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- Puget Energy Update: Merger Is Currently On Track
- Jae Jun submits: I wasn’t planning to write an update on the Puget Energy PSD arbitrage but a reader asked for my opinion on how I currently see the PSD merger so I’ll share it with everyone else and try to provide additional information. Reminder Points by Jae...
- External links 2008-10-19
- Holding Wheelock Group: Reverse Engineering Martin Whitman's Position
- Jae Jun submits: I am very pleased to announce that we have another awesome post by Daniel Rudewicz, who is the co-founder of Furlong Samex LLC, a deep value investment partnership based on the principles of Benjamin Graham. ————————————————————————— by Jae Jun
- External links 2009-07-14
- Mastech: Far Superior to Its Competitors
- Jae Jun submits: Previously we looked at the business valuation of Mastech Holdings MHH. To summarize, MHH is an IT staffing company in a competitive yet profitable industry. The macro environment has punished all staffing companies to the floor as companies continue to lay off people. MHH is a...
- External links 2009-06-18
- Mastech: An Investment to Monitor Along with the Economy
- Jae Jun submits: I first mentioned Mastech Holdings MHH when I updated the results of the negative enterprise value screen. Mastech is not a net net value stock but after briefly analyzing the financial statements, I believe it to be within my circle of competence and margin of safety....
- External links 2009-06-15
- ValueVision's Q1 Shows Signs of a Turnaround
- Jae Jun submits: ValueVision Media Inc VVTV released their Q1 results on the 19th after hours and the conference call was held on Wed May 20th. There was a lot going on with VVTV this quarter and my previous overly pessimistic attitude about its retail business has now changed....
- External links 2009-05-21
- Berkshire Hathaway: Ask Not if 'Buy and Hold' Is Dead
- Jae Jun submits: The following is a guest post by Daniel at the Guru Five Berkshire Hathaway (BRK.A) is a well-capitalized group of diverse companies whose free cash flow is ably managed by the world’s greatest investor. However, the price of a share of Berkshire has declined by...
- External links 2009-05-04
- iGo's Q1 Proves Management Is Trying to Increase Shareholder Value
- Jae Jun submits: On April 29, iGo Inc IGOI announced earnings that were better than I expected considering they had previously lost their biggest customer, Targus. However, earnings wasn’t the number I was focusing on. It’s the assets I care about the most, because this is a deep value...
- External links 2009-05-01
- A Look at Image Entertainment's Value Despite Merger Collapse
- Jae Jun submits: The Image Entertainment DISK merger has been terminated again, but before the announcement, a reader, PlanMaestro, left a very detailed analysis of the company as a standalone and I felt it was a waste to leave it in the comments. If you follow his calculations, you’ll...
- External links 2009-04-22
- Will ValueVision Ascend the Internet Retail Market?
- Jae Jun submits: Todd Sullivan of Value Plays recently posted some retail numbers and discussed Sears' SHLD internet presence. However, I noticed it included numbers for ValueVision’s VVTV competitors QVC and HSN so I went to the source of data to try and find some more information. [click to...
- External links 2009-04-12
- ValueVision Still Looks Cheap for the Long Term
- Jae Jun submits: With all the attention ValueVision VVTV has been receiving lately, it’s been a while since I opined about it. Let’s discuss some points on VVTV regarding some interesting discussions I have had, recent news and what to expect. by Jae Jun
- External links 2009-07-21
- iGo: Truly Undervalued
- Jae Jun submits: With the market up significantly since the March bottom, it’s been very hard to find any more deep value net net stocks but iGo IGOI is a company that I currently own that is still a pure Graham Net Net, and things look to be improving...
- External links 2009-07-24
- Intrinsic Value and Warren Buffett's BNSF Purchase
- Jae Jun submits: I’ve been hearing a lot about Buffett’s recent purchase of Burlington Northern Santa Fe BNI. Whether the choice of a partial stock deal means that Buffett considers Berkshire (BRK.A) shares to be overvalued, or whether Buffett is going “all in” in American stocks and...
- External links 2009-11-06
- Why Mastech Holdings Is a Misunderstood Opportunity
- Jae Jun submits: Looking at the results of Mastech Holdings' Q3 financial reports, I see a company that is continually improving its business and strengthening itself. But Wall Street thinks otherwise by punishing the company down 20%. Revenues for the quarter were $17.2 million, compared to $24.1 million reported...
- External links 2009-11-02
- Insmed Is Well Positioned to Make a Good Deal
- Jae Jun submits: When you look hard enough and turn over enough stones, you are bound to find something sooner or later. One company I found and purchased recently is Insmed, Inc. INSM. Before going into what it does, the company is a pure Benjamin Graham net...
- External links 2009-09-28
- Calculating Microsoft's Earnings Power Value
- Jae Jun submits: I’ve been focusing a lot of my time for the past 3 weeks dissecting and reverse engineering Bruce Greenwald’s earnings power value EPV method and it’s time I performed a stock value calculation based on EPV. Microsoft MSFT will serve as a fine...
- External links 2009-09-21
- Calculating Maintenance Cap Ex: Wal-Mart Demonstrates One Method that Makes Sense
- Jae Jun submits: Bruce Greenwald’s Method to Calculate Maintenance Capex In a previous post on how to calculate maintenance capital expenditures, I outlined the general aka quick and dirty method of calculating maintenance capex which is Maintenance Capital Expenditure = Depreciation and Amortization by Jae Jun
- External links 2009-09-18
- Zabera Demonstrates Uncertainty in Small-Micro Cap Risk Arbitrage
- Jae Jun submits: Recent Merger Developments It’s been a while since I last wrote about any special situation. But in case you haven’t noticed, merger and acquisition activity has been steadily increasing. by Jae Jun
- External links 2009-09-11
- Something Good Is Going On at Mastech
- Jae Jun submits: Mastech Holdings MHH released their 10-Q, which I found to be very good, on Aug 14. A lot of the numbers and financial details are similar to what I wrote previously on MHH so in case you missed the first stock analysis, here’s why...
- External links 2009-08-27
- Apple Is Still a Great Investment, Right? Not for Value Investors
- Jae Jun submits: Here’s some controversy coming your way. A stock price valuation of Apple AAPL by a value investor. Warning: if you love Apple, I mean really l.o.v.e. AAPL, this may not be what you want to hear. by Jae Jun
- External links 2009-08-14
- ValueVision's Massive Rally Creates Optimism
- Jae Jun submits: ValueVision VVTV has been gaining some big momentum as it has shot up from its low stock price of $0.18 to $0.74 and up again after hours to $0.83. I first began looking at VVTV because it was: by Jae Jun
- External links 2009-03-29
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