tag:blogger.com,1999:blog-7294165939647321702.post4155181620717219129..comments2024-03-11T10:31:06.107-04:00Comments on <center><a href="http://www.barelkarsan.com">Barel Karsan - Value Investing</a></center>: Undervalued and UnderfollowedSaj Karsanhttp://www.blogger.com/profile/04493152766022812984noreply@blogger.comBlogger4125tag:blogger.com,1999:blog-7294165939647321702.post-76048494574897283782010-08-25T08:58:02.008-04:002010-08-25T08:58:02.008-04:00Saj,
Thanks for the feedback. I know you're b...Saj,<br /><br />Thanks for the feedback. I know you're busy, but I really do appreciate the time you take to reply to our posts. That's very rare, so I'd like to thank you for that. I think you're quite a bit smarter than I am, so I do give more confidence to the ones you decide to buy too.Paulnoreply@blogger.comtag:blogger.com,1999:blog-7294165939647321702.post-18511053685636092252010-08-24T14:42:33.686-04:002010-08-24T14:42:33.686-04:00Hi Paul,
If I invested in every stock I wrote abo...Hi Paul,<br /><br />If I invested in every stock I wrote about, I would be over-diversified. Based on price, I often just have to pick and choose what goes in and what must get cheaper to go in. But I'm not necessarily better than anyone else at doing that, so following me in that regard may be unwise.Saj Karsanhttps://www.blogger.com/profile/04493152766022812984noreply@blogger.comtag:blogger.com,1999:blog-7294165939647321702.post-77395340274775415732010-08-23T12:18:43.089-04:002010-08-23T12:18:43.089-04:00I have owned this for a few months. Assuming that ...I have owned this for a few months. Assuming that the A/R is largely recoverable,it is trading at 20% below excess cash and at a 70% discount to its normalized EPV.Anonymoushttp://deuxplateaux.wordpress.comnoreply@blogger.comtag:blogger.com,1999:blog-7294165939647321702.post-50476748098613952692010-08-23T08:15:24.374-04:002010-08-23T08:15:24.374-04:00Interesting post. Why did you decide not to purcha...Interesting post. Why did you decide not to purchase this one, Saj?Paulnoreply@blogger.com