Sentences with phrase «other value investors»

Like many other value investors, I expect this to continue for the immediate future, expecting actual losses from bond funds.

We also like it when other value investors whom we respect come to similar conclusions on valuations and investment thesis.

I watch other value investors, and continue to learn.

Other value investors look at where the prices of similar companies that went private to try to estimate the value of public equities.

Several other value investors have also written detailed analysis of the company, see here, here and here.

However, they do like to be with people they respect — and these are normally other value investors.

The reason I say that was my worst mistake of omission is because the only reason I passed on that stock is because I had read too many value investing books, thought too much about the right multiples for a stock, wrote about value investing, talked with other value investors, etc..

I think many other value investors use these basic categories, and I think I first read them in something that James Montier wrote, but I'm not sure.

When I originally bought NBD I was a fairly green value investor and consumed at that time with reading everything I could get my hands on about other value investors, their holdings, philosophies and disciplines.

Lou Simpson is a man of few words in the press, so I have added thoughts from other value investors below a bit more than usual.

Formerly known as Vistaprint, this business has attracted a few other value investors besides Brave Warrior: Arlington Value and Cantillon Capital.

Do other value investors track these numbers?

Sometimes I read the analyses of other value investors, and I say to myself, «This is either masterful, or he had a lot of time on his hands.»

Warren Buffett and other value investors stay away from technology companies not so much because they do not understand it (technology) but because we can not value the technology company, i.e we can not estimate the companies intrinsic value.

Other Value Investors base strategies on the estimation of future growth and cash flows.

I don't know if Ackman and other value investors failed to cut Valeant losses because they fell in love with the company or because they were unable to see or acknowledge their mistake, but the moral of the story is that concentrated investors watching the basket closely can still make costly mistakes.

However, other value investors who are Buffett stock guys follow a different process where they don't look at the implied P / E of the intrinsic value calculation.

There are ample quotations from Buffett and other value investors along with more from Munger.

Even after living through a few cycles, seeing investors perpetually overreact to recent events, reading other value investors» books, and seeing great support for value principles in the historical record, our best investments would often have been the most difficult ones for us to make had we been operating on our own, without a commitment to a systematic process.

We have identified various causes for these recurring divergences between price and value, and they resemble what other value investors have written about for decades.

Seth Klarman, Howard Marks and other value investors use dry powder in the form of cash to harvest optionality since Mr. Market is bi-polar.

«I've always found it interesting that most value investors like to read only about other value investors.

However, as Buffett and many other value investors have discovered, it pays to consider the softer aspects of a potential investment.

The Value Investing Congress is the place for value investors from around the world to network with other value investors.

To use a concept that will be familiar to other value investors, we want to make money by owning businesses, not by renting stocks.

«Think like an owner» is the ever - repeated maxim of Warren and other value investors.

David Dreman and many other value investors have demonstrated that there is a consistent over-optimism in corporate analysts» estimates and Michael Mauboussin suggests we take a broadly focused outside view in our analysis.

Other value investors I talk to say they are finding it similarly difficult to find genuinely cheap stocks.

The reason I say that was my worst mistake of omission is because the only reason I passed on that stock is because I had read too many value investing books, thought too much about the right multiples for a stock, wrote about value investing, talked with other value investors, etc..

Am I missing any other value investors on Twitter?

This message starts with RT, since I'm reposting @stockmanmarc's tweet about a 13F filing of interest to other value investors.

These are the some of the same qualities in an investment which are sought by Warren Buffett and other value investors, the only difference is that Ellenbogen includes technology investing within his circle of competence.

Other value investors, like Joel Greenblatt in his current fund, are diversified.

Other value investors are numbers - driven cigar - butt investors who do not consider the quality of the business.

Other value investors are «focus investors» (they concentrate holdings rather than diversify) and do consider quality of the company in question.