What You’ll Learn
– Why value investing is hard when the market keeps going up
– The type of noise you need to to ignore
– What type of advice to listen to
– Why valuation is key to any investment success
Worried About the Market? Protect Yourself with Valuation.
Common Investing Mistakes to Avoid Like the Plague
I’ve written about this before, and seeing as how I’m the least perfect investor, allow me to share some of my common investing mistakes.
It’s time to confess.
My Common Investing Mistakes You Should Avoid
How to Value Stocks Using Absolute PE Model
What You Will Learn
– How to Value Stock Like a PRO Using the Absolute PE Model
– How to Apply the Core Principles of the PE Model and Stop Relying on Relative Valuations
– What are the Advantages and Disadvantages of the PE Model and Why You should Know it
Facebook is Not Worth $169
What You’ll Learn
– News about Cambridge Analytica is non-material to FB as an investment.
– 2 fundamental indicators showing just how strong FB is.
– A look at the different valuation methods used to show whether FB is a buy or not.
Click to read more…
Old School Value Nugget Fest (Mar 13th Edition)
Plane rides are super uncomfortable but I enjoy it because it’s the occasional chance where there are no distractions.
No pinging, no buzzing, no email, no internet. Nothing. Great time to catch up on some reading while on the plane to Chicago this weekend. The book for this flight was “Good Stocks Cheap”.
Let me tell you what’s good about it.
How to Use the Cash Conversion Cycle to Analyze Stocks
What You’ll Learn
– What type of deep insight you get analyzing cash conversion cycles
– How to interpret and compare the CCC ratio
– The effect of negative cash conversion cycle
– Does the CCC affect stock prices?
– Analyzing COST vs WMT vs TGT vs BIG
Walmart is Not the Perfect Stock. So What?
What You’ll Learn
– Why the recent headlines are wrong
– What type of growth to expect from Walmart
– The fair value range for Walmart in its current state
Continue reading to learn more…
How to Use Inventory Analysis to Predict Future Stock Returns
What You’ll Learn
– Why fundamental inventory analysis is important
– Why inventory is not all equal
– How to breakdown and analyze inventory
Continue to learn more…
The $1000 Portfolio Turn of Events
What You’ll Learn
– Update on the positions and current performance
– What’s been going on with the portfolio in early 2018
– A change of events in the portfolio
Does Quality and Value Matter for Juniper Networks?
What You’ll Learn
– Whether Juniper Networks is worth buying
– What the Quality, Value and Growth factors show
– Why it’s important to not get stuck in the numbers
Continue reading…
