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    Monday, February 5, 2018

    Value Investing The Amazon Health-Care Threat Has Arrived

    Value Investing The Amazon Health-Care Threat Has Arrived


    The Amazon Health-Care Threat Has Arrived

    Posted: 04 Feb 2018 02:08 PM PST

    Is there a peer-to-peer reviews of financial models?

    Posted: 05 Feb 2018 02:17 AM PST

    Perhaps a sub-reddit where people can criticize / comment / etc.?

    I have models that I would like someone who's been doing it a while to look over and criticize where I went wrong...

    submitted by /u/taewoo
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    New to this field - some questions.

    Posted: 05 Feb 2018 01:06 AM PST

    For the past year or so I've been reading/learning about value investing and lurking this sub. I have no training in finance and I'm fairly isolated from financial stuff in my chosen career path (engineering), so this is more of a hobby for me. With that said, I do find analyzing companies a lot of fun, but I have a couple questions:

    1. Where do you guys get your data? I've been using yahoo finance and finviz.com, both of which has great current info, but lacking in historical data. Right now, if I want to get something from the financials for the past 10 years, I've been going onto the company's website and downloading the last 10 years of annual reports, which is a very time consuming process--is there a better way/tool?

    2. What's the point of debt/equity? I can't seem to wrap my head around this metric. I keep reading that it is a measure of the financial health of a company and its ability to manage debt, but if that was the case, wouldn't the current and quick ratios and the interest expense vs. operating income be a better measure? to me, the ratio tells me how much excess assets the company has to liabilities, but doesn't book value already do that?

    submitted by /u/mreaaff121
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    AT&T acquisition of Straight Path Communications - something fishy or normal?

    Posted: 04 Feb 2018 11:43 PM PST

    Hey All,

    I'm just trying to get a grasp of this situation and whether it is uncommon or not.

    On the 10th of april 2017 "Straight Path Communications Inc. issued a press release announcing that it had entered into an agreement and plan of merger with AT&T Inc." which shoots up the market value of the company by around a 100 % over the next couple of weeks (https://www.sec.gov/Archives/edgar/data/732717/000121390017003560/f8k0417_straightpath.htm). This is a Monday, and the Thursday the week before insiders sell 1.403.349 shares and misses a silly 204 mUSD stock appreciation. The day after an insider buys 60.000 shares and banks 8,6 mUSD.

    BUT this isn't the crazy part...

    03-29-2017 (12 days prior) they rush through an Form 3 REGISTRATION STATEMENT UNDER THE SECURITIES ACT OF 1933 issuing a lot of warrants with a strike price 34,70 plus the same amount of warrants that may become issuable between July 1, 2017 and December 1, 2017 at the same exercise price. At this point in time the shares will already be trading at 180,99.

    So the big chunk sold makes me think that there was not anything to be know in advance, but the issue of warrants make me think otherwise. I must admit I have not investigated it further, does anybody have a take on this?

    https://www.sec.gov/Archives/edgar/data/1574460/000121390017002957/fs32017a2_straightpath.htm

    submitted by /u/StandardOptions
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