australiansmsfexperts.com

valuebeacon.wordpress.com

Resources | Value Beacon

https://valuebeacon.wordpress.com/reading-list

Here are some resources you can use to improve your value investing skills and knowledge:. The Wall Street Journal. Magic Formula Stock Screener. A few folks have asked me about my reading habits. Here’s are some of my past business and investing reads:. 100 Great Businesses and the Minds Behind Them. Emily Ross and Angus Holland. A Random Walk Down Wall Street. Burton G. Malkiel. A Short History of Nearly Everything. Adventure Capitalist: The Ultimate Road Trip. Mary Buffett, David Clark. Guns, Germs an...

valuebeacon.wordpress.com

About | Value Beacon

https://valuebeacon.wordpress.com/about

Aly G Mawji is a value investor based in Halifax, Nova Scotia, Canada. Aly is a Chartered Accountant and graduated from the Richard Ivey School of Business. 9654; No Responses. Leave a Reply Cancel reply. Enter your comment here. Fill in your details below or click an icon to log in:. Address never made public). You are commenting using your WordPress.com account. ( Log Out. You are commenting using your Twitter account. ( Log Out. You are commenting using your Facebook account. ( Log Out.

valuebeacon.wordpress.com

Investment Principles | Value Beacon

https://valuebeacon.wordpress.com/investment-principles

Price is what you pay, value is what you get. Only buy securities at attractive prices. Be a buyer of businesses. Be concerned with the company, its business economics, management, history and future prospects. Great businesses should get you excited. It’s much easier to understand and value some types of businesses than others. I prefer understandable and predictable businesses. I prefer businesses that have been around for a long time. Show me the money. I am not a speculator or technical trader. I...

valuebeacon.wordpress.com

Herbalife Under the Microscope | Value Beacon

https://valuebeacon.wordpress.com/2014/01/31/herbalife-under-the-microscope

Herbalife Under the Microscope. On January 31, 2014. In my last blog post. I wrote all about Bill Ackman’s $1B bet against Herbalife. Ackman heads Pershing Square Capital Management, an $11B New York hedge fund. In December of 2012, Ackman publicly asserted that Herbalife, a multi-level marketer with $4B in revenue, is a pyramid scheme. What has happened since then? Then, last week, prominent U.S. lawmaker, Senator Edward J. Markey, Democrat of Massachusetts, sent letters to federal regulator...So Mr Ack...

valuebeacon.wordpress.com

Quotables | Value Beacon

https://valuebeacon.wordpress.com/quotables

8220;If you examine returns from the broad stock market indexes over the past one hundred years, it is pretty clear that stocks do better than virtually all other easily accessible asset classes.” – Monish Pabrai. 8220;Price is what you pay. Value is what you get.” – Warren Buffett. 8220;If a business does well, the stock eventually follows.” – Warren Buffett. 8220;Basically, price fluctuations have only one significant meaning for the true investor. They provide him with an opportunity to buy wisely...

valuebeacon.wordpress.com

Stock screener | Value Beacon

https://valuebeacon.wordpress.com/stock-screener

Unlike a traditional stock screener, this is a list of stocks that I have looked at along with some comments regarding the business. It is a constant work in progress and very likely will not include everything I have looked at. Companies in certain industries will be excluded by default. Keg Royalties Income Fund (KEG.UN). Name for steakhouses in Canada. Read entire blog post. Email me for more info. Last reviewed August 2010. Chapters Indigo (TSX: IDG). I don’t know the answer. 9654; 4 Responses. My co...

valuebeacon.wordpress.com

2014 | Value Beacon

https://valuebeacon.wordpress.com/2014

Archive for 2014 Yearly archive page. On May 28, 2014. Shares of many Internet technology companies are trading at prices that far overstate their economic worth. There is both qualitative and quantitative support for this. On the qualitative side, here are a few points:. The IPO market of late has been very receptive to companies with limited operating histories and unproven profitability. News stories commenting on high valuations of tech companies. EV/Sales multiple of 7.52x. Free cash flow (aka owner...

valuebeacon.wordpress.com

ROE: Investing’s Magic Formula | “The secret to life, the universe and everything” – Douglas Adams | Value Beacon

https://valuebeacon.wordpress.com/2009/07/13/roe-investing’s-magic-formula-“the-secret-to-life-the-universe-and-everything”-–-douglas-adams

ROE: Investing’s Magic Formula The secret to life, the universe and everything Douglas Adams. On July 13, 2009. Ok, so maybe return on equity (ROE) isn’t the secret to life, the universe and everything. But in my opinion it is the single most important metric in investing. And it should be more widely discussed by investors, business owners and managers than it is. 8220;By taking a year’s worth of earnings and comparing it to the amount of shareholder equity on the balance sheet, you get a measurem...

valuebeacon.wordpress.com

My Short Basket | Value Beacon

https://valuebeacon.wordpress.com/2014/05/28/my-short-basket

On May 28, 2014. Shares of many Internet technology companies are trading at prices that far overstate their economic worth. There is both qualitative and quantitative support for this. On the qualitative side, here are a few points:. The IPO market of late has been very receptive to companies with limited operating histories and unproven profitability. Startups are flush with cash based on high valuations in fundraising rounds. See this job posting from Rap Genius. EV/Sales multiple of 7.52x. Given thes...

valuebeacon.wordpress.com

Berkshire’s A Bargain | Value Beacon

https://valuebeacon.wordpress.com/2011/10/18/berkshire-a-buying-opportunity

Berkshire’s A Bargain. On October 18, 2011. For those of you who have been waiting to buy shares of Berkshire Hathaway. Now might be a good time to consider it. The shares are trading at a historic low in relation to book value. Book value (or the accounting value of the firm’s assets less its liabilities) is a metric Warren Buffet himself uses to measure the performance of the company and gauge the price level of its shares. There is a reason why Warren Buffett is the world’s third richest man. 1965 was...