| User | Post |
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7:08 am
March 3, 2012
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nell
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| Member | posts 103 |
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Follow up..
Analysts reduced their growth assumptions for GMCR from 37% to 33%, while Mr. Market was a bit more radical from 37% to 20%.
I still dont believe in those growth assumption, while this company provides a croic of -10%.
| p/iv |
roi |
roe |
croic |
ticker |
price |
iv |
bv |
payout |
eps0 |
eps1 |
epsgrow |
| 0.66 |
0.19 |
0.28 |
-0.1 |
gmcr |
68.29 |
103.15 |
13.12 |
0.0 |
2.67 |
3.69 |
0.33 |
Best wishes,
Nell
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1:26 pm
October 21, 2011
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Graeme
| | Austin, Texas | |
| Member | posts 183 |
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Thanks for posting all these!
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8:01 am
October 19, 2011
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somrh
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| Member | posts 336 |
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So they now have an updated link:
Value Investing Congress: Slideshow Presentations & In-Depth Notes
They now have the visual presentations that the presenters were presenting (say that 50 times fast!).
Their own notes are still useful, especially the Q&A portion.
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12:01 pm
October 18, 2011
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somrh
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| Member | posts 336 |
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I've seen GMCR bashed for quite some time now.
James Chanos' comments were pretty interesting. He mentioned the for-profit education group which Einhorn previously had short positions in but I think he covered already. Chanos also had an interesting comment regarding XOM.
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11:07 am
October 18, 2011
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nell
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| Member | posts 103 |
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Just for fun i valued GMCR (Einhorns short play)..
As one can see Mr. Market values GMCR as 37% eps growth would occur in the next 5 years! while cash return on
invested capital is a measly -11%! ;-)
| croic |
p/iv |
roi |
roe |
ticker |
price |
iv |
bv |
payout |
eps0 |
eps1 |
epsgrow |
| -0,11 |
0.98 |
0.11 |
0.22 |
gmcr |
81.57 |
83.5 |
32082 |
0.0 |
23743 |
22313 |
0.37 |
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5:40 am
October 18, 2011
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somrh
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| Member | posts 336 |
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Market Folly has written up some notes from the Value Investing Congress. Here are notes from Oct 17:
Day 1 Notes
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