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Jae Jun  

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  • The 7 Deadliest Words Of Investing And Why You Are Not Smarter Than The Average Bear [View article]
    Thanks for that extra info.
    My fondest memory of lemmings is the game I grew up playing :)
    Feb 14, 2015. 12:29 AM | Likes Like |Link to Comment
  • The 7 Deadliest Words Of Investing And Why You Are Not Smarter Than The Average Bear [View article]
    Sorry but I'm not sure what you mean or with respect to this article.
    Feb 12, 2015. 08:28 PM | Likes Like |Link to Comment
  • The 7 Deadliest Words Of Investing And Why You Are Not Smarter Than The Average Bear [View article]
    yes one of the best educators and advocates for valuation
    Feb 12, 2015. 08:25 PM | 1 Like Like |Link to Comment
  • Do These 3 Graham's Formula Stocks Satisfy Growth And Value? [View article]
    Hello again. Thanks for the same comment again which we've disagreed on for a long time.

    My adjusted Graham's formula value: $45.24
    Graham Number No Growth: $38.81
    Feb 5, 2015. 01:59 AM | Likes Like |Link to Comment
  • 225 Value Stocks Ready For Review [View article]
    Hi Chad,

    Thanks for the message.
    Just to be clear for anyone reading the comments, the stocks were taken from a list of value screens that I track and provide for free as a source of ideas.

    Nothing to do with the service that I provide.

    I've created the screens based on specific value investing concepts so it's not a typical list. Some names are not value specific, but the category it falls into definitely is.

    And because there are 15 screens total, yes there will be overlaps, but you can see which category they also fall into.
    Feb 5, 2015. 01:52 AM | Likes Like |Link to Comment
  • Do These 3 Graham's Formula Stocks Satisfy Growth And Value? [View article]
    Very true Tom. Important to know what "not" to buy too :)
    Feb 3, 2015. 10:06 PM | Likes Like |Link to Comment
  • How My Value Investing Strategies Performed In 2014 [View article]
    Net Net just refers to NNWC which is Net Net Working Capital.
    For more information here's a link with the latest stocks.
    http://bit.ly/1z4NCA3
    Jan 27, 2015. 03:09 AM | Likes Like |Link to Comment
  • How My Value Investing Strategies Performed In 2014 [View article]
    A lot of them are small caps. But it's based on value strategies. Not all 225 stocks will pure value stocks, but they are definitely worth further consideration.
    Jan 27, 2015. 03:08 AM | Likes Like |Link to Comment
  • Buy Gentherm When It Becomes A Value Stock [View article]
    Yes this is certainly a business that is worth looking into further and then waiting for the right time.
    Jan 27, 2015. 03:07 AM | Likes Like |Link to Comment
  • 225 Value Stocks Ready For Review [View article]
    Hi pim69,

    If you go through his comments, it's all nearly the same, but I find it to be very misleading.

    Valuation in a nutshell is both art and science.
    There is no absolute or single way to value a stock.

    Using the link that he provides, you'll also see that it includes the screenshot that also clearly states that the formula is an approximation and provides a range for the valuation.

    Graham had several methods of investing in stocks. e.g. He wrote many papers on net net valuation, yet I don't believe serenity mentions anything on it and whether it is incorrect to use it or not.

    Every company has a different way of being valued. Some can use a DCF, some can use Graham's Formula, some can use multiples etc.

    The important thing is to know which tool to use for the application.
    It does seem like everything is a nail to serenity.
    Jan 23, 2015. 10:24 PM | 1 Like Like |Link to Comment
  • Analysts Continue To Use Wrong Benjamin Graham Formula [View article]
    Hello Serenity.

    The point is that Graham's intention was not to say "I'm just writing this formula for illustration purposes" and forget about it, it's his disclaimer from back in the day saying that valuation should be used with caution instead of blindly applying.

    Entire shelves of textbooks written by valuation masters that I respect like Prof Damodaran, Prof Greenwald also include methods of calculating stocks with growth.

    Value and growth are joined at the hip. Please read Buffett's 1992 letter.

    "In our opinion, the two approaches are joined at the hip: Growth is always a component in the calculation of value, constituting a variable whose importance can range from negligible to enormous and whose impact can be negative as well as positive." - Buffett

    The word I've used over and over again is that valuation requires a range.
    You even highlighted that Graham said to it as an approximation and range.
    Jan 23, 2015. 10:17 PM | 1 Like Like |Link to Comment
  • 225 Value Stocks Ready For Review [View article]
    BCOR really hasn't been able to respond well and shift or fix the issues with their metasearch business.
    This is something that they've been trying to improve with little success. Google is gone, and everyone knows that. However, there's been a lot of technical issues and implementation issues.

    Don't forget that search policies keep changing. Search isn't what it used to be in 2002 so BCOR has to keep up and make sure they are compliant.
    Jan 23, 2015. 10:10 PM | Likes Like |Link to Comment
  • 225 Value Stocks Ready For Review [View article]
    sigh...

    @Serenity
    Please either read the article or do not hijack the entire thread.
    SNA is listed as a Piotroski criteria stock.
    Also, I've replied plenty of times that your copy and paste replies are incorrect as it is too literal.
    Graham gave warnings about valuation in general. He did not say, don't use it for valuation.
    Jan 23, 2015. 10:02 PM | 1 Like Like |Link to Comment
  • Buy Gentherm When It Becomes A Value Stock [View article]
    You seem to have missed everything in the article.
    Jan 21, 2015. 04:21 AM | Likes Like |Link to Comment
  • How My Value Investing Strategies Performed In 2014 [View article]
    Thanks. The next article will contain a list of 225 value stocks I've organized into each category.
    Jan 16, 2015. 03:54 PM | 2 Likes Like |Link to Comment
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