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. Mon, 08 Mar 2010 16:46:33 +0000 http://wordpress.org/?v=abc hourly 1 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!

]]>