Comments on: Book Excerpt: The Making of Capitalistic Pig I am Today http://ContrarianEdge.com/2007/12/15/the-making-of-capitalistic-pig-i-am-today/ Vitaliy Katsenelson blog on the economy, stock market, and stocks. Applying Active Value Investing approach. Fri, 18 May 2012 08:51:00 +0000 hourly 1 http://wordpress.org/?v=3.2.1 By: Jim Tison http://ContrarianEdge.com/2007/12/15/the-making-of-capitalistic-pig-i-am-today/comment-page-1/#comment-191921 Jim Tison Fri, 13 May 2011 16:37:00 +0000 http://ContrarianEdge.com/2007/12/15/the-making-of-capitalistic-pig-i-am-today/#comment-191921 It may be a little late, but welcome to my (our?) country. I appreciate those who appreciate her. I am a Cold Warrior on the opposite side of the USSR. This war is not over as long as anyone still lives under oppression styled by Marx, Lenin, Mao, or Castro. Oppression is oppression. Liberty is liberty, and never shall the two meet, no matter what year it has become. May you find peace in your adopted country, I welcome you. It may be a little late, but welcome to my (our?) country. I appreciate those who appreciate her. I am a Cold Warrior on the opposite side of the USSR. This war is not over as long as anyone still lives under oppression styled by Marx, Lenin, Mao, or Castro. Oppression is oppression. Liberty is liberty, and never shall the two meet, no matter what year it has become. May you find peace in your adopted country, I welcome you.

]]> By: Colman http://ContrarianEdge.com/2007/12/15/the-making-of-capitalistic-pig-i-am-today/comment-page-1/#comment-191734 Colman Fri, 24 Sep 2010 01:40:00 +0000 http://ContrarianEdge.com/2007/12/15/the-making-of-capitalistic-pig-i-am-today/#comment-191734 As another child of the cold war (from the other side) and an enthusiastic capitalist pig, allow me to offer a belated "oink" of welcome. I only hope this country doesn't disappoint hard working people like you and your family nor betray the trust with which you have honored us. I fear, however, that given the current political climate, Denver is looking more like Murmansk with each passing day, minus the Soviet fleet of course, As another child of the cold war (from the other side) and an enthusiastic capitalist pig, allow me to offer a belated “oink” of welcome. I only hope this country doesn’t disappoint hard working people like you and your family nor betray the trust with which you have honored us. I fear, however, that given the current political climate, Denver is looking more like Murmansk with each passing day, minus the Soviet fleet of course,

]]> By: legacy daily http://ContrarianEdge.com/2007/12/15/the-making-of-capitalistic-pig-i-am-today/comment-page-1/#comment-188235 legacy daily Thu, 29 Jan 2009 23:11:25 +0000 http://ContrarianEdge.com/2007/12/15/the-making-of-capitalistic-pig-i-am-today/#comment-188235 Very interesting story. Thank you. Very interesting story. Thank you.

]]> By: Elina Mayster http://ContrarianEdge.com/2007/12/15/the-making-of-capitalistic-pig-i-am-today/comment-page-1/#comment-183984 Elina Mayster Tue, 06 Jan 2009 16:40:59 +0000 http://ContrarianEdge.com/2007/12/15/the-making-of-capitalistic-pig-i-am-today/#comment-183984 Glad to hear your financially sober and hopefull outlook on current economic situation; & congrats on the book - now I don't feel like an outsider when I tell our 'coming to America' story:-) Glad to hear your financially sober and hopefull outlook on current economic situation; & congrats on the book – now I don’t feel like an outsider when I tell our ‘coming to America’ story:-)

]]> By: Tom http://ContrarianEdge.com/2007/12/15/the-making-of-capitalistic-pig-i-am-today/comment-page-1/#comment-46914 Tom Mon, 07 Jan 2008 20:52:33 +0000 http://ContrarianEdge.com/2007/12/15/the-making-of-capitalistic-pig-i-am-today/#comment-46914 Vitaliy, I really enjoyed your book. I had two questions though: 1) Why do you use GDP to calculate corporate margins instead of aggregate revenue? 2) I really got a lot out of you P/E valuation approach, but wouldn't it better to use, instead of dividend yield, FCF yield (FCF/market cap) or FCF/Enterprise Value (where EV=market cap + net debt)? Isn’t that what is available to reward shareholders? Thanks! Vitaliy,

I really enjoyed your book.

I had two questions though:

1) Why do you use GDP to calculate corporate margins instead of aggregate revenue?

2) I really got a lot out of you P/E valuation approach, but wouldn’t it better to use, instead of dividend yield, FCF yield (FCF/market cap) or FCF/Enterprise Value (where EV=market cap + net debt)? Isn’t that what is available to reward shareholders?

Thanks!

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