Value Investing Ryan Morris (Meson Capital): How to structure a life mooching off other people’s money |
- Ryan Morris (Meson Capital): How to structure a life mooching off other people’s money
- Muddy Waters Short Thesis on GSX
- Graham/Dodd's concept of "intrinsic value"
- Analysis of GameStop ($GME)
- How To Read A Proxy & Examining GreenSky's Equity Grant Practices
- Platforms in an Aggregator World
- LATAM Files for Restructuring
- Land and Buildings - Short Thesis on Empire State Realty Trust
| Ryan Morris (Meson Capital): How to structure a life mooching off other people’s money Posted: 26 May 2020 05:17 PM PDT |
| Muddy Waters Short Thesis on GSX Posted: 26 May 2020 08:03 AM PDT |
| Graham/Dodd's concept of "intrinsic value" Posted: 26 May 2020 04:30 PM PDT Beginner investor working through Security Analysis during quarantine: In the Survey and Approach section, under "The Relationship of Intrinsic Value to Market Price", intrinsic value seems to be a subset of an investment such that an investment consists of intrinsic value factors as well as some future value factors. However, later on in the paragraph titled "Investment Value, Speculative Value, and Intrinsic Value", intrinsic value is described as having value for investing and value for speculating components such that in general, the market price is a reasonable proxy unless the price is inclusive of unintelligent speculation (vs. intelligent speculation). Having trouble reconciling these two seemingly contradicting statements. In addition, in school we have always been taught that intrinsic value does not equal market price? I was wondering if others had a better understanding and could offer an explanation? Thanks! [link] [comments]  |
| Posted: 26 May 2020 10:31 AM PDT Hi All, This is my first fleshed out attempt at a distressed debt thesis: https://docdro.id/bPUrTcr. GameStop is an interesting situation - I've seen a lot of different takes on it, and wanted to take a crack at analyzing it. Full disclosure - I feel this doesn't get granular enough around certain things, but with the Company reporting earnings on 5/28, I felt it worthwhile to get this out before (and then update as needed post-earnings). I've also flagged certain items (in my opinion) to look out for in their earnings. I'd love to hear any comments / critiques - please feel free to respond to this post, PM me, or email me at the address in the document. I would welcome blunt feedback - no feelings will be hurt. My plan is to continue to do these and post them, so I feel I can only improve and build upon this analysis. I hope some of you find this interesting, and for anyone that this is foreign to, please don't hesitate to ask questions - no question is "too basic" and I learn from trying to teach (I realize I have limited knowledge myself, but hey). Looking forward to your thoughts, I will be responsive. Thanks! (Also huge shout-out to those of you who helped me / whose formatting I ripped off, not naming names so they don't get flooded with PMs. Genuinely appreciate it.) TLDR: I feel the GME 6.75% Notes are overvalued. https://docdro.id/bPUrTcr [link] [comments]  |
| How To Read A Proxy & Examining GreenSky's Equity Grant Practices Posted: 26 May 2020 08:39 AM PDT |
| Platforms in an Aggregator World Posted: 26 May 2020 08:57 AM PDT |
| Posted: 26 May 2020 08:13 AM PDT |
| Land and Buildings - Short Thesis on Empire State Realty Trust Posted: 26 May 2020 08:04 AM PDT |
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