Not exact matches
Angel
investors normally provide capital for start - ups or businesses in the early stage
of growth in exchange for equity, or in some cases, convertible notes, that converts into shares or cash
value at a
point later on.
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.
But, even if Manby struggles with his turnaround plan, analysts and
investors point out there's lots
of value there.
As I
pointed out in this post about the changing structure
of the VC industry, private tech companies are delaying IPOs and thus privately held tech
investors are reaping more
of the
value prior to an eventual IPO so public
investors must have felt compelled to respond.
His deep -
value philosophy can be boiled down to four
points: he's looking for high - quality stocks that protect against the downside; he wants businesses where short - term issues have caused
investors to abandon the company; he wants to wait until valuations are «out -
of - this - world» cheap, and he tries not to pay attention to macro issues like eurozone debt or Chinese growth.
She hastens to
point out that their few male
investors «absolutely» are adding
value beyond their checks, and that one is currently helping her figure out the best way to finance the company's next stage
of growth.
In that case it would be a fairly easy matter to reduce the
value of the RMB to the
point at which
investors believe the currency to be correctly
valued.
And from Berkshire Hathaway is one
of Buffett's investment deputies, Todd Combs, a
value investor who previously ran hedge fund Castle
Point Capital for five years.
Loeb recently told Third
Point fund
investors that shares
of the oil and gas company could be 60 percent higher, and he outlined changes it could make to add
value, such as spinning off its retail business or selling its Canadian natural gas assets.
The webinar listed 10 action
points, all
of which are included in the book «The Essential Advisor: Building
Value in the
Investor - Advisor Relationship» by Envestnet President Bill Crager and Managing Director Jay Hummel.
Reuters cited «a disappointing outlook from Cisco Systems (NASDAQ: CSCO)» as one
of the factors weighing on the market this morning, but as I
pointed out in my review
of Cisco's fiscal second - quarter earnings, the outlook wasn't disappointing and today's decline in the stock looks like a buying opportunity for long - term,
value - oriented
investors.
Some
investors will be in wait - and - see mode until the macro environment becomes less clouded, while long - term offshore
investors may see the inherent
value of UK property in view
of the weakening sterling and softening
values, it
points out.
That said, from the
point of view
of unhedged U.S.
investors, FTSE 100 holdings still lost a lot
of their
value, reflecting the currency depreciation.
Experienced early - stage
investors have also come to believe that one term in the fundamental «contract» between the entrepreneurs and
investors is that the employees will both increase the
value of the
investors» shares and ensure that at some
point they also execute an exit.
We are
value investors for many reasons, one
of which is that establishing an estimated intrinsic
value provides an anchor or a solid
point of reference from which the turbulence
of markets can be viewed dispassionately.
We are exploring the
point of view
of a
Value investor, and to a
Value investor the stock looks expensive.
No less a
value conscious
investor than Warren Buffett commented on this shift at the most recent Berkshire Hathaway annual meeting, where he
pointed to the fact that the largest companies in the S&P 500; Apple, Microsoft, Amazon, Facebook, and Google generate far more cash per dollar
of earnings than companies
of the past.
«There comes a
point in many
of these emerging brands» operational development where founders or
investors recognize the
value of operational support for better execution
of existing operations or expansion to realize on a strategic initiative.»
When an issuer calls its bonds, it pays
investors the call price (usually the face
value of the bonds) together with accrued interest to date and, at that
point, stops making interest payments.
Many
investors have talked about a «gold bubble» by arguing that gold prices are inflated because
of inflation and the Fed's money policy and that once interest rates rise, the money supply will contract and gold will fall, but again, nobody can say with any reasonable accuracy what the fair
value of gold at any given
point is.
The interview covers my view
of Apple (not one
of my strong
points), Fed Policy, and what should
value investors do in this low interest rate environment.
However, the appraisal
value may actually be $ 120,000 at which
point the
investor could take out a mortgage for $ 120,000, pay off the first mortgage
of $ 80,000 while recouping the $ 20,000 invested netting a profit
of $ 20,000.
While a
point - in - time analysis
of ten - year correlations between indices is instructive, it is
of little practical
value to
investors.
Let's understand this
point in greater detail with an example: In stocks, while there are book
value and the market
value representing stock's intrinsic
value and
investor's perception respectively, in case
of mutual funds NAV represents total assets held by mutual fund after taking care
of all expenses.
I will rip it apart, but gently, because every
point he made is mostly true for
value investors, but there are variations in the way that
value investors operate, so you can do some
of the things he says you can't do, and still be a
value investor — what matters is how you implement them.
This Cash FIREhose is a more risky investment, because if the real estate market turns south, these
investors may be unable to pay these loans, and property
values could fall to a
point where it is not possible to recover all
of the principal in a foreclosure sale.
We are
value investors for many reasons, one
of which is that establishing an estimated intrinsic
value provides an anchor or a solid
point of reference from which the turbulence
of markets can be viewed dispassionately.
This is possible because the options contracts are a commodity that can be traded up until the moment
of their expiration, given that the market wishes to purchase it, allowing
investors to buy the contract and then sell it again at a later
point in time without ever exercising the rights that the contract guarantees, but still profiting from the fluctuation in contract
value.
