Value Investing Martin Shkreli sentenced to 7 years in prison

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• Martin Shkreli sentenced to 7 years in prison
• Drive Shack $DS - Asymmetric risk reward situation with this TopGolf competitor
• Discussion:What are some under the radar industries or business models experiencing strong tailwinds for the future?
• Using Optionality to Bet Against Turkey’s Stock market Bubble, high inflation, and massive debt.
• Has anyone got a strategy for taking advantage of the glut of commercial space that will hit the market with all these closings? (toys r us, sears, etc.)
• Why am I having trouble getting Invested Capital to reconcile?
• how to find companies that have recently exited bankruptcies or restructured?

Martin Shkreli sentenced to 7 years in prison Posted: 09 Mar 2018 11:34 AM PST submitted by /u/pianotree [link] [comments]

Drive Shack $DS - Asymmetric risk reward situation with this TopGolf competitor Posted: 09 Mar 2018 06:44 PM PST submitted by /u/monshare [link] [comments]

Discussion:What are some under the radar industries or business models experiencing strong tailwinds for the future? Posted: 09 Mar 2018 03:01 PM PST A couple that I've come by: CRE servicing companies like CBRE and Colliers benefitting from long runway for accretive acquisitions due to fragmented industry. They can cross sell property management and other services, more and more of which are being outsourced by owners, as they grow inorganically, providing strong organic growth as well. Late-cycle obviously, but good long-term secular trend. Some overlooked suppliers to QSRs growing overseas -- the likes of Lamb Weston (fries and other potato products) are benefitting from piggybacking QSR international expansion. In that industry, for instance, supply is highly constrained and they're expanding capacity at very high ROIICs. Aftermarket car paint manufacturers like Axalta benefitting from consolidation among a fragmented customer base (called MSOs) resulting in more of their paint being used as opposed to suppliers with less exposure to those customers. submitted by /u/broski121 [link] [comments]

Using Optionality to Bet Against Turkey’s Stock market Bubble, high inflation, and massive debt. Posted: 09 Mar 2018 11:04 PM PST https://palisade-research.com/turkish-stock-market-crisis/ submitted by /u/Magicdonvito [link] [comments]

Has anyone got a strategy for taking advantage of the glut of commercial space that will hit the market with all these closings? (toys r us, sears, etc.) Posted: 09 Mar 2018 07:04 AM PST I was thinking puts on highly leveraged REITs? submitted by /u/wordbattleship [link] [comments]

Why am I having trouble getting Invested Capital to reconcile? Posted: 09 Mar 2018 07:33 AM PST This is a Mckinsey Valuation Question. Here's the link to view: https://imgur.com/a/813jy Operating Assets-Operating Liabilities= Invested Capital = Debt+Equity. Whenever I try this on the Mckinsey Valuation questions though, Operating Assets-Operating Liabilities=/=Debt+Equity Here's how the Mckinsey book explains Invested Captial: https://imgur.com/a/bMlia Thanks in advance. submitted by /u/FOREXAaron [link] [comments]

how to find companies that have recently exited bankruptcies or restructured? Posted: 09 Mar 2018 05:40 AM PST is there a way to do it on EDGAR or another website? thanks! submitted by /u/altermango [link] [comments]

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