Comments on: Valuing long-term and fixed assets

By: Net current asset value and net net working capital back-test refined « Greenbackd

Fri, 19 Feb 2010 05:02:12 +0000

[...] Graham’s suggested discounts (extracted from Chapter XLIII of Security Analysis: The Classic 1934 Edition “Significance of the Current Asset [...]

By: Back-testing the performance of net current asset value against net net working value « Greenbackd

Thu, 18 Feb 2010 05:01:55 +0000

[...] Graham’s suggested discounts (extracted from Chapter XLIII of Security Analysis: The Classic 1934 Edition “Significance of the Current Asset [...]

By: Japanese liquidation value: 1932 US redux « Greenbackd

Japanese liquidation value: 1932 US redux « Greenbackd — Thu, 04 Feb 2010 05:02:28 +0000

[...] seems that there are quite a few stocks trading at a discount to net current asset value in [...]

By: The new world « Greenbackd

The new world « Greenbackd — Tue, 12 Jan 2010 05:03:17 +0000

[...] the net current asset value was unnecessary for him (although he does discuss in Security Analysis other considerations for the discerning security analyst). Perhaps that should be good enough for [...]

By: ‘Net-nets’ net 126% : Interactive Investor Blog

‘Net-nets’ net 126% : Interactive Investor Blog — Wed, 02 Dec 2009 15:30:32 +0000

[...] from modern value investors Marty Whitman and Seth Klarman, Greenback’d, an American blog, has modernised Graham’s approach to account for valuable non-current assets and hidden [...]

By: Greenbackd Portfolio Q4 2009 Performance and Update « Greenbackd

Greenbackd Portfolio Q4 2009 Performance and Update « Greenbackd — Tue, 01 Dec 2009 05:32:29 +0000

[...] valuation described by Benjamin Graham in the 1934 Edition of Security Analysis. (You can see a summary of Graham’s approach here). Through some great discussion with Greenbackd’s readers, many of who work in the fund [...]

By: About liquidation value investing « Greenbackd

About liquidation value investing « Greenbackd — Thu, 13 Aug 2009 05:26:57 +0000

[...] etc) – between 1% to 50% with 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 [...]

By: Greenbackd Portfolio Q2 Performance and Update « Greenbackd

Greenbackd Portfolio Q2 Performance and Update « Greenbackd — Mon, 01 Jun 2009 06:22:39 +0000

[...] valuation described by Benjamin Graham in the 1934 Edition of Security Analysis. (You can see our summary of Graham’s approach here). Through some great discussion with our readers, many of whom work in the fund management industry [...]

By: Greenbackd Portfolio Q1 performance and update « Greenbackd

Greenbackd Portfolio Q1 performance and update « Greenbackd — Mon, 02 Mar 2009 05:04:18 +0000

[...] suggested by Benjamin Graham in the 1934 Edition of Security Analysis, more fully described in our Valuing long-term and fixed assets post under the heading “Graham’s approach to valuing long-term and fixed assets.” [...]

By: greenbackd

greenbackd — Thu, 15 Jan 2009 23:40:22 +0000

Chad

It’s possible we’re being too optimistic in our valuations. We’ll consider increasing the discount in next few situations or focus more on the net net / net cash stocks.

Greenbackd