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ry.zamora  Ry Zamora

  • Totally has 40 visits

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  • beltrancaceres 2013-01-09 20:26
    Ry, how's the analysis of LOTO. took a tentative look at it, and it looks very promising. have you initiated a position?
  • Bill Smith 2012-08-10 13:42
    ry.zamora : Re: First reply: I see. I've seen Jae Jun's spreadsheets before, though I still prefer to construct the valuation models myself, as I estimate owner Ry:  I've seen growth estimates of 8%, 13%, and 14% (Morningstar, S&P, and Yahoo, respectively).  So there's some difference of opinion out there. The DCF #s I listed weren't intended as a replacement for any deep level of analysis wrt shipments and the like, just a "what if" to see where fair val ...
  • Bill Smith 2012-08-08 06:09
    ry.zamora : Hey Bill! Thanks for your reply. Well, I haven't written as much as I'd like either. I've already got a backlog of two companies for my write-ups (D Ry:  I can't figure it out either.  Maybe people are concerned about patent expiration, PC sales, etc?  I remember reducing consensus growth estimates from 15% to 11%, b/c I figured growth would start slowing the bigger they got (and I find analysts overly optimistic) On your questions: (1 ...
  • Bill Smith 2012-08-06 17:11
    ry.zamora : Bill, I followed your buy recommendation on Dolby Labs. It's been roughly a year since your Sep 2011 article, and DLB's most recent financial status i Ry:  Thx for the note.  It's been pretty hectic around here the last few months; haven't written as much as I'd like.  The single day price drop reminded me of last August on the Win8 news.  The spreadsheet I use to number crunch, now has the financial info available from this qtr, so I can t ...
  • cdubey 2012-07-17 03:15
    ry.zamora: Chandan,

    I've been reading the few articles you've written on Holcim, Ltd., and I've liked it enough that I have begun a full-blown analysis of its b
    Here you go !


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