Summary
– I am long Alibaba and plan to be for a long time as China and the world cannot function without Alibaba.
– Alibaba.com is an international and domestic monopoly.
– Alibaba has permeated through China’s way of living and is continuing to grow across different industries.
Summary
– A fundamental look at how Texas Instruments is a Quality & Growth investment at a fair price.
– Growth in their top segment of industrials and automotive is key to their long term business.
– Valuation using 4 different angles has the average fair value at around $126 with the lower end being $100 and upper end being $160.
What You’ll Learn
– It’s not okay to copy Buffet at his stage of investing
– Why Munger thinks that there is opportunity in small companies.
– Valuation, Deep Discounts & Catalyst.
What You’ll Learn
– Sales growth is a key driver of long term stock performance.
– How to screen stocks for sales growth and profit.
– LOW, NVDA, ADBE are 3 stocks that meet the sales and profit criteria with a look at how it’s been achieved.
What You’ll Learn
– A different way for value investors to look at position sizing.
– Misconceptions value investors have about traders and why it’s wrong
– Guidelines for position sizing to improve your investing strategy
What You’ll Learn
– DRAM generates huge amounts of FCF.
– Fundamental metrics are pointing in the right direction with valuation multiples showing that MU is not expensive.
– Business risks exist with MU.
– Fair value from $58 to $75 with average fair value of $66.
What You’ll Learn
– Under Armour needs to improve performance and it has to be reflected in the financials first.
– Issues with inventory management. Quality factors are on the low end.
– Optimistic valuation is near current price.
This is a summary of Mohnish Pabrai’s excellent take on the Yellowstone factor and how you can minimize downside risk.
What You’ll Learn
– What was Buffett saying in 1974?
– His simple tips to buy stocks
Let’s go back to 1974. The stock market had crashed from 1973 to the end of 1974 and an interview with Buffett was published in Forbes.
Here’s what 1973 to the end of 1974 looked like where the Dow crashed approx 45%.
What You’ll Learn
– The media had its fun during the month-long stint and is grasping at straws for attention.
– Master of Valuation Prof. Damodaran’s take on Facebook.
– Another look at Facebook’s valuation using a different valuation technique showing the fair value is around $210.
Download 3 free stock calculator spreadsheets following the methods we use for our DCF, Grahams Formula and DuPont Analysis.
Understand the value of a stock as well as a deeper dive into how ROE is calculated.
Download a PDF of an independent study performed to validate and evaluate the performance of our Action Score Stock Grading and Valuation tool. Statiscal data with easy to understand explanations on how to interpret the data. See how the stock grading system works and leverage the work to pick winning stocks.
See how you can leverage the Old School Value stock grading and valuation tool to achieve market beating returns to generate a bigger portfolio. We disclose the 2016 performance and disclose how to piggyback our proven scoring and ratings system.
Enjoy our various list of value focused, free pre-defined stock screens.
Based on the ideas of Graham, Buffett, Greenblatt and other strategies.
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A recommended reading list for anyone interested in fundamental analysis and value investing.
Each book is categorized into difficult.
9 value investing blogs that we highly recommend.
Excellent quality with a focus on education.
If you are running low on ideas of want to jumpstart your idea brain, check out these sites.
We have collected the best sites that offer quality stock ideas without any sales or being pushy.
From books, to websites, to podcasts, newsletters and more, we list the 60 best investing resources related to value investing you would be crazy to miss.
We are driven to provide useful value investing information, advice, analysis, insights, resources, and education to busy value investors that make it faster and easier to pick money-making value stocks and manage their portfolio.