Old School Value Nugget Fest (April 17th Edition)Mike
Old School Value Articles You May Have Missed
With the new addition of the Absolute PE valuation method shared by Vitaliy Katsenelson in his book Active Value Investing, a new tool has been added to the OSV valuation toolbox.
This article has been rewritten with new examples and shows how the model works.
Like any valuation model, it cannot be applied blindly to any company. You'll always need to think through the story and in the new examples, I provide a look at how to use it to come up with different valuation scenarios for a fair value range.
What We're Reading in the Media
Reddit is not the best place for investment advice, but gems pop up now and then. Here's one where laying out a short thesis on TSLA.
As much as the financial situation looks dire, shorting is not something I wish to dabble in. I'm perfectly happy with missing out on shorts, and focusing my time on finding good long opportunities.
If you know how to use search engines, you'll find a lot of value investing resources from Whitney Tilson.
Like most things Buffett, there are a lot of lessons on business, life, leverage, Ben Graham and more.
Make sure you read it.
- Business Lessons from Mark Leonard (Constellation Software)
- Passive Aggressive Investing and FAANG
- Buying Stocks that Could Go Bust
What is Old School Value?
Old School Value is a suite of value investing tools designed to fatten your portfolio by identifying what stocks to buy and sell.
It is a stock grader, value screener, and valuation tools for the busy investor designed to help you pick stocks 4x faster.
Check out the live preview of AMZN, MSFT, BAC, AAPL and FB.