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Search Results for: claiborne
Video Lecture: Valuing Growth: Liz Claiborne
I posted this before November 7, 2011, but now I embedded the documents for easier access. Also, there is a link to the video. I will keep putting links to videos rather than have a value vault so everyone can … Continue reading
VIDEO LECTURE on Valuing Liz Claiborne
Jan 01, 2000 10-K for Liz Claiborne. So what is the company worth? Show your work. Don’t cheat yourself–do the work BEFORE clicking on my notes or the video lecture! http://www.scribd.com/doc/71969500/Liz-Claiborne-10-K-Jan-1-2000 Video Lecture: https://www.yousendit.com/download/T2dkOGNVdGpPSHdVV01UQw Solution and Lecture notes to valuation … Continue reading
Valuing Growth
Valuing growth is an art. The readings below will help you think about how to assess growth in your valuation. Greenwald_2005_Inv_Process_Pres_Gabelli in London This lecture places valuing growth in the overall context of value investing. Greenwald-Class-Notes-5-Liz-Claiborne-Valuing-Growth-2 See pages 10 through 14 … Continue reading
What If You Own a Plummeting Stock (JCP) $%^&*!
In The Intelligent Investor, Benjamin Graham sums up his investment philosophy by saying that an intelligent investor must be “businesslike” in approach. Investing in shares in a company is just like owning a share in a business enterprise and the … Continue reading
Posted in Investor Psychology, Risk Management, Special Situations, Valuation Techniques, YOU
Tagged Canny Devito, JCP, Other People's Money, You
VALUATION from a Strategic Perspective: Improving Investment Decisions
Chapter 16 from Competition Demystified By now you realize that you need to focus most of your attention as an investor on understanding the particular business, the industry and the competitive interactions within an industry before plugging inputs into whatever … Continue reading
Posted in Valuation Techniques
Tagged Greenwald, Hudson General, Liz Claiborne, Sealed Air