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Strategies & Market Trends : Value Investing
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E_K_S
To: E_K_S who wrote (52026)8/8/2013 4:58:55 PM
From: IndependentValue1 Recommendation   of 78615
 
I stand corrected - I can access the interactive bar chart showing the outcomes from various valuation models, interesting and useful.

This is indeed an excellent thread for serious investors and students of investing that refuse to be distracted by Wall Street/mainstream financial media. I have read right back over historic posts on this thread to 1996, and have learned much from this review. I am excited now to be a participant to the discussions here and hope to continue to learn and share ideas with others.

With regard to overlooked items, some common and crucial items include pension deficits, operating lease obligations and other off-balance sheet items, not too mention the all too common add back of gross cash in to adjust from enterprise value to equity value, rather than the excess cash only. No one seems to consider that not all cash is attributable to equity holders - only excess cash can be claimed by the equity. Valuation really should always consider the value of the entire business, which a sophisticated acquirer would be willing to pay, and not simply slapping a current multiple on recent reported EPS - this is the CNBC method to valuation and it is MISLEADING!

I've recently been analysing what I believe to be an excellent, undervalued business with favourable prospects and have carefully thought through all these commonly overlooked adjustments in arriving at the equity value, and I hope to share this analysis shortly once I complete it.
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