As I am not a Deep
Value guy, I am not looking for asset plays far below book value.
Lower round /
value guys I like: Jeff Holland, Uchenna Nwosu, Josh Sweat (but don't see him as a top 50 pick talent like some do), Leon Jacobs, Hercules Mata'afa, Ade Aruna (relative to his nfl.com grade, I like him a lot), Ola Adeniyi (as a shoot - for - the - moon late round pick).
Rich men and sugar daddies» key takeaways: If you are a rich man looking for a hot woman on a dating app for iPhone or Android, you need to understand that you are a high -
value guy on the market.
If you cant
value a guy who will always come home to you every night, dating a Korean guy just isnt for you.
If you are
a value guy like me, you pick from the bottom quartile, the green zone, for out - of - favor industries.
Interesting Tony... yeah his results have not been as stellar as a lot of other
value guys I follow.
Yes, but you have that with
value guys, too.
Well put — I'm 23, so my knights are loeb, ackman, and einhorn, and pretty much any other
value guy who releases the Q Investor Letters haha — ROLLO CAPITAL in Boston
Nice interview earlier by the way... informative... surprised DAN LOEB isn't on your list of event driven
value guys
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The Value Guys, LLC
As a deep
value guy, your book speaks to me.
If you want more detail, most
value guys will e-mail you or post their idea on the web.
decent balance sheet, trades well below book and
some value guys are into this stock.
Above all, I am a deep
value guy.
At the other extreme, we see
the value guy investing just on the numbers, and then getting eviscerated by poor management and a dying business model / industry.
So I would rather not try to copy the other
value guys.
If you look at
value guys» portfolios, [like] Prem Watsa's and look at ours, or some of the other
value guys» portfolios, they can be quite different.
As
value guys, we thought that, perhaps during a crisis like this, we can get an opportunity to invest cheap.
I have two computer monitors (yes, I know
some value guys have no monitors on their desk... something I admire, but I find the internet's resources too valuable to ignore... for example, I can access 15 + years» worth of annual reports in seconds, that's something Schloss, Graham, Buffett would have readily used if they grew up in the current era, but I digress...)
Value guys like volatility.
If you're going to go around calling
yourself a value guy, at least have the common decency to find out what a value guy believes.
Of all the managers that I interviewed when creating the multiple manager funds for my employer, I found the small cap
value guys to be the most business - minded and interesting.
I've got news for you, Old Valuation Guy: You're not
a value guy.
After the bonanza for value in the early 2000s, when a number of
value guys made their name, the going has been much tougher in the latter part of the 2000s, and early 2010s.
If you're not fully convinced by the story, or you're a die - hard
value guy, that's likely too expensive for you to even contemplate buying.
And I don't just mean growth funds,
the value guys just can't seem to help themselves when fat Financial yields are dangled in front of them!
And yes, lots of
value guys have liked gold.
That is, investors who bill themselves as dyed in the wool
value guys have far wimpier performance than the theory says they should.
That led us to the question, «so, how good are absolute
value guys as stock - pickers.»
Two things stand out: first, the absolute
value guys have, almost without exception, outperformed a fully invested portfolio during the year's violent ups and downs.
I don't think that if you're young and you know you're
a value guy, but you're stuck in a growth shop or you know you're an Asia guy and you get stuck in the Europe shop or whatever, I think you can learn anywhere.
But like many
value guys, he can be early (on trading desks, they call that «wrong»).
Not exact matches
That low - key, always - on, super-skilled
guy on your team probably adds more
value than anyone but gets far less praise and attention than more volatile or less reliable performers.
Every day the hardware
guys are losing more and more of their share of the actual
value in each vehicle as the software and the sensors take over the driver's experience.
Be a nice
guy and just help someone out with advice or insight that will be of
value, without expecting anything in return.
Who it's for:
Guys looking for the best
value when shopping for shoes What you should expect to spend: $ 39 - $ 109 What I recommend: New Republic's chukkas are fantastic, and I can speak to them personally.
Some
guys want the most comfortable shoes they can find, others are looking for
value, and others still will pay a bit extra if they deem the quality worth it.
If you are conducting a business transaction, you have to know the
value of the assets you are dealing with pluswhat
value the other
guy in the room puts on your assets.
It's innovation in adding
value to an existing platform, or idea, like
Guy Laliberté did with Cirque du Soleil when he merged circus and the theatre,» says Keith McIntyre, president of K.Mac & Associates, a marketing communications agency.
ES: For us, the
guy isn't a question of age — it's more about their
values.
«I think it's another sign that «I'm still here,
guys,»» said Kilpatrick, who wrote «Of Permanent
Value: The Story of Warren Buffett.»
It will be such a relief to find proof that nice
guys of either gender finish first, not last — that the
values you hold dear are of
value in the business world too — and that not only can you champion earth - centered eco-friendly business practices, but that you can profit handsomely by doing so.
«These
guys [Ferro and Dearborn] have built
value in health information, e-commerce and other data - driven fields.
In fact, the best quarter ever,
guys, was the first quarter of 2008, a few months before the market crash that erased about half of the S&P's
value from September 2008 to March 2009.
Most of the stuff that this
guy brings out; Old capitalism versus new capitalism, Financial intelligence and education and the importance of both, the possible pitfalls of the American social security system and medicare, Taxation system - who it favors and who it hurts the most, all the stuff about residential homes not being assets, the dollar and how it continues to decline in
value and the rest all this stuff is absolutely true.
Still I was a bit moved by the point that these
guys had «left their clients waiting for months at a time to have the materials they need to verify the existence and
value of fund assets.»
If that's the case, then the superstars in the field of
value stock investing are the most patient
guys on the planet — many of them waiting a lifetime for big returns.
Value investor
Guy Spier, who won the lunch in 2008 bidding alongside his friend Mohnish Pabrai, recounted the experience in his book «Education Of A
Value Investor.»