Thanks all for your kind words and e-mails. On October 17, 2007, Paul Ponzio was born. He's doing great. Mom's doing great. His sister's diong great. Me—I'm great.
Just wanted to drop you all a line that everything went swimmingly and that I'll be back on Monday.
By the way—check out Sharper Image (SHRP). Its break-up value may be around $5.60 a share. If you think the company is going to close up shop, it may be providing a nice margin of safety. If you think it will pull out of the mess it is in, it may be providing a nice margin of safety. If you think it is screwed and it will spend all of its assets before declaring bankruptcy, run. And if you aren't sure, skip it! There's another boat coming.
And now, I'm off for some long overdue sleep.
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| Excel 2007 | | | Excel 2003 |
| (ZIP, 168kb) | (ZIP, 138kb) |
Mon @ 12:45PM | View comment
g said,
good timing!
BreitBurn Energy: Playing the Commodities Crash
Sun @ 1:14AM | View comment
mike said,
ROIC is not based on earnings. it's just EBIT * (1-t) / invested capital. The flaw with ROIC...
What The Heck Is CROIC?
Thu @ 8:00AM | View comment
Cale Smith said,
New Ponzio Capital site looks great, Joe, and good to see you back posting!
BreitBurn Energy: Playing the Commodities Crash
Wed @ 5:50PM | View comment
kalidasa said,
in correction to an earlier post, it is Sham Gad(www.gadcapital.com) or www.shamgad.blogspot.com
Hedge Funds and the Early Buffett Partnership
Tue @ 3:29PM | View comment
Joe Ponzio said,
I think it got overheated. I still feel like it's a good long-term holding (if the buy price is right)....
Is Nutrisystem Healthy?
Tue @ 2:48PM | View comment
Nutrisystem Coupon said,
Dude, what happened to this stock? You would think in January this stock would be jumping through the roof...
Is Nutrisystem Healthy?
Jason Z.
Oct 19th, 2007
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MikeR
Oct 19th, 2007
71 comments
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Jordi Posthumus
Oct 19th, 2007
1 comment
That's our Joe, doing his thing to boost the bottom of the J&J baby division's free cashflow !
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davide
Oct 19th, 2007
1 comment
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Dave C
Oct 19th, 2007
3 comments
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Uresh
Oct 19th, 2007
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LSS
Oct 19th, 2007
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Ron
Oct 19th, 2007
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Howard
Oct 19th, 2007
18 comments
Welcome to the world, Paul.
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TW
Oct 19th, 2007
6 comments
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Manfred
Oct 19th, 2007
4 comments
All money of the world is nothing compared to a real family. Hope you all are in best health.
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Duc
Oct 19th, 2007
a lot of happiness and prosperity
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Peer
Oct 19th, 2007
6 comments
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Gopinath
Oct 19th, 2007
2 comments
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Giggsy
Oct 20th, 2007
1 comment
giggsy: "United is Life"
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Nick
Oct 20th, 2007
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Dan Loomis
Oct 20th, 2007
36 comments
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Xavier Fuller
Oct 20th, 2007
4 comments
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Georgia
Oct 22nd, 2007
3 comments
Great news and congratulations! I'm glad mother, son, & father all all doing well.
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Joe Ponzio
Oct 22nd, 2007
Joe on twitter
Ponzio Capital
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paolo
Oct 23rd, 2007
5 comments
Glad everyone is doing well! I like the name too...
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Hemel
Oct 23rd, 2007
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freedombanker
Oct 29th, 2007
2 comments
Great site and your generosity is really remarkable.
Best regards, and enjoy Paul.
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Joe Ponzio
Nov 2nd, 2007
Joe on twitter
Ponzio Capital
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Your Name
Feb 9th, 2010