Value investors club.

If you’re looking for a way to connect with like-minded readers, a book club is the perfect solution. Book clubs offer an opportunity to discuss literature, share ideas, and make new friends.Value investors will also use metrics such as the price-to-earnings (P/E) ratio, price-to-book ratio, or price-to-free-cash-flow ratio. A low PE ratio or PB ratio can indicate an undervalued stock.LXU currently has an enterprise value within spitting distance of $2.5Bln. I view the UAN assets as superior to LXU (cost curve positioning, logistical advantages, etc), yet UAN trades at a steep discount ($1.6-$1.7Bln TEV currently). Why now: US is lowest cost player globally. What was once a >$125 / ton cost edge is now likely well north of ...At 31,000 terminals within a few years doing potentially $4,500 ARR per terminal gets NRS to $140 million in recurring revenue. At a conservative 6-8x revenue, IDT’s 83.5% ownership in NRS would be worth between $840mm - $1.0 billion, or $27-33/share compared to a share price of $28 for ALL of IDT today. Attractive Yield and Upside to Book Value. On April 8, AGNC announced a cut its monthly dividend to $0.12/share. A $1.44/share annual dividend on $11.65 is a 12.4% yield. In the same April 8 press release, AGNC announced its estimated 3/31/20 book value of $13.60, which is a drop in YTD book value of about 23%.

Description. Summary. Pathward Financial (“CASH” or “the Company”) is a differentiated SMIDcap bank trading at ~7.5x P/E, a material discount from historical multiples, despite earnings inflecting positively. CASH has a pristine balance sheet and all FCF is utilized for share repurchases. Insiders are reiterating their confidence with ... Value Investors Club. 196 likes. Fundamental of Value InvestingInvestment thesis for DANAHER CORP, DHR. For a $180bn mkt cap stock, Danaher is easy to miss. For value investors it has been easy to miss decades of outperformance of the S&P 500 because in the past 25 years it has only traded obviously cheap once - during the 2008/09 crash.

Value investing clubs, such as the Value Investors Club, provide a platform for like-minded individuals to come together and engage in investment research, idea sharing, and networking. These clubs operate with the common goal of seeking undervalued investment opportunities and employing a value investing strategy.

Flagging an idea indicates that the idea does not meet the standards of the club and you believe it should be removed from the site. Once a threshold has been reached the idea will be removed. ... You can apply for full membership by submitting an investment idea of your own. Or if you are in reactivation status, you need to reactivate your ...Value investing can be a lonely pursuit, but there are a few special places where like-minded investors can share ideas. Here are our five favourites: Value …He doesn’t need much of an introduction. The mastermind behind the simple and effective magic formula, holder of one of the best 10 year investment records at 40-50% CAGR. Considering that Greenblatt describes himself as self-taught in the ways of value investing after reading Graham’s quant based investing strategies, his results are even ...Ideas are from the Value Investors Club! Check it out: https://www.valueinvestorsclub.com/Thank you for watching! My name is Timon Wunderlich.Please Like, Su...

NOTICE ME, SENPAI! Tesla’s enterprise value is $69 billion and the company has an accumulated deficit of $4.3 billion. Tesla burns through money at an impressive rate and thus must continue to raise outside capital. The company nearly died the last time capital markets closed and this could certainly happen again.

That said, I believe the investment is interesting to both taxable and non-taxable accounts and will present below primarily assuming a taxable account unless otherwise noted. When the Company announced the acquisition, management estimated BHOM's NAV at $5.60 per share with an opinion provide by Duff & Phelps.

This investment is essentially a micro application of a macro-driven theme - and that macro tailwind is the inflection in attitudes towards waste in the country. Poland today produces ~130mt of waste per year, of which roughly 90% (115mt) is industrial waste (from mining, energy production, chemicals, etc), and the balance being municipal waste ...HCC is a pure-play met coal producer with a prod. Capacity of ~7.3m tons, great access to relevant international markets, a very competitive and flexible cost structure, low debt, and no pension obligations. HCC is a pure-play met coal producer – and as an investor (and as a fan of the energy transition!) that’s the coal you should like!Balance Sheet: in January, AMT announced the acquisition of Telxius Towers which will enhance its footprint primarily in Germany and Spain. This takes the company’s leverage up above its target range of 3-5 net debt / EBITDA to the high 5s range. The company plans to pay off debt in order to work its way back down to its target leverage range ...Description Databank for Value Investing Thesis! Please Like, Subscribe and Share if you want to see more! Ideas are from the Value Investors Club! Check it out: …Corvel provides cost containment services primarily to workers compensation carriers, TPAs, and self-insured companies. Business segments include (a) Network Solutions (60% of revenues), which includes medical bill review, PPO networks (400,000 providers, 80% direct), utilization review, independent medical exams, and other ancillary medical cost containment services; and (b) Patient ...

