tag:blogger.com,1999:blog-4005042556618433054.comments2023-06-26T02:36:55.871-05:00Underground ValueDang Lehttp://www.blogger.com/profile/02619540878842380413noreply@blogger.comBlogger110125tag:blogger.com,1999:blog-4005042556618433054.post-17134588484757893722013-02-11T16:02:56.036-05:002013-02-11T16:02:56.036-05:00I really like the one of Picasso. Noone but yourse...I really like the one of Picasso. Noone but yourself knows what you have really done. Thanks for the collection!Quynhnoreply@blogger.comtag:blogger.com,1999:blog-4005042556618433054.post-46311734664304164372012-11-20T14:48:44.990-05:002012-11-20T14:48:44.990-05:00Great PostGreat PostPenny Stockshttp://www.manhattancalumet.comnoreply@blogger.comtag:blogger.com,1999:blog-4005042556618433054.post-1587746224390143562011-12-01T16:06:41.126-05:002011-12-01T16:06:41.126-05:00Try this companies that are doing buybacks that ha...Try this companies that are doing buybacks that have very low market cap compared to their annual sales. The lower the market cap campared to their sales the greater number of shares they can retire. That is if the company has the ability to buy back lots of their shares and they may be able to if they have enough cash and a line of credit available.Dennis The Menancehttp://www.canadaspace.com/auig.php?q=calumet+bakerynoreply@blogger.comtag:blogger.com,1999:blog-4005042556618433054.post-64381663507435169232011-05-14T13:18:18.608-05:002011-05-14T13:18:18.608-05:00I haven't actively kept up with thrift convers...I haven't actively kept up with thrift conversions, but it does seem like there is a lot of conversion activity going on lately. Have been busy managing a small partnership of my own, hence the lack of postings.Dang Lehttps://www.blogger.com/profile/02619540878842380413noreply@blogger.comtag:blogger.com,1999:blog-4005042556618433054.post-68888221244442454332010-11-19T15:09:29.378-05:002010-11-19T15:09:29.378-05:00Can you please post an update by chance?
ThanksCan you please post an update by chance?<br /><br />ThanksAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-4005042556618433054.post-17613062623433437972009-04-12T10:57:00.000-05:002009-04-12T10:57:00.000-05:00How can I add to your Recommended Links section?How can I add to your Recommended Links section?cvle3https://www.blogger.com/profile/16371895530798845243noreply@blogger.comtag:blogger.com,1999:blog-4005042556618433054.post-40763957100523672802009-04-07T06:40:00.000-05:002009-04-07T06:40:00.000-05:00Your blog is very nice.Your blog is very nice.Rajuhttp://www.rayhosting.com/noreply@blogger.comtag:blogger.com,1999:blog-4005042556618433054.post-46024519466391113632009-04-05T08:41:00.000-05:002009-04-05T08:41:00.000-05:00Awesome. Loved the bit about how Bridge is such a...Awesome. Loved the bit about how Bridge is such a useful simulacrum for business and investing. Couldn't agree more.Jeremyhttp://poker.betfair.comnoreply@blogger.comtag:blogger.com,1999:blog-4005042556618433054.post-12605788966616965312009-03-27T00:10:00.000-05:002009-03-27T00:10:00.000-05:00I haven't kept up with the MHC market since we've ...I haven't kept up with the MHC market since we've had our hands full with other things. My gut would say that the appetite for any financials is pretty low at the moment.Dang Lehttps://www.blogger.com/profile/02619540878842380413noreply@blogger.comtag:blogger.com,1999:blog-4005042556618433054.post-37160643447379292462009-03-25T19:43:00.000-05:002009-03-25T19:43:00.000-05:00Are you aware of any recent (last 12 months) MHC c...Are you aware of any recent (last 12 months) MHC conversions to fully public status? Is the market dead for now?geetherhttps://www.blogger.com/profile/13598747737034127282noreply@blogger.comtag:blogger.com,1999:blog-4005042556618433054.post-58645084323069109922009-03-23T09:40:00.000-05:002009-03-23T09:40:00.000-05:00Interesting readInteresting readAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-4005042556618433054.post-38692637613555553702009-03-23T00:28:00.000-05:002009-03-23T00:28:00.000-05:00Thanks, very useful archives.Thanks, very useful archives.