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The 10 Most Recommended Messages By aleax

Take me back to where I was.
  • Date: 11/15/11 10:48 PM
  • Number: 30
  • Recommendations: 49
Hi, everyone!

So you've all signed up to Deep Value -- welcome, and congratulations!

Now what you really need to do it... Take the Pledge!!!

Don't worry -- nothing to do with drinking... the Pledge leaves you
  • Date: 8/24/13 10:11 PM
  • Number: 432307
  • Recommendations: 48
A-ha -- looks like you _particularly_ need to follow Krugman closely. A really thorough follower of Keynes,

Sorry, no. He's a typical half-Keynesian politician.

He's not a politician at all -- he's one of the world's
  • Date: 1/8/14 7:13 PM
  • Number: 441784
  • Recommendations: 41
Hi Rich, and, first of all!, all of my sympathy (in the original sense of `suffering together`) and best of wishes for your mother...!

Now on to investing issues...:

I make it a point of reading Hussman often, but that's just
  • Date: 3/9/13 2:56 PM
  • Number: 7993
  • Recommendations: 33
Is it not true that known dividend payments over the life of an option are already factored into the cost of establishing a synthetic long?

I remember "getting paid" to set up my F synthetic long. Seems it was the rough

  • Date: 11/5/14 12:17 PM
  • Number: 8811
  • Recommendations: 32
I'm not selling because I disagree with the thesis on several points.

For example, ALU may surely `want` to be aggressive -- but with debt at over 200% of equity and negative EPS, it may have problem financing such aggression, a high cost
  • Date: 3/6/15 12:43 PM
  • Number: 1756
  • Recommendations: 30
Put backspreads are no free lunch for a very specific reason: should there be a really serious panic leading to a pretty serious bear market, you'll be buying SPY (essentially "buying the market" in market-cap-weighted large caps) at
  • Date: 11/9/14 4:33 PM
  • Number: 20517
  • Recommendations: 29
The less spent, no matter on what or where paid, the less the government has to borrow and to pay interest on.

Not necessarily! You're forgetting the crucial macroeconomic principle "your expense is my revenue, my expense is
  • Date: 4/21/14 11:40 PM
  • Number: 18451
  • Recommendations: 28
Why hasn't free cash flow (which is harder to manipulate and isn't as heavily dependent on discretionary accounting practices) replaced these crude yardsticks?

If by "free cash flow" you mean after capex, that has plenty of
  • Date: 1/22/11 9:13 PM
  • Number: 3955
  • Recommendations: 28
I sense (quite understandably!) a lot of angst on this board about ATVI going nowhere. Behind the standard keyword "patience!" (anybody who, like me, patiently, long-sufferingly held NFLX as a going-nowhere low-20s stock for years... then
  • Date: 5/3/12 2:28 PM
  • Number: 1538
  • Recommendations: 27
I am still trying to figure out how to play leading company in high growth emerging market segment (enticing premium in exchange for high volatility)...

I see Jeff has provided an official answer and of course that's much more
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Take me back to where I was.
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