Comments for Kinnaras Capital Blog http://www.kinnaras.com/blog2 Deep Value Investing Thu, 05 Apr 2012 18:05:41 +0000 hourly 1 http://wordpress.org/?v=3.3.1 Comment on Open Letter to Media General’s Board by Kinnaras sends open letter to board of Media General Inc (NYSE:MEG) « Greenbackd http://www.kinnaras.com/blog2/?p=544#comment-354 Kinnaras sends open letter to board of Media General Inc (NYSE:MEG) « Greenbackd Thu, 05 Apr 2012 18:05:41 +0000 http://www.kinnaras.com/blog2/?p=544#comment-354 [...] Capital Management has sent an open letter to Media General Inc (NYSE:MEG) expressing frustration with the performance of the company and [...] [...] Capital Management has sent an open letter to Media General Inc (NYSE:MEG) expressing frustration with the performance of the company and [...]

]]> Comment on Media General: What The Bridge Amendment Means by Media General: Newspaper Sale Could be a Game Changer | Kinnaras Capital Blog http://www.kinnaras.com/blog2/?p=471#comment-240 Media General: Newspaper Sale Could be a Game Changer | Kinnaras Capital Blog Sat, 25 Feb 2012 02:43:08 +0000 http://www.kinnaras.com/blog2/?p=471#comment-240 [...] the borrower on the behalf of the lender to rationalize costs as well as consider asset sales.  In my previous post I also covered why Bank of America (“BAC”) would favor only an amendment rather than an [...] [...] the borrower on the behalf of the lender to rationalize costs as well as consider asset sales.  In my previous post I also covered why Bank of America (“BAC”) would favor only an amendment rather than an [...]

]]> Comment on Talbots Management & Board Beyond Contempt by Ricky http://www.kinnaras.com/blog2/?p=384#comment-187 Ricky Thu, 02 Feb 2012 13:11:13 +0000 http://www.kinnaras.com/blog2/?p=384#comment-187 I called Trudy. As a Designer and owner of my own garment company I had never seen such bad merchandise. She posted her e mail address and said she would be accessible. I told her about the clothing and instead of addressing those choices with me, she send it to Mr. Smalldone. He was deeply insulted. I felt I could turn it around. I have the background and the experience to create the product the woman who is buying clothing needs and would be willing to spend money on. I could not get into the company. I would have worked for nothing to prove it. What a pity to bring down yet another chain and so many people have to lose their investments and their jobs. When will boards be accountable for bad decisions Furthermore, deep down I believe that the accountability lies with Human Resources. So much trust is given these people who don't have the experience or who have never worked themselves in the positions they are filling. In my company I did every position to understand the people who worked for me. Human Resources is a huge problem. I called Trudy. As a Designer and owner of my own garment company I had never seen such bad merchandise. She posted her e mail address and said she would be accessible. I told her about the clothing and instead of addressing those choices with me, she send it to Mr. Smalldone. He was deeply insulted.
I felt I could turn it around. I have the background and the experience to create the product the woman who is buying clothing needs and would be willing to spend money on. I could not get into the company.
I would have worked for nothing to prove it. What a pity to bring down yet another chain and so many people have to lose their investments and their jobs. When will boards be accountable for bad decisions
Furthermore, deep down I believe that the accountability lies with Human Resources. So much trust is given these people who don’t have the experience or who have never worked themselves in the positions they are filling. In my company I did every position to understand the people who worked for me. Human Resources is a huge problem.

]]> Comment on Media General – Awful Management, Bad Fundamentals, Good Stock… by Media General: Any Juice Left In This Lemon? | The Peter Principle http://www.kinnaras.com/blog2/?p=1#comment-180 Media General: Any Juice Left In This Lemon? | The Peter Principle Tue, 31 Jan 2012 20:45:20 +0000 http://kinnaras.com/blog2/?p=1#comment-180 [...] in 2011, generally hitting the operating profit number. For example, if one goes to my post in October and scrolls to Exhibit I, they would see that my Q4 estimate for Media General’s EBIT and EBITDA [...] [...] in 2011, generally hitting the operating profit number. For example, if one goes to my post in October and scrolls to Exhibit I, they would see that my Q4 estimate for Media General’s EBIT and EBITDA [...]

