Comments for Yes and Not Yes http://yesandnotyes.com/blog Politics, policy, economics, money, law, etc. Fri, 21 Nov 2008 21:47:57 +0000 http://wordpress.org/?v=2.6 Comment on More on the Debt to Capitalization Ratio by Nightly (Value) Investment Links #20 | Simoleon Sense http://yesandnotyes.com/blog/2008/11/more-on-the-debt-to-capitalization-ratio/#comment-509 Nightly (Value) Investment Links #20 | Simoleon Sense Tue, 11 Nov 2008 23:15:58 +0000 http://yesandnotyes.com/blog/?p=492#comment-509 [...] 18. More On The Debt To Capitalization Ratio - Via Yes and Not Yes [...] [...] 18. More On The Debt To Capitalization Ratio - Via Yes and Not Yes [...]

]]> Comment on Irving Kahn’s Stock Picks From October 2002 by Nightly (Value) Investment Links #19 | Simoleon Sense http://yesandnotyes.com/blog/2008/11/irving-kahns-stock-picks-from-october-2002/#comment-506 Nightly (Value) Investment Links #19 | Simoleon Sense Mon, 10 Nov 2008 22:18:36 +0000 http://yesandnotyes.com/blog/?p=484#comment-506 [...] Irving Kahn Stock Picks From 2002 - Via Yes and Not [...] [...] Irving Kahn Stock Picks From 2002 - Via Yes and Not [...]

]]> Comment on Why Low (or Just Reasonable) Leverage Can Be Good by Nightly (Value) Investment Links#17 | Simoleon Sense http://yesandnotyes.com/blog/2008/11/why-low-or-just-reasonable-leverage-can-be-good/#comment-496 Nightly (Value) Investment Links#17 | Simoleon Sense Fri, 07 Nov 2008 23:07:25 +0000 http://yesandnotyes.com/blog/?p=478#comment-496 [...] Why Low Reasonable Leverage Can Be Good - Via Yes and Not [...] [...] Why Low Reasonable Leverage Can Be Good - Via Yes and Not [...]

]]> Comment on Some Old Tips For Bank-Stock Investors by Nightly (Value) Investment Links#15 | Simoleon Sense http://yesandnotyes.com/blog/2008/11/some-old-tips-for-bank-stock-investors/#comment-495 Nightly (Value) Investment Links#15 | Simoleon Sense Wed, 05 Nov 2008 23:57:25 +0000 http://yesandnotyes.com/blog/?p=469#comment-495 [...] Old Tips For Bank Stock Investors - Via Yes and Not [...] [...] Old Tips For Bank Stock Investors - Via Yes and Not [...]

]]> Comment on Fairholme Becomes 10% Owner of United Rentals (URI) by Nightly Investment Links #2 | Simoleon Sense http://yesandnotyes.com/blog/2008/10/fairholme-becomes-10-owner-of-united-rentals-uri/#comment-490 Nightly Investment Links #2 | Simoleon Sense Wed, 22 Oct 2008 01:03:55 +0000 http://yesandnotyes.com/blog/?p=459#comment-490 [...] Fairholme Becomes 10% owner of United Rentals - Today, Bruce Berkowitz’s Fairholme Fund (FAIRX) filed a Form 3 for its investment in United [...] [...] Fairholme Becomes 10% owner of United Rentals - Today, Bruce Berkowitz’s Fairholme Fund (FAIRX) filed a Form 3 for its investment in United [...]

]]> Comment on GSI Group: Liquidation Value by Miguel Barbosa http://yesandnotyes.com/blog/2008/09/gsi-group-liquidation-value/#comment-425 Miguel Barbosa Fri, 03 Oct 2008 01:21:30 +0000 http://yesandnotyes.com/blog/?p=416#comment-425 Hey, Great article. I've been following this company for a while. In addition I also follow Barel Karsan as well as your blog. Both great reads. Keep up the great work. And if you have sometime let me get your opinion on my website http://www.simoleonsense.com Miguel Hey,

Great article. I’ve been following this company for a while. In addition I also follow Barel Karsan as well as your blog. Both great reads. Keep up the great work.

And if you have sometime let me get your opinion on my website http://www.simoleonsense.com

Miguel

]]> Comment on GSI Group: Liquidation Value by mpc http://yesandnotyes.com/blog/2008/09/gsi-group-liquidation-value/#comment-409 mpc Wed, 24 Sep 2008 11:41:13 +0000 http://yesandnotyes.com/blog/?p=416#comment-409 Nice find. Based on your numbers, the company is trading at 80% of (Cash + A/R - Liabilities). Seems like an adequate margin of safety. Nice find. Based on your numbers, the company is trading at 80% of (Cash + A/R - Liabilities). Seems like an adequate margin of safety.

]]> Comment on A Failure of Corporate Governance by mpc http://yesandnotyes.com/blog/2008/09/a-failure-of-corporate-governance/#comment-403 mpc Tue, 23 Sep 2008 11:50:11 +0000 http://yesandnotyes.com/blog/?p=411#comment-403 Plato summarized corporate governance best: "Who guards the guards?" Plato summarized corporate governance best: “Who guards the guards?”

]]> Comment on Choosing Activist Shareholders or Current Management by Art Lipson http://yesandnotyes.com/blog/2008/09/choosing-activist-shareholders-or-current-management/#comment-399 Art Lipson Sat, 20 Sep 2008 17:00:29 +0000 http://yesandnotyes.com/blog/?p=407#comment-399 Good analysis. If you contact me through my fixmyfund dot com website, I'll be happy to answer questions or give you more detailed information. Art Lipson. Good analysis. If you contact me through my fixmyfund dot com website, I’ll be happy to answer questions or give you more detailed information. Art Lipson.

]]> Comment on It Might Be Time to Pick Up Some Dell by Investing Carnival #11 — Old School Value http://yesandnotyes.com/blog/2008/09/it-might-be-time-to-pick-up-some-dell/#comment-386 Investing Carnival #11 — Old School Value Tue, 09 Sep 2008 14:39:22 +0000 http://yesandnotyes.com/blog/?p=387#comment-386 [...] It might be time to pick up some Dell: In potential value territory with Longleaf Partners Fund owning 9.3%. [...] [...] It might be time to pick up some Dell: In potential value territory with Longleaf Partners Fund owning 9.3%. [...]

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