Value Investing Hunting Cheap Stocks Harder Now Than During Dot-Com Mania Peak |
- Hunting Cheap Stocks Harder Now Than During Dot-Com Mania Peak
- Capitec (CPI) Short Report
- Graham and Doddsville - Winter 2018
- Pershing Square Holdings Annual Investor Presentation
- Looking for database that gives forward LIBOR and swap rates
- Tweedy Browne Q4 2017 Letter
- Intersegment reporting?
- Jack Schwager interview: Market Wisdom from the Wizard Himself
- How to assess an acquisition
- Roadshow presentations?
- Is anyone tracking SPACs?
- European oligopolies / duopolies / monopolies that AMZN, GOOGL cannot disrupt easily
- Is it possible to predict when a business may be most likely to make a large Capex/PP&E investment, based on their 10Q's?
| Hunting Cheap Stocks Harder Now Than During Dot-Com Mania Peak Posted: 29 Jan 2018 05:21 PM PST |
| Posted: 30 Jan 2018 12:00 AM PST |
| Graham and Doddsville - Winter 2018 Posted: 29 Jan 2018 12:37 PM PST |
| Pershing Square Holdings Annual Investor Presentation Posted: 29 Jan 2018 10:52 AM PST |
| Looking for database that gives forward LIBOR and swap rates Posted: 29 Jan 2018 01:43 PM PST There are pretty much only 2 items I routinely try to look up:
Is there a basic subscription service that will show this? Eikon seems pretty expensive and overly cumbersome, and researching this on the web doesn't seem to pull up reliable data unless it's dated and older. [link] [comments]  |
| Posted: 29 Jan 2018 10:50 AM PST |
| Posted: 29 Jan 2018 06:52 PM PST I'm looking at a company and had a question about intersegment reporting. Headquartered in Spain and they sell in the US and China. So the Spain segment (where they manufacture) sells to the US and China units. Spain revenues over last 5 years have been up low to mid-single digits, nothing spectacular. But their segment margin (segment EBIT / revenue sold to outside customers, so not counting intersegment) have increased dramatically from 33% five years ago to a recent 59%. China segment margins have been relatively flat. US margins have declined from 66% to 46%. What would cause the big increase in Spain margins? It seems like too big of a move for FX. The products have not changed. US margins have been worse b/c competition has entered. Any other reason? [link] [comments]  |
| Jack Schwager interview: Market Wisdom from the Wizard Himself Posted: 29 Jan 2018 11:17 AM PST |
| Posted: 29 Jan 2018 05:08 PM PST How would one go about looking at the financial profile of an acquisition? Specifically, if the parent acquired another public company, I would have all the financial data. Using this, how would I see what the ROE/ROIC/IRR of the transaction would be? What would you calculate to see this? Trying to understand the capital allocation skills of one company I am looking into, but am stuck on this part. Thanks in advance. [link] [comments]  |
| Posted: 29 Jan 2018 07:42 AM PST Anyone know where I can find old roadshow presentations for IPO's? There's a couple of insurance IPO's in 2013 I wanted to check out the roadshows for (Voya Financial for example). I've been going through s-1 and 8-k filings but haven't had much luck. Also tried reaching out to the IR folks but haven't heard back from them. Thanks! [link] [comments]  |
| Posted: 29 Jan 2018 08:05 AM PST Are there any sites tracking SPACs and post SPACs out there something like stockspinoffs.com but for SPACs? [link] [comments]  |
| European oligopolies / duopolies / monopolies that AMZN, GOOGL cannot disrupt easily Posted: 29 Jan 2018 09:24 AM PST Going through another round of idea generation and like the idea of reverting the process, ie making up the ideal business and then looking for companies in the market. What European companies in a concentrated industry structure do you prefer that an Amazon or Google cannot disrupt in the short-/medium-term? Can think of Airbus, for instance. [link] [comments]  |
| Posted: 29 Jan 2018 06:46 AM PST I work in lead generation for both the software and finance industries but I'm also a keen investor (beginner). Knowing what little I do about analysing c ompany reports, the thought occurred to me that it surely must be possible to make a reasonable guess as to when a company should be due to make a significant investment in either technology, property or equipment etc. based on the number of years they've allocated to writing down the value of a previous purchase. Obviously sometimes this figure can fail to reflect reality but I just wondered if anyone here may have any deeper insight into trying predict large expenditures (that can affect share price) well in advance of any announcements from the management. Thanks in advance for any ideas. [link] [comments]  |
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