intrinsicvalue
Below are Boyar Value Group‘s thoughts on the latest quarterly results of Scotts Miracle-Gro Co (NYSE:SMG). Q3 2021 hedge fund letters, conferences and more Recent Results4Q FY 2021 ResultsCompany wide sales decreased by 17% to $737.8 million (ahead of consensus at $680.8 million or a 23% decline) due to difficult comparisons with the prior year’s quarter robust growth and other quarterly dynamics (discussed below). SMG reported a loss of $0.82 a share in the quarter (ahead of consensus at $0.87 a share) compared with a profit of $0.06 a share in the year ago quarter.In the U.S. Consumer busin...
ValueWalk
Whitney Tilson’s email to investors discussing Berkshire Hathaway Inc. (NYSE:BRK.B)’s second-quarter earnings and my updated estimate of its intrinsic value; Update on HCI Group. Q2 2021 hedge fund letters, conferences and more Berkshire Hathaway's Second-Quarter Earnings1) Berkshire Hathaway (BRK-B) reported second-quarter earnings on Saturday (here are links to the press release and 10-Q). As I do every quarter, I asked my longtime friend and former partner Glenn Tongue, who is the axe on the company, to share his analysis of it. Here's what he sent me: In the second quarter, Berkshire Hatha...
ValueWalk
In my 2020 Investor letter, I discussed the concept of “Margin of Safety” i.e., paying less for a security than it is worth, and its implications for investing. This memo is intended as a follow-up to that discussion. Q4 2020 hedge fund letters, conferences and more As a recap, I argued that whilst the concept of margin of safety itself is sound and important, the way it has historically been implemented by investors has led them astray. They gave too little thought to the future, based on the assumption that an investment would take care of itself if the margin of safety were great enough. I ...
ValueWalk
Hidden Value Stocks issue for the fourth quarter ended December 31, 2020, featuring an interview with Shreekkanth “Shree” Viswanathan, CFA, CPA, the President and Portfolio Manager of SVN Capital, LLC. In this part, Shree discusses the regions where he will not invest, the most important ingredient to growth in intrinsic value, and how he calculates high ROIC. The fund has a broad investment mandate. Are there any regions you won’t look at?Yes, the fund has a broad mandate because I feel that investment opportunities can and do come from many different countries. But this global approach doesn...
ValueWalk
Warren Buffett on intrinsic value. Intrinsic value definition: Intrinsic value is the number you get if you can predict all the cash the business can give you between now and judgement day. Q3 2020 hedge fund letters, conferences and more Warren Buffett Intrinsic Value Formula - To calculate intrinsic value you have to use the discounted present value of the future cash flows. We are going to discuss the above more in depth tomorrow in a video explaining how to calculate intrinsic value step by step. Now, enjoy Warren Buffett on Intrinsic value. The following is a computer generated transcript...
ValueWalk
ValueWalk
閲覧を続けるには、ノアドット株式会社が「プライバシーポリシー」に定める「アクセスデータ」を取得することを含む「nor.利用規約」に同意する必要があります。
「これは何?」という方はこちら