Value Investing What You Probably Believe About the Bull Market Is Wrong |
- What You Probably Believe About the Bull Market Is Wrong
- Finding oligopolies and better
- Hype Meets Reality as Electric Car Dreams Run Into Metal Crunch
- Can Time Solve the Issue of High Valuations?
- What are good books that discuss on the qualitative aspects of value investing?
- CLO/CDO Model Template
- Elevation Capital - Thesis on Tiffany & Co
- Would it Make Sense for a Company to Issue Equity to Repurchase Shares
| What You Probably Believe About the Bull Market Is Wrong Posted: 11 Jan 2018 02:39 PM PST |
| Finding oligopolies and better Posted: 12 Jan 2018 03:57 AM PST Is there a way to find or get a list of oligopolies and up to monopolies by industries? In particular, lesser known ones. Want to improve my filtering process. [link] [comments]  |
| Hype Meets Reality as Electric Car Dreams Run Into Metal Crunch Posted: 11 Jan 2018 03:56 PM PST |
| Can Time Solve the Issue of High Valuations? Posted: 11 Jan 2018 04:19 PM PST |
| What are good books that discuss on the qualitative aspects of value investing? Posted: 11 Jan 2018 05:38 AM PST As above. I read most of Peter Lynch and Pat Dorsey, but I wanna have more insights as to the different industries of companies. Could anyone recommend good ones? Much appreciated [link] [comments]  |
| Posted: 11 Jan 2018 07:42 AM PST Hello!-- Does anyone have an excel model template for a CLO/CDO deal which incorporates management and incentive fee structures? I would be eternally grateful. [link] [comments]  |
| Elevation Capital - Thesis on Tiffany & Co Posted: 11 Jan 2018 10:41 AM PST |
| Would it Make Sense for a Company to Issue Equity to Repurchase Shares Posted: 11 Jan 2018 12:26 PM PST While I am understanding of the pros and cons of share buybacks, the notion of a company raising equity to buy back shares crossed my mind given the certain circumstance of a company. A micro-cap company I follow has continued to show strong growth year over year, increasing cash flows, has a strong balance sheet, etc. Everything you would want to see out of a growing, fundamentally strong company. That said, they are a decade old micro-cap company with over 200m shares outstanding and it seems as if there are a large group of institutions (and some retail) that institute immense pressure on the stock any time it seems to pick up momentum. While debt is an option too, I was curious to get peoples thoughts on using equity to buy back some of the shares on the open market to help alleviate some of that pressure. Obviously you are using new equity to do so, but in theory you could be placing that equity in "friendly hands" that are more aligned with the long term view of the company. Any thoughts on the matter? Any research anyone can recommend that addresses this notion? Note that this is in the Canadian market, so small-cap/micro-caps are typically considered "real" companies more so than their US counterparts. [link] [comments]  |
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