As you can imagine, I am doing very little this week—hence the lack of posts. I hope everyone had a wonderful holiday! (I did) We ended the year on a strong note with the Tribune play. Some visitors have asked for more clarification as to how I analyzed the deal and I'll post that in the new year. A quick thanks to kfh227 for one of my new favorite quotes (I've used it a dozen times when talking about our Tribune play:
Don't try to pick up coins in front of the bulldozer.
Finally, a big, huge, monstrous thanks to all of you whom have visited, contributed, and keep coming back. Since the site's launch on June 25, 2007, F Wall Street has had more than 1,000,000 visits! In my six months of blogging, I have realized:
And so, as we head into 2008, let me be one of the first to wish you a happy and healthy new year filled with peace, joy, and prosperity. See you next year!
Joe Ponzio
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| Excel 2007 | | | Excel 2003 |
| (ZIP, 168kb) | (ZIP, 138kb) |
Thu @ 3:33PM | View comment
MinorityStakes said,
A couple comments regarding BBEP's latest communication with shareholders:* 2009 production just about equaled 2008 production even though capex was...
BreitBurn Energy: Playing the Commodities Crash
Sun @ 11:09AM | View comment
Eric T said,
Instead of inventory turnover, I use the cash conversion cycle, or CCC.It is more accurate for companies that manufacture and...
Understanding the True Profit Margin
Sun @ 5:48AM | View comment
Diversification said,
well it all depends on the correlation between the stocks you have choosen many big mutual funds are having the...
The Dangers Of Overdiversification
Sun @ 4:46AM | View comment
sandesh trivedi said,
Very well explained joe. i believe one must also take into account the nature of the product being manufactured while...
Understanding the True Profit Margin
Sat @ 10:19AM | View comment
Ron said,
Hi Joe,Is there a rule of thumb of percentage of net shares sold by insiders where we should start to...
When To Watch Out For Insider Selling
Sat @ 10:18AM | View comment
jan said,
joe, any thoughts on jackson hewitt? what were the risks that played out in your mind when you decided...
BreitBurn Energy: Playing the Commodities Crash
Jeff
Dec 27th, 2007
Just wanted to say, keep up the great blogging, myself and others really appreciate what you've done with it so far, and I am ready for that book whenever it does come out. Great work so far.
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J
Dec 27th, 2007
Your doing the community a great service with your dedication and commitment to this site. Ive learned so much from your thoughts as well as the learning journey that you and the people on this site have me to initiate.
Great that you have the "silent partners" in mind by keeping the site clean and simple.
Thanks a lot and Happy New Year.
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Night
Dec 29th, 2007
72 comments
Thanks a ton for all of the content here--you're helping to shape me into a skilled and intelligent investor :) I read this article a while ago out of curiosity and it seems to be a quite reasonable number of advertisements that he makes his money off of http://www.stevepavlina.com/blog/2006/05/how-to-make-money-from-your-blog/
Some of the article is fluff for people who have absolutely never blogged but there is some useful stuff in there, I hope.
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JD
Dec 31st, 2007
Happy New Year to you!! And thank you for this wonderful blog and your insights into investing. I have greatly benefited from both. In your Aug 3 article titled 'How to find a stock with a Moat' there was a discussion about you and Robert Crawford making available an Excel spreadsheet that would query Morningstar and Yahoo for companies with possibilities. I have searched your web site, however I am unable to find that tool. Would you be kind enough to point me to that page that contains a link to that program?
In addition, could you please post a list of blogs that you regularly follow.
Thank you,
JD
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oded
Jan 3rd, 2008
1 comment
Just wanted to thank you for this great blog (there are not so many as you said!)
you have many fans here in Israel, we all watch your blog daily & waiting for new posts
Thanks again
Oded
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Joe Ponzio
Jan 8th, 2008
Joe on twitter
Ponzio Capital
JD: Sanjay over at India Investor has a screener (and some great posts!) As I am still working with my technology guy on this, I won't have anything for a while.
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Your Name
Mar 12th, 2010