Notes from London Value Investor Conference 2018 – Notes From Sohn Hong Kong Investment Conference 2018 – Interesting presentations in the Kase Learning YouTube Channel – Is HP Enterprise a good buy? – ValueAct invested in Olympus – Value and Opportunity on Criteo
Mike Zapata @ the Investor Field Guide Podcast – Christian Ryther on Illiquid Securities
[borlabs_cookie_blocked_content title=”@HardcoreValue on twitter on Google”]
Exactly one year ago tomorrow, Bill Nygren laid out his bull case for $GOOGL.
His view was that its stated PE of 29x was misleading and in reality was closer to 15x.
I updated his methodology to today's numbers: 12.8x.https://t.co/BFaYBkkqay pic.twitter.com/T6QcjbyfO1
— Hardcore Value (@HardcoreValue) May 30, 2018
[borlabs_cookie_blocked_content title=”@backoftheenvelo on twitter on Renault”]
What's with these car company valuations, Peugeot without financial arm (if I'm remembering correctly) <2x EBITDA? Consensus forecast is growth for many years. Source: 4-traders pic.twitter.com/KS9qloH21t
— backoftheenvelope (@backoftheenvelo) June 1, 2018
Stefan Riße mit einem Nachbericht von der 15. ACATIS-Value-Konferenz – Hendrik Leber mit Fotostrecke bei Fonds Professional