to Don Yacktman's presentation at this year's GF conference. Thanks again for another great article. Best. - Tom
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