Value Investing Q2 2019 Letters & Reports

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• Q2 2019 Letters & Reports
• The Earnings Mirage: Why Corporate Profits are Overstated and What It Means for Investors
• Peter Lynch and debt
• Invest Like The Best - Interview with Bill Gurley
• Commentary on the Airplane Lessor Industry
• How Discount Brokerages Make Money
• Munger's Psychology of Human Misjudgment: Availability-Misweighing Tendency
• Valuation Spreadsheet for $UAA

Q2 2019 Letters & Reports Posted: 02 Jul 2019 04:23 AM PDT Investment Firm Date Posted KKR Midyear Macro Report July 1 Oaktree Capital Insights - Real Estate Cycle July 1 Third Point Capital Sony Letter July 1 Third Point Capital Sony Presentation July 1 Askeladden Capital July 2 OSAM - The Earnings Mirage July 2 Stanphyl Capital July 2 submitted by /u/Beren- [link] [comments]

The Earnings Mirage: Why Corporate Profits are Overstated and What It Means for Investors Posted: 02 Jul 2019 04:06 AM PDT submitted by /u/Beren- [link] [comments]

Peter Lynch and debt Posted: 01 Jul 2019 02:04 PM PDT I just finished One Up on Wall Street. One of the keys he points to is a strong balance sheet, and an essential part of that is cash increasing while debt is decreasing. In today's world, almost every company has been increasing debt due to the low interest rates. How much does debt matter, given interest rates are at record lows? Are you aware of any great companies with low debt? How do you assess balance sheet strength in the current environment? submitted by /u/ferociousturtle [link] [comments]

Invest Like The Best - Interview with Bill Gurley Posted: 02 Jul 2019 04:05 AM PDT submitted by /u/Beren- [link] [comments]

Commentary on the Airplane Lessor Industry Posted: 02 Jul 2019 03:59 AM PDT submitted by /u/Beren- [link] [comments]

How Discount Brokerages Make Money Posted: 02 Jul 2019 03:58 AM PDT submitted by /u/Beren- [link] [comments]

Munger's Psychology of Human Misjudgment: Availability-Misweighing Tendency Posted: 01 Jul 2019 04:02 PM PDT submitted by /u/rationalwalk [link] [comments]

Valuation Spreadsheet for $UAA Posted: 01 Jul 2019 04:06 PM PDT Rising finance and computer science student teaching myself how to financial model ​ Using online tutorials and Reddit, I think I have built a valuation spreadsheet for Under Armour, my favorite sports brand. ​ I'd love it if someone can please critique it. I'm 100% sure its not 100% right, but my aim is to get this one as close to perfect as I can, so I can keep building them for other companies, as part of a larger goal to improve my Excel/modeling skills! ​ I'd also like to know how I can use my comp. sci. skills in similar, spreadsheet type work, so advice on that is much appreciated as well. ​ Heres the link, thanks! submitted by /u/seventhandgreen [link] [comments]

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