Comments on: Near Graham net nets vs Ultra-low price-to-book value stocks http://greenbackd.com/2009/12/16/near-graham-net-nets-vs-ultra-low-pb/ Deep value, contrarian, and activist value investment strategies Sun, 27 May 2012 15:12:48 +0000 hourly 1 http://wordpress.com/ By: Blake http://greenbackd.com/2009/12/16/near-graham-net-nets-vs-ultra-low-pb/#comment-2793 Sun, 20 Dec 2009 00:08:44 +0000 http://greenbackd.com/?p=3170#comment-2793 Looking at the two charts I noticed YRCW. I have been watching this company for a long time and have positions. Was wondering your take and if you think it might be a special situation play?

Blake

]]> By: Ben http://greenbackd.com/2009/12/16/near-graham-net-nets-vs-ultra-low-pb/#comment-2772 Wed, 16 Dec 2009 16:34:02 +0000 http://greenbackd.com/?p=3170#comment-2772 I’m not sure how relevant book is in valuing many of your ultra low book value companies. Many of these are just companies with enormous off balance sheet liabilities that, if capitalized, would have much more normal looking values.

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