Not authorized to view this idea. The idea that you are trying to view can only be viewed by members. We encourage you to Sign up to become a member. Back to top. About Ideas Topics Messages. Rendered in 0s. v.11302023-0817production • l.8.0 • php.7.4.33 • li880-51 • 52.167.144.231. iid:155235.Doing so would align the JACK investment thesis with premier QSR peers like Domino’s Pizza (DPZ) and YUM! Brands (YUM), which have epitomized this form of predictable growth. Evidently the market was willing to ascribe value to this new plan, and JACK subsequently traded up to a high of $122.70 per share and an implied valuation of 12.2x EBITDA.Joining a value investing club can be a great way to learn from other investors and get practical experience with value investing. Many value investing clubs are organized …"You must value the business in order to value the stock." Warren Buffett (L), CEO of Berkshire Hathaway, and vice chairman Charlie Munger attend the 2019 …Description. Summary. Pathward Financial (“CASH” or “the Company”) is a differentiated SMIDcap bank trading at ~7.5x P/E, a material discount from historical multiples, despite earnings inflecting positively. CASH has a pristine balance sheet and all FCF is utilized for share repurchases. Insiders are reiterating their confidence with ... Definition of Value Investing: Value Investing is an investment strategy where investors aim to invest in stocks that are deemed to be "undervalued" ( aka under-priced) by the market. Value investors have to master 2 skills in …Save Save Value Investors Club _ AMAZON For Later. 100% 100% found this document useful, Mark this document as useful. 0% 0% found this document not useful, Mark this document as not useful. Embed. Share. Print. Download now. Jump to Page . You are on page 1 of 11. Search inside document . 10/4/2016.

Before investing, please consult a licensed professional. Any stock purchases I show on video should not be considered “investment recommendations”. I shall not be held liable for any losses you may incur for investing and trading in the stock market in attempt to mirror what I do. Investments they may decline in value and/or disappear ...

Not authorized to view this idea. The idea that you are trying to view can only be viewed by members. We encourage you to Sign up to become a member. Back to top. About Ideas Topics Messages. Rendered in 0s. v.11302023-0817production • l.8.0 • php.7.4.33 • li880-51 • 40.77.167.235. iid:155199. [I=N//155199/1/1]Value Investors Club is an exclusive online investment club where top investors share their best ideas. All members are accepted only based on the quality of their investment research and thinking which makes the club an invaluable resource. The benefits of the club are free but admission is highly selective.Jul 4, 2019 · o This compares favorably to 1-3 year Tsys at ~1%, and 1-3 year Investment Grade credit at ~2%. o Additionally, regulated bank investors also benefit from preferential regulatory capital relief by holding LC assets · Our Perspective. o LC provides a solid value proposition to both borrowers and investors I’ve also added a more detailed model in the appendix. These assumptions mean Charter would generate ~$26bln of EBITDA in 2026 and ~$10.4bln of free cash flow (assuming 40% EBITDA to free cash flow conversion). Using a 9x EBITDA multiple gets us to ~$235bln EV and ~$130mm equity value.Ideas are from the Value Investors Club! Check it out: https://www.valueinvestorsclub.com/Thank you for watching! My name is Timon Wunderlich.Please Like, Su...Charlie479 is an outstanding investor turned fund manager, who runs a fund that has produced excellent returns since 2004. (Charlie is not his real name—just his username that he used for his write-ups on Joel Greenblatt's Value Investors Club. (Video) SuperInvestor Stock Ideas!Before investing, please consult a licensed professional. Any stock purchases I show on video should not be considered “investment recommendations”. I shall not be held liable for any losses you may incur for investing and trading in the stock market in attempt to mirror what I do. Investments they may decline in value and/or disappear ...Not authorized to view this idea. The idea that you are trying to view can only be viewed by members. We encourage you to Sign up to become a member. Back to top. About Ideas Topics Messages. Rendered in 0s. v.11052023-2026production • l.8.0 • php.7.4.33 • li880-51 • 40.77.167.35. iid:155195.Investment thesis for SECUREWORKS CORP, SCWX. (FY22 = YE 12/31/2022) Situation Overview. Although we are generally wary of SaaS businesses and their elevated multiples, we view SecureWorks (SCWX) as one of the most asymmetric opportunities in the market today.

NOTICE ME, SENPAI! Tesla’s enterprise value is $69 billion and the company has an accumulated deficit of $4.3 billion. Tesla burns through money at an impressive rate and thus must continue to raise outside capital. The company nearly died the last time capital markets closed and this could certainly happen again.