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-4005042556618433054.post-36341286025330653342009-03-13T10:38:00.000-05:002009-03-13T10:38:00.000-05:00Thanks for posting the notes. It was one of Buffet...Thanks for posting the notes. It was one of Buffett's better talks!Joshua Wallishttps://www.blogger.com/profile/10399321227064506359noreply@blogger.comtag:blogger.com,1999:blog-4005042556618433054.post-40684520172579756532009-03-13T10:07:00.000-05:002009-03-13T10:07:00.000-05:00Thanks for posting this. Great job!Thanks for posting this. Great job!Jay Raohttps://www.blogger.com/profile/10510498110578644360noreply@blogger.comtag:blogger.com,1999:blog-4005042556618433054.post-78693450744986132942009-01-09T08:48:00.000-05:002009-01-09T08:48:00.000-05:00Glad to know you're not dead Dang! Well done on t...Glad to know you're not dead Dang! Well done on the Top Value story. Looking forward to what you have in store for the future.Katehttps://www.blogger.com/profile/07008921013386263973noreply@blogger.comtag:blogger.com,1999:blog-4005042556618433054.post-50909865735452713552008-11-10T11:26:00.000-05:002008-11-10T11:26:00.000-05:00Good for people to know.Good for people to know.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-4005042556618433054.post-3883560385970573602008-10-29T00:29:00.000-05:002008-10-29T00:29:00.000-05:00Thanks for the interesting post. The notest were g...Thanks for the interesting post. The notest were great.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-4005042556618433054.post-14786686646218149372008-10-06T00:18:00.000-05:002008-10-06T00:18:00.000-05:00Warren Buffett just seems to be able to play the s...Warren Buffett just seems to be able to play the stock market better than anyone else. I think that I have given up trying to beat him and just invest in him - I will stick with Brk.a and Brk.b shares. That way as Warren goes up in the future, so do I.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-4005042556618433054.post-43726742411214746602008-10-03T12:50:00.000-05:002008-10-03T12:50:00.000-05:00If the common stock is undervalued, buying back sh...If the common stock is undervalued, buying back shares with cash would create shareholder value.Dang Lehttps://www.blogger.com/profile/02619540878842380413noreply@blogger.comtag:blogger.com,1999:blog-4005042556618433054.post-68617285206177929112008-10-03T11:47:00.000-05:002008-10-03T11:47:00.000-05:00When you say pay attention to the names that are d...When you say pay attention to the names that are doing a share buy back - do you mean they would be nearing a second step conversion - or they are destroying value? Curious - thanksJohn9000https://www.blogger.com/profile/08187138029283970022noreply@blogger.comtag:blogger.com,1999:blog-4005042556618433054.post-54601252241065026122008-08-21T13:25:00.000-05:002008-08-21T13:25:00.000-05:00Interesting thoughts there on Footstar, thank you....Interesting thoughts there on Footstar, thank you.<BR/><BR/>In my humble opinion, I think taxes for the dividend need to be included in the calculation.<BR/><BR/>After all, even if I buy net cash at 80 cents on the dollar, I may have to pay 35% taxes on my net cash when received as a dividend, so I receive 65 cents on the dollar (but paid 80 initially), and am left with the rest of the business.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-4005042556618433054.post-29834547806301111102008-08-06T23:32:00.000-05:002008-08-06T23:32:00.000-05:00thank you the link. You say you have the notes of ...thank you the link. You say you have the notes of the conversation. Would you like to post here?Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-4005042556618433054.post-79719432463805690122008-08-02T13:33:00.000-05:002008-08-02T13:33:00.000-05:00Thanks a lot.Thanks a lot.Anonymousnoreply@blogger.comtag:blogger.com,1999:blog-4005042556618433054.post-670153803505914422008-07-28T00:38:00.000-05:002008-07-28T00:38:00.000-05:00This comment has been hidden from the blog.Dang Lehttps://www.blogger.com/profile/02619540878842380413noreply@blogger.comtag:blogger.com,1999:blog-4005042556618433054.post-22581819718899043812008-07-21T20:11:00.000-05:002008-07-21T20:11:00.000-05:00This comment has been hidden from the blog.TEtechhttps://www.blogger.com/profile/12359020768459229628noreply@blogger.com