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The Science of Hitting Alex
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- Totally has 1878 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 Mike.Crew@Gmail.com
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?
