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Sylvain Joly

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  • Intel: Is There A Margin Of Safety ? [View article]

    I totally agree with you: the analysis is rear-view-mirror.
    I just made these assumptions to get a "normalized NOPAT" (Greenwald took the same assumptions in Value Investing: From Graham to Buffett and beyond"). These adjustments leads to a $35 share price, $26 without.
    So i took an average $30.
    Jan 17 03:37 AM | Likes Like |Link to Comment
  • Intel: Is There A Margin Of Safety ? [View article]
    Thanks to all.
    Go Lakers, Intel also plans to be in the smart TV sector.
    I think it's a bit the same with Microsoft: it seems to me the market expects the PC to be dead, and individuals to abandon Office / Windows...
    Jan 15 03:57 PM | 1 Like Like |Link to Comment
  • Tessera CEO Financial Catalyst For Share Appreciation [View article]
    Thanks !
    I am long Tessera too. For my valuation, I believe the book value (especially the value of IP’s patents) is undervalued. I estimate Tessera is worth between a low $1200 million to a probable $1600 million in case of spin-off. And DOC is a free call option.
    I have to adjust my valuation with latest news. I should write an article about my assumptions.
    Jan 3 04:52 AM | 2 Likes Like |Link to Comment
  • CH Robinson: A Wonderful Business At A Fair Price? [View article]
    Thanks !
    I don't feel myself comfortable with a margin of safety based on a high future growth. That's why I'm not a shareholder. It doesn't fit to my investment philosophy.
    But CH Robinson is a wonderful business !
    Dec 14 07:42 AM | Likes Like |Link to Comment