Graham Stock Discussion

Graham's accrual ratio suggests a strong conversion of profit to free cash flow, which might imply that its statutory profit understates its earnings potential. It's also noteworthy that the company, despite losing money last year, reported a profit this year.

The Graham Net Net is a valuation metrics used by Graham and Warren Buffett (when he first started out). It is derived by deducting total liabilities from the current assets. Many consider this a proxy for the liquidation value. So when you have a stock trading below its Net Current Asset value it is supposedly a good margin of safety.
Eksons is a Bursa plywood company with a property segment. Its plywood business got into trouble years ago with its ...