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Thomas Macpherson  Thomas Macpherson

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  • Grahamites 2016-10-07 15:01
    Tom, thanks for checking in. All is good. I'm in the process of discussing with my employer what's the best way for me to continue to write on gurufocus, the content of my articles and how much I can write without creating a conflict of interest etc. Once that's resolved I should be able to write.
  • PatientValueInvestor 2016-02-17 23:00
    Hi Tom-Just a note to tell you how much I enjoy and learn from your articles. My recent article (about Eaton Vance) was my first-ever article written and published on Gurufocus.com.  I hope to offer many more in the future to add to the community conversation. Anyway, if I ever publish an article and you have an extra moment, I would always appreciate any comment/insight you may have.  As an amateur just trying to do the best I can with investing, I have much to learn--so you ...
  • Grahamites 2015-08-10 21:46
    Tom I still need to figure out how to use gurufocus's personal space better. I noted your message and thanks for the nice words. I've only had 4 years experiences in value investing so I can guarantee you that you are much more experienced than I am. Maybe we can agree that learning is mutual. Best of wishes at Dorfman!Looking forward to more of your articles.
  • Robert Abbott 2015-06-08 16:42
    Thomas Macphers: Hi Bob. Thanks so much for your very kind note. First, let me say good luck on your new venture. I hope it is everything that will make you happy and
    Omaha sounds like a great idea. Best wishes, Bob
  • Robert Abbott 2015-06-07 19:38
    Hi Tom - I'm about to take a break from writing, with a temporary, full-time job for probably the next six to 12 months. As I withdraw for now, I wanted to let you know your encouraging comments and feedback have been appreciated very much. And your articles have been thought-provoking, including the recent one about moving into cash; it synchs with my own interest in downside protection tactics, with everything from simple stops to option collars. Anyway, keep up the good work; I'll keep readin ...

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All Thomas Macpherson's Activities

  • Thomas Macpherson commented on Robert Abbott's article 10 hr ago
    Modern Value Investing: Return on Invested Capital
    Is return on invested capital the big fish in the investing ocean? Charlie Munger (Trades, Portfolio) thinks as much, and Sven Carlin follows Munger...
    View all 1 comment
    Thomas Macpherson 01-17 17:44
    • Other than valuation, the most important number in helping me find an investment. Great article Bob. - Tom
  • Thomas Macpherson commented on John Engle's article 14 hr ago
    Remembering John Bogle: 3 Timeless Lessons From a Market Legend
    John Bogle, the father of index funds, died Jan. 16. But his legacy lives on through Vanguard, the juggernaut asset management firm he founded, and...
    View all 1 comment
    Thomas Macpherson 01-17 14:08
    • Certainly in the the top 5 influencers of my investment process and strategy. Truly a giant. 
  • Thomas Macpherson commented on Hugo Roque's article 16 hr ago
    A Portfolio Built to Last
    Steven Kiel of Arquitos Capital Management is one of the most successful managers of the current decade. Since its founding in April 10, 2012, the...
    View all 1 comment
    Thomas Macpherson 01-17 11:37
    • Great article Hugo. I greatly admire Steven's approach. I tend to approach investing in a similar way though not wih such a success rate! Thanks for posting. There is a lot of wisdom packedinto this article that all of us would be wise to read and ruminate on. Great stuff. Best - Tom
  • Thomas Macpherson commented on Thomas Macpherson's article 18 hr ago
    Fundamental Business Analysis
    “Getting inside the guts of a business and understanding how it works really isn’t that interesting or sexy. I remember sitting on an assembly...
    View all 6 comments
    Thomas Macpherson 01-17 10:10
    • Hi Brigatti. Great. I hope you enjoy it. It's very, very technical so not an easy read like The Intelligent Investor. But I think it's a classic and worth its weight in gold. Best - Tom
  • Thomas Macpherson commented on Thomas Macpherson's article 18 hr ago
    Fundamental Business Analysis
    “Getting inside the guts of a business and understanding how it works really isn’t that interesting or sexy. I remember sitting on an assembly...
    View all 5 comments
    Thomas Macpherson 01-17 10:08
    • Hi Batbeer: Those are as astute a set of questions to be asked and like you, I'm not sure I have an EXACT answer, I guess it's similar to defining intrinsic value or Potter Stewart's theory on pornography. Close enough is enough. I'm following up my three questions posed in this article using an investment holding of Nintai Invstments and the Hayashi foundation - SEI Investments. I'm not sure if they will get the answer any closer, but I hope they might move the conversation along a little bit. Thanks again as always for your great comments. Best. - Tom
  • Thomas Macpherson commented on Thomas Macpherson's article 21 hr ago
    Fundamental Business Analysis
    “Getting inside the guts of a business and understanding how it works really isn’t that interesting or sexy. I remember sitting on an assembly...
    View all 2 comments
    Thomas Macpherson 01-17 06:43
    • Thak you Brigatti for your comment. Glad you enjoyed the article. I'm going to acrually shy away from the all too classic business school books I was forced to read and recommend a much lesser known book which I think is a gem and greatly underdiscussed in the investment community. It's called "Excess Returns" by Frederik Vanhaverbeke. You can purchase it at Amazon and I think it's one of the best books written about understanding and applying fundamental analysis in your investment process. If you read it, I'd love to hear what you think, so feel free to reach out to me at [email protected] and let me know. Thanks again for your comment. My best wishes. - Tom

       
  • Thomas Macpherson commented on Robert Abbott's article 01-12 18:54
    Modern Value Investing: Focus on Risk, Not Returns
    Value investors should not follow academics and Wall Street when they define risk, according to author Sven Carlin in chapter three of “Modern...
    View all 3 comments
    Thomas Macpherson 01-12 18:54
    • Great points Batbeer. Thanks for sharing them. - Tom
  • Thomas Macpherson commented on Robert Abbott's article 01-12 15:41
    Modern Value Investing: Focus on Risk, Not Returns
    Value investors should not follow academics and Wall Street when they define risk, according to author Sven Carlin in chapter three of “Modern...
    View all 1 comment
    Thomas Macpherson 01-12 15:41
    • Completely agree Bob. I think far too many value investors focus low key measures (P/E, P/S, etc.) and high discounts to intrinsic value rather than what is the risk of permanant capital impairment. I wll be publishing a series of articles on fundamental business analysis and how to reduce it to reduce risk and improve your understanding of growth potential. Great summary Bob. Love these reviews. Best - Tom
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