tag:blogger.com,1999:blog-7294165939647321702.post1301407586816374394..comments2024-03-28T13:45:43.362-04:00Comments on <center><a href="http://www.barelkarsan.com">Barel Karsan - Value Investing</a></center>: Wa Un-BashedSaj Karsanhttp://www.blogger.com/profile/04493152766022812984noreply@blogger.comBlogger2125tag:blogger.com,1999:blog-7294165939647321702.post-46265625733143710152020-08-05T17:54:59.281-04:002020-08-05T17:54:59.281-04:00Thanks Anon,
No opinion on BGFV. I find retail in...Thanks Anon,<br /><br />No opinion on BGFV. I find retail incredibly difficult to have much confidence in. No customer switching costs etc.Saj Karsanhttps://www.blogger.com/profile/04493152766022812984noreply@blogger.comtag:blogger.com,1999:blog-7294165939647321702.post-67644867533012485172020-08-04T19:26:16.460-04:002020-08-04T19:26:16.460-04:00What are your thoughts on Big 5 Sporting Goods?
T...What are your thoughts on Big 5 Sporting Goods?<br /><br />This company has zero debt, guided for $1-$1.30 in EPS for Q3, and trades at $5.50/sh. It is a net-net retailer whose net current asset value, I believe, is around its stock price. <br /><br />It has generated a ridiculous amount of free cash flow YTD (I believe close to half its market cap). <br /><br />Enjoy your blog.Anonymousnoreply@blogger.com