• Breaking News

    Wednesday, May 30, 2018

    Value Investing Italy Sparks Global Fear of Fresh Euro Crisis

    Value Investing Italy Sparks Global Fear of Fresh Euro Crisis


    Italy Sparks Global Fear of Fresh Euro Crisis

    Posted: 29 May 2018 11:55 AM PDT

    Oaktree Capital Insights - Investing in Credit Today

    Posted: 30 May 2018 03:50 AM PDT

    Notes From London Value Investor Conference 2018

    Posted: 29 May 2018 11:45 AM PDT

    Herbalife Nutrition, Ltd. Report on Money Laundering and Narcotrafficking

    Posted: 29 May 2018 07:30 AM PDT

    2018 Brandz Top 100 global brands report

    Posted: 29 May 2018 07:30 AM PDT

    What value investing metrics do you wish would show up in your inbox?

    Posted: 29 May 2018 12:28 PM PDT

    I'm a nights and weekends kind of investor, so I don't always have a ton of time to be tracking broad market trends or even specific securities. If I check them once a week, I'm pretty lucky. To that end, I've been wondering about what indicators I'd like to show up in my inbox. I'm thinking of something that takes a strategy like DCF and lets me know when a particular security reaches a margin of safety. Is there already a tool out there like that? Is something like that even valuable or is it more worthwhile to hand-screen and run those calculations in a spreadsheet?

    submitted by /u/jsumnersmith
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    How do you forecast a Growth Company

    Posted: 29 May 2018 06:16 AM PDT

    How would you project a growth company income statement items (rev, nwc, etc) and balance sheet items?

    I thought since its growing, it isnt fundamentally right to grow at historical averages? How do you begin to build a thesis for projections?

    submitted by /u/n0commas
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    Multiple expansion VS fundamentals as a function of share appreciation

    Posted: 29 May 2018 07:42 AM PDT

    In a recent thread, u/redcards told me that investing based on multiple expansion is not an appropriate investment strategy. I would assume therefor that the alternative is investing assuming fixed multiples and an improvement in fundamentals.

    I'd like to hear everyone's input into this subject.

    One comment, from reading Peter Lynch, he described a system of buying and selling individual stocks based on its relative valuation to a PE of 15. That is overly simplified, but the idea is that assuming the present and future fundamentals remain the same, then you can make money in the multiple contraction and expansion.

    submitted by /u/JustCallMeAtom
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