“No they cannot touch me for coining, I am the king himself.” –William Shakespeare,King Lear
Valuation Case Studies
Sit down with the Value-Line tear sheet and write down your thoughts. Does the company grow? Is it profitable and by how much? Good or bad balance sheet? And what would you pay and why? Then listen to the lectures and see where you agree or disagree. On Friday or the next post, I will go over each company quickly–the goal is to acquaint you with an easy search tool-Value-Line and what to look for when analyzing a company.
Coach (COH): COH then Video Lectures: http://www.oldschoolvalue.com/blog/stock-analysis/video-coach-coh-valuation/
General Mills: GIS then Video Lectures: http://www.oldschoolvalue.com/blog/stock-analysis/video-general-mills/
Oracle: ORCL then Video Lectures: http://www.oldschoolvalue.com/blog/stock-analysis/video-oracle-orcl-valuation/
Learn how the founder of Old School Value got started: http://classicvalueinvestors.com/i/2010/03/interview-with-jae-jun-from-old-school-value-blog/
Controlling for Quality to improve investment results (Quant Investing) http://greenbackd.com/2013/03/19/performance-of-the-decile-approach-to-magic-formula-alternative-quality-and-price/
More on currency wars…….
You need to understand the strengths and weaknesses of the Classical Gold Standard:
Warren Buffett’s Dad: Howard Buffett on the Gold Standard
The St. Louis Fed’s View: St Louis Fed 1981 on Classical Gold Standard
And the Austrians: The Gold Standard Perspectives in the Austrian School
PS: I haven’t forgotten readers’ questions like suggestions on accounting, how to start, etc.