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.
Not exact matches
Softbank, and a consortium of
other investors, bought their Uber stakes at a steep discount,
valuing the company at
about $ 48 billion —
about 30 % less than its previous private valuation of $ 68 billion.
Business should fundamentally be
about creating
value for
others — be they customers, suppliers, local communities — and not just
investors, he said.
The shorts talk
about another issue: The Treasury Department is investigating whether SolarCity and
other solar companies inflated the
value of their installations to drive more tax credits to their
investors.
In most deals with convertible notes or
value - added co-investors who «want into the round» the negotiation re-opens after the term sheet and this is a source of frustration at a point where the founder and the lead
investor should be feeling great
about each
other.
My company is in the field of sports and technology, so all the time I spend learning
about leading tech companies, investing in startups, and networking with
other entrepreneurs, business leaders, celebrity athletes, or
investors brings
value back to CoachUp.
It also helps me validate my thinking
about the company, discussing it with
other investors I trust and
value.
That relaxation of restrictions itself has been controversial among a number of Tronc
investors; poison pills often are designed to protect the interests of all shareholders»
values, and
investors have complained
about the chairman and vice chairman's abilities to leverage more control, at smaller benefit to
other shareholders.
The
other side the coin is having a partner whose interests are not aligned with you, is not a
value add
investor, does not understand your business, and has completely different ideas
about what the direction of the company should be.
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..
But, if
investors did think that way then they were only worrying
about how
other people priced the stock and not what the stock should be
valued at.
What we are talking
about is the fear of significantly higher inflation where
investors turn to bitcoin, ether, Ripple and
other altcoins as a storehouse of
value.
Have questions
about my new book Deep
Value: Why Activist
Investors and
Other Contrarians Battle for Control of Losing Corporations (hardcover or Kindle, 240 pages, Wiley Finance) or almost anythin...
If an
investor does try to outperform a markets Charlie Munger is also saying that it is easy to be misled by promoters and business managers
about the
value of a business or
other assets.
In contrast, BVF, an activist
investor, seeks to take direct control of the company with nominees that have conflicts of interest (all but one is a BVF manager or partner), have no insight into the
value of Avigen's assets, have not been forthcoming with
other stockholders
about their dealings, and have a record of acting in ways that are NOT in the best interests of
other stockholders.
To understand more
about why
investors take the
other side of «
value trades» and therefore may be funding the
value premium, please see Hsu and Viswanathan (2015) and West and Larson (2014).
While not an apples to apples (or oranges to oranges) comparison, the slow and steady DIY
investor crowd tends to ask
about the
value of going with one or the
other of these low - cost providers.
You can learn more
about activists like Mr. Icahn by reading money manager Tobias Carlisle's new book Deep
Value: Why Activist
Investors and
Other Contrarians Battle for Control of Losing Corporations.
This is a book
about deep
value, the reason activist
investors and
other contrarians seek out losing companies.
Clearly, as a
value investor, you wouldn't expect me to say anything
other than the usual spiel
about racy tech stocks and their absurd valuations.
And to an
investor focused on
value investing in the late 1990s, there were plenty of illogical arguments to be found, whether it was a focus on eyeballs (webpage views) over profits, or any
other metric that left one reminded of the story
about a business losing money on every sale, but making it up on volume.
I recorded an interview yesterday afternoon with WFAE 90.7 («Charlotte's NPR News Source»)
about the strategy behind Carl Icahn's exit from Family Dollar Stores Inc. (FDO: NYSE) and Deep
Value: Why Activist
Investors and
Other Contrarians Battle for Control of Losing Corporations (hardcover or Kindle, 240 pages, Wiley Finance).
it seems be an eye opening post, can be v. helpful / equally hurting for every beginner analyst /
investor who want to learn / jump in to
value or
other investing arena with having any pleasant hope
about investing.
I was recently talking with Tobias Carlisle, author of Deep
Value: Why Activist Investors and Other Contrarians Battle for Control of Losing Corporations, about what constitutes a deep value s
Value: Why Activist
Investors and
Other Contrarians Battle for Control of Losing Corporations,
about what constitutes a deep
value s
value stock.
Have questions
about my new book Deep
Value: Why Activist
Investors and
Other Contrarians Battle for Control of Losing Corporations (hardcover or Kindle, 240 pages, Wiley Finance) or almost anything else?
Earlier today I was on Bloomberg Radio's Taking Stock with Pimm Fox and Carol Massar talking
about my new book Deep
Value: Why Activist
Investors and
Other Contrarians Battle for Control of Losing Corporations (hardcover or Kindle, 240 pages, Wiley Finance).
The idea of cloning
other good
value investors is a great one - and I learn't of this word from reading articles
about Mohnish Pabrai.
To find out more
about this idea, as well as the ideas Eric originally profiled, and many more stock picks from
other value investors, all you need to do is head over to hiddenvaluestocks.com and sign up today.
Safal Niveshak (SN): Could you tell us a little
about your background, how you got interested in
value investing and what you are doing now at Adventur.es as an
investor in
other businesses?
Money market funds have diverted hefty amounts out of commercial paper and
other non-government instruments into the ultra-safe haven of Treasury bills, after a money market mutual fund broke the buck, or fell below $ 1 per share
value last week, triggering
investor fears
about the safety of short - term paper from banks, insurers and companies.
While
other analysts tend to believe a stock will either go up or go down,
value investors are content to say «I don't know» on a majority of stocks, and only invest in the ones they are relatively sure
about.
In this edition, we feature a Business Insider summary of a recent Baupost letter, a summary of Guy Spier's approach to using checklists, a video of Tom Russo's talk at Google on «Global
Value Investing», a ValueWalk article on Pzena Asset Management, an FT article on Steve Jobs which analyses the start - up conditions at Apple; plus two more videos at the end of this issue — one from Bill Miller on why he thinks now is the perfect time to buy US stocks, the
other from London
Value Investor Conference speaker Jean - Marie Eveillard who speaks
about market cycles and the risks he sees ahead from «valuation problems» brought
about by quantitative easing.
CAP rates are a crummy way to
value residential real estate and an equally crummy measure of financial performance for all of the reasons mentioned above and more... you may disagree, but since the only
other person out there that regularly disagreed with you on this was kicked off this site for doing so, and just
about every
other turnkey operator seem to be in the business of perpetuating it as a metric to try to artificially pump up the attractiveness of their offerings and scam newbies, please forgive me if I try to offer some counterbalance and perspective to
other new
investors who would otherwise not have any
other exposure to such radical ideas as using CAP rates the way they were designed to be used by the professionals who use them.
It takes
about 3 hours, but you'll be light years ahead of
other investors trying to find
value in tenant occupied properties.
I know
about the monthly NW REIA meeting but I don't know if there are any
other resources out there or possibly some
investors looking for someone to hang on their curtails and try and provide some
value.
The dollar is «strong» in
value relative to
other currencies because global
investors have choices
about how to hold their wealth.
BUT, creating
value for
other investors is something I can do in order to learn more
about the business.