tag:blogger.com,1999:blog-7294165939647321702.post5964893069584666100..comments2024-03-28T13:45:43.362-04:00Comments on <center><a href="http://www.barelkarsan.com">Barel Karsan - Value Investing</a></center>: Karsan Value Funds: 2011 Q3 ResultsSaj Karsanhttp://www.blogger.com/profile/04493152766022812984noreply@blogger.comBlogger5125tag:blogger.com,1999:blog-7294165939647321702.post-19091132250639920862011-12-16T06:28:19.772-05:002011-12-16T06:28:19.772-05:00Geez, look at SRT now, good thing you passed on th...Geez, look at SRT now, good thing you passed on that one!!!<br /><br />Ouch !!!SBTradeshttps://www.blogger.com/profile/05733253279331854250noreply@blogger.comtag:blogger.com,1999:blog-7294165939647321702.post-84744279564772014812011-10-20T16:00:01.610-04:002011-10-20T16:00:01.610-04:00Hi aa,
The customer concentration is too much for...Hi aa,<br /><br />The customer concentration is too much for me. Though the company might be fine, this is too risky for meSaj Karsanhttps://www.blogger.com/profile/04493152766022812984noreply@blogger.comtag:blogger.com,1999:blog-7294165939647321702.post-76234122160671542762011-10-11T18:46:25.977-04:002011-10-11T18:46:25.977-04:00Hi aa,
It doesn't look familiar. If I have an...Hi aa,<br /><br />It doesn't look familiar. If I have any thoughts on it I'll post back here.Saj Karsanhttps://www.blogger.com/profile/04493152766022812984noreply@blogger.comtag:blogger.com,1999:blog-7294165939647321702.post-86931398904879767752011-10-07T19:49:27.411-04:002011-10-07T19:49:27.411-04:00Saj,
Here's an idea for you: Startek (SRT). ...Saj,<br /><br />Here's an idea for you: Startek (SRT). Have you ever checked it out? It's now my largest holding other than BRKB. I think it's an incredible value at today's price (it was down 10% today for no reason I'm aware of). There's a VIC writeup on it, and there's also some good analysis at this website:<br />http://omarsamalotanalysis.com/<br /><br />- aagoldAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-7294165939647321702.post-13554061522567526532011-10-07T08:48:00.222-04:002011-10-07T08:48:00.222-04:00Nice job yet again, Saj! :)Nice job yet again, Saj! :)Paulnoreply@blogger.com