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Gerdau is the best steel investment right now

December 12, 2014 – Comments (1) | RELATED TICKERS: GGB , PKX

A holding of Pabrai’s that has caught the attention of quite a few value investors (including me) over the past year or so is POSCO (PKX). POSCO has been a Buffett (BRK) and Munger (DJCO) holding for a while and has recently become a holding of Guy Spier as well.  A lot of big name value investors are on board.  [more]



L or LUK (or MKL)?

December 12, 2014 – Comments (1) | RELATED TICKERS: L , LUK , MKL

Loews or Leucadia?  I’ve been eying both of these companies for the better part of 2 years.  They’ve both been trading consistently below book value, which is fairly rare for these 2 particular holding companies.  Leucadia is commonly referred to as a “mini-Berkshire Hathaway,” though this really isn’t appropriate – Leucadia doesn’t own an insurance company.  Owning an insurance comany was the foundation for Berkshire’s growth.  Loews, on the other hand, actually does own an insurance business, [possibly] making L a more appropriate comparison to BRK.  [more]



Expecting high profitability is just as risky as expecting high growth

December 09, 2014 – Comments (2) | RELATED TICKERS: PETM , DPS , WMT

Several months back I wrote a blog post discussing the PEG ratio.  The purpose of the post was to describe that a stock trading at a P/E in the 20s could still be undervalued as long as the stock could grow at double digit rates (while maintaining profitability, returns on capital, etc.).  [more]



Has the risk/reward for PBR hit an attractive level?

December 01, 2014 – Comments (12) | RELATED TICKERS: PBR

“You don’t have to know a man’s exact weight to know that he’s fat.” - Ben Graham  [more]



Tweaking the PEG ratio to show how cheap AMZN really is.

November 20, 2014 – Comments (10) | RELATED TICKERS: AMZN

By far, the most speculative holding in my portfolio is my position in Amazon.  Though, the company is a behemoth and is building a stronger moat every single day, the investment is speculative because the company doesn’t generate any GAAP net income.  Just even mentioning that I’m an investor in Amazon will likely generate responses from value hounds making me out to be someone that just broke some cardinal rule.  [more]

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