The students of Columbia Business School just released the Fall 2018 edition of Graham & Doddsville . It features members of Tweedy, Browne’s investment committee, Scott Miller of Greenhaven Road Capital and Steve Tusa of JP Morgan. It also includes 2 stock pitches from students of Columbia’s Value Investing program. Another outstanding …

Description. Jack Henry was founded in 1976 as a provider of core processing software for banks. They now have 6,900 employees with their headquarters in Monett, Missouri and additional offices in 24 states. Management positions have generally been stable, but they recently hired a new CFO. The CEO and Chairman is David Foss, who began at Jack ... In the United States, it is possible to both become a member of Sam’s Club and renew a Sam’s Club membership via the Sam’s Club website. As of 2015, there are three different types of memberships available: Sam’s Savings, Sam’s Business and...Description. A stock that can be played multiple ways for value realization, Quipp designs, manufactures, installs, and services post-press material handling equipment for newspapers. Equipment goes by names like Bottomwrapper, Newspaper Stacker, Automatic Cart Loading System, Newspaper Gripper and Conveyorm, Automatic Palletizer, etc.He doesn’t need much of an introduction. The mastermind behind the simple and effective magic formula, holder of one of the best 10 year investment records at 40-50% CAGR. Considering that Greenblatt describes himself as self-taught in the ways of value investing after reading Graham’s quant based investing strategies, his results are even ...Again, really appreciate your feedback and for reading through the post. [deleted] • 3 mo. ago. Yes retail investors are accepted. VIC started because the founders read a writeup on Yahoo Finance message boards from a retail investor that mirrored their own investment thesis which they believed to be unique.Jul 4, 2019 · o This compares favorably to 1-3 year Tsys at ~1%, and 1-3 year Investment Grade credit at ~2%. o Additionally, regulated bank investors also benefit from preferential regulatory capital relief by holding LC assets · Our Perspective. o LC provides a solid value proposition to both borrowers and investors Many value investors say that they get one or two ideas a year maybe even less. The idea of post two ideas just to stay a member seems ridiculous and has definitely watered down the quality of the posts. I wish I had heard about VIC in its heyday. Thanks for the input. r/ValueInvesting.Business Overview. Altus Group offers a suite of software, analytics, and services to leading commercial real estate (“CRE”) industry participants. Formed in 2005 as a publicly traded income fund through the merger of three Canadian real estate consulting services firms, Altus is headquartered in Toronto and trades on the Toronto Stock ...

Below you can see the various stores. The 3 “core” stores are Shimamura, Avail and Birthday (kids). Japan has a birthrate problem, but there are some kids. 31.5% of sales are private label. 80% of stores are outside the big cities with 65% as freestanding stores, 20% in indoor malls and 15% in open air malls. They own the real estate of ...We estimate the intrinsic value for the shares is between $60 and $80 currently, implying a massive margin of safety with the stock at approx. $30. By 2024, we believe Uber’s equity could be valued at $100 per share when applying a 25x multiple to NTM EBITDA. We believe this multiple is warranted for an asset-light business with a semi ...Value Investors Club / Where top investors share their best ideas. WARNING: Your IP (40.77.167.78) is on our block list. This mean sometime in the past there has been abusive activity towards VIC coming from this IP. Instagram:https://instagram. flrn etfdoes tqqq pay dividendsmost traded etfsboycott ben and jerrys Business Overview. Altus Group offers a suite of software, analytics, and services to leading commercial real estate (“CRE”) industry participants. Formed in 2005 as a publicly traded income fund through the merger of three Canadian real estate consulting services firms, Altus is headquartered in Toronto and trades on the Toronto Stock ...Victors Value Investments (VVI) is an undergraduate investment club at the University of Michigan, with over $10,000 in assets under management. We manage a highly concentrated, long-only portfolio focused on Midwestern US equities. Our mission is to bring investing experience to our members, while automated trading botshow do i buy brics currency Firstly, I would go into Value Investors Club (VIC) website to check if anyone had written up a thesis on that particular stock before. For those that do not know about VIC, it is a platform where ...Oct 11, 2023 · You can apply for full membership by submitting an investment idea of your own. Or if you are in reactivation status, you need to reactivate your full membership. uk stock brokers Accelerating revenue growth. BIO has accelerated from a MSD grower to a HSD grower driven by a revenue mix shift to higher growth products. Their end markets continue to grow 5-6% driven by the growth of pharma R&D on life sciences (~6-8% market growth) and the spend of clinical diagnostics (~3-4% market growth).You currently do not have message posting privilages, there are 1 way you can get the privilage. Apply for or reactivate your full membership