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Saj Karsan
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Saj Karsan
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Articles (175)
Comments (57)
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Lesson from Escalade: Read Disclosures
on Jul 03, 2009
•
ESCA
Melcor: Even if You Don't Believe Real Estate Is Rebounding
on Jul 01, 2009
•
MODVF.PK
Historical Perspective: News From 1930
on Jun 28, 2009
Reviewing Munger's The Psychology of Human Misjudgment
on Jun 28, 2009
•
BRK.A
Wal-Mart Could Put the Squeeze on JAKKS Pacific
on Jun 23, 2009
•
JAKK
,
MGA
,
TGT
JAKK Pacific: Consider Its Source of Revenue
on Jun 22, 2009
•
JAKK
,
MGA
,
TGT
Chesapeake Energy: Perverse Incentives
on Jun 18, 2009
•
SPX
Business Inventories: A Good Indicator of the Economy's Future
on Jun 16, 2009
Why Value Investors Hold So Much Cash
on Jun 16, 2009
•
WSM
China and the Commodity Price Lie
on Jun 12, 2009
Margin Debt: Stabilized, But Not Predictive
on Jun 10, 2009
What Exactly Will GM Reinvent?
on Jun 10, 2009
•
F
,
GMGMQ.PK
,
HMC
A.M. Castle Teaches a Lesson in Inventory Accounting
on Jun 08, 2009
•
CAS
New Homes: Time to Build?
on Jun 05, 2009
•
TOL
,
XHB
How Risk Can Be Reduced
on Jun 03, 2009
•
AAPL
,
WMT
Is LoJack Channel Stuffing?
on Jun 01, 2009
•
LOJN
IPOs and Market Signals
on May 29, 2009
Consider the Company Tax Rate Before Investing
on May 28, 2009
•
DIIB.PK
,
GIL
Office Depot Still Has Upside Potential
on May 27, 2009
•
BBW
,
ODP
,
OMX
Meade Instruments Doesn't Pass the Smell Test
on May 25, 2009
•
MEAD
Sierra Wireless: Scrutinizing That Discount to NAV
on May 24, 2009
•
SWIR
Beware of Lexmark's Pension Troubles
on May 21, 2009
•
LXK
Of Swine and Men: Benefiting from Dislocations in the Pork Market
on May 21, 2009
•
SFD
Why Is Abercrombie & Fitch Giving in on Pricing?
on May 19, 2009
•
ANF
Don't Lose Sight of LCA Vision's Value
on May 17, 2009
•
LCAV
North American Galvanizing and Coatings: Problematic Cost Structure
on May 15, 2009
•
NGA
Newell Rubbermaid's Compelling Value
on May 13, 2009
•
NWL
Deferred Revenue: Like Dancing with Death
on May 13, 2009
•
SCI
JAKKS Pacific: What's in the Box?
on May 12, 2009
•
JAKK
,
THQI
Hammond Power Solutions Approaches Fair Value, Again
on May 10, 2009
•
HMDPF.PK
Shareholders: Look What CEOs Are Doing with Your Money
on May 09, 2009
•
CHK
,
RTN
,
SKX
Rocky Mountain May Have a Rocky Road Ahead
on May 07, 2009
•
RMCF
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Latest Comments on Saj Karsan's Articles
notsosmart
on
Lesson from Escalade: Read Disclosures
: thanx.
more »
jmmx
on
Don't Lose Sight of LCA Vision's Value
: One of the things that was driving LCAV down was the uncertainty...
more »
R Stovel
on
Melcor: Even if You Don't Believe Real Estate Is Rebounding
: And Melcor is selling lots of lots. On the company's website it...
more »
Saj Karsan
on
Wal-Mart Could Put the Squeeze on JAKKS Pacific
: You are right that if I was analyzing the company, this would be...
more »
Deepv
on
Wal-Mart Could Put the Squeeze on JAKKS Pacific
: Ok, point taken Saj. But you can't be a value investor and look...
more »
Saj Karsan
on
Wal-Mart Could Put the Squeeze on JAKKS Pacific
: Hi Deepv, As value investors, we look to identify downside risk....
more »
Deepv
on
Wal-Mart Could Put the Squeeze on JAKKS Pacific
: I am not sure Walmart can squeeze Jakks as JAKKS is selling...
more »
Valley Boy
on
Historical Perspective: News From 1930
: Time Magazine's www.Time.com Cover Archives is another good...
more »
Mad Hedge Fund Trader
on
Reviewing Munger's The Psychology of Human Misjudgment
: The hand has turned cold. A lot of people like to follow Warren...
more »
Chief buffalo
on
Historical Perspective: News From 1930
: Unfortunately, this administration is a great job killing machine....
more »
hound
on
Historical Perspective: News From 1930
: In Feb. '29, the Fed was busy blaming those darn speculators.
more »
CaptainJJack
on
Historical Perspective: News From 1930
: I believe that farm workers were included in the employment...
more »
Ferdinand E. Banks
on
Reviewing Munger's The Psychology of Human Misjudgment
: As much as I hate to say it, this Munger person seems to know as...
more »
BlueOkie
on
Historical Perspective: News From 1930
: History tends to repeat itself. Not sure comparing this recession...
more »
Roger Knights
on
Historical Perspective: News From 1930
: Thanks--it's wonderful. (I've recommended it to Boing Boing.)
more »
Latest Comments on Saj Karsan's Articles
Latest Comments on Saj Karsan's Articles