Posted: 06 Mar 2018 09:23 PM PST

In Graham's Intelligent Investor there are plenty of numerical valuations,such as book value per share and net working capital value per share, that are used as benchmarks or "starting" points in the valuation process. However, I feel that the screening out process excludes some of the best enterprises, as they posses very widely known names. It doesn't make sense that the same valuation methods would apply to companies like Coca-Cola or Nike as they would to some relatively unknown companies. I'm aware of qualitative margin-of-safety principles for these type of companies but besides percentage of market share, i'm unaware of good quantitative valuations/margin-of-safety methods for justifying the qualitative analysis. Any help with this would be greatly appreciated.

submitted by /u/PortedWheel99
[link] [comments]

Posted: 07 Mar 2018 04:19 AM PST

submitted by /u/PersonalDatabase
[link] [comments]

Restaurant franchise aggregators?

Posted: 06 Mar 2018 12:51 PM PST

Does anyone know of any large-scale acquirors of restaurant franchises? Looking for companies similar to MTY Group (https://mtygroup.com/), so those who own the franchise vs the franchised restaurant/brand. I want to get a better understanding of how this business model works. Thanks!

submitted by /u/i_am_emdubya
[link] [comments]

Netflix surge (wtf?)

Posted: 06 Mar 2018 05:47 AM PST

Altough the market might care less about justification, I'm looking for one in the case of Netflix (NFLX) over the past month. The price makes a lot of assumptions. The current stock price requires Netflix to triple BOTH revenue and net margin to eventually get at a PE level similar to current competitors in the industry (i.e. Disney and Time Warner). This assumes everyone maintains a net margin above 20% despite increasing competition.

Disney, Time Warner, Comcast, Amazon all generate more cash, generate more revenue. There must be a reason why Disney prefers to publish 10-20 movies annually instead of >80(?) for example. Netflix is earning less than 4 times interest, interest is more likely to go up than down in the future based on historic levels. What future do I miss? Both international and US growth are slowing down. Everyone only going to watch Netflix all day?

Hope time will agree with these points (soon)....:)

submitted by /u/sinsji
[link] [comments]

Lessons from Spotify

Posted: 06 Mar 2018 04:43 AM PST

submitted by /u/Beren-
[link] [comments]

Fiat Chrysler to spin off Magneti Marelli

Posted: 06 Mar 2018 06:45 AM PST

http://www.businessinsider.com/r-exclusive-fiat-chrysler-to-spin-off-magneti-marelli-without-raising-money-sources-2018-3

Thought I'd post this here, as Fiat Chrysler is the darling of value darling of Mohnish Pabrai.

Would this make you buy FCAU, or, if you have already bought shares, continue holding FCAU?

submitted by /u/SternritterVGT
[link] [comments]