The most recent company I was researching turned out to be another no go as I found it to be overvalued at the low end by as much as 30%. Since then I have turned my attention to Dole and have been getting my updated article on them prepared. I have already written a portion of the article and with Dole releasing its most recent results later today I should be all good to go and have the whole article up by early next week.
Until then here are some links.
The One Thing That Can Kill Your Portfolio
ROE, ROIC, and CROIC
All Roads Lead To Rome: Bridging the Graham Buffett Divide
Alternative Information Sources
Analyzing Working Capital-The Key To Successful Investing In Net Nets
Why Net Cash Is The Most Misleading Indicator Of Balance Sheet Strength
Characteristics of Value Stocks and Value Traps
The Principle of Incomplete Knowledge
Charlie Munger…..”If I Were Teaching Business School”
Psych Plays and Bayesian Probability