http://greenbackd.com/2009/01/15/portfolio-construction/ Identifying undervalued activist situations Tue, 14 Feb 2012 15:51:52 +0000 hourly 1 http://wordpress.com/ http://greenbackd.com/2009/01/15/portfolio-construction/#comment-1637 Thu, 13 Aug 2009 05:29:55 +0000 http://greenbackd.com/?p=740#comment-1637 [...] an approximate average of 15%. For more detail, see our posts Valuing long-term and fixed assets, Portfolio construction and Marty Whitman’s adjustments to Graham’s net net formula. The historical returns from [...]

]]> http://greenbackd.com/2009/01/15/portfolio-construction/#comment-1104 Fri, 01 May 2009 00:38:34 +0000 http://greenbackd.com/?p=740#comment-1104 [...] for their stock. In this post, we better describe our approach to asset valuation. In the next post, we deal with our method for protecting ourselves from overpaying for [...]

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