Value Investing Q4 2018 Security Analysis Question & Discussion Thread |
- Q4 2018 Security Analysis Question & Discussion Thread
- Basic math problem in calculating returns
- Brookfield Asset Management Q3 2018 Letter
- Tech Futures - A View from 2018
- Universa Investments - Not All Risk is Created Equal
- How important is the CAGR of an industry when attempting to value a company?
| Q4 2018 Security Analysis Question & Discussion Thread Posted: 28 Nov 2018 06:13 PM PST Question and answer thread for SecurityAnalysis subreddit. Questions & Discussions for Q4 Will the FED raise interest rates in December? Is housing data an important leading indicator? Is the semiconductor cycle peaking? What sectors will be most impacted by the tariff raises in Q1? Which companies do you think have important quarterly results coming up? Which secular trend do you believe is at an inflection point? Do you think that M&A is going to increase or decrease in the near future? Any lessons learned on ASC 606? New accounting or tax rules you think are interesting? And any other interesting trends, data, or analysis you'd like to share Resources and Reading [link] [comments]  |
| Basic math problem in calculating returns Posted: 29 Nov 2018 02:16 AM PST Hi SA, New to investing, I have a problem with basic math and the calculation of compounded interest (liberal arts major here). In this interesting article (http://www.gannononinvesting.com/blog/2018/10/10/how-much-is-too-much-to-pay-for-a-great-business) Gannon explains that if you pay 2x book value for a business with a consistant 20% ROE, you make 16% a year for 20 years (if you hold that long). I don't get it. If I pay 2x book for a book that yields 20%, my annual return is 10% isn't it?!? Some help would be MUCH appreciated. Thanks! [link] [comments]  |
| Brookfield Asset Management Q3 2018 Letter Posted: 28 Nov 2018 04:19 AM PST |
| Tech Futures - A View from 2018 Posted: 28 Nov 2018 03:58 AM PST |
| Universa Investments - Not All Risk is Created Equal Posted: 28 Nov 2018 03:55 AM PST |
| How important is the CAGR of an industry when attempting to value a company? Posted: 28 Nov 2018 05:00 AM PST |
| You are subscribed to email updates from Value Investing. To stop receiving these emails, you may unsubscribe now. | Email delivery powered by Google |
| Google, 1600 Amphitheatre Parkway, Mountain View, CA 94043, United States | |
No comments:
Post a Comment