Something of Value…
My name is Bruce Lee. I’m a 4th year/senior student at the Ivey School of Business at the University of Western Ontario. I’m a budding value investor who has been reading your blog for the last week; I find it extremely interesting. Your analysis is clear, concise and very rich in insight. Thank you. Keep up the great work.
I was wondering what you thought of NetEase.com. After subtracting cash and short-term investments from the company’s market value the company is only selling for 10-11 times estimated FY 2006 earnings and the company has huge growth potential. NetEase.com is also actively buying back its own stock.
No information about you except that you are a curmudgeon? Well, I can respect that. I enjoy your blog just the same. Keep up the good work.
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