tag:blogger.com,1999:blog-7294165939647321702.post1612825391202168163..comments2024-03-28T13:45:43.362-04:00Comments on <center><a href="http://www.barelkarsan.com">Barel Karsan - Value Investing</a></center>: What I'm Looking ForSaj Karsanhttp://www.blogger.com/profile/04493152766022812984noreply@blogger.comBlogger2125tag:blogger.com,1999:blog-7294165939647321702.post-77354868645390676172011-12-30T16:13:21.310-05:002011-12-30T16:13:21.310-05:00Thanks, Anon.
Yeah I would definitely consider th...Thanks, Anon.<br /><br />Yeah I would definitely consider the present value of such off-balance sheet obligations as liabilities. However, I would also consider them assets at the same time...Saj Karsanhttps://www.blogger.com/profile/04493152766022812984noreply@blogger.comtag:blogger.com,1999:blog-7294165939647321702.post-68302785966258715862011-12-29T15:23:53.689-05:002011-12-29T15:23:53.689-05:00Hey Saj,
Great blog, have been reading your posts...Hey Saj,<br /><br />Great blog, have been reading your posts on Seeking Alpha for the past few months and enjoy your clear explanations.<br /><br />I have a question on how you incorporate certain off balance sheet items into your assessments. One example that comes to mind is NOOF, which I know you've discussed before. I see they have significant off balance sheet obligations such as operating leases as well as vendor and employee obligations. Figure these into the liabilities? Or are these normal costs of doing business that don't need to be included in the BS analysis? <br /><br />I know there's no 'right answer' to this, but appreciate any thoughts you have...Anonymousnoreply@blogger.com