About

Something of Value…

3 thoughts on “About

  1. Bruce Lee

    Hi,

    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.

  2. Chris Bertels

    Hi,

    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.

  3. David Neubert

    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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