Value Vault Update
Many have been having troubles opening the Value Vault. The main problem is the size of the folder; there is a 2 Gig limit. Splitting folders means multiple emailing of keys. I get 10 requests a day so time constraints make this a hassle. Yes, there is Google, Dropbox and many other choices than Yousendit.com.
To make this blog more assessable for learning, I will post the videos up on this blog and the important books. All case studies, documents and more obscure books, I will place in a folder (less than 2 Gigs) or two and then email out all the keys.
This blog will no longer have advertising on it. The videos will have the corresponding case studies and financials for ease of study. Once that is up, you have about 10 valuation case studies with videos to develop your skills along with all the prior posts.
I have all your emails, so you won’t be forgotten when I email out the new keys. You will see the videos going up by tomorrow.
I have been finally approved as a kidney donor so I wait for the date of my surgery. More blood samples, CAT scans and X-rays have been taken of me than any lab rat. Ready to go so the recipient doesn’t have to suffer dialysis or death.
Quiz for emerging market value investors
Your company has been given a concession to open a resort on the North coast of Cuba. What recommendation would you make to your investment committee? What should your required rate of return be?
Using this Blog
www.csinvesting.org has an eclectic mix of posts on valuation, competitive analysis and accounting. Use the search box in the upper right corner for relevant posts on subjects that interest you. For example, if you want to learn more about EBITDA as a cash flow metric then type those words into the search box and you will see several posts like this one: Placing EBITDA into perspective: http://wp.me/p1PgpH-yS.
Also, there are over 60 books, many case studies and 30 videos on investing in the VALUE VAULT. Email me at Aldridge56@aol.com with (only) VALUE VAULT in the subject line. Within 48 hours, I will do my best to send you the keys to the cloud-based folder so you can download anything you might like to study. No reply? Just email me a reminder. I know this blog needs better organization and all the information can be overwhelming for new investors. The trick to developing skill is to cut through all the noise to focus on the key issues that will drive the success of the investment. Practice reading original 10-Ks and 10-Qs and Proxies. Look at profitability, margins, trends, ownership, and the history of the industry. Take and keep notes. What are you learning?
A self-taught investor with excellent examples http://www.gannonandhoangoninvesting.com/
Another for beginners: http://www.oldschoolvalue.com/blog/
Posted in Accounting, Competitive Analysis, Search Strategies, YOU
Tagged Beginners, blogging, business, CCL, Cruise Ships, Gannononinvesting, guide to financial markets, how to read a financial statement, Learning, RCL