Working for GuruFocus
I finally made the move to Texas. And am now working full-time for GuruFocus.
Here are the articles I’ve written since joining them last week:
Can You Build a Liquid Portfolio with Illiquid Stocks?
Free Cash Flow: Adjusting for Acquisitions, Capital Allocation, And Corporate Character
What Are the Minimum Requirements for a Good Net-Net
Pain and Patience: Net-Nets, Magic Formulas, and Micro Caps
How to Read a 10-K: What is the Most Important Part?
Free Cash Flow vs. Owner Earnings: Which Matters More?
How Long Should You Hold a Net-Net?
You’ve Crunched the Numbers: Now What?
Western Digital (WDC): Ben Graham Bargain or Mispriced Bet?
Understanding an Industry: Is Simple Better than Familiar?
Are Most Net-Nets Uninvestable?
Do Working Capital Reductions Count as Free Cash Flow?
Warren Buffett’s (Modern Day) Margin of Safety
Berkshire Hathaway’s New Buys – And One Really, Really Old One
David Einhorn’s Buys: More Tech and a Return to Yahoo (YHOO)
Glenn Greenberg’s New Buys: Growth Stocks for Value Investors
What Books Should You Read About Ben Graham?
GAAP Accounting: Restatements vs. Realities
Vistaprint (VPRT): The Makings of a Moat?
How Do You Estimate a Stock’s Intrinsic Value?
What Stocks Would Phil Fisher Buy Today?
I also write GuruFocus’s Ben Graham Net-Net Newsletter and GuruFocus’s Buffett/Munger Bargains Newsletter.
All my writing will be done over at GuruFocus from now on. But I’ll still be on Twitter. And you can always email me.
So don’t be a stranger.