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13	member 2/07/08 3:51PM RE: RE: Post-mortem
Thank you. view available tags
12	member 2/07/08 2:44PM RE: Post-mortem
A bunch of money that was supposed to be in European stocks was in pink sheet and bulletin board stocks. Call that what you will, it clearly was not what we were led to expect. view available tags
11	member 2/07/08 2:09PM Post-mortem
Spike: I've had my share of uglies...(see MCSI which I posted). In light of all that has happened with ACMH, I was just curious if you would attribute this to managment fraud, incompetence, bad luck...a combination view available tags
10	member 2/07/08 2:09PM Post-mortem
Spike: I've had my share of uglies...(see MCSI which I posted). In light of all that has happened with ACMH, I was just curious if you would attribute this to managment fraud, incompetence, bad luck...a combination view available tags
8	member 9/20/07 4:30PM Roc
Afraid not, though you can find announcements of certain specific investments by running searches on Google, SEC websites etc. view available tags
6	member 9/20/07 1:32PM Hkup
I am obviously feeling some pain over this. I was aware of some smallcap positions, but nothing on the scale that has been revealed. Its still hard to believe that someone who owned... login to read the rest view available tags
4	member 8/30/07 11:01AM Replies
Thank you very much, added a lot of color and context to my thought process. view available tags
3	member 8/30/07 9:59AM Answers (2)
3. Current performance: markets have been very good in 2006 and in the first half of 2007. Can they sustain a decent performance in turbulent markets like today? All I can tell you is that they... login to read the rest view available tags
2	member 8/30/07 9:58AM Answers (1)
1. Corporate Governance: what is their compensation plan? is it possible that the company chooses to distribute bonus for employees above historical levels at the expense of shareholders? Certainly anything is possible. Sean was... login to read the rest view available tags
1	member 8/29/07 5:10PM Risks
Congratulations for this great article. Just some questions: Corporate Governance: what is their compensation plan ? is it possible that the company choses to distribute bonus for employees above historical levels at the expense of shareholders... login to read the rest view available tags

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			2017	2018
Price:	687.00	EPS	30	35
Shares Out. (in M):	21	P/E	23	20
Market Cap (in $M):	14,560	P/FCF	23	20
Net Debt (in $M):	-200	EBIT	600	700
TEV (in $M):	14	TEV/EBIT	24	20

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