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Bill Smith  Bill Smith

  • Totally has 271 visits
  • $SAM & $DLB »

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  • ry.zamora 2012-08-10 14:07
    Bill Smith : Ry:  I've seen growth estimates of 8%, 13%, and 14% (Morningstar, S&P, and Yahoo, respectively).  So there's some difference of opinion out there. Ry:  I've seen growth estimates of 8%, 13%, and 14% (Morningstar, S&P, and Yahoo, respectively).  So there's some difference of opinion out there. The DCF #s I listed weren't intended as a replacement for any deep level of analysis wrt shipments and the like, just a "what if" ...
  • ry.zamora 2012-08-08 09:10
    Bill Smith : Ry:  I can't figure it out either.  Maybe people are concerned about patent expiration, PC sales, etc?  I remember reducing consensus growth estimates Re: First reply: I see. I've seen Jae Jun's spreadsheets before, though I still prefer to construct the valuation models myself, as I estimate owner earnings line by line, going down from revenues, which are tied to non-financial information if I can help it. It's a super long and super intense a ...
  • Bill Smith 2012-08-07 18:57
    No problem, Ry, thanks for the kind words.  I intend to start looking for more now that I have a little bit of time back in my schedule. For valuation I use Jae Jun's spreadsheets from oldschoolvalue.com  It saves me a lot of time since it pulls the data into the spreadsheet.  It makes it simple to do a reverse DCF, or other 'what ifs' to see what the market price is telling you.  Of course, I also use it for standard DCF models. It also has Graham, N ...
  • ry.zamora 2012-08-07 16:38
    Bill Smith : Ry:  Thx for the note.  It's been pretty hectic around here the last few months; haven't written as much as I'd like.  The single day price drop remin Hey Bill! Thanks for your reply. Well, I haven't written as much as I'd like either. I've already got a backlog of two companies for my write-ups (DO and Tilson's "beloved" IRDM hehe), and I'm currently making headway with my third company after Hillenbrand (the idea itself inspire ...
  • ry.zamora 2012-08-06 13:44
    Bill, I followed your buy recommendation on Dolby Labs. It's been roughly a year since your Sep 2011 article, and DLB's most recent financial status is out. Because you're the analyst-investor who posted the write-up, consequently you are the best person to approach regarding any updates on the company and its intrinsic value estimates. I'll be going into Dolby's 2011 AR later tonight to verify the continued existence of the competitive advantages you listed in your report, but as far as t ...

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