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  • Nicola Guida commented on Nicola Guida's article 1 hr ago
    Graftech International: Uncertainty Creates Opportunity
    Introduction I recently became interested in Graftech International Ltd. (EAF) after reading a June 2019 Mohnish Pabrai (Trades, Portfolio)...
    View all 4 comments
    Nicola Guida 01-28 00:15
    • Hello Pps.aujla,

      Pabrai is already quite overexposed to EAF, but we will learn it soon! 

      Thanks for commenting!

      Best Regards, Nicola
  • jeni commented on valuefan's topic 1 hr ago
    export to excel
    It would be nice to be able to export the data (buys, sells. holds) to excel. This could be an option you could charge for, if you like.
    View all 7 comments
    jeni 01-28 00:14
    • Hi, great to see your website. I like the content and the research done behind every aspect of your blog. It looks great and very knowledgeable. Keep it up the good work. Oracle
  • Nicola Guida commented on Nicola Guida's article 1 hr ago
    Graftech International: Uncertainty Creates Opportunity
    Introduction I recently became interested in Graftech International Ltd. (EAF) after reading a June 2019 Mohnish Pabrai (Trades, Portfolio)...
    View all 3 comments
    Nicola Guida 01-28 00:13
    • Hello Bruce,

      thank you for your comment!

      Brookfield is currently in the process of selling some of their shares (the company took Graftech private in 2015 for an amount o around $700M, so they made at least 5x on their investment).

      So this adds some temporary downard pressure on the stock, but IMO it's not changing the value proposition. On a potitive note, both BAM and the minority shareholders benefit from the huge baybacks.

      The real risk for the minority shareholders here is that they could take Graftech private again at a depressed price, but I see this scenario as highly unprobable as it would postpone the realization of its value: they can earn much more just by letting Graftech wisely allocate capital and thrive.

      Best Regards, Nicola
  • jeni commented on reports.droy's article 1 hr ago
    Oracle Makes A New Innovation In Data Handling
    This year has been the year of technology; from smartphones to Big Data, all segments of technology have been rapidly evolving and has been action...
    View all 1 comment
    jeni 01-28 00:08
    • I want you to thank for your time of this wonderful read!!! I definitely enjoy every little bit of it and I have you bookmarked to check out new stuff of your blog a must read blog!! Oracle Autonomous Database
  • jeni commented on reports.droy's article 2 hr ago
    BIG DATA Banking on SQL Courtesy Oracle
    SQL is under R.I.P. tombstone, is it a myth or truth??? For quite some time now the world has declared the death of one of the most used programming...
    View all 1 comment
    jeni 01-28 00:02
    • It’s very excellent information and more real facts to provided that post.Thank you for sharing this information. 1z0-931

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