To provide additional
value to Canadian
investors, CAM is implementing management fee reductions
of up to 40 basis
points (bps) on 18 funds across its mutual fund and private pool lineup effective September 1, 2017.
Fairfax Financial, an insurance holding company headed by noted Canadian
value investor Prem Watsa, made a significant (from Atius»
point of view) investment in Altius during 2017, providing additional liquidity for acquisitions.
At this
point, we can safely assume the majority
of investors (
value, or growth) have already discarded Donegal, probably for years to come, as a potential investment...
The
point is,
investors with a conscience don't need to avoid investing altogether because
of their
values.
While the technical aspects
of value investing (screening for and
valuing low P / E or P / B stocks) are well understood and documented, there has been no attempt to understand the role that an
investor's individual character plays in investing success even though anecdotal evidence does
point to the importance
of character and temperament.
the European periphery is a bubble («The Euro crisis is not over... the European economies are not going to change for the better for years to come despite all the cheating and breaking
of laws»),
Value investors need to venture to Russia («when you look at today's opportunity set, you're left with a set
of assets where nothing looks attractive from a valuation
point of view») or buy gold mining stocks -LRB-» The down cycle could be much bigger than anybody believes if the market realizes that all the actions taken in recent years do not work.»)
As you
pointed out, MRVC's sales are > $ 500M ($ 538M in 2008 according to recent 10K filing); at $ 147M market cap,
Value Investors for Change stands to reap quite a profit (depending on when they invested,
of course) if the current share price goes to just $ 2 / sh.
Obviously, most
value investors have timeframes that are much longer than the average, but I still think a lot
of the language and discussion
points I hear are very focused on short - term data
points, events, or catalysts that have lots to do with where the stock price might go in the next few months, but little to do with the long - term
value of the business.
My positions are not quite as concentrated, and at this
point in my career I'm much more
of a quantitative
value investor using Walter Schloss» principles as my guide, but there is a lot to learn from Mecham and his methods as well.
From a deep
value investor's
point of view, SPACs present an interesting investment opportunity.
Of course, the strategic logic (or lack thereof) of the overall portfolio was academic at that point... as a cash - burning & over-indebted One51 was forced to face up to collapsing asset values, investor risk aversion, evaporating bank facilities & an accelerating economic recessio
Of course, the strategic logic (or lack thereof)
of the overall portfolio was academic at that point... as a cash - burning & over-indebted One51 was forced to face up to collapsing asset values, investor risk aversion, evaporating bank facilities & an accelerating economic recessio
of the overall portfolio was academic at that
point... as a cash - burning & over-indebted One51 was forced to face up to collapsing asset
values,
investor risk aversion, evaporating bank facilities & an accelerating economic recession.
Im a
value investor but i think my latest learning
point has been that a small touch
of TA Might be helpful (note the hesitation writing that).
All
of which seems like a real misperception at this
point: a) Management is successfully pursuing the asset management / seeding strategy they laid out for
investors, they've executed a number
of value - enhancing tender offers, and they also appear focused now on the long - term rewards to come from being shareholders (rather than screwing shareholders!)
«The whole
point of making these things exchange - traded was to make them accessible to retail
investors,» said Colbrin Wright, assistant professor at Brigham Young University in Provo, Utah, who has written academic articles on the indicative
values of ETNs.
Companies with debt / interest in excess
of that risk suffering: i) a significantly adjusted price for their equity in the event
of a takeover — acquirer will refuse to take on debt, or will take on debt but haircut equity to compensate, ii) an eventual rights issue / placing to pay - down debt — this will probably hurt the share price and / or dilute intrinsic
value per share significantly, or iii)
investors will mark down company severely at some
point.
So the average expense ratio
of the Vanguard Variable Annuity is going to be 52 basis
points versus an industry average
of 2.26 %, so that's about an average
of 70 % savings there, which we think is important to making the
value for our
investors.
An
investor receives a margin call from a broker if one or more
of the securities he had bought with borrowed money decreases in
value past a certain
point.
In most markets (e.g., the
value investing market, the corporate takeover market, and the market for Inverse Floaters from the
point of view
of a buy - and - hold
investor) the tendencies toward efficiency are so weak that they ought to be all but ignored completely.
It's also worth
pointing out that some knowledgeable
investors, like Charles Ellis, have for many years questioned the
value of the lower returns
of bonds in a long - term portfolio.
In periods where the U.S. Treasury yield curve has been steep - usually a sign that
investors expect the pace
of economic growth to quicken -
value stocks have outperformed the composite index by more than 2 percentage
points.
This
point shouldn't be discounted — we are all human, and it's all - too - common for
investors to panic when the
value of their portfolio drops during a market correction.
Investors have generally steered clear of Ovoca in the past year... But it regularly pops up on stock screens for newbie value investors, and they get quite excited — until some message boarder smacks them down by pointing out they'd be investing in a Russian black hole mine
Investors have generally steered clear
of Ovoca in the past year... But it regularly pops up on stock screens for newbie
value investors, and they get quite excited — until some message boarder smacks them down by pointing out they'd be investing in a Russian black hole mine
investors, and they get quite excited — until some message boarder smacks them down by
pointing out they'd be investing in a Russian black hole mine company.