Comments on: Negative Enterprise Value Screen for Net Nets

By: 19 Negative Enterprise Value Stocks for 2010 | Reaction Radio

19 Negative Enterprise Value Stocks for 2010 | Reaction Radio — Mon, 04 Jan 2010 08:29:49 +0000

[...] I had completely forgotten about a test portfolio that I started in March: Negative Enterprise Value Stocks. [...]

By: Insmed Is Well Positioned to Make a Good Deal | Reaction Radio

Insmed Is Well Positioned to Make a Good Deal | Reaction Radio — Mon, 28 Sep 2009 18:53:00 +0000

[...] Graham net net stock, without including any long term assets or intellectual property, as well as a negative enterprise value stock. It is exactly the type of stock I [...]

By: Cheap Graham Net Nets Stock

Cheap Graham Net Nets Stock — Mon, 28 Sep 2009 01:48:23 +0000

[...] Graham net net stock without including any long term assets or intellectual property as well as a negative enterprise value stock. It is exactly the type of stock I like. Table of Contents:Quick BackgroundBenjamin Graham Net Net [...]

By: Graham Deep Value Stock Review: XOHO Holdings (XOHO) | Old School Value

Graham Deep Value Stock Review: XOHO Holdings (XOHO) | Old School Value — Sun, 02 Aug 2009 08:43:32 +0000

[...] wondering, most of the ideas were from Manual of Ideas, Nasdaq100 and previous lists and screens that I performed and wrote [...]

By: Jim

Jim — Tue, 17 Mar 2009 04:32:07 +0000

A) Its a Net-Net B) an activist investor who is also a well known value investing group has taken an active role in the company and is petitioning to replace the board of directors in order to create shareholder growth. C) the company is lead by a CEO who was active with SHARP Electronics who also happens to be one of their largest buyers of their technology. Without going into greater detail, they have upside potential as a going concern for the long term and they have upside potential if a liquidation happens do to a board change.

“Heads, I win allot; Tails, I don’t lose much” – Mohnish Pabrai

Jim

By: MKL

MKL — Mon, 16 Mar 2009 15:27:08 +0000

James Simons owns 8% of this company through his Renaissance Technologies. While I acknowledge his genius, I don’t know WHY he owns it, other than the basic – he assumes his investment will increase in value. It’s enough to make me curious, but not blindly follow.

By: Jae Jun

Jae Jun — Mon, 16 Mar 2009 04:47:26 +0000

What’s your idea for TRID? I’ve heard the name for quite a while never looked into it.

By: Jim

Jim — Sun, 15 Mar 2009 21:40:29 +0000

TRID is my latest net net.

By: Jae Jun

Jae Jun — Thu, 12 Mar 2009 18:33:21 +0000

GSOL did well in the year and the market is liking it. Strong balance sheet remains. up 23% on the day.

By: Jae Jun

Jae Jun — Thu, 12 Mar 2009 04:40:04 +0000

Since it is so small, I’ll have to take a look at how much insiders own. If they own a large percentage of the company, it will be hard for institutions, even small ones, to buy. The integrity of management would be especially critical in this case.

Thanks for the tip.