Value Investing Mining Company Soared 159% After Saying It’s Buying a Crypto Firm |
- Mining Company Soared 159% After Saying It’s Buying a Crypto Firm
- Stephen Roach: Bitcoin is a 'dangerous speculative bubble'
- REIT recommendations?
- How to view prices/charts of past stocks that no longer exist?
- Alan Fournier: "Pension Funds Are So Desperate For Yield, They're Systemically Selling Volatility"
- The Low Level of the VIX Isn’t a Mystery
- An implosion of early-stage VC funding
- Treasuries in an economic downturn
- Query regarding page 456 of 'The Intelligent Investor'
- Looking for an industry primer on Gaming & Lodging
- Speed learning: REIT analysis
- AQR - Going Deep on Contrarian Factor Timing
- Tech valuation concerns
| Mining Company Soared 159% After Saying It’s Buying a Crypto Firm Posted: 04 Dec 2017 03:23 PM PST |
| Stephen Roach: Bitcoin is a 'dangerous speculative bubble' Posted: 05 Dec 2017 01:29 AM PST |
| Posted: 05 Dec 2017 04:05 AM PST Looking to add a REIT or two to my portfolio. Any recommendations would be appreciated. [link] [comments]  |
| How to view prices/charts of past stocks that no longer exist? Posted: 05 Dec 2017 12:56 AM PST Is there a way to see the historical prices/charts of stocks that have gone away? (due to merger, bankruptcy, acquisition, etc) [link] [comments]  |
| Alan Fournier: "Pension Funds Are So Desperate For Yield, They're Systemically Selling Volatility" Posted: 04 Dec 2017 05:07 PM PST |
| The Low Level of the VIX Isn’t a Mystery Posted: 04 Dec 2017 09:55 PM PST |
| An implosion of early-stage VC funding Posted: 04 Dec 2017 11:20 AM PST |
| Treasuries in an economic downturn Posted: 04 Dec 2017 07:03 AM PST Hi all just wanted to start out by saying this isn't specifically related to security analysis, but I value the opinions of people here more. That being said if you were to believe the overall economy to be overvalued how would you go about hedging? Overall I pick my stocks using margins of safety and analysis primarily from the Graham school of thought. My more specific question relates to whether you believe government treasuries are still a low risk hedge against an equity drop given the low interest rate environment and planned rate increases? Sorry if this is off topic just delete it, thanks. [link] [comments]  |
| Query regarding page 456 of 'The Intelligent Investor' Posted: 04 Dec 2017 01:32 PM PST Hello, On page 456 of 'The Intelligent Investor' (Revised 1973 edition) Benjamin Graham is comparing H & R Block to Blue Bell as they were at the end of 1969. He says that Blue Bell was earning 2.5 times as much for its stock and that it had 5.5 times as much in tangible investment. I am confused as to how he gets these amounts. I calculated that H & R Block's EPS for the year was $6,380,000/5,426,000 (earnings for the year over the number of shares) = $1.18, whilst Blue Bell's EPS is given as $4.47 in table 18-4, which is 3.79 times as much rather than 2.5 times (I don't know why H & R Block's EPS is given in the table as only up to October, where it is $0.51). I assume 'tangible investment' refers to tangible assets rather than total book value. Blue Bell has 18.28 times as much book value per share ($34.54 compared to $1.89), but the tangible assets are not listed in the table so they cannot be compared by the reader. I would be grateful if anyone would be kind enough to offer some feedback on what I wrote. [link] [comments]  |
| Looking for an industry primer on Gaming & Lodging Posted: 04 Dec 2017 06:00 PM PST Or any others honestly would be helpful if anyone has them or knows where to find one [link] [comments]  |
| Posted: 04 Dec 2017 08:20 AM PST I would like to get up to speed quickly on public REITs analysis and valuation. What are the best resources for this project? How would you do it if this were your goal? FWIW, I have a strong finance background...MBA from top tier school, years of experience in various investment roles, but I've never touched REITs. [link] [comments]  |
| AQR - Going Deep on Contrarian Factor Timing Posted: 04 Dec 2017 01:18 PM PST |
| Posted: 04 Dec 2017 12:13 PM PST I'm not a short term trader by any means but I'm concerned on today's volatility in tech. They're not being treated too well after the happenings with the tax bill. Obviously tech valuations are extremely high right now and have been running like crazy this year, meanwhile value has not and the market's reaction to the reforms indicate that it is more favorable to value. I've figured a rotation into value was coming, looks like it's happening now. I'm worried that the solid business models of the tech giants aren't going to matter or keep them afloat from a pullback in the next year or so. Based on their high valuations, they could continue to kill it but the market could keep taking them down regardless. Time to sell, or is that short-sighted? [link] [comments]  |
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