Latest Comments on Arohan's Articles

1. Hamilton on Travel Centers of America: Rare Value Investing Opportunity: I saw this article and was mildly intrigued. However, a brief... more »
2. Dick Stanton on Travel Centers of America: Rare Value Investing Opportunity: I agree. What happened? The market is booming and this stock... more »
3. ari5000 on Travel Centers of America: Rare Value Investing Opportunity: and it's back to the 3s.... awful pick for anyone except fast... more »
4. Arohan on Can Leucadia Profit from Capmark's Bankruptcy?: Point well taken. I did not mean to imply that they intended to... more »
5. DHM on Can Leucadia Profit from Capmark's Bankruptcy?: Ummmm, if the business is worth 1/2 of $1 billion, then the equity... more »
6. Arohan on National Presto: Why It's Still a Value Investment: Senan, true that they compete in the retail market for kitchen... more »
7. Arohan on Friedman Industries: Strong in a Weak Market: CarthageCapital, you are correct about the temporary loss of USS.... more »
8. CarthageCapital on Friedman Industries: Strong in a Weak Market: Totally misleading. You somehow forgot to mention that they lost... more »
9. Ron Sommer on Friedman Industries: Strong in a Weak Market: I agree that FRD is undervalued. It is also on my watch list. I... more »
10. Senan on National Presto: Why It's Still a Value Investment: Very good analysis. My concern would be less technical. It seems... more »
11. Don-n-ABQ on Making a Value Case for Axcelis Technologies: Yesterday the company said: "Axcelis has already made several... more »
12. PlanMaestro on Travel Centers of America: Rare Value Investing Opportunity: Fair enough, thanks Arohan. more »
13. Snitzer on Travel Centers of America: Rare Value Investing Opportunity: Had this one on a watch list for a while, thinking some P&D going... more »
14. Arohan on Travel Centers of America: Rare Value Investing Opportunity: plan.maestro, Thanks for the voice of caution. I have spent... more »
15. PlanMaestro on Travel Centers of America: Rare Value Investing Opportunity: Arohan, I think it is problematic to recommend buying this stock... more »