As I am not a
Deep Value guy, I am not looking for asset plays far below book value.
As value guys, we thought that, perhaps during a crisis like this, we can get an opportunity to invest cheap.
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.
But like
many value guys, he can be early (on trading desks, they call that «wrong»).
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
After the bonanza for value in the early 2000s, when a number of
value guys made their na...
For you
market value guys out there, Wiedwald ($ 2m) is valued higher than Green ($ 500,000), Silvestri ($ 500,000), and Peacock - Farrell ($ 100,000) combined.
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.
Nice interview earlier by the way... informative... surprised DAN LOEB isn't on your list of event driven value guys
If you want more detail,
most value guys will e-mail you or post their idea on the web.
Value guys love to point out the Munger exchange with the finance professor in Cunningham's «Essays of Warren Buffett».
That is, investors who bill themselves as dyed in the
wool value guys have far wimpier performance than the theory says they should.
It appears to me that he is not a Graham type
deep value guy... he prefers quality businesses (preferably at good prices of course), with large moats, and high barriers to entry.
Interesting Tony... yeah his results have not been as stellar as a lot of
other value guys I follow.
So let me get this straight...
we value this guy for his «beliefs» and standing up for his convictions whilst not acknowledging how profoundly archaic and retarded said convictions are.
If you are
a value guy like me, you pick from the bottom quartile, the green zone, for out - of - favor industries.
If you are
a value guy like me, you pick from the bottom quartile, the gr...
But
the value guy in me can't sell much hated stocks with high FCF yields and some potential for a fundamental turnaround.
I am
a value guy, but I like rotating sectors.)
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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.
To
us value guys (for better or for worse) the downtrodden are always of more interest than the mighty.
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.
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...)
I don't know this guy your referencing but I always find it interesting when WACC is used as some sort of screening measure of who's
a value guy and who isn't.
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.
Therefore, the answer is that you can absolutely buy any of these companies if the valuation is warranted, but as a Deep
Value guy I wouldn't do that.
I've got news for you, Old Valuation Guy: You're not
a value guy.
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!
Very interesting study, but
us value guys always know the investing public always wants what's HOT which usually are not value stocks.
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.