Comments on: The Problem With Net/Nets http://iamamazing.wordpress.com/2006/12/19/the-problem-with-netnets/ Insights into Investing, Economics, and Politics Sat, 02 Aug 2008 21:06:06 +0000 http://wordpress.com/ hourly 1 By: The Curious Investor » Blog Archive » Book Review: Value Investing from Graham to Buffett and Beyond http://iamamazing.wordpress.com/2006/12/19/the-problem-with-netnets/#comment-3770 The Curious Investor » Blog Archive » Book Review: Value Investing from Graham to Buffett and Beyond Sun, 20 May 2007 06:18:13 +0000 http://iamamazing.wordpress.com/2006/12/19/the-problem-with-netnets/#comment-3770 [...] After all, if the market values them so poorly, there must be something amiss, right? (According to ValueSeeker.net, there were only 4 stocks that met Ben Graham’s Net/Net criteria at the end of [...] [...] After all, if the market values them so poorly, there must be something amiss, right? (According to ValueSeeker.net, there were only 4 stocks that met Ben Graham’s Net/Net criteria at the end of [...]

]]> By: nick levis http://iamamazing.wordpress.com/2006/12/19/the-problem-with-netnets/#comment-1212 nick levis Wed, 20 Dec 2006 07:29:50 +0000 http://iamamazing.wordpress.com/2006/12/19/the-problem-with-netnets/#comment-1212 I don't own any of these either but I think you need to pull a mini Bain Capital and buy all of the near net net and net nets out at 80% of book value. My modern interperetation of Graham is to find good businesses that trade below book value but have solid earnings histories, and are cheap on both earnings, cash flow and book value. Led me to PKX, TNT, BBQZ, GI, ALGOF, AWX, NAHC, EXM, and a list of about 20 others. I look for P/B I don’t own any of these either but I think you need to pull a mini Bain Capital and buy all of the near net net and net nets out at 80% of book value.

My modern interperetation of Graham is to find good businesses that trade below book value but have solid earnings histories, and are cheap on both earnings, cash flow and book value.

Led me to PKX, TNT, BBQZ, GI, ALGOF, AWX, NAHC, EXM, and a list of about 20 others.

I look for P/B

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