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BeyondProxy | Value Investing Ideas and Wisdom | beyondproxy.com Reviews
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Value Investing Ideas and Wisdom
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Value Investing in Brazil: What to Do? - BeyondProxy
http://www.beyondproxy.com/value-investing-in-brazil
Value Investing in Brazil: What to Do? With global equity markets soaring to new heights, value investing has become harder to do in most places of the world. This is especially true relative to the opportunity set available in the 2008/09 period. In fact, before jumping to apply our analytical minds to current investment opportunities, perhaps the best first move is to step back and ask oneself: Is this a no-brainer that screams at me? Value Investing 101: What Not to Do. As Tiago Guitián dos Reis expla...
Free Cash Flow Investing: The Rewards of Focusing on Cash Generation
http://www.beyondproxy.com/free-cash-flow-fcf
Free Cash Flow Investing: The Rewards of Focusing on Cash Generation. Many of the best value investors place great emphasis on free cash flow (FCF) in their investment processes. Warren Buffett calls it owner earnings. We may still want to subtract the amount capitalized from operating cash flow. Similarly, what if operating cash flow includes a favorable swing in working capital, which may go the other way in the current period? Rather than rely on a mechanical formula, it makes tremendous sense to thin...
Bank of America: Why I Favor the B Warrants - BeyondProxy
http://www.beyondproxy.com/bank-america-favor-b-warrants
Bank of America: Why I Favor the B Warrants. We have been slowly building a position in Bank of America B warrants since early 2014 with an average cost of $0.75 per warrant. We think BAC’s earnings could be over $2.00 per share by full year 2018. Midpoint expected earnings with a modest 15x P/E multiple would correspond to a return between 500% and 1,400% for the B warrants. Turn around progress not priced in. The bank’s turnaround progress has been slow and riddled with setbacks. Interest rates hav...
Pilgrimage to Omaha - BeyondProxy
http://www.beyondproxy.com/pilgrimage-to-omaha-2
As most of you know, I have been a long time admirer of Warren Buffett, Charlie Munger and Berkshire Hathaway. I am also pleased to report that our two funds have been long time Berkshire shareholders. I recently returned from the Berkshire Hathaway Annual Meeting in Omaha. This year was the 50. Anniversary of Warren Buffett taking control of the company. It was my 25. Consecutive year of attending the meeting. What is it that draws me to Omaha for the meeting on the first Saturday in May each year?
TAKKT AG: Long-Term Value Creation from Stable Business - BeyondProxy
http://www.beyondproxy.com/takkt-ag-long-term-value-creation-from-stable-business
TAKKT AG: Long-Term Value Creation from Stable Business. 15 years’ track record of efficient capital allocation; ROE stable at 20%. Strong economic moat with high margin. Market priced different earnings and management quality at the same multiple. TAKKT AG is a Germany-based B2B direct marketing retailer. The company is operated under decentralized corporate structure with Group Company making capital allocation decision and regional company with its own brand making operating decision. Because Takkt is...
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active investing | Kaizen Investor
http://kaizeninvestor.com/category/active-investing
Profitable investing using garp. Last Post On Kaizen Investor. I’ve decided to stop writing Kaizen Investor. After more than 100 posts, and to readers of this blog, this may come as a bit of a surprise. Why? The objective of starting KI was always as a way to build experience and become a better investor. The way I’ve done this has been primarily through documenting what I’m learning on my journey as an investor. A good post requires lots of research in advance, good writing and editing, and making sure ...
My 8 word investing philosophy: Be patient, think independently and protect the downside | value and opportunity
https://valueandopportunity.com/2015/07/17/my-8-word-investing-philosophy-be-patient-think-independently-and-protect-the-downside
Slow value investing and special situations. My 8 word investing philosophy: Be patient, think independently and protect the downside. Morgan Housel from Motley Fool (one of the best financial writers in my opinion) had a great post on short investing philosophies. Boiling down rather complex “animals” like a whole philosophy on the one hand is a little bit dangerous, on the other hand, a good philosophy like a good red wine based gravy gets better and better the more you reduce it. 26 August 2015 18:22.
Episodes | Value Investing Podcast
http://www.valuepodcast.com/episodes
Value Investing Podcast Episode List. Episode 0: Introduction to the Value Investing Podcast. Episode 1: Howard Marks of Oaktree Capital Management. Episode 2: Jean-Marie Eveillard of First Eagle Funds. Episode 3: Chuck Akre of Akre Capital Management. Episode 4: Lisa Rapuano of Lane Five Capital Management. Episode 5: Guy Spier of Aquamarine Capital Management. Episode 6: Lawrence A. Cunningham of George Washington University. Episode 7: James Montier of GMO. Episode 10: Robert Hagstrom of Legg Mason.
Todd Sullivan on Creating Shareholder Value Through Buybacks | Value Investing Podcast
http://www.valuepodcast.com/448
Todd Sullivan on Creating Shareholder Value Through Buybacks. Value Investing Podcast is brought to you by John Mihaljevic, CFA, author of The Manual of Ideas (the bestselling investment book) and managing editor of The Manual of Ideas (the acclaimed research monthly for value-oriented investors). The world’s most highly regarded value investors and value investment firms subscribe to The Manual of Ideas. Find out why: www.manualofideas.com. July 4th, 2015. Join Our Mailing List.
Robert Hagstrom on the Art of Value Investing | Value Investing Podcast
http://www.valuepodcast.com/454
Robert Hagstrom on the Art of Value Investing. Value Investing Podcast is brought to you by John Mihaljevic, CFA, author of The Manual of Ideas (the bestselling investment book) and managing editor of The Manual of Ideas (the acclaimed research monthly for value-oriented investors). The world’s most highly regarded value investors and value investment firms subscribe to The Manual of Ideas. Find out why: www.manualofideas.com. August 1st, 2015. Join Our Mailing List.
