80 Tips about Value

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[W]e basically spend our time trying to uncover the promising turnarounds, dullards and assorted investment misfits in the market’s underbrush that...
Tags: value, investing
In general, the best thing for us is to find companies that have really stumbled, but where you can look at their past and understand why they are...
In absolute terms, we generally want to see 50% upside potential over the next couple of years. And unless we see at least 3x more potential upside...
Tags: value, growth, price
We’ll estimate what we think earnings can be four to five years out, apply the current multiple to those earnings, and then see what the price would...
We replace portfolio holdings later in their earnings cycle and at the high end of their valuation range with those that have the opposite...
I’d consider our style more as GULP, growth at unreasonably low prices. Why pay a reasonable price for anything? If you’re ever in Pennsylvania...
Essentially, we forecast three years out what we believe a company is going to earn and then, based on its expected return on capital, its capital...
Price is what you pay. Value is what you get.
Tags: price, value
We buy based on a multi-year horizon, but have found that it typically takes about 12 to 18 months – if we’re right – for the market to...
One of my clients has only one Bloomberg terminal in his office, sitting in the corner, and people get ridiculed when they use it too often. His point...
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