Someone who reads my blog sent me this email:
Hi Geoff,
A company is attractive if it is trading below NCAV and has earned a decent return on equity in the past. I can understand that.
But what about a …
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Financial News with emphasis on Value Investing, Hedge Funds and Asset Managers
Posts Tagged ‘ balance sheet ’
When Is A Bad Business A Good Net-Net? (DNB, AAPL)
QE: Prove It First
By Seeking Delta of http://seekingdelta.wordpress.com
“Fed itself has admitted in the last couple days in speeches that they don’t know what they’re doing. They just hope what they’re doing works.”
~Kyle Bass of Hayman Capital 10/06/2010 via CNBC …
With talk
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Book Review: Financial Statements: A Step-by-Step Guide to Understanding and Creating Financial Reports by Thomas Ittelson
I have decided to do book reviews on some select accounting books. The most recent book I have read is Financial Statements… by Thomas Ittelson. Ittelson has an interesting bio for someone who writes a book on accounting. According to
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Book Review: How To Read A Financial Report By John A. Tracy
I took a break from my series of book reviews on the financial crisis to review a book on an unrelated topic (My next book review will be back to the financial crisis). My latest book review is How to …
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