Comments on: TDI Podcast 100: Dozens of Stock Ideas and an ETF Maven http://www.thedisciplinedinvestor.com/blog/2009/03/16/tdi-podcast-100-dozens-of-stock-picks-and-an-etf-maven/ Investment Disciplines and Timely Advice. Fri, 10 Feb 2012 21:15:03 +0000 hourly 1 http://wordpress.org/?v=3.3.1 By: Andrew Horowitz http://www.thedisciplinedinvestor.com/blog/2009/03/16/tdi-podcast-100-dozens-of-stock-picks-and-an-etf-maven/comment-page-1/#comment-5777 Andrew Horowitz Tue, 24 Mar 2009 00:27:18 +0000 http://www.thedisciplinedinvestor.com/blog/?p=2670#comment-5777 These are our recent names from our research. Of course they change often... A These are our recent names from our research. Of course they change often…

A

]]> By: Carlos http://www.thedisciplinedinvestor.com/blog/2009/03/16/tdi-podcast-100-dozens-of-stock-picks-and-an-etf-maven/comment-page-1/#comment-5723 Carlos Thu, 19 Mar 2009 20:11:16 +0000 http://www.thedisciplinedinvestor.com/blog/?p=2670#comment-5723 Is there some description of the "propietary model" behind the spreadsheet? It was not explained in the podcast... There are some strange valuations, for example: PFE valued at $2,87? With stable earnings last three years and 1,2 earnings per share? Just because earnings grow at 1%? Something quite strange there... Apple is undervalued both at $110 as a short and at $101 as an Obama Tech... (due to different earnings growth estimates...) ¿? Is there some description of the "propietary model" behind the spreadsheet? It was not explained in the podcast…

There are some strange valuations, for example: PFE valued at $2,87? With stable earnings last three years and 1,2 earnings per share? Just because earnings grow at 1%? Something quite strange there…

Apple is undervalued both at $110 as a short and at $101 as an Obama Tech… (due to different earnings growth estimates…) ¿?

]]> By: Andrew Horowitz http://www.thedisciplinedinvestor.com/blog/2009/03/16/tdi-podcast-100-dozens-of-stock-picks-and-an-etf-maven/comment-page-1/#comment-5711 Andrew Horowitz Wed, 18 Mar 2009 11:28:05 +0000 http://www.thedisciplinedinvestor.com/blog/?p=2670#comment-5711 --<br /><br /><br />See bottom if post and right click and save<br /><br /><br />Andrew –

See bottom if post and right click and save

Andrew

]]> By: George Soumakis http://www.thedisciplinedinvestor.com/blog/2009/03/16/tdi-podcast-100-dozens-of-stock-picks-and-an-etf-maven/comment-page-1/#comment-5702 George Soumakis Wed, 18 Mar 2009 01:42:14 +0000 http://www.thedisciplinedinvestor.com/blog/?p=2670#comment-5702 Enter text right here!Where is the excel spreadsheet Enter text right here!Where is the excel spreadsheet

]]> By: spiderdog23 http://www.thedisciplinedinvestor.com/blog/2009/03/16/tdi-podcast-100-dozens-of-stock-picks-and-an-etf-maven/comment-page-1/#comment-5695 spiderdog23 Tue, 17 Mar 2009 17:49:06 +0000 http://www.thedisciplinedinvestor.com/blog/?p=2670#comment-5695 for the code ... tdi is lower case for the code … tdi is lower case

]]> By: Chris http://www.thedisciplinedinvestor.com/blog/2009/03/16/tdi-podcast-100-dozens-of-stock-picks-and-an-etf-maven/comment-page-1/#comment-5690 Chris Tue, 17 Mar 2009 09:38:17 +0000 http://www.thedisciplinedinvestor.com/blog/?p=2670#comment-5690 Saw you on the daily show, next time you should only be on for the main interview. I thought you would know that. You looked pretty pissed at the end, but are you glad she didn't interview you in the bee outfit? Saw you on the daily show, next time you should only be on for the main interview. I thought you would know that. You looked pretty pissed at the end, but are you glad she didn't interview you in the bee outfit?

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