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Jae_Jun

  1. Warren Buffett’s BNI Intrinsic Value Calculation http://bit.ly/1G1kbn
  2. @valuebarbarossa Same. Shouldve just bought more than I did at $3. Still about 120% upside remaining.
  3. Portfolio Performance October 2009 http://bit.ly/395Dzt
  4. @cavalatica I don't believe VOL to be that great. Would rather buy more of MHH than VOL. UIS is also another possible option.
  5. Value Stock Mastech Holdings Misunderstood http://bit.ly/2o9dYe
  6. @cavalatica 20% drop on good results was ridiculous. I'll take that gift anytime.
  7. @BriPC23 yup.. Im a buyer when there is no news and big drops
  8. $MHH increased cash, decrease AR, nothing bad really. Just bad comp to last year but down 13%. Doesnt make sense. Maybe I should buy more
  9. No computer at home last week and much of this week.
  10. Notice: Just a Little Busy http://bit.ly/16zvAP
  11. RT @valueinvestr .pdf link to David Einhorn's presentation at VIC: http://bit.ly/4ktWzD Great stuff
  12. @valuestocks Great job! IGOI will have to work hard to maintain status at 1.50 and above though. But fair value reached IMHO
  13. RT @shadowstock interview with Prof Greenwald Value http://bit.ly/6iOmf
  14. Investing Book Review: Quality of Earnings http://bit.ly/12Xazp
  15. @cdndollars I still don't have my full order as well. Hard company to buy.
  16. Value Investor’s Guide to Handling Volatility http://bit.ly/33AcIB
  17. Investment Articles - Oct 10, 2009 http://bit.ly/6nT8s
  18. @ari5000 funny you mentioned FVE. I added it to my watch list this morning. Will read up on it.
  19. @ari5000 Never capitalised on SRZ. I saw it late last yr and early this yr but didn't know enough
  20. @valuestocks @troll1184 Been watching DLB>1 yr. They have great business model AND moat. Intrinsic value of around 35 last time i checked