tag:blogger.com,1999:blog-7294165939647321702.post3920166773089836636..comments2024-03-28T13:45:43.362-04:00Comments on <center><a href="http://www.barelkarsan.com">Barel Karsan - Value Investing</a></center>: A GAAP Between Earnings and Cash Flow: IntangiblesSaj Karsanhttp://www.blogger.com/profile/04493152766022812984noreply@blogger.comBlogger3125tag:blogger.com,1999:blog-7294165939647321702.post-61560755343083717132012-08-27T23:39:16.520-04:002012-08-27T23:39:16.520-04:00Hi me,
Whether something needs to be done depends...Hi me,<br /><br />Whether something needs to be done depends on the situation. Whether business value is being eroded or expanded relative to the amortization is what I would seek to answer. Saj Karsanhttps://www.blogger.com/profile/04493152766022812984noreply@blogger.comtag:blogger.com,1999:blog-7294165939647321702.post-52648088691768536222012-08-26T20:39:22.392-04:002012-08-26T20:39:22.392-04:00I think you are missing the fact that the cost to ...I think you are missing the fact that the cost to maintain and even grow the intangibles are typically included in forecasted expenses. For technology this would be a portion of R&D costs for customers this would be a portion of the S&M costs.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-7294165939647321702.post-29276915135764599152012-08-22T11:11:24.229-04:002012-08-22T11:11:24.229-04:00I'm a little confused about how this works. I...I'm a little confused about how this works. I thought that any amortization of intangibles was already reflected on the SCF as an add-back to net income. Are you saying that investors should be generally leaving this alone, or is there something else that needs to be done?mehttps://www.blogger.com/profile/08055223057078438581noreply@blogger.com