]]> Comment on Media General – Awful Management, Bad Fundamentals, Good Stock… by Media General: Any Juice in this Lemon? | Kinnaras Capital Blog http://www.kinnaras.com/blog2/?p=1#comment-169 Media General: Any Juice in this Lemon? | Kinnaras Capital Blog Sat, 28 Jan 2012 02:32:24 +0000 http://kinnaras.com/blog2/?p=1#comment-169 [...] in 2011, generally hitting the operating profit number.  For example, if one goes to my post in October and scrolls to Exhibit I, they would see that my Q4 estimate for MEG’s EBIT and EBITDA [...] [...] in 2011, generally hitting the operating profit number.  For example, if one goes to my post in October and scrolls to Exhibit I, they would see that my Q4 estimate for MEG’s EBIT and EBITDA [...]

]]> Comment on What “Bonus” will Randall Stephenson Receive after T-Mobile Debacle? by john http://www.kinnaras.com/blog2/?p=435#comment-168 john Sat, 28 Jan 2012 01:48:13 +0000 http://www.kinnaras.com/blog2/?p=435#comment-168 he should be fired he should be fired

]]> Comment on Lexmark International is Worth $55 per Share by Why Lexmark Is Undervalued On A Variety Of Metrics | vietnamtimesonline.com http://www.kinnaras.com/blog2/?p=331#comment-53 Why Lexmark Is Undervalued On A Variety Of Metrics | vietnamtimesonline.com Thu, 15 Dec 2011 18:19:26 +0000 http://www.kinnaras.com/blog2/?p=331#comment-53 [...] International (NYSE: LXK) is a company that has been discussed numerous times on blogs across the internet. I wanted to take a deeper dive into the company to see what it’s [...] [...] International (NYSE: LXK) is a company that has been discussed numerous times on blogs across the internet. I wanted to take a deeper dive into the company to see what it’s [...]

]]> Comment on A Letter to Talbot’s Chairman & Board by CreerveFark http://www.kinnaras.com/blog2/?p=422#comment-52 CreerveFark Thu, 15 Dec 2011 12:43:42 +0000 http://www.kinnaras.com/blog2/?p=422#comment-52 Haha that's rediculous. No way Haha that’s rediculous. No way

]]> Comment on Lexmark International is Worth $55 per Share by Why Lexmark Is Undervalued On A Variety Of Metrics | The Prospective Investor http://www.kinnaras.com/blog2/?p=331#comment-51 Why Lexmark Is Undervalued On A Variety Of Metrics | The Prospective Investor Thu, 15 Dec 2011 12:00:15 +0000 http://www.kinnaras.com/blog2/?p=331#comment-51 [...] International (NYSE: LXK) is a company that has been discussed numerous times on blogs across the internet. I wanted to take a deeper dive into the company to see what it’s [...] [...] International (NYSE: LXK) is a company that has been discussed numerous times on blogs across the internet. I wanted to take a deeper dive into the company to see what it’s [...]

]]> Comment on Lexmark International is Worth $55 per Share by Why Lexmark Is Undervalued On A Variety Of Metrics | The Wall Street Geek http://www.kinnaras.com/blog2/?p=331#comment-50 Why Lexmark Is Undervalued On A Variety Of Metrics | The Wall Street Geek Wed, 14 Dec 2011 15:48:15 +0000 http://www.kinnaras.com/blog2/?p=331#comment-50 [...] International (NYSE: LXK) is a company that has been discussed numerous times on blogs across the internet. I wanted to take a deeper dive into the company to see what it’s [...] [...] International (NYSE: LXK) is a company that has been discussed numerous times on blogs across the internet. I wanted to take a deeper dive into the company to see what it’s [...]

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