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The Science of Hitting  Alex

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  • Totally has 1627 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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  • Abuse
    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
  • Abuse
    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 ...
  • Abuse
    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
  • Abuse
    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. ...
  • Abuse
    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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  • The Science of Hitting commented on The Science of Hitting's article 01-15 09:23
    Some Thoughts on FedEx
    In 2018, I spent a few weeks researching package delivery and supply chain management companies FedEx (FDX) and UPS (UPS). Here’s what I tweeted...
    View all 6 comments
    The Science of Hitting 01-15 09:23
    • Dernek - Thanks for the kind words! I think we are on the same page :)
  • The Science of Hitting commented on The Science of Hitting's article 01-09 05:56
    Some Thoughts on FedEx
    In 2018, I spent a few weeks researching package delivery and supply chain management companies FedEx (FDX) and UPS (UPS). Here’s what I tweeted...
    View all 4 comments
    The Science of Hitting 01-09 05:56
    • B - Fair points. I completely agree that Amazon can handle last mile for their own packages in dense areas (they're already doing it). But to your larger point, I think there is some concern that this can try to replicate the networks by cobbling together their own infrastructure, as well as by relying on ISP's and other shippers (USPS, regionals, etc). What I'm not sure about is whether the economics are better - or even comparable - in that case. And despite much talk about pricing power from UPS / FDX (and their published rate increases at year-end are impressive), I don't see much net pricing actually flowing through the P&L (look at the mix between volume and pricing in the contribution to revenue growth over the past ten years). As importantly, their margins and returns on invested capital are not as great as one might assume if they didn't look closely at the financials for the "duopoly". So that's a long way of saying that I hear you, but I'm not so sure! Thanks for the comment :)
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