tag:blogger.com,1999:blog-7294165939647321702.post1020156912563235817..comments2024-03-28T13:45:43.362-04:00Comments on <center><a href="http://www.barelkarsan.com">Barel Karsan - Value Investing</a></center>: Treating Research at EA and CokeSaj Karsanhttp://www.blogger.com/profile/04493152766022812984noreply@blogger.comBlogger4125tag:blogger.com,1999:blog-7294165939647321702.post-75943406933385538472010-02-23T01:53:53.735-05:002010-02-23T01:53:53.735-05:00Hi Anon1,
The R&D expenditure can usually be ...Hi Anon1,<br /><br />The R&D expenditure can usually be determined in the company's annual report.<br /><br />Hi Anon2,<br /><br />I'll keep that in mind for the future, but of course the Motley Fool already gives Lynch a fair share of space for readers who are interested.Saj Karsanhttps://www.blogger.com/profile/04493152766022812984noreply@blogger.comtag:blogger.com,1999:blog-7294165939647321702.post-45501993840700399072010-02-22T11:22:29.986-05:002010-02-22T11:22:29.986-05:00hey saj , how bout reviewing a peter lynch book ne...hey saj , how bout reviewing a peter lynch book next time?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7294165939647321702.post-2604652400139018432010-02-22T11:18:05.176-05:002010-02-22T11:18:05.176-05:00gotta say its a difficult task indeed!
any suggest...gotta say its a difficult task indeed!<br />any suggestions for telltale signs or indicators which may prove useful in determining such expenditure?( i know this is a shameless way of asking for a tip but this wot u get for having such lousy readers!!!!!!)Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7294165939647321702.post-91517465708940048732010-02-22T08:49:52.097-05:002010-02-22T08:49:52.097-05:00nice article. One of the fundamental points of va...nice article. One of the fundamental points of value analysis is to understand how the moat (margin) is maintained relative to competition in terms of cost inputs. Most miss the point of industry and competitive dynamics with regards to this.<br /><br />R&D as you indicate varies with each industry. Often the red queen runs ever faster to stand still (no moat). Many will miss the rise in earnings as a good thing even when it comes at the expense of some moat.nick gogertyhttp://www.gogerty.comnoreply@blogger.com