Value Investing Arquitos Capital Q1 2018 Letter |
- Arquitos Capital Q1 2018 Letter
- What do you guys look for if a startup company is pitched to you and what would make you invest if at all/ever?
- How would Warren Buffett use a stock screener?
- Another Weird Deal Upsets CDS Traders
- Collection of Notes
- Paycom accounts held for clients
- What's equivalent earning growth rate to certain dividend yield?
- Estimate of company's valuation vs market price over long-time horizon
- How To forcast some items in the CF model?
| Arquitos Capital Q1 2018 Letter Posted: 02 May 2018 02:41 AM PDT |
| Posted: 01 May 2018 09:57 PM PDT Im also wondering about the legal aspects as well if anyone can give their 2 cents. [link] [comments]  |
| How would Warren Buffett use a stock screener? Posted: 02 May 2018 03:12 AM PDT |
| Another Weird Deal Upsets CDS Traders Posted: 01 May 2018 08:14 AM PDT |
| Posted: 01 May 2018 05:22 PM PDT Hi, I recently wrapped up my undergrad studies and I want to take time before I start work to learn as much as I can about investing. I have bene reading books but I was wondering if anyone would be willing to share their notes/collection of quotes with me. I would very much appreciate it. Thanks. [link] [comments]  |
| Paycom accounts held for clients Posted: 01 May 2018 06:43 PM PDT Paycom has $1 billion in accounts held for clients. Do they earn interest on this? Just wondering if this would affect their net income? [link] [comments]  |
| What's equivalent earning growth rate to certain dividend yield? Posted: 01 May 2018 07:52 AM PDT Let's say there's a stock that offers you solid 5% dividend yield. they will never cut dividend. it will guarantee you 5% yield on opening price. but no substantial earnings growth over inflation. no P/E change. and there's another stock with no dividend at all. there will be no P/E change in the future. so your return is totally depend on it's earnings growth. now the question is. what's your minimum required earnings growth rate from this stock to make you buy it over the dividend stock? I know it can't be easily quantified. i just feel dividend yield is more valuable than same amount of earnings growth. because even you can take profit too by selling shares of earnings growth stock. but you lose your shares when you take your profit. but dividend paying stocks will give you 5% yield yearly without any share loss. that's why i prefer dividend yield over earnings growth. but i can't quantify it. how much valuable is dividend yield than earnings growth rate? thanks. and sorry for my broken english if any. [link] [comments]  |
| Estimate of company's valuation vs market price over long-time horizon Posted: 01 May 2018 06:31 AM PDT I'm learning a little about valuation at the moment, and am curious. For those of you that have followed companies for many years, and tried setting a valuation for them (from whatever method you choose do so), and then compare that price over time with the market price, how does your valuation tend to compare with the market price? Did the market eventually converge to your value, or near it? It seems like having some long-term data like that would make for some really interesting figures to look at. Obviously, if your valuation method uses the market price as an input (or if you use the market price heavily in double-checking your assumptions), then your estimate won't be as interesting to look at relative to the market price. But still curious whether you guys do this over the long-term, and what you've found. [link] [comments]  |
| How To forcast some items in the CF model? Posted: 01 May 2018 09:17 AM PDT Certain items such as Prepaid expenses Tax recievables income tax payable are hard to forecast in the Cash Flow, How do you guys add it to your model? And Why is Inventory in Cash Flow of year 1, not exactly equal to inventory of year 0 -year 1 in the Balance sheet ? [link] [comments]  |
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