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Arjun Chan  Arjun Chan

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  • batbeer2 2016-04-08 09:14
    Arjun Chan: Batbeer2, Did you forgot to leave a comment on my article :-)
    Hi Arjun,

    Yes. I wrote a comment but then I realised it did not add much to what you had said already so I removed my comment.

    Thanks for sharing your thoughts.
  • jglia 2014-01-02 11:07
    With regard to the Hunger Games, another valuable parallel that can be applied to investing is that the Government (Fed or congress) can change the game at any time and for any reason. Therefore we have to assess the new conditions and adapt our strategy to survive.
  • jianing7978 2013-09-25 17:58
    itzarjuna : Hi Ning, Good to know you are thinking of initiating a position. Agree with you on the ITDA but they did say that they had already put out the money f I've had a few days like this for JCP. I think the thesis still holds so I'm not selling. In fact, I've added 20% on my position today. ZINK is at 52 week high so I'd prefer to enter at a lower price but my concern is once the market starts to appreciate the transformation, it may never look back. What do you think? ...
  • jianing7978 2013-09-25 14:10
    Hey Arjun, I took a look at ZINC, the article makes sense, I just had some concern over the use of EBITDA b/c for ZINC, especially with the financing of the new plant, the ITDA part in EBITDA matters a lot. You can't just take interest, depreciation and taxes out of the equation. But other than that, I think the analysis is solid. May initiate a position in a little.

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