54: William Sheeline of Longview Research Partners | Value Investing Podcast
http://www.valuepodcast.com/407
54: William Sheeline of Longview Research Partners. Bill Sheeline is a former journalist who was recruited to Berkshire Hathaway’s GEICO subsidiary by famed investment managers Lou Simpson and Larry Pidgeon. November 1st, 2014. Join Our Mailing List. Enter your first name and email, then press Enter. Value Investing Podcast now available on.
56: Kevin Byun on John Malone’s Financial Brilliance | Value Investing Podcast
http://www.valuepodcast.com/417
56: Kevin Byun on John Malone’s Financial Brilliance. January 1st, 2015. Join Our Mailing List. Enter your first name and email, then press Enter. Value Investing Podcast now available on.
Dislocated Value: June 2014
http://dislocatedvalue.blogspot.com/2014_06_01_archive.html
Sunday, June 22, 2014. Sorry for the pauses, it has been incredibly busy lately (odd given the warmer weather, I know). The market had been on a tear with little volume, and it is a stream of work without much alpha being generated. That said, enjoy this edition. Big Dream: Anheuser-Busch InBev (BUD) / Coca-Cola (KO) Merger:. Http:/ brooklyninvestor.blogspot.com/2014/06/is-coke-undermanaged.html#comment-form. Where gun stores outnumber museums and libraries. Hedge funds warned over leveraged CLO deals:.
Dislocated Value: PCRX - a rather decent lottery ticket with take-out potential
http://dislocatedvalue.blogspot.com/2015/04/pcrx-rather-decent-lottery-ticket-with.html
Thursday, April 2, 2015. PCRX - a rather decent lottery ticket with take-out potential. Stumbled upon this name from a friend just now. Clearly a different mandate than our usual special situation. But the thesis is straight-forward: really good product, clear take-out target for any spec-pharma (like MNK and ENDP), temporary hiccups. Speculative lottery ticket in case you are bored. 12000 / share vs. $89.00 as of March 31, 2015. 2 - 4 to 1 risk-reward. Time Horizon: 9-18 months. Value / Supply Chain.
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Beyond Protocol Community - Home
The Story So Far. Which DSE Title do you prefer? Re: when will the game be back? Hello again guys, Just throught I'd drop in and say that I am also looking forward to the server being back online soon. As far as whether it shou. Last post by Amerlain. At 04:51 on Jan 24, 2018 (EST). Re: when will the game be back? Glad to read you, just mailed Sir P about, last time was some weeks ago and he had still no time to relaunch. Hope he will have some t. Last post by MetAssassina. At 23:46 on Jan 18, 2018 (EST).
Welcome to the Beyond Protocol Players Wiki - Beyond Protocol Players Wiki
Beyond Protocol Players Wiki. The Rules of Community Have Evolved. How to join this site? Add a new page. Welcome to the Beyond Protocol Players Wiki. Beyond Protocol places you in a time where billions of Earth's exiles seek out the leadership of a few. You are placed in control of a group of colonists who believe that you can bring them the happiness their ancestors had on Earth. Your actions, leadership, and desire will bring forth changes sought by all who decide to step Beyond Protocol. Form allianc...
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Beyond Prototypes | Enabling innovation in technology-enhanced learning
Enabling innovation in technology-enhanced learning. Technology Enhanced Learning Research Programme. The Beyond Prototypes report provides an in-depth examination of the processes of innovation in technology-enhanced learning (TEL). View and download the Beyond Prototypes report here. Introductions to each section in the report can be viewed by the links in the menu to the right, and you are very welcome to post comments for discussion in each section. 2 thoughts on “ Beyond Prototypes. You may use these.
Reel Passion - Northern MN Video Production
VHS to DVD Conversion. Web and Promotional Videos. Web and Promotional Video. Motion Graphics and Visual Effects. Phone: (218)-553-0578 136 Peaceful Meadow Ln SE. GET TO KNOW US. PASSIONATE CREATIVE HIGH QUALITY VIDEOGRAPHY. Based out of Bemidji Minnesota we serve the northern Minnesota area. We strive to do more than make videos. We want to document your lifes greatest moments, promote your business and create a successful future. We strive for excellence in all the work we do! VHS to DVD $20. Web and P...
BeyondProxy | Value Investing Ideas and Wisdom
Skills & Wisdom. Cyclicals vs. Franchises. The Manual of Ideas. The Moat Report Asia. The European Recovery: A Reality Already Visible In Its Companies. May 20, 2015. International groups also got a boost in activity from the depreciation of the euro. One good example is LVMH, which announced a 16% upturn in revenue, 13% of which can be attributed to the currency effect. 600 million, i.e. nearly 3 operating margin points, in 2015. EPS – MSCI Europe. Data : JP Morgan. May 20, 2015. The Manual of Ideas:.
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Get Equity Income, Avoid Reaching for Yield. Institutional Imperative and Differentiating Between the Tech Innovators, the Imitators, and Swarming Incompetents in Asia. How to Invest in Wide-Moat Businesses. Discovery Offshore: Investment Case Update. Beware of Dangerous Thinking Traps. Growth vs. Value: A Lesson from GEICO. RHJ International: An Investment Case. Skills & Wisdom. Cyclical vs. Franchises. The Manual of Ideas. Cyclical vs. Franchises. The Manual of Ideas. The Wisdom of Michael Price. Get E...
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