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    Home Unlabelled Value Investing BCG: 2018 Value Creators Rankings

    Value Investing BCG: 2018 Value Creators Rankings

    August 11, 2018

    Value Investing BCG: 2018 Value Creators Rankings

    BCG: 2018 Value Creators Rankings

    Posted: 11 Aug 2018 01:46 AM PDT

    Dead Companies Walking - Scott Fearon, Review and Summary

    Posted: 10 Aug 2018 07:14 PM PDT

    Decided to start writing out summaries/reviews for the investing books I read...mostly because I tend to forget a lot. Figured this might be useful to others as well though.

    I found the pdf for this book in a file someone uploaded here a while back so you should be able to find it with a little digging. Thank you to whoever that was.

    http://valuevirtuoso.com/2018/08/10/dead-companies-walking-scott-fearon-review-and-summary/

    submitted by /u/GenericSpecialist
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    Party City $PRTY

    Posted: 10 Aug 2018 08:07 PM PDT

    My apologize if I sound like a compete fool. I am new to this and have not invested in a single stock, (only ETFs) although I have been looking.

    Has anyone been following party city? Stock is down 5% today.

    I think people think that their business is dying and that their announcement to start selling on Amazon is a bad sign.

    However, I think selling on Amazon will result in increase revenue. I have sold items on Amazon and the fees will not be that bad at all. In addition, I highly doubt Amazon will start selling costumes anytime soon.

    Yes people have little brand loyalty when it comes to costumes, but Amazon has many more year-round sellinv items to start making on their list before costumes.

    Also, if costumes have such low barriers to entry, why does party city have so few competetiors. Walmart and Target are well aware of the opportunity and always have been.

    I also think the Toy City is a very good idea that will help increase revenue. There still is something about buying a toy from a store and a costume.

    Costumes only make up a portion of their revenue. I believe plasticware is more...but that's a whole other topic...

    I also did a reverse DCF. The market does not think party city will grow much.i am not sure I did it correctly. For net assets I subtracted all liabilities with assets (not including intangible assets, patents, etc.) To that I added the value from NPV function in Excel with a 2.93% discount rate. I think the net income growth rate I obtained for ~10 years into the future was ~15%

    Does anyone have any reports on this company? What else should I look at?

    Does it have too much debt.

    Also, why do they have so much inventory? 600 Mill seems like a lot and I am worried some of it is old stuff that no one will buy anymore like Mitt Romney costumes or something like that.

    edit:

    submitted by /u/equitysecuritynovice
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    Damodaran - The Privatization of Tesla: Stray Tweet or Game Changing News?

    Posted: 10 Aug 2018 06:58 AM PDT
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