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- Disney: Mickey Mouse Accounting
- Saj Karsan submits: When we discussed operating leases we saw that as per current accounting rules, the debt shown on a company's balance sheet does not adequately present a company's true debt level. Unfortunately, off-balance sheet debt doesn't stop at operating leases. Consider The Walt Disney Company DIS, which operates...
- External links 2008-11-18
- Factoring in 'Unusual' Expenses
- Saj Karsan submits: As noted by Ben Graham, when analyzing a potential investment, it's important to incorporate several years worth of operating earnings. This is due to the fact that in any one year, various external or internal factors could lead to annual numbers that are not representative of future...
- External links 2009-07-27
- Glacier Media: Stock Not Nearly as Cool as It Looks
- Saj Karsan submits: Glacier Media (GLMFF.PK) is a media and information company. The stock has a P/B of just over .5, with a P/E of 7, and a debt to capital ratio of 28%. Sounds cheap right? Not upon closer examination of its balance sheet. While the company has...
- External links 2009-07-31
- ADDVantage Technologies: Using My Circle of Competence to Determine Actual Value
- Saj Karsan submits: A company that makes for a good investment for one value investor does not necessarily make for a good investment for another value investor. How can this be? A company may appear cheap on an earnings or asset basis, but future earnings may not live up to...
- External links 2009-11-08
Additional Resources
- Imation Should Do Well In the New Normal
- Saj Karsan submits: Imation IMN is a 1996 spin-off of the innovative 3M Company MMM that produces storage media from DVDs to backup tapes. It owns the #1 brand/sales position in many of the segments in which it competes. Unfortunately, it doesn't generate returns on equity anywhere near 3M, but...
- External links 2009-11-09
- Big Pharma Pipeline: Why So Dry?
- Saj Karsan submits: Pharmaceutical companies are trading well below their historical P/E levels. To anyone who follows the industry, this comes as no surprise. After a slew of blockbuster drugs that hit the market several years ago, the R&D departments of the largest companies have been coming up empty as...
- External links 2008-09-02
- Wal-Mart vs. Target: A Better Starting Point
- Saj Karsan submits: Every month, media pundits compare the latest same store sales numbers of these two companies, extol the virtues of the one that has outperformed, and simultaneously deride the other. They will look for trends in the month to month same store sales exhibits, and use them to...
- External links 2008-08-31
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