If you had any doubts how actionable and good these ideas are, look at our last post on Dell and Visa

We don’t like people gloating but we do like to help people make money.  We wrote about both Dell and Visa as our largest year end positions.  Both have done very well for our investors.  We are mostly out of Visa now but continue to hold Dell.  We will buy Visa back though on any pullback.  Dell is so grossly undervalued as to be ludicrous.