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The Science of Hitting  Alex

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  • Totally has 1724 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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  • Dr. Paul Price 2016-06-07 15:17
    I wrote a full-fledged article on MKL today that will be published tomorrow on Real Money Pro, a subscription only site.

    If you give me your e-mail I will send it to you privately.

    Paul Price
  • fletchercole 2015-06-09 07:33
    The Science of : Fletcher, Didn't see your friend request (from a few months ago) until right now - sorry about that! Thanks for the kind words and hope to talk some No problem.  The notifications for the gurufocus site can be hard to pay attention to sometimes.  I usually focus on the articles!  I don't write/contribute on gurufocus, but occasionally like to "friend" contributors that I feel are well-worth reading.  Thanks for your contr ...
  • 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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All The Science of Hitting's Activities

  • The Science of Hitting commented on The Science of Hitting's article 02-21 09:37
    When Is Microsoft a Sell?
    This article requires a bit of background. First, I’ve owned shares of Microsoft (MSFT) since 2011. And second, the stock currently accounts for...
    View all 6 comments
    The Science of Hitting 02-21 09:37
    • Snowball - I think that's probably fair. In my mind, it's just logical that, AT SOME PRICE, even the best business is not an intelligent investment. You can accept lower expected returns, apply a higher terminal multiple, whatever. In the end, there's still some price. So, while I try to focus 100% of my attention on the long-term, I think what I presented in terms of base rates and MSFT's valuation is worth thinking about.



      My objective is to generate attractive long-term rates of return. At some price, I doubt the 10-year forward returns for MSFT (or any company / stock) are likely to be unattractive. And, as I discussed above, I am not in a position to honestly comment on Microsoft's prospects 10+ years from now. But I see the merit in what you've said! Have a great weekend Snow. 
  • The Science of Hitting commented on The Science of Hitting's article 02-20 06:42
    When Is Microsoft a Sell?
    This article requires a bit of background. First, I’ve owned shares of Microsoft (MSFT) since 2011. And second, the stock currently accounts for...
    View all 4 comments
    The Science of Hitting 02-20 06:42
    • dj - Fair enough! As usual, I think you and I are basically on the same page :) Have a great day. 
  • The Science of Hitting commented on The Science of Hitting's article 02-19 16:02
    When Is Microsoft a Sell?
    This article requires a bit of background. First, I’ve owned shares of Microsoft (MSFT) since 2011. And second, the stock currently accounts for...
    View all 2 comments
    The Science of Hitting 02-19 16:02
    • dj - I certainly understand your desire to continue holding a great business and not pay (significant) capital gains taxes. But in my opinion, there must be some limit on the value of a business. Is there no price where you would trim / sell? Maybe the answer is no. For me, I think the answer is yes - especially when that position is >15% of my portfolio and subject to certain risks (to be clear, over long periods of time). But, to each his own! As always, appreciate your feedback and thoughts. 
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