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The Science of Hitting Alex
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- Totally has 1575 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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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
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 ...
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
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. ...- 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 (rouI don't understand. Why should an increase in the allowance for doubtful accounts lead to an increase in receivables?
“My stepping down from the board represents no change of any kind in my or Berkshire’s relationship with 3G. I am on no public boards (except Berkshire) and expect to be on none in the future.”