Value Investing Who are the more less-known value investors that i should know? |
- Who are the more less-known value investors that i should know?
- why would a company with insane amounts of cash left over not pay any dividends?
- CNBC Interview with Warren Buffett [1hr]
- Do you think it's necessary to focus on one sector or subsector to do as well as you can?
- Idea Generation
- 7 bcf/d of 'Marcellus' Export Capacity to be Added in 2018
| Who are the more less-known value investors that i should know? Posted: 10 Jan 2018 11:21 AM PST So lately i have been trying to generate ideas by looking at the value investors portfolios. Munger said that he would look at what the good investors are doing and try to copy them. I know about the Buffett,Icahn, Klarman, Einhorn and to some extend and Ackman. But i would like to know about the other less-known value investors like Li Lu so i can have more portfolio that i can look into. Thanks! [link] [comments]  |
| why would a company with insane amounts of cash left over not pay any dividends? Posted: 10 Jan 2018 06:14 PM PST I'm looking at a company that has a very large amount of excess cash left over every year. In their latest report, their cash was almost 50% of their total assets and about 10 times more than their total liabilities. Are there any possible logical reasons as to why they pay no dividends or at least put to money to work? [link] [comments]  |
| CNBC Interview with Warren Buffett [1hr] Posted: 10 Jan 2018 10:10 AM PST |
| Do you think it's necessary to focus on one sector or subsector to do as well as you can? Posted: 10 Jan 2018 04:15 PM PST I'm getting more into equities, after trading a macro based style for the last few years. I'd like to add long/short equities aspect to my portfolio, and I'd like to be a generalist (cover all sectors of the entire market if possible) but I'm unsure if I'd be better off specializing. If being a generalist can work do you guys think there's any tips or guidelines I should follow? The advantage would be a wider range of opportunities, while specializing would allow me to have more in-depth information about one sector. I should still be able to make macro plays in baskets of stocks, even if I specialize in one sector, so that takes some of the edge off, though I'd like to be able to cover the entire market with a good way of filtering opportunities. ETA: The downside of being a generalist would be that it'd be time-consuming to do DCF's and properly research every company in every sector while keeping up with relevant news for each company. I'd wager it'd be impossible for one person to do it properly, so depth of knowledge would suffer covering all sectors. Downsides of specializing is you miss out on plays in other sectors. ETA2: I already participate in sector play/rotation based on macro calls. [link] [comments]  |
| Posted: 10 Jan 2018 02:32 PM PST With the prevalence of ETF and passive investing, a lot of money is current invested through themes / asset allocation / sector rotation. This to me seems like a situation of motivated/irrational sellers, a little bit like distressed debt. Has anyone tried to use this as a way of screening? Ex: Look at worst performing sector ETF in short term, then go through its constituents to identify undervaluation. Similarly, with so much focus put on to low-vol / statistical factors and short term earnings, I found it also interesting to screen for extreme short term price decline (over 30% in 3 Month, 50% in 6 Month). In reality, I think true fundamentals of companies can rarely decline by that much in short-medium term (excluding some industries that depend heavily on binary events, ex. BioTech). What do you guys think? I really hope to get some feedback and learn from your guys' thoughts. Thanks. [link] [comments]  |
| 7 bcf/d of 'Marcellus' Export Capacity to be Added in 2018 Posted: 10 Jan 2018 12:52 PM PST |
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