Author: Saj Karsan

Charlie Munger is Warren Buffett’s right hand man at Berkshire Hathaway. Over the next few weekends, we’ll be summarizing the text he authored titled “The Psychology Of Human Misjudgement”, where he...

Regular readers know that, as value investors, we generally prefer companies with relatively low debt levels. The reason for this is that companies with low debt levels will fare much better than their competition during times...

There’s a plethora of information available to investors from brokers, analysts, the mainstream media, and financial bloggers. But there are conflicts of interest abound in this industry, resulting in the fact that you...

A few weeks ago, we described an arbitrage situation involving two value stocks (both traded at discounts to net current assets, had minimal debt, and were generating earnings). One of these potential value stocks, TAT...

CE Franklin (CFK) has the makings of a terrific value stock. It has a history of fairly stable revenues and earnings, and appears to trade at a discount to those earnings. From an asset point of view, the company’s current...

While a company may appear undervalued on an earnings basis, this does not mean the company has cash to distribute to shareholders. A quick way to help determine if a company has the cash flows needed to pay shareholders is to...

Charlie Munger is Warren Buffett’s right hand man at Berkshire Hathaway. Over the next few weekends, we’ll be summarizing the text he authored titled “The Psychology Of Human Misjudgement”, where he...

Charlie Munger is Warren Buffett’s right hand man at Berkshire Hathaway. Over the next few weekends, we’ll be summarizing the text he authored titled “The Psychology Of Human Misjudgement”, where he...

Air T (AIRT) has all the makings of a grossly undervalued stock. It has a P/B of .7, a P/E under 5, and a net cash position (cash minus debt) of over $7 million, while the stock trades for $18 million. The company has been able...