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Strategies & Market Trends : Value Investing
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To: Paul Senior who wrote (60535)3/19/2018 9:00:13 AM
From: E_K_S1 Recommendation

Recommended By
Spekulatius

  Read Replies (3) of 78741
 
Netflix, Inc. (NFLX) - a no brainer investment

It reminds me (w/ hindsight) that a no brainer investment would have been NFLX. A simple 42 bagger (9/2012 @ $7.50/share - 3/2018 @ $320.00) in 6 years, but as a value investor I never considered buying when in fact it was all about scale, growth and positive growing earnings.

I think the lesson to be learned is to always keep an open mind, expand some of the ways you look at value rather than all the ways a company can 'blow-up'. That said, I still have a lot of war wounds from companies I thought had value (or potential to build value) and did not cut my losses.

The common theme for most of my losers was excess debt w/ little to no plan (that is/was working) to reduce their debt. Also, growth and increasing revenues goes a long ways to reduce debt as long as revenues grows faster than debt.

I still think Tesla, Inc. (TSLA) is burning way too much cash (even when compared to NFLX) for me to see the current value created. I own neither NFLX or TSLA but each have their own reason for being multibagger gainers which I missed as "value" investments.

The possible "no brainer" value investment is/was to just follow Buffet's picks.

EKS
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