As part of a new series, each week we typically conduct a DCF on one of the companies in our screens. This week we thought we’d take a look at one of the stocks that is not currently in our screens, Alphabet Inc Class A (GOOGL). Profile Alphabet Inc. is … Read More
Caterpillar Inc (CAT) DCF Valuation: Is The Stock Undervalued?
As part of a new series, each week we typically conduct a DCF on one of the companies in our screens. This week we thought we’d take a look at one of the stocks that is not currently in our screens, Caterpillar Inc (CAT). Profile Caterpillar is the world’s leading … Read More
Tesla Inc (TSLA) DCF Valuation: Is The Stock Undervalued?
As part of a new series, each week we typically conduct a DCF on one of the companies in our screens. This week we thought we’d take a look at one of the stocks that is not currently in our screens, Tesla Inc (TSLA). Profile Tesla, Inc. is a global … Read More
Verizon Communications Inc (VZ) DCF Valuation: Is The Stock Undervalued?
As part of a new series, each week we typically conduct a DCF on one of the companies in our screens. This week we thought we’d take a look at one of the stocks that is currently in our screens, Verizon Communications Inc (VZ). Profile Wireless services account for about … Read More
Merck & Co Inc (MRK) DCF Valuation: Is The Stock Undervalued?
As part of a new series, each week we typically conduct a DCF on one of the companies in our screens. This week we thought we’d take a look at one of the stocks that is not currently in our screens, Merck & Co Inc (MRK). Profile Merck makes pharmaceutical … Read More
Capital Allocation Strategies for REIT Success
During their recent episode, Taylor, Carlisle, and Bill Lenehan discussed Capital Allocation Strategies for REIT Success. Here’s an excerpt from the episode: Tobias: The REIT sounds like it’s really geared towards good capital allocation rather than trying to identify any sort of individual trophy property or trying to have like … Read More
Salesforce Inc (CRM) DCF Valuation: Is The Stock Undervalued?
As part of a new series, each week we typically conduct a DCF on one of the companies in our screens. This week we thought we’d take a look at one of the stocks that is not currently in our screens, Salesforce Inc (CRM). Profile Salesforce, Inc. is an American … Read More
PepsiCo Inc (PEP) DCF Valuation: Is The Stock Undervalued?
As part of a new series, each week we typically conduct a DCF on one of the companies in our screens. This week we thought we’d take a look at one of the stocks that is not currently in our screens, PepsiCo Inc (PEP). Profile PepsiCo is a global leader … Read More
Michael Burry: How To Make 7x Plus On Your Investment
Here’s a great excerpt from Michael Burry’s Scion Capital 2001 Shareholder Letter in which he illustrates how investors can make 7x plus on their investment by valuing the entire business, not just the stock price: An Illustrative Situation The repercussions of the late 1990’s asset bubble continued to resonate through … Read More
Bill Nygren: Value Investors Need To Adapt Their Business Valuation Strategies
In The Oakmark Funds’ latest Q218 market commentary Bill Nygren says that value investors need to adapt their value investing strategies for today’s companies because book value is no longer a definitive indicator of economic value: “For companies in the S&P 500 today, the correlation between stock price and tangible … Read More
Aswath Damodaran: 10 Rules For Analyzing Investments and Assessing Value
One of our favorite investing books here at The Acquirer’s Multiple is The Little Book of Valuation, by Aswath Damodaran. There’s a great passage in the book in which he discusses the importance of being able to value stocks before buying them: “Oscar Wilde defined a cynic as one who … Read More