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#	AUTHOR DATE SUBJECT
5	member 5/26/10 6:56AM RE: GAAP 4
David To be clear GAAP financials are still produced. The EV calculation is an additional disclosure. The point I wanted to make is nobody looks at GAAP. There are numerous reasons for this including 1) An investment is... login to read the rest view available tags
4	member 5/25/10 1:01PM GAAP
Bafana, I do not think that Appraisal Values are better than GAAP, and I can see immediately why Appraisal Value will never be adopted in the US. Between FASB and the SEC, the utility of GAAP... login to read the rest view available tags
3	member 5/25/10 12:17PM Appriasal Value
I appreciate your comments on embedded value and appraisal value. Part of the reason for the write-up was to introduce the concept to VIC because I have never understood why this methodlogy is not popular... login to read the rest view available tags
2	member 5/25/10 12:11PM Pay R14bil to make R11bil per annum 1
I could have gone into the gory details that analysts love to focus on, but, I wanted to move straight in to the valuation. I also wanted to focus on the economics of the business... login to read the rest view available tags
1	member 5/24/10 9:29PM comments
This write-up is academic, full of assumptions, and very reliant on management statements. There is very little in the way of real analysis and unfortunately, I still have very little sense of African Bank's actual... login to read the rest view available tags