tag:blogger.com,1999:blog-5671237647818893487.post569831311413710458..comments2023-05-12T01:25:01.386-07:00Comments on The Crusty Credit Analyst: Tinet Kickstarts Neutral Tandem's New Growth InitiativesWilliam F. Kabourekhttp://www.blogger.com/profile/16811858124654680128noreply@blogger.comBlogger3125tag:blogger.com,1999:blog-5671237647818893487.post-36045513048053785672010-12-08T12:47:06.617-08:002010-12-08T12:47:06.617-08:00Andy, thanks for the quasi comment about seeming t...Andy, thanks for the quasi comment about seeming to be smart. I look at P/Es as well, but the EBITDA number is a good measure of value and somewhat akin to the amount of cash a company generates. A simplistic example is you buy a company for all cash and pay 5X EBITDA for it, you've got a 20% pretax return. It's easier to measure against similiar companies as each will have a different debt structure, tax bracket, depreciation method,and accounting policies. Any way you value TNDM it is cheap as long as they can keep minutes growing faster than pricing shrinks; so far so good.William F. Kabourekhttps://www.blogger.com/profile/16811858124654680128noreply@blogger.comtag:blogger.com,1999:blog-5671237647818893487.post-12350482603846203182010-11-23T12:21:55.417-08:002010-11-23T12:21:55.417-08:00why do you value stuff on the basis of EBITDA? you...why do you value stuff on the basis of EBITDA? you seem like a smart guy and most other smart guys dont do that.Andyhttps://www.blogger.com/profile/05764310281724733774noreply@blogger.comtag:blogger.com,1999:blog-5671237647818893487.post-37828651340799895592010-09-11T18:56:14.367-07:002010-09-11T18:56:14.367-07:00Humor and value stocks don't usually go hand i...Humor and value stocks don't usually go hand in hand, but you bridged the gap. Good work, thanks and I'm long TNDM. KJM (thedogsmad)Anonymoushttps://www.blogger.com/profile/12218150906022726870noreply@